Wattle Partners - Market Thinkers Series Wattle Partners

As a change of pace in our third season, we will be taking a slightly different tack, discussing some of the biggest issues and concerns facing investors today, but with a particular tilt towards retirement.

For this session we speak with Nick Langley, Portfolio Manager at ClearBridge Investments, who has spent a career investing in the infrastructure sector. In a wide ranging conversation we discuss the income diversification benefit from infrastructure assets, assess the risk of inflation and understand the role of infrastructure in the decarbonisation of the global economy.


General Advice Disclosure: This podcast is General Advice only. We have not considered investors' personal or individual circumstances. All listeners should seek professional advice before acting on any recommendation.

As a change of pace in our third season, we will be taking a slightly different tack, discussing some of the biggest issues and concerns facing investors today, but with a particular tilt towards retirement.

For this session we speak with Sophie Monsour and Rob Morrison of Barwon Investment Partners. In a wide ranging conversation we cover everything from the risk of relying solely on dividends for retirement income, the unique opportunity set in healthcare-related property and some of the technological and societal tailwinds supporting the sector.

General Advice Disclosure: This podcast is General Advice only. We have not considered investors' personal or individual circumstances. All listeners should seek professional advice before acting on any recommendation.

As a change of pace in our third season, we will be taking a slightly different tack, discussing some of the biggest issues and concerns facing investors today, but with a particular tilt towards retirement.

For this session we speak with Mark Smith, of NEO Super, who is best described as an SMSF ‘lifer’. Mark has been involved in the SMSF sector for several decades, assisting trustees and advisers to navigate the complex array of regulation whilst harnessing the benefits it affords in the form of transparency and control.

General Advice Disclosure: This podcast is General Advice only. We have not considered investors' personal or individual circumstances. All listeners should seek professional advice before acting on any recommendation.

As a change of pace in our third season, we will be taking a slightly different tack, discussing some of the biggest issues and concerns facing investors today, but with a particular tilt towards retirement.

For this session we speak with Simon Redman of Invesco Global Real Estate. In this session we focus on the role of commercial property within client portfolios, the outlook for CBDs and retail assets and the differences between an institutional and retail approach to investing into real estate.

General Advice Disclosure: This podcast is General Advice only. We have not considered investors' personal or individual circumstances. All listeners should seek professional advice before acting on any recommendation.

As a change of pace in our third season, we will be taking a slightly different tack, discussing some of the biggest issues and concerns facing investors today, but with a particular tilt towards retirement.

For this session we speak with Qiao Ma, Portfolio Manager of the Cooper Investors Asian Equities Fund. China has been at the centre of headlines throughout 2021, yet despite the volatility it stands out as the most likely source of long-term economic, earnings and capital growth. The discussion covers everything from the unique cultural differences required to understand the Asian markets, the unique digitally native Asian consumer and the importance of investing in founder led businesses.

General Advice Disclosure: This podcast is General Advice only. We have not considered investors' personal or individual circumstances. All listeners should seek professional advice before acting on any recommendation.

As a change of pace in our third season, we will be taking a slightly different tack, discussing some of the biggest issues and concerns facing investors today, but with a particular tilt towards retirement.

For this session we speak with Andrew Lockhart, the founder of multibillion non-bank lender Metrics Credit Partners. In this session we focus on income and the unique diversification benefits afforded by the fast growing credit sector. The discussion covers the events of 2020 and their impact on dividends, the role of credit as an alternative source of income and the role of due diligence in capital protection.

General Advice Disclosure: This podcast is General Advice only. We have not considered investors' personal or individual circumstances. All listeners should seek professional advice before acting on any recommendation.