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‘Invest it Best‘ is a new investing podcast where you will hear from expert analysts, advisers and fund managers. The show will provide you with insight as to their views on the market, what they‘re looking at, and importantly why that matters. ‘Invest it Best‘ is proudly brought to you by Wilsons Advisory - one of Australia‘s leading financial advisory firms.
Episodes
Wednesday Dec 20, 2023
Wednesday Dec 20, 2023
On this episode of the Invest it Best podcast host Ted Richards speaks with Head of Wilsons Investment Strategy Group, David Cassidy to review 2023 and discuss his outlook for investing in 2024.
Topics discussed;
- What surprised the market in 2023?
- Tactical asset allocation changes David made to portfolios in 2023
- Key risks for 2024 including wars (Ukraine & Gaza), inflation and interest rates
- Noise around the US election throughout 2024
- David Cassidy's base case expectations for investing in 2024
David Cassidy's 2024 outlook can be found here
https://www.wilsonsadvisory.com.au/news/2024-outlook-shifting-down-a-gear
To stay up to date with Wilsons Advisory on LinkedIn
The Invest it Best podcast is proudly brought to you by Wilsons Advisory, one of Australia's leading financial advisory firms.
Wilsons Advisory Financial Services Guide (FSG) can be found here
Wednesday Oct 04, 2023
Wednesday Oct 04, 2023
In this episode of the Invest it Best podcast, host Ted Richards speaks with Hyperion's Lead Portfolio Manager, Deputy CIO & Executive Director, Jason Orthman who shares his expert analysis on portfolio success.
They discuss the following;
- What Hyperion looks to exploit when they invest
- Where Hyperion views the best opportunities in the AI/Machine Learning megatrend
- How AI/ML opportunities compare to investing hardware providers like Nvidia (ASX:NVDA)
- Why ServiceNow (ASX:NOW) has been a top performer in their portfolio the last 12 months
- Tesla (ASX:TSLA) vs BYD (ASX: BYDDF) and why they prefer Tesla
- Their recent global research trip including Domino's (ASX:DMP) success in the European market
Jason is currently lead portfolio manager at Hyperion across all three of their equity strategies, Australian equities, small caps and global equities. Jason gained 6 years industry experience as a Senior Research Analyst with Wilsons, prior to joining Hyperion.
Links
To request a Wilsons advisor to contact you click here
To stay up to date with WILSONS on LinkedIn
The Invest it Best podcast is proudly brought to you by WILSONS, one of Australia's leading financial advisory firms.
WILSONS Financial Services Guide (FSG) can be found here
To visit Hyperion's website, click here
Thursday Sep 14, 2023
Thursday Sep 14, 2023
On this episode of the Invest it Best podcast host Ted Richards speaks with Wilsons Equity Analyst (Healthcare) Dr Shane Storey, They discuss the following;
- The MedTech industry in Australia
- Cochlear’s and Resmed’s international success
- The rise in popularity of new weight loss drugs recent impact on Resmend's share price
- What Shane and his team look for in medical device businesses
- Why Nanosonics success isn’t slowing down
- ASX companies discussed: Cochlear(ASX:COH), ResMed (ASX:RMD), Nanosonics (ASX:NAN), ImpediMed (ASX:IPD), EBR Systems (ASX:EBR)
Links
To request a Wilsons advisor to contact you click here
To stay up to date with WILSONS on LinkedIn
The Invest it Best podcast is proudly brought to you by WILSONS, one of Australia's leading financial advisory firms.
WILSONS Financial Services Guide (FSG) can be found here
Monday Sep 04, 2023
Monday Sep 04, 2023
On this episode of the Invest it Best podcast host Ted Richards speaks with Wilsons Senior Analyst, Rob Crookston about the latest reporting season. They discuss the following;
- The 3 key themes from this reporting season;
- The resilience of the consumer
- Cost movements: which sectors experienced inflation vs which sectors experienced cost disinflation
- Who has pricing power and successfully passed on costs?
- Banks
- Competition for lending & deposits
- CBAs valuation
- Retail
- Saving buffers have provided support to consumers but how long can this be sustained?
- Healthcare
- Resmed and investors concerns around weight loss drugs impacting market demand for sleep apnea devices
- Real Estate
- Goodman Groups investment in data centres
- Why Rob prefers Goodman Group over NextDC
- Building Supplies
- James Hardie's margin expansion due to cost dis-inflation
- Packaging
- Destocking of high stock levels post covid providing tail winds for Amcor
Links
Rob's reporting season research report can be found here
To request a Wilsons advisor to contact you click here
To stay up to date with WILSONS on LinkedIn
The Invest it Best podcast is proudly brought to you by WILSONS, one of Australia's leading financial advisory firms.
