Invest it Best

Wilsons Advisory
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Podcast de Invest it Best

‘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.

  1. HACE 4 DÍAS

    Reporting Season Wrap – The Good, the Bad, and the Better than Feared

    On this episode of the Invest it Best podcast host Ted Richards speaks with Greg Burke, Equity Strategist at Wilsons Advisory. They discuss the recent reporting season in Australia including the following; - Greg's recent summary of reporting season  - Sector specific trends (across resources, insurance, banks, supermarkets and healthcare) - How Greg is positioning his Australian equities portfolio going forward   Links To request a Wilsons advisor to contact you click here  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

    17 min

  2. 21 AGO

    Investing in Retail Property Assets with Chris Lock (IP Generation)

    On this episode of the Invest it Best podcast host Ted Richards speaks with IP Generation Founder and CEO, Chris Lock. They discuss commercial property, particularly investing in unlisted retail assets such as Australian shopping malls. The conversation covers; - The advantages and disadvantages of investing in direct, unlisted property compared to listed REITs. - Current trends and opportunities in the unlisted property market - Why IP Generation has been investing in shopping mall assets and attributes they look for  - Valuations of these assets and risks investors should consider   Links To request a Wilsons advisor to contact you click here  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

    30 min

  3. 11 JUL

    Coles, Woolworths, KFC & GYG

    On this episode of the Invest it Best podcast host Ted Richards speaks with Greg Burke, Equity Strategist at Wilsons Advisory. They discuss different trends across the food industry in Australia including the following; - Greg's recent research report on Australian supermarkets - Impacts from cost of living pressures, easing food prices and regulatory overhang on Coles and Woolworths share prices - Are cost of living pressures a positive or negative for KFC demand? - Greg's thoughts on Guzman y Gomez's recent IPO - Other investment options to consider that can provide defensive attributes to the consumer    Links To request a Wilsons advisor to contact you click here  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

    23 min

  4. 29 MAY

    Natural Resources and the Energy Transition with James Karakatsanis

    In the latest episode of the Invest it Best podcast, Ted Richards speaks with Wilsons Advisory’s Equity Research Analyst (Natural Resources), James Karakatsanis about his thoughts on the role of natural resources within the energy transition. James is a key member of our natural resources equity team, with over 10 years’ experience in the industry. Prior to joining Wilsons Advisory, James was a founding member with Conrad Asia Energy where he was involved in the discovery of the largest gas field for the decade in Indonesia and Conrad’s flagship, the Mako gas field.   James shares his insights on the below, The projected completion date for the global energy transition The role of solar and wind in the energy transition  The role of oil in the energy transition and why economies are still dependent on it  The fundamental shifts in the price of oil  How Karoon Energy are consciously investing for the future How funds are approaching investment in the energy sector ASX companies discussed:  Karoon Energy (ASX: KAR) Links To request a Wilsons advisor to contact you click here  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

    23 min

  5. 22 ABR

    Investing in Global Transportation Assets with Anurag Agarwal (J.P. Morgan Asset Management)

    On this episode of the Invest it Best podcast host Ted Richards speaks with Anurag Agarwal, Head of Portfolio Management for the Global Transportation Group at J.P. Morgan Asset Management. They discuss investing in global transportation assets including the following; - The different types of transport assets that are critical to the global supply chain - How geopolitical events impact the demand for transportation assets (including valuations) -  The correlation and volatility of these global transportation assets through the cycle - What risks investors need to be aware of when investing in this asset class - Who is the buyer of these assets and how the leasing of these assets work - How ESG is impacting these assets   Links To request a Wilsons advisor to contact you click here  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

    37 min

  6. 12 MAR

    Reporting Season Wrap Up 2024 with Rob Crookston

    On this episode of the Invest it Best podcast, Wilsons Advisory, Equity Strategist, Rob Crookston discusses his key insights from the recent reporting season (Feb/March 24). Topics discussed; The theme of cost management supporting upgrades Australian tech stocks relative to US tech stocks  The rule of 40% (what it is and why it's important) Why Rob is so attracted to data centres Forecasting for FY25 Read Rob's Reporting Season Wrap Report Here  If you would like to request a call from one of our Private Wealth Advisors, click here 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

    23 min

  7. 8 FEB

    Private Credit with Pete Robinson (Challenger Investment Management)

    On this episode of the Invest it Best podcast host Ted Richards speaks with Challenger Investment Management Head of Investment Strategy (Fixed Income), Pete Robinson to discuss investing in private credit. Topics discussed; - What private credit is and how is it different to public credit - The liquidity premium for private/unlisted assets - CIM process to source deals - Risks to consider - Positioning private credit in a portfolio from an asset allocation perspective   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

    30 min

  8. 19/12/2023

    Outlook on Investing in 2024

    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

    22 min
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Acerca de

‘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.

Información

  • Creador
    Wilsons Advisory
  • Años de actividad
    2021 - 2024
  • Episodios
    33
  • Clasificación
    Apto
  • Copyright
    © Copyright 2024 All Rights Reserved
  • Mostrar sitio web
    Invest it Best

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