Words on Wealth by Evans and Partners

Evans and Partners
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Welcome to Words on Wealth, a podcast by Evans and Partners that unpacks the key trends and opportunities shaping markets, the economy and your financial wellbeing. Join us as we make sense of the issues that matter most to you.

  1. 6d ago

    Monday Macro: 7 September 2026

    In this week's Monday Macro, Head of Investment Strategy Max Casey unpacks the latest developments in the Middle East and what surging oil prices could mean for inflation and bond markets. He explores why pressure is building across interest rate sensitive sectors, and what a higher yield environment could mean for investors. Max also examines why gold, copper, and energy may be looking attractive from here, and what stronger than expected domestic growth could mean for the RBA's next move. Tune in to find out more. DISCLAIMER: This podcast was prepared by Evans and Partners Pty Limited AFSL 318075. Any advice is general advice only and was prepared without taking into account your objectives, financial situation or needs. Before acting on any advice, you should consider whether the advice is appropriate to you. Seeking professional personal advice is always highly recommended. Where this presentation refers to a particular financial product, you should obtain a copy of the relevant PDS, TMD or offer document before making any investment decisions. Past performance is not a reliable indicator of future performance. Directors, employees and officers of Evans and Partners and its related bodies corporate may have holdings in the securities discussed. Any taxation information is general and should only be used as a guide. This communication is not intended to be a research report (as defined in ASIC Regulatory Guides 79 and 264). Any express or implicit opinion or recommendation about a named or readily identifiable investment product is merely a restatement, summary or extract of another research report that has already been broadly distributed.

    Monday Macro: 7 September 2026

  2. Aug 30

    Monday Macro: 31 August 2026

    In this week's Monday Macro, CIO Tim Rocks unpacks what continued momentum in gold and a rising Australian dollar could mean for investors with offshore exposure. He explores a balanced Australian reporting season and what early signs of a housing slowdown could mean for the broader market in the year ahead. Tim also examines why Australian equities remain out of favour relative to offshore markets, and where selective opportunities may be emerging closer to home. Tune in to find out more. DISCLAIMER: This podcast was prepared by Evans and Partners Pty Limited AFSL 318075. Any advice is general advice only and was prepared without taking into account your objectives, financial situation or needs. Before acting on any advice, you should consider whether the advice is appropriate to you. Seeking professional personal advice is always highly recommended. Where this presentation refers to a particular financial product, you should obtain a copy of the relevant PDS, TMD or offer document before making any investment decisions. Past performance is not a reliable indicator of future performance. Directors, employees and officers of Evans and Partners and its related bodies corporate may have holdings in the securities discussed. Any taxation information is general and should only be used as a guide. This communication is not intended to be a research report (as defined in ASIC Regulatory Guides 79 and 264). Any express or implicit opinion or recommendation about a named or readily identifiable investment product is merely a restatement, summary or extract of another research report that has already been broadly distributed.

    Monday Macro: 31 August 2026

  3. Aug 23

    Monday Macro: 24 August 2026

    In this week's Monday Macro, CIO Tim Rocks unpacks the Chinese tech frenzy and what it could mean for investors, alongside what continued strength in gold equities may signal for markets. He explores a solid Australian reporting season and what tightening credit conditions could mean for bank earnings ahead. Tim also examines a softening labour market, and where the more compelling opportunities may lie from here. Tune in to find out more. DISCLAIMER: This podcast was prepared by Evans and Partners Pty Limited AFSL 318075. Any advice is general advice only and was prepared without taking into account your objectives, financial situation or needs. Before acting on any advice, you should consider whether the advice is appropriate to you. Seeking professional personal advice is always highly recommended. Where this presentation refers to a particular financial product, you should obtain a copy of the relevant PDS, TMD or offer document before making any investment decisions. Past performance is not a reliable indicator of future performance. Directors, employees and officers of Evans and Partners and its related bodies corporate may have holdings in the securities discussed. Any taxation information is general and should only be used as a guide. This communication is not intended to be a research report (as defined in ASIC Regulatory Guides 79 and 264). Any express or implicit opinion or recommendation about a named or readily identifiable investment product is merely a restatement, summary or extract of another research report that has already been broadly distributed.

    Monday Macro: 24 August 2026

  4. Aug 16

    Monday Macro: 17 August 2026

    In this week's Monday Macro, CIO Tim Rocks unpacks a remarkable run in gold and what is driving the rally, alongside strong momentum in Chinese and Korean markets after a turbulent few months. He explores an encouraging start to the Australian reporting season and what the RBA's latest decision could mean for rates ahead. Tim also examines a broadening US earnings recovery and why the case for small caps may be stronger than the headlines suggest. Tune in to find out more. DISCLAIMER: This podcast was prepared by Evans and Partners Pty Limited AFSL 318075. Any advice is general advice only and was prepared without taking into account your objectives, financial situation or needs. Before acting on any advice, you should consider whether the advice is appropriate to you. Seeking professional personal advice is always highly recommended. Where this presentation refers to a particular financial product, you should obtain a copy of the relevant PDS, TMD or offer document before making any investment decisions. Past performance is not a reliable indicator of future performance. Directors, employees and officers of Evans and Partners and its related bodies corporate may have holdings in the securities discussed. Any taxation information is general and should only be used as a guide. This communication is not intended to be a research report (as defined in ASIC Regulatory Guides 79 and 264). Any express or implicit opinion or recommendation about a named or readily identifiable investment product is merely a restatement, summary or extract of another research report that has already been broadly distributed.

