Wattle Partners - Market Thinkers Series

As a change of pace in our third season, we will be taking a slightly different tack, discussing some of the biggest issues and concerns facing investors today, but with a particular tilt towards retirement.

For this session we speak with Nick Langley, Portfolio Manager at ClearBridge Investments, who has spent a career investing in the infrastructure sector. In a wide ranging conversation we discuss the income diversification benefit from infrastructure assets, assess the risk of inflation and understand the role of infrastructure in the decarbonisation of the global economy.

General Advice Disclosure: This podcast is General Advice only. We have not considered investors' personal or individual circumstances. All listeners should seek professional advice before acting on any recommendation.

As a change of pace in our third season, we will be taking a slightly different tack, discussing some of the biggest issues and concerns facing investors today, but with a particular tilt towards retirement.

For this session we speak with Sophie Monsour and Rob Morrison of Barwon Investment Partners. In a wide ranging conversation we cover everything from the risk of relying solely on dividends for retirement income, the unique opportunity set in healthcare-related property and some of the technological and societal tailwinds supporting the sector.

General Advice Disclosure: This podcast is General Advice only. We have not considered investors' personal or individual circumstances. All listeners should seek professional advice before acting on any recommendation.

As a change of pace in our third season, we will be taking a slightly different tack, discussing some of the biggest issues and concerns facing investors today, but with a particular tilt towards retirement.

For this session we speak with Mark Smith, of NEO Super, who is best described as an SMSF ‘lifer’. Mark has been involved in the SMSF sector for several decades, assisting trustees and advisers to navigate the complex array of regulation whilst harnessing the benefits it affords in the form of transparency and control.

General Advice Disclosure: This podcast is General Advice only. We have not considered investors' personal or individual circumstances. All listeners should seek professional advice before acting on any recommendation.

As a change of pace in our third season, we will be taking a slightly different tack, discussing some of the biggest issues and concerns facing investors today, but with a particular tilt towards retirement.

For this session we speak with Simon Redman of Invesco Global Real Estate. In this session we focus on the role of commercial property within client portfolios, the outlook for CBDs and retail assets and the differences between an institutional and retail approach to investing into real estate.

General Advice Disclosure: This podcast is General Advice only. We have not considered investors' personal or individual circumstances. All listeners should seek professional advice before acting on any recommendation.

As a change of pace in our third season, we will be taking a slightly different tack, discussing some of the biggest issues and concerns facing investors today, but with a particular tilt towards retirement.

For this session we speak with Qiao Ma, Portfolio Manager of the Cooper Investors Asian Equities Fund. China has been at the centre of headlines throughout 2021, yet despite the volatility it stands out as the most likely source of long-term economic, earnings and capital growth. The discussion covers everything from the unique cultural differences required to understand the Asian markets, the unique digitally native Asian consumer and the importance of investing in founder led businesses.

General Advice Disclosure: This podcast is General Advice only. We have not considered investors' personal or individual circumstances. All listeners should seek professional advice before acting on any recommendation.

As a change of pace in our third season, we will be taking a slightly different tack, discussing some of the biggest issues and concerns facing investors today, but with a particular tilt towards retirement.

For this session we speak with Andrew Lockhart, the founder of multibillion non-bank lender Metrics Credit Partners. In this session we focus on income and the unique diversification benefits afforded by the fast growing credit sector. The discussion covers the events of 2020 and their impact on dividends, the role of credit as an alternative source of income and the role of due diligence in capital protection.

General Advice Disclosure: This podcast is General Advice only. We have not considered investors' personal or individual circumstances. All listeners should seek professional advice before acting on any recommendation.

As a change of pace in our third season, we will be taking a slightly different tack, discussing some of the biggest issues and concerns facing investors today, but with a particular tilt towards retirement.

For this session we speak with the founder of Modern Monetary Theory, Professor William Mitchell. In a wide ranging discussion we discuss what may well be the most important input into retirement outcomes; government policy. The discussion covers the basics of MMT, debunking the fear of government debt and the investment implications for investors.

General Advice Disclosure: This podcast is General Advice only. We have not considered investors' personal or individual circumstances. All listeners should seek professional advice before acting on any recommendation.

As a change of pace in our third season, we will be taking a slightly different track, discussing some of the biggest issues and concerns facing investors today, but with a particular tilt towards retirement.

For this session, we are speaking with Dushko Bajic, of First Sentier. At Wattle we summarise investing quite simply, being I + G = R, or income plus growth equals your total return. Not unique by any means, but the G is too regularly overlooked. This session is all about growth and its importance for investors in achieving their retirement objectives.

General Advice Disclosure: This podcast is General Advice only. We have not considered investors' personal or individual circumstances. All listeners should seek professional advice before acting on any recommendation.

For season two of our Market Thinkers series, we focus on identifying and understanding the most powerful, demographic, societal, and technological themes occurring in the global economy right now.

Big data, cloud computing, artificial intelligence and automation. All are central to the digitisation trend but what do they have in common? They all rely upon and leverage the ‘cloud’. In this session, Jamie and Drew catch up with Portfolio Manager at Firetrail Investments, Matt Fist to discuss the integral importance of the cloud and its impact on the future of the economy.

General Advice Disclosure: This podcast is General Advice only. We have not considered investors' personal or individual circumstances. All listeners should seek professional advice before acting on any recommendation.

For season two of our Market Thinkers series, we focus on identifying and understanding the most powerful, demographic, societal, