Equity ASA

In this episode I'm joined by Vihari Ross, Head of Research / Head of Core Series / Portfolio Manager at Magellan. We discussed:The numbers that she finds important in stock selectionThe distribution curve of possible future share price movementsInvesting in automation and other disruptive technologiesAlibaba's upcoming Hong Kong listingThe pricing power of desirabilityFunds discussed:MFG CORE INTERNATIONAL FUND TICKER MCSGESG CORE ESG FUND TICKER MCSECORE INFRASTRUCTER TICKERMCSIhttps://www.mfgcoreseries.com.au/core-fundsVihari Ross is a Portfolio Manager and is Head of the Core Series and Head of Research. Vihari has 20 years of experience and joined Magellan in 2007. Prior to the promotion to Head of Research, Vihari was most recently Head of Franchises and she retains responsibility for research coverage of franchises stocks. Before joining the Franchises team in 2009, Vihari was a Senior Analyst on the Financials team. Prior to Magellan, Vihari spent four years as an equity analyst at Ausbil Dexia, covering the financials and consumer sectors, and worked as a quantitative analyst at Commonwealth Investment Management (now Colonial First State). Vihari holds a Bachelor of Commerce majoring in Actuarial Studies and Finance and a Master of Commerce majoring in Finance from the University of New South Wales. She is an Associate of the Institute of Actuaries. Vihari is a member of Magellan’s Investment Committee.IMPORTANT – Please remember these podcasts are produced to provide information and education and they are not designed to provide financial advice nor are they a recommendation to buy shares in the companies featured or discussed. ASA does not endorse or favour any specific commercial product or company. Please obtain independent professional advice before investing. We value your feedback and questions. Please contact us at [email protected] if you have any suggestions for guests or specific questions you’d like answered. Hosted on Acast. See acast.com/privacy for more information.

Stockspot is Australia's first and largest digital investment advisor. It was founded in 2013 with a mission to help more Australians access expert investment advice and portfolio management. Marc Jocum is the Senior Manager of Investment and Business Initiatives. Marc Joined me to chat about Stockspot's recently published 2022 ETF Report. We spoke about:The $10 billion dollars made by investors in ETFs over the last five years.How ETFs are the investment industry's best-kept secret.Judging the best-performing ETFs on a five year return basis.How savvy investors are shunning high fees.The dangers of Thematic ETFsIf you'd like to find out more download a copy of the report at this link: https://www.stockspot.com.au/etf/IMPORTANT – Please remember these podcasts are produced to provide information and education and they are not designed to provide financial advice nor are they a recommendation to buy shares in the companies featured or discussed. ASA does not endorse or favour any specific commercial product or company. Please obtain independent professional advice before investing. We value your feedback and questions. Please contact us at [email protected] if you have any suggestions for guests or specific questions you’d like answered. Hosted on Acast. See acast.com/privacy for more information.

In May, Australian Shareholders’ Association held Investor Conference 2022 in Melbourne, at the Sofitel hotel. It was a great event for members and the many sponsors. It was the first large conference many had attended for a while, and there was a detectable sense of relief that we could all get together. In this episode I’ve tried to capture the spirit of the conference talking with ASA staff and many of the sponsors. The conference theme was Future Proofing Your Investments.IMPORTANT – Please remember these podcasts are produced to provide information and education and they are not designed to provide financial advice nor are they a recommendation to buy shares in the companies featured or discussed. ASA does not endorse or favour any specific commercial product or company. Please obtain independent professional advice before investing. We value your feedback and questions. Please contact us at [email protected] if you have any suggestions for guests or specific questions you’d like answered. Hosted on Acast. See acast.com/privacy for more information.

