Invest it Best

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 i

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 upgrades Australian 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 centres F

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

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), inflati

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 invest Where Hyperion views the best opportunities in the AI/Machine Learning megatrend How AI/ML o

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 Australia Cochlear’s and Resmed’s international success The 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 busin

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 consumer Cost movements: which sectors experienced inflation vs which sectors experienced cost disinflation Who has pricing power and succes

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 opportunities What LLM (Large Language Models) are why they're relevant to AI The convergence of both technology and demand that is generating the interest in AI re

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 industry The different phases within the development process (including FDA/TGA approval) Methods for applying valuations to businesses at different stage of

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 St