WILSONS Financial Services Guide (FSG) can be found here
Wednesday Aug 09, 2023
Wednesday Aug 09, 2023
On this episode of the Invest it Best podcast host Ted Richards speaks with Wilsons Equity Analyst (Technology), Ross Barrows. They discuss the following;
- Insights from Ross' recent trip to the US to research AI-related opportunities
- What LLM (Large Language Models) are why they're relevant to AI
- The convergence of both technology and demand that is generating the interest in AI related investments right now
- Ways to invest in this megatrend including data centres and data collection/annotators.
- ASX companies discussed;
- NextDC (ASX:NXT)
- Macquarie Technology Group (ASX:MAQ)
- Appen (ASX:APX).
Links
To request a Wilsons advisor to contact you click here
To stay up to date with WILSONS on LinkedIn
The Invest it Best podcast is proudly brought to you by WILSONS, one of Australia's leading financial advisory firms.
WILSONS Financial Services Guide (FSG) can be found here
Monday Jul 17, 2023
Monday Jul 17, 2023
On this episode of the Invest it Best podcast host Ted Richards speaks with Wilsons Equity Analyst (Healthcare), Dr Melissa Benson. They discuss the following;
- The sectors within healthcare, and commonly used terms across the industry
- The different phases within the development process (including FDA/TGA approval)
- Methods for applying valuations to businesses at different stage of development
- What ‘orphan drugs’ are why businesses invest in them
- ASX examples: Telix (ASX:TLX) and Immutep (ASX:IMM)
Links
To request a Wilsons advisor to contact you click here
To stay up to date with WILSONS on LinkedIn
The Invest it Best podcast is proudly brought to you by WILSONS, one of Australia's leading financial advisory firms.
WILSONS Financial Services Guide (FSG) can be found here
Monday Jun 19, 2023
Monday Jun 19, 2023
On this episode of the Invest it Best podcast host Ted Richards speaks with Aoris Managing Director & CIO, Stephen Arnold. They discuss the following;
- Insights from Stephen's recent Research trip to the US
- Why Stephen took a position in Microsoft last year
- Why Stephen still likes LVMH despite the macro environment
- What makes the L'Oréal business model so resilient
- Why Stephen thinks Costco is such a great business
Links
Further information about the Aoris portfolio can be found here
To request a Wilsons advisor to contact you click here
To stay up to date with WILSONS on LinkedIn
The Invest it Best podcast is proudly brought to you by WILSONS, one of Australia's leading financial advisory firms.
WILSONS Financial Services Guide (FSG) can be found here
Thursday Jun 01, 2023
Thursday Jun 01, 2023
On this episode of the Invest it Best podcast host Ted Richards speaks with Wilsons' Head of Investment Strategy, David Cassidy. They discuss the following;
- The latest on the US debt ceiling
- Trump vs Biden
- Consumer confidence
- Valuations of AI stocks
- Risks in the Australian and US economies
Links
David's recent piece on consumer confidence can be found here
To request a Wilsons advisor to contact you click here
To stay up to date with WILSONS on LinkedIn
The Invest it Best podcast is proudly brought to you by WILSONS, one of Australia's leading financial advisory firms.
WILSONS Financial Services Guide (FSG) can be found here
Monday May 15, 2023
Monday May 15, 2023
On this episode of the Invest it Best podcast host Ted Richards speaks with Wilsons' Senior Metals & Mining Equity Analyst, Sam Catalano. They discuss the following;
- Why the increased interest in lithium over the last 5 years
- The recent Allkem merger
- The global lithium demand hubs potentially facing supply risk
- Applying a valuation to a lithium producer
- The levels of institutional ownership across the industry
Two ASX listed lithium producers;
- Atlantic Lithium
- Leo Lithium
To request a Wilsons advisor to contact you click here
To stay up to date with WILSONS on LinkedIn
The Invest it Best podcast is proudly brought to you by WILSONS, one of Australia's leading financial advisory firms.
WILSONS Financial Services Guide (FSG) can be found here
Monday Apr 24, 2023
Monday Apr 24, 2023
On this episode of the Invest it Best podcast host Ted Richards speaks with Wilsons' Head of Investment Strategy, David Cassidy. They discuss the following;
- Why Global & Australian equities have increased in value despite the gloomy sentiment
- The latest on Australian, US, Chinese and European markets
To read David latest research click here.
To request a Wilsons advisor to contact you click here
To stay up to date with WILSONS on LinkedIn
The Invest it Best podcast is proudly brought to you by WILSONS, one of Australia's leading financial advisory firms.
WILSONS Financial Services Guide (FSG) can be found here