James Holt is Director, Investment Solutions,.Perpetual Limited (ASX:PPT) a diversified financial services company, which has been serving clients since 1886. James leads a team of two Investment Solutions Specialists and an Investment Writer to provide commentary, analysis and technical investment support to stockbrokers, financial advisers and investors in Perpetual Investments’ funds. He's worked in the financial services industry for over twenty years. Prior to joining Perpetual Investments in 2014, he was a Director and Investment Specialist with the Portfolio Management Group of BlackRock Australia. Prior to this, he worked for BT Financial Group, Zurich Scudder Investments and Macquarie Bank.We spoke about the current inflationary environment and James' historical overview providing context to what we are seeing at the moment, the Perpetual Investing philosophy which is "value oriented but not value obsessed", and some of the current companies and sectors of interest to Perpetual.Below are the links to the funds mentioned by James:ASX: PIC https://www.perpetualequity.com.au/ASX: PCI https://www.perpetual.com.au/incomeASX: GIVE https://www.perpetual.com.au/funds/perpetual-ethical-sri-fund-asx-giveASX: IDEA https://www.perpetual.com.au/funds/perpetual-global-innovation-share-fund-asx-ideaIMPORTANT – Please remember these podcasts are produced to provide information and education and they are not designed to provide financial advice nor are they a recommendation to buy shares in the companies featured or discussed. ASA does not endorse or favour any specific commercial product or company. Please obtain independent professional advice before investing. We value your feedback and questions. Please contact us at [email protected] if you have any suggestions for guests or specific questions you’d like answered. Hosted on Acast. See acast.com/privacy for more information.

Jamie Hanna is Deputy Head of Investments & Capital Markets at VanEck Australia. We spoke about:The best times of day to buy and sell ETFsInfrastructure - the sector that allows us to live our lives comfortablyThe global shortfall in infrastructure spendingSome companies included in the fundThe role of infrastructure in a portfolioCharacteristics of infrastructure sector include:Predictable cash flowNo competitionLongevityRevenues linked to inflationHere's a link to IFRA, the VanEck ETF that provides exposure to global infrastructure opportunities: https://www.vaneck.com.au/etf/equity/ifra/snapshot/Jamie provides portfolio management and capital market trading across the full range of VanEck’s passive solutions. Prior to joining VanEck, Jamie worked at Source ETFs in investment management and he held various roles at ABN Amro, Deutsche Bank, Morgan Stanley, Morgan's and PricewaterhouseCoopers. Jamie has a Bachelor of Commerce (Finance and Management Accounting) from the University of Newcastle and is an Associate of the Chartered Institute for Securities and Investment.https://www.vaneck.com.au/IMPORTANT – Please remember these podcasts are produced to provide information and education and they are not designed to provide financial advice nor are they a recommendation to buy shares in the companies featured or discussed. ASA does not endorse or favour any specific commercial product or company. Please obtain independent professional advice before investing. We value your feedback and questions. Please contact us at [email protected] if you have any suggestions for guests or specific questions you’d like answered. Hosted on Acast. See acast.com/privacy for more information.

Matthew Holberton is the National Manager Listed and Capital Markets for Fidante Partners. Matthew works closely with his clients to find investment solutions within Fidante’s suite of boutique asset managers. We spoke about fixed income and the funds in the ActiveX series that provide diversified, global fixed income Active ETFs managed by two of Australia’s leading fixed income managers.What is fixed income?Why have traditional fixed income strategies suffered in recent months? What is the role of fixed income in a portfolio?How can returns be generated from fixed income?What are the risks in fixed income?ActiveX Ardea Real Outcome Bond Fund (Managed Fund) Code: XAROActiveX Kapstream Absolute Return Income Fund (Managed Fund): Codes: XKAPFor more information go to: https://www.fidanteactivex.com.au/IMPORTANT – Please remember these podcasts are produced to provide information and education and they are not designed to provide financial advice nor are they a recommendation to buy shares in the companies featured or discussed. ASA does not endorse or favour any specific commercial product or company. Please obtain independent professional advice before investing. We value your feedback and questions. Please contact us at [email protected] if you have any suggestions for guests or specific questions you’d like answered. Hosted on Acast. See acast.com/privacy for more information.

In this episode we welcome Oscar Oberg from Wilson Asset Management. Oscar is the Lead Portfolio Manager responsible for WAM Capital (ASX: WAM), WAM Microcap (ASX:WMI), WAM Research (ASX: WAX) and WAM Active (ASX: WAA). We discussed how the current macro environment is affecting equity markets and why it's more difficult to invest in than during the Covid Crunch, why WAM likes the LIC structure, their three-pronged investment process and some companies that Oscar likes at the moment in the oil services, agriculture and travel sectors.Find out more about Wilson's at: https://wilsonassetmanagement.com.au/IMPORTANT – Please remember these podcasts are produced to provide information and education and they are not designed to provide financial advice nor are they a recommendation to buy shares in the companies featured or discussed. ASA does not endorse or favour any specific commercial product or company. Please obtain independent professional advice before investing. We value your feedback and questions. Please contact us at [email protected] if you have any suggestions for guests or specific questions you’d like answered. Hosted on Acast. See acast.com/privacy for more information.

My guest today is Liz Tian from CitiFirst Warrants, where she discusses how Instalment Warrants can be used in an SMSF for capital growth and income. Here's a link to CitiFirst's Trading & Investments Guide https://au.citifirst.com/EN/TradingAndInvestmentGuidesFor more information, contact the CitiFirst® Sales Desk at: Phone: 1300 30 70 70 Email: [email protected]. The guest and or company has contributed to the cost of production of this episode.IMPORTANT – Please remember these podcasts are produced to provide information and education and they are not designed to provide financial advice nor are they a recommendation to buy shares in the companies featured or discussed. ASA does not endorse or favour any specific commercial product or company. Please obtain independent professional advice before investing. We value your feedback and questions. Please contact us at [email protected] if you have any suggestions for guests or specific questions you’d like answered. Hosted on Acast. See acast.com/privacy for more information.

Simon Shields is the Portfolio Manager and co-founder of Monash Investors. We spoke about his approach to investing, an overview of the recent reporting season, the difference between focussing on absolute and relative returns and the early warning triggers they use to reduce exposure to companies in their fund that may be facing challenges to their share price. They have a listed ETMF and you can find out more here: Monash Absolute Active Trust (Hedge Fund) ASX Code: MAAT https://monashinvestors.com/maat/Monash has an absolute return focus to investing in shares, long and short. Prior to this, Simon spent 25 years as an analyst, portfolio manager and head of equities for large fund management businesses. Unusually for a professional fund manager, he was fortunate to move between firms that had widely differing investment styles of growth, value and DCF approaches. Monash has taken advantage of this experience to create an agnostic approach to investing that focusses on absolute instead of relative returns. IMPORTANT – Please remember these podcasts are produced to provide information and education and they are not designed to provide financial advice nor are they a recommendation to buy shares in the companies featured or discussed. ASA does not endorse or favour any specific commercial product or company. Please obtain independent professional advice before investing. We value your feedback and questions. Please contact us at [email protected] if you have any suggestions for guests or specific questions you’d like answered. Hosted on Acast. See acast.com/privacy for more information.

In this episode Perth Mint’s Listed Products and Investment Research Manager Jordan Eliseo talks about inflation, FinTwit, interest rates and cryptocurrencies, as well as what’s been happening in precious metal markets and the ongoing role of gold in a well-diversified portfolio. https://www.perthmint.com/IMPORTANT – Please remember these podcasts are produced to provide information and education and they are not designed to provide financial advice nor are they a recommendation to buy shares in the companies featured or discussed. ASA does not endorse or favour any specific commercial product or company. Please obtain independent professional advice before investing. We value your feedback and questions. Please contact us at [email protected] if you have any suggestions for guests or specific questions you’d like answered. Hosted on Acast. See acast.com/privacy for more information.