Equity ASA

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: XARO

ActiveX Kapstream Absolute Return Income Fund (Managed Fund): Codes: XKAP

For 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.

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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.

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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/TradingAndInvestmentGuides

For 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.

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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.

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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.

In this episode we're joined by Shani Jayamanne & Mark Lamonica from Morningstar Australia to talk about the evolution of the 4% rule in retirement savings drawdowns. We spoke about:

• The 4% rule – what it is, why we’re talking about it.
• Since Bill Bengen formulated that rule, we’re obviously in a very different environment.
• Morningstar has revised the 4% rule – what does this mean for investors?
• What are the implications of the forward estimated returns?
• What does the State of Retirement Income report say about what investors can do about this?

The State of Retirement Income Report is available on Morningstar Investor. To take out a four week, free trial, the link is: https://go.morningstar.com.au/investor and this is the link behind the paywall https://premium.morningstar.com.au/learn/investing/217021/morningstar-state-of-retirement-report

This is Shani & Mark's podcast page: https://www.morningstar.com.au/learn/article/podcast-investing-compass/206215

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.

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Ian Irvine is the Chief Executive Officer of the Listed Investment Companies and Trust Association. LICAT represents the interests of Listed Investment Companies (LICs), Listed Investment Trusts (LITs) and investors to protect, to develop and grow the sector through advocacy and education

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.

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Rachel Waterhouse took over the role of CEO in the middle of 2021. In this episode we speak about her previous career, meeting ASA and her vision for the future.

Rachel has 20 years of business leadership experience within industry and professional associations and the financial services sector. With a background in digital and traditional communications, media, marketing, sales, partnerships, product management, and events, she has implemented effective organisational strategies and coached teams to excellence.

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.

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My guest today is Sebastian Evans Chief Investment Officer/ Managing Director at NAOS Asset Management. We spoke about the NAOS investing philosophy and:

• Sebastian’s wariness about leveraged companies
• The NAOS LICs that target opportunities in small-mid cap sectors
• The Investment Universe Funnel for identifying opportunities
• Constructive engagement with the companies they invest in
• Opportunities for accessing Private Equity via their Private Opportunities Fund

NAOS are proudly sponsoring ASA’s Virtual Investment Forum – grow your portfolio with ETFs & LICs, 23rd & 25th November. More at https://australianshareholders.com.au/

Link to NAOS Asset Management

https://www.naos.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.

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John Kelly is a founder and Managing Director of Atomo. He came into diagnostics with a track record of radically transforming the user experience and health outcomes in the medical device field. Atomo Diagnostics Limited (ASX: AT1) is an innovative medical device company supplying unique, integrated rapid diagnostic test (RDT) devices to the global diagnostic market. It is headquartered in Australia with global operations, arming consumers with simple to use, fast, accurate diagnoses and a seamless pathway to treatment, empowering patients to live healthier, more informed lives and making healthcare more accessible.

Atomo was founded by a grant from the Bill & Melinda Gates Foundation. The RDT devices were originally designed to easily diagnose HIV & malaria but has now been adapted for testing for Covid-19.

The guest and/or company has contributed to the cost of production.

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.