    Monday Macro: 17 August 2026

  5. Aug 9

    Monday Macro: 10 August 2026

    In this week's Monday Macro, CIO Tim Rocks unpacks why gold and emerging markets are looking increasingly compelling, suggesting the case for both may be stronger than many investors currently appreciate. He explores a remarkably strong US reporting season and what a broadening economic recovery could mean for cyclical assets. Tim also examines rising bond yields and what a rapidly growing US debt pile could mean for markets ahead. Tune in to find out more. DISCLAIMER: This podcast was prepared by Evans and Partners Pty Limited AFSL 318075. Any advice is general advice only and was prepared without taking into account your objectives, financial situation or needs. Before acting on any advice, you should consider whether the advice is appropriate to you. Seeking professional personal advice is always highly recommended. Where this presentation refers to a particular financial product, you should obtain a copy of the relevant PDS, TMD or offer document before making any investment decisions. Past performance is not a reliable indicator of future performance. Directors, employees and officers of Evans and Partners and its related bodies corporate may have holdings in the securities discussed. Any taxation information is general and should only be used as a guide. This communication is not intended to be a research report (as defined in ASIC Regulatory Guides 79 and 264). Any express or implicit opinion or recommendation about a named or readily identifiable investment product is merely a restatement, summary or extract of another research report that has already been broadly distributed.

    Monday Macro: 10 August 2026

  6. Aug 2

    Monday Macro: 3 August 2026

    In this week's Monday Macro, CIO Tim Rocks unpacks why technology and emerging markets are under pressure despite strong earnings, and what opportunities this could present for investors. He explores the turbulence in Korean markets and why the broader region, including China, may have further to run. Tim also examines the Bank of Japan's efforts to support the yen, and what rising Japanese yields could mean for global markets, alongside a slightly more encouraging inflation reading at home and what it could mean for the RBA's next move. Tune in to find out more. DISCLAIMER: This podcast was prepared by Evans and Partners Pty Limited AFSL 318075. Any advice is general advice only and was prepared without taking into account your objectives, financial situation or needs. Before acting on any advice, you should consider whether the advice is appropriate to you. Seeking professional personal advice is always highly recommended. Where this presentation refers to a particular financial product, you should obtain a copy of the relevant PDS, TMD or offer document before making any investment decisions. Past performance is not a reliable indicator of future performance. Directors, employees and officers of Evans and Partners and its related bodies corporate may have holdings in the securities discussed. Any taxation information is general and should only be used as a guide. This communication is not intended to be a research report (as defined in ASIC Regulatory Guides 79 and 264). Any express or implicit opinion or recommendation about a named or readily identifiable investment product is merely a restatement, summary or extract of another research report that has already been broadly distributed.

    Monday Macro: 3 August 2026

  7. Jul 26

    Monday Macro: 27 July 2026

    In this week's Monday Macro, CIO Tim Rocks unpacks a very strong start to the US reporting season, and why tech earnings and valuations may be more compelling than the market currently appreciates. He explores why oil prices and sticky inflation could be putting rate rises back on the table in Australia, and what this week's inflation reading could mean for the RBA. Tim also takes a closer look at China's push to build a rival AI ecosystem, and what this could mean for the global AI race. Tune in to find out more. DISCLAIMER: This podcast was prepared by Evans and Partners Pty Limited AFSL 318075. Any advice is general advice only and was prepared without taking into account your objectives, financial situation or needs. Before acting on any advice, you should consider whether the advice is appropriate to you. Seeking professional personal advice is always highly recommended. Where this presentation refers to a particular financial product, you should obtain a copy of the relevant PDS, TMD or offer document before making any investment decisions. Past performance is not a reliable indicator of future performance. Directors, employees and officers of Evans and Partners and its related bodies corporate may have holdings in the securities discussed. Any taxation information is general and should only be used as a guide. This communication is not intended to be a research report (as defined in ASIC Regulatory Guides 79 and 264). Any express or implicit opinion or recommendation about a named or readily identifiable investment product is merely a restatement, summary or extract of another research report that has already been broadly distributed.

    Monday Macro: 27 July 2026

  8. Jul 19

    Monday Macro: 20 July 2026

    In this week's Monday Macro, CIO Tim Rocks unpacks what a narrowing AI gap between the US and China could mean for tech investors, and why the case for US AI may still have further to run. He explores why inflation concerns are resurfacing, and what rising oil prices could mean for markets. Tim also examines why Australian equities may be facing headwinds, and where better opportunities are emerging abroad. Tune in to find out more. DISCLAIMER: This podcast was prepared by Evans and Partners Pty Limited AFSL 318075. Any advice is general advice only and was prepared without taking into account your objectives, financial situation or needs. Before acting on any advice, you should consider whether the advice is appropriate to you. Seeking professional personal advice is always highly recommended. Where this presentation refers to a particular financial product, you should obtain a copy of the relevant PDS, TMD or offer document before making any investment decisions. Past performance is not a reliable indicator of future performance. Directors, employees and officers of Evans and Partners and its related bodies corporate may have holdings in the securities discussed. Any taxation information is general and should only be used as a guide. This communication is not intended to be a research report (as defined in ASIC Regulatory Guides 79 and 264). Any express or implicit opinion or recommendation about a named or readily identifiable investment product is merely a restatement, summary or extract of another research report that has already been broadly distributed.

    Monday Macro: 20 July 2026
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Welcome to Words on Wealth, a podcast by Evans and Partners that unpacks the key trends and opportunities shaping markets, the economy and your financial wellbeing. Join us as we make sense of the issues that matter most to you.

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