5 episodes

The EL&C Baillieu Podcast is where we discuss key issues, developments and opportunities in the Australian stock market. It features the latest insights from the EL&C Baillieu research team, conversations with CEOs of ASX-listed companies and interviews with Australia’s leading fund managers.

EL&C Baillieu is one of Australia’s leading independent financial advisory firms, providing a range of wealth management services to clients.

EL&C Baillieu Podcast EL&C Baillieu

    • Business
    • 5.0, 6 Ratings

The EL&C Baillieu Podcast is where we discuss key issues, developments and opportunities in the Australian stock market. It features the latest insights from the EL&C Baillieu research team, conversations with CEOs of ASX-listed companies and interviews with Australia’s leading fund managers.

EL&C Baillieu is one of Australia’s leading independent financial advisory firms, providing a range of wealth management services to clients.

    Q&A with Magellan

    Q&A with Magellan

    Chris Wheldon, Portfolio Manager at Magellan, joins the EL&C Baillieu podcast in a wide-ranging discussion on the global economy and the outlook for markets.

    Tune in to hear Chris explain:

    • Magellan’s view on the shape of the global economic recovery post the COVID-19 pandemic;
    • How Magellan portfolios have changed in response to the crisis;
    • The role of technology in a post-COVID economy;
    • How China is performing relative to other economies; and
    • How the pandemic is impacting key technology stocks such as Microsoft, Facebook, Amazon, Alibaba and Tencent.

    • 41 min
    How to increase your technology exposure

    How to increase your technology exposure

    The COVID-19 pandemic is likely to be a catalyst for the adoption of technology across the economy, in our view. Unfortunately, the S&P/ASX 200 Index is significantly underweight the technology sector compared to many other markets around the world.

    In that context, we believe investors should look at alternatives to gain exposure to technology. In this podcast, we discuss a number of options, including:

    • The new S&P/ASX All Technology Index;
    • Technology-themed exchanged traded funds (ETFs);
    • Listed Investment Companies; and
    • Managed funds.

    We also speak with BetaShares on their range of ETFs, including ATEC which follows the S&P/ASX All Technology Index.

    • 24 min
    Navigating the bear market - Banks

    Navigating the bear market - Banks

    EL&C Baillieu analyst Nick Caley discusses Australia’s major banks post the recent reporting season, including:

    • The state of sector growth;
    • Revenue trends;
    • Bad debt and provisioning levels given the COVID-19 crisis;
    • Stock preferences at this time; and
    • An update on Macquarie Group.

    We encourage clients to keep in touch with their EL&C Baillieu adviser for the latest updates.

    • 21 min
    Navigating the bear market - CIO Malcolm Wood

    Navigating the bear market - CIO Malcolm Wood

    EL&C Baillieu Chief Investment Officer Malcolm Wood gives an update on the outlook for the economy and investment markets amid the COVID-19 crisis.

    Tune in to hear Mal discuss how Australia is shaping up in a global context, the prospect of a V-shaped recovery, current expectations for unemployment and key stocks with exposure to an Australian restart.

    • 25 min
    Welcome to the EL&C Baillieu podcast

    Welcome to the EL&C Baillieu podcast

    Welcome to the EL&C Baillieu podcast !

    • 5 min

Customer Reviews

5.0 out of 5
6 Ratings

6 Ratings

bjorosenberg ,

Concise and informative

Well worth subscribing if you’re interested in what’s happening in financial markets in Australia and abroad. Interviews with analysts, company CEOs, fund managers and market strategists.

BullMarket21 ,

Fantastic Investment Podcast!

They interview so many CEOs of ASX200 listed companies, as well as Top Fund Managers. Really great to get that insight!

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