Episodit
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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 transitionThe 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 futureHow funds are approaching investment in the energy sectorASX 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
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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
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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 upgradesAustralian 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 centresForecasting for FY25Read 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
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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
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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
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In this episode of the Invest it Best podcast, host Ted Richards speaks with Hyperion's Lead Portfolio Manager, Deputy CIO & Executive Director, Jason Orthman who shares his expert analysis on portfolio success.
They discuss the following;
What Hyperion looks to exploit when they investWhere Hyperion views the best opportunities in the AI/Machine Learning megatrendHow AI/ML opportunities compare to investing hardware providers like Nvidia (ASX:NVDA)Why ServiceNow (ASX:NOW) has been a top performer in their portfolio the last 12 monthsTesla (ASX:TSLA) vs BYD (ASX: BYDDF) and why they prefer TeslaTheir recent global research trip including Domino's (ASX:DMP) success in the European marketJason is currently lead portfolio manager at Hyperion across all three of their equity strategies, Australian equities, small caps and global equities. Jason gained 6 years industry experience as a Senior Research Analyst with Wilsons, prior to joining Hyperion.
Links
To request a Wilsons advisor to contact you click here
To stay up to date with WILSONS on LinkedIn
The Invest it Best podcast is proudly brought to you by WILSONS, one of Australia's leading financial advisory firms.
WILSONS Financial Services Guide (FSG) can be found here
To visit Hyperion's website, click here
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On this episode of the Invest it Best podcast host Ted Richards speaks with Wilsons Equity Analyst (Healthcare) Dr Shane Storey, They discuss the following;
The MedTech industry in AustraliaCochlear’s and Resmed’s international successThe rise in popularity of new weight loss drugs recent impact on Resmend's share price What Shane and his team look for in medical device businessesWhy Nanosonics success isn’t slowing downASX companies discussed: Cochlear(ASX:COH), ResMed (ASX:RMD), Nanosonics (ASX:NAN), ImpediMed (ASX:IPD), EBR Systems (ASX:EBR)Links
To request a Wilsons advisor to contact you click here
To stay up to date with WILSONS on LinkedIn
The Invest it Best podcast is proudly brought to you by WILSONS, one of Australia's leading financial advisory firms.
WILSONS Financial Services Guide (FSG) can be found here
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On this episode of the Invest it Best podcast host Ted Richards speaks with Wilsons Senior Analyst, Rob Crookston about the latest reporting season. They discuss the following;
The 3 key themes from this reporting season;The resilience of the consumerCost movements: which sectors experienced inflation vs which sectors experienced cost disinflationWho has pricing power and successfully passed on costs?BanksCompetition for lending & depositsCBAs valuationRetailSaving buffers have provided support to consumers but how long can this be sustained?HealthcareResmed and investors concerns around weight loss drugs impacting market demand for sleep apnea devicesReal EstateGoodman Groups investment in data centresWhy Rob prefers Goodman Group over NextDCBuilding SuppliesJames Hardie's margin expansion due to cost dis-inflationPackagingDestocking of high stock levels post covid providing tail winds for AmcorLinks
Rob's reporting season research report can be found here
To request a Wilsons advisor to contact you click here
To stay up to date with WILSONS on LinkedIn
The Invest it Best podcast is proudly brought to you by WILSONS, one of Australia's leading financial advisory firms.
WILSONS Financial Services Guide (FSG) can be found here
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On this episode of the Invest it Best podcast host Ted Richards speaks with Wilsons Equity Analyst (Technology), Ross Barrows. They discuss the following;
Insights from Ross' recent trip to the US to research AI-related opportunitiesWhat LLM (Large Language Models) are why they're relevant to AIThe convergence of both technology and demand that is generating the interest in AI related investments right now Ways to invest in this megatrend including data centres and data collection/annotators.ASX companies discussed;NextDC (ASX:NXT)Macquarie Technology Group (ASX:MAQ)Appen (ASX:APX).Links
To request a Wilsons advisor to contact you click here
To stay up to date with WILSONS on LinkedIn
The Invest it Best podcast is proudly brought to you by WILSONS, one of Australia's leading financial advisory firms.
WILSONS Financial Services Guide (FSG) can be found here
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On this episode of the Invest it Best podcast host Ted Richards speaks with Wilsons Equity Analyst (Healthcare), Dr Melissa Benson. They discuss the following;
The sectors within healthcare, and commonly used terms across the industryThe different phases within the development process (including FDA/TGA approval)Methods for applying valuations to businesses at different stage of developmentWhat ‘orphan drugs’ are why businesses invest in themASX examples: Telix (ASX:TLX) and Immutep (ASX:IMM)Links
To request a Wilsons advisor to contact you click here
To stay up to date with WILSONS on LinkedIn
The Invest it Best podcast is proudly brought to you by WILSONS, one of Australia's leading financial advisory firms.
WILSONS Financial Services Guide (FSG) can be found here
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On this episode of the Invest it Best podcast host Ted Richards speaks with Aoris Managing Director & CIO, Stephen Arnold. They discuss the following;
- Insights from Stephen's recent Research trip to the US
- Why Stephen took a position in Microsoft last year
- Why Stephen still likes LVMH despite the macro environment
- What makes the L'Oréal business model so resilient
- Why Stephen thinks Costco is such a great business
Links
Further information about the Aoris portfolio can be found here
To request a Wilsons advisor to contact you click here
To stay up to date with WILSONS on LinkedIn
The Invest it Best podcast is proudly brought to you by WILSONS, one of Australia's leading financial advisory firms.
WILSONS Financial Services Guide (FSG) can be found here
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On this episode of the Invest it Best podcast host Ted Richards speaks with Wilsons' Head of Investment Strategy, David Cassidy. They discuss the following;
- The latest on the US debt ceiling
- Trump vs Biden
- Consumer confidence
- Valuations of AI stocks
- Risks in the Australian and US economies
Links
David's recent piece on consumer confidence can be found here
To request a Wilsons advisor to contact you click here
To stay up to date with WILSONS on LinkedIn
The Invest it Best podcast is proudly brought to you by WILSONS, one of Australia's leading financial advisory firms.
WILSONS Financial Services Guide (FSG) can be found here
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On this episode of the Invest it Best podcast host Ted Richards speaks with Wilsons' Senior Metals & Mining Equity Analyst, Sam Catalano. They discuss the following;
- Why the increased interest in lithium over the last 5 years
- The recent Allkem merger
- The global lithium demand hubs potentially facing supply risk
- Applying a valuation to a lithium producer
- The levels of institutional ownership across the industry
Two ASX listed lithium producers;
- Atlantic Lithium
- Leo Lithium
To request a Wilsons advisor to contact you click here
To stay up to date with WILSONS on LinkedIn
The Invest it Best podcast is proudly brought to you by WILSONS, one of Australia's leading financial advisory firms.
WILSONS Financial Services Guide (FSG) can be found here
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On this episode of the Invest it Best podcast host Ted Richards speaks with Wilsons' Head of Investment Strategy, David Cassidy. They discuss the following;
- Why Global & Australian equities have increased in value despite the gloomy sentiment
- The latest on Australian, US, Chinese and European markets
To read David latest research click here.
To request a Wilsons advisor to contact you click here
To stay up to date with WILSONS on LinkedIn
The Invest it Best podcast is proudly brought to you by WILSONS, one of Australia's leading financial advisory firms.
WILSONS Financial Services Guide (FSG) can be found here
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On this episode of the Invest it Best podcast host Ted Richards speaks with Wilsons' Head of Investment Strategy, David Cassidy and Senior Analyst, Rob Crookston. They discuss the following;
- Key market drivers of 2022
- Industry winners and losers in 2022
- Latest interest rate data
- Key issues for 2023
- Base case assumptions for the year ahead
To read David and Rob's latest research click here.
To request a Wilsons advisor to contact you click here
To stay up to date with WILSONS on LinkedIn
The Invest it Best podcast is proudly brought to you by WILSONS, one of Australia's leading financial advisory firms.
WILSONS Financial Services Guide (FSG) can be found here
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On this episode of the Invest it Best podcast host Ted Richards speaks with Wilsons Senior Analyst, Rob Crookston.
They discuss the following;
- Investing in megatrends and thematics
- Why the energy transition is an interesting megatrend right now
- Sentiment changes towards the energy transition
- Different ways you can get exposure to the energy transition (including lithium, graphite and copper)
- Companies that Rob is watching right now
To read Rob's research on investing in the energy transition click here.
To request a Wilsons advisor to contact you click here
To stay up to date with WILSONS on LinkedIn
The Invest it Best podcast is proudly brought to you by WILSONS, one of Australia's leading financial advisory firms.
WILSONS Financial Services Guide (FSG) can be found here
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On this episode of the Invest it Best podcast host Ted Richards speaks with Head of Head of Research, James Ferrier and Equity Analyst Emma Wyndham-Smith about the latest developments in food and agriculture. They discuss the following ASX listed companies;
Clean SeasCostaEldersRidleyRubicon WaterRural FundsSelect HarvestsAlso discussed
Consumers perceptions of sustainabilityAssumptions for the amount of food needed in the futureHow well Australia is prepared for thisTo request a Wilsons advisor to contact you click here
To stay up to date with WILSONS on LinkedIn
The Invest it Best podcast is proudly brought to you by WILSONS, one of Australia's leading financial advisory firms.
WILSONS Financial Services Guide (FSG) can be found here
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On this episode of the Invest it Best podcast host Ted Richards speaks with Head of Wilsons Investment Strategy, David Cassidy. They discuss the following (with time stamps);
1:31 - US inflation6:46 - US wage growth8:26 - Aus inflation13:03 - RBA guidance14:57 - Aus election16:00 - Putting it all together18:25 - A stock to consider right nowTo request a Wilsons advisor to contact you click here
To stay up to date with WILSONS on LinkedIn
The Invest it Best podcast is proudly brought to you by WILSONS, one of Australia's leading financial advisory firms.
WILSONS Financial Services Guide (FSG) can be found here
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This episode of the Invest it Best podcast host Ted Richards speaks with Fairlight Asset Management Senior Portfolio Manager & Partner, Nick Cregan.
They discuss the following;
How Nick was selected twice by some of the country's finest fund managers as a fund manager that they would be happy to invest their own savings with in 2022Why Fairlight focuses on small and mid cap international stocksHow Fairlight identifies investment opportunitiesHow Nick defines a 'quality' businessWhat qualifies a business to be considered a 'stable compounder'When Fairlight considers a company to be a low risk turn aroundTo stay up to date with WILSONS on LinkedIn
The Invest it Best podcast is proudly brought to you by WILSONS, one of Australia's leading financial advisory firms.
WILSONS Financial Services Guide (FSG) can be found here
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On this episode of the Invest it Best podcast host Ted Richards speaks with two members of Wilsons Corporate team, Sara Saldo and George Talboys about investing in Private Capital Markets.
They discuss the following;
- Why it is important for investors to be aware and informed about this growing asset class
- The different types of Private Capital transactions
- Major trends in Private Capital Markets
- The reasons for the increase in number and quantum of Private Capital transactions
- Risks when investing in Private Capital Markets
Further information on Wilsons Corporate team can be found here;
https://www.wilsonsadvisory.com.au/corporate
To stay up to date with WILSONS on LinkedIn
The Invest it Best podcast is proudly brought to you by WILSONS, one of Australia's leading financial advisory firms.
WILSONS Financial Services Guide (FSG) can be found here
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