Ord Minnett Podcast Ord Minnett

Fidelity International’s Amit Goel, Lead Portfolio Manager for Emerging Market Equities, joins the podcast to discuss the outlook for global emerging markets, including:

• Why emerging market economies look relatively attractive at the moment, including higher growth than developed markets in real terms;
• Why the technology and consumer sectors offer opportunities for investors;
• How emerging markets are managing inflation and why interest rates are ‘ahead of the curve’ compared to the US; and
• Why the increased competitiveness of companies, and the lowest valuations in 20 years, add to the attractiveness of emerging market equities.

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Disclosure: Ord Minnett Limited ABN 86 002 733 048 (Ord Minnett) holds AFS Licence Number 237121 and E.L. & C. Baillieu Limited ABN 74 006 519 393 (EL&C Baillieu) holds AFS Licence Number 245421. Ord Minnett and EL&C Baillieu are ASX Group Participants, Participants of Chi-X Australia Pty Ltd and are wholly owned subsidiaries of Ord Minnett Holdings Pty Limited ABN 32 062 323 728. This document is intended to provide general financial product advice only, and has been prepared without taking account of your objectives, financial situation or needs, and therefore before acting on advice contained in this document, you should consider its appropriateness having regard to your personal circumstances.

Ord Minnett Head of Asset Allocation Malcolm Wood joins the podcast to discuss the outlook for the economy and investment markets. The conversation includes:

• What the recent RBA rate rises mean for Australia;
• Why an orderly, gradual normalisation of interest rates is still the likely scenario in Australia;
• Why the Australian equity market looks well placed in the context of global valuations;
• Why risks persist in the US economy and why the Fed faces a number of challenges; and
• Mal’s preferred asset allocation, which includes caution on growth assets including underweight US equities, but overweight and Emerging Market equities.

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Disclosure: Ord Minnett Limited ABN 86 002 733 048 (Ord Minnett) holds AFS Licence Number 237121 and E.L. & C. Baillieu Limited ABN 74 006 519 393 (EL&C Baillieu) holds AFS Licence Number 245421. Ord Minnett and EL&C Baillieu are ASX Group Participants, Participants of Chi-X Australia Pty Ltd and are wholly owned subsidiaries of Ord Minnett Holdings Pty Limited ABN 32 062 323 728. This document is intended to provide general financial product advice only, and has been prepared without taking account of your objectives, financial situation or needs, and therefore before acting on advice contained in this document, you should consider its appropriateness having regard to your personal circumstances.

Ord Minnett Head of Asset Allocation Malcolm Wood joins the podcast to discuss the outlook for the economy and investment markets. The in-depth conversation includes:

• Why the US has an emerging inflation issue that is likely to see multiple interest rate rises over the next 12 months;
• How Australia compares to the US on inflation and interest rate expectations;
• Why the recent volatility in investment markets, driven by the inflation issue and the US earnings season, is likely to persist; and
• Mal’s preferred asset allocation, with caution on growth assets including underweight US equities, but overweight Australian and Emerging Market equities.

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Disclosure: Ord Minnett Limited ABN 86 002 733 048 (Ord Minnett) holds AFS Licence Number 237121 and E.L. & C. Baillieu Limited ABN 74 006 519 393 (EL&C Baillieu) holds AFS Licence Number 245421. Ord Minnett and EL&C Baillieu are ASX Group Participants, Participants of Chi-X Australia Pty Ltd and are wholly owned subsidiaries of Ord Minnett Holdings Pty Limited ABN 32 062 323 728. This document is intended to provide general financial product advice only, and has been prepared without taking account of your objectives, financial situation or needs, and therefore before acting on advice contained in this document, you should consider its appropriateness having regard to your personal circumstances.

Oscar Oberg and Tobias Yao, Portfolio Managers with Wilson Asset Management, join the Ord Minnett Podcast to preview the upcoming reporting season. The wide-ranging discussion includes:

• Their key themes and stock picks from the mid- and small-cap sector;
• Why the US and European re-opening should benefit travel and leisure stocks Corporate Travel (CTD), Webjet (WEB) and Ardent Leisure (ALG);
• How Seven Group Holdings (SVW) offers various exposures to the mining services sector and why Monadelphous (MND) is the best mining services company in Australia;
• Why they are cautious on domestic retailers, but believe in the international growth ambitions of Lovisa (LOV) and City Chic (CCX); and
• Why Temple & Webster (TPW) is the best ecommerce platform listed on the ASX.

To access Ord Minnett’s listed investment company research, or for more information on any of the stocks mentioned in this podcast, please contact your adviser.

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Disclosure: Ord Minnett Limited ABN 86 002 733 048 (Ord Minnett) holds AFS Licence Number 237121 and E.L. & C. Baillieu Limited ABN 74 006 519 393 (EL&C Baillieu) holds AFS Licence Number 245421. Ord Minnett and EL&C Baillieu are ASX Group Participants, Participants of Chi-X Australia Pty Ltd and are wholly owned subsidiaries of Ord Minnett Holdings Pty Limited ABN 32 062 323 728. This document is intended to provide general financial product advice only, and has been prepared without taking account of your objectives, financial situation or needs, and therefore before acting on advice contained in this document, you should consider its appropriateness having regard to your personal circumstances.

Head of Private Client Research Simon Kent-Jones joins the podcast to discuss the Ord Minnett Responsible Equities Portfolio, including:

• The key responsible and ethical issues facing investors today;
• How the Portfolio incorporates responsible and ethical considerations into its investment process, including which sectors and stocks are excluded and why;
• How the Australian banks perform from an ESG perspective and how that has changed over time;
• The responsible investing considerations for key Australian stocks such as Qube Holdings (QUB), Transurban Group (TCL), Woolworths (WOW) and Wesfarmers (WES); and
• How the Measurement and Analysis Report (Feb-21) benchmarks the performance of the Portfolio across the key environmental, social and governance factors.

The Responsible Equities Portfolio is part of the suite of Ord Minnett Direct Equity Portfolios available on the HUB24 investment platform. For more information, please contact your adviser.

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Disclosure: Ord Minnett Limited ABN 86 002 733 048 (Ord Minnett) holds AFS Licence Number 237121 and E.L. & C. Baillieu Limited ABN 74 006 519 393 (EL&C Baillieu) holds AFS Licence Number 245421. Ord Minnett and EL&C Baillieu are ASX Group Participants, Participants of Chi-X Australia Pty Ltd and are wholly owned subsidiaries of Ord Minnett Holdings Pty Limited ABN 32 062 323 728. This document is intended to provide general financial product advice only, and has been prepared without taking account of your objectives, financial situation or needs, and therefore before acting on advice contained in this document, you should consider its appropriateness having regard to your personal circumstances.

Ord Minnett Head of Asset Allocation Malcolm Wood joins the podcast to discuss the outlook for the economy and investment markets, including:

• Why Australia’s economy has moved from a V-shaped recovery to a V-shaped expansion;
• Why risks around inflation are more of a concern for the US than Australia;
• How a corporate profits boom should continue to drive the Australian equity market higher; and
• His preferred asset allocation, including overweight in Australian equities and underweight in defensive assets.

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Disclosure: Ord Minnett Limited ABN 86 002 733 048 (Ord Minnett) holds AFS Licence Number 237121 and E.L. & C. Baillieu Limited ABN 74 006 519 393 (EL&C Baillieu) holds AFS Licence Number 245421. Ord Minnett and EL&C Baillieu are ASX Group Participants, Participants of Chi-X Australia Pty Ltd and are wholly owned subsidiaries of Ord Minnett Holdings Pty Limited ABN 32 062 323 728. This document is intended to provide general financial product advice only, and has been prepared without taking account of your objectives, financial situation or needs, and therefore before acting on advice contained in this document, you should consider its appropriateness having regard to your personal circumstances.