Invest it Best

Surviving Delta’s Force (ASX Reporting Season update)

This episode we hear from John Lockton, part of the Investment Strategy Group at Wilsons to review the latest ASX reporting season. We discuss the following;

• Companies impacted by the current operating environment
• The winners from lockdown
• Companies that continued post strong growth despite the difficult operating environment

John's research on the ASX reporting season can be found here.

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

 

 

The Case for Private Equity

Private equity funds (both domestic and global) have historically yielded better long-term returns than public equities (on average). As a result, many of the world's most sophisticated institutional and high net worth investors have included private equity in their asset allocation mix in recent decades.

In this episode, we hear from David Cassidy, Head of Investment Strategy at WILSONS who outlines the case for private equity, including:

• Different strategies within private equity?
• Why invest in private equity?
• What makes private equity so successful?
• Challenges facing private equity investors?
• Why invest in private equity today?
• How to position private equity in a portfolio

David's research on private equity can be found here

David's research on 'growth vs value' can be found here

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

Invest it Best - An introduction

'Invest it Best' is a new fortnightly investing podcast where you will hear from expert financial analysts and fund managers. The show will provide you with detailed insight 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 - one of Australia's leading financial advisory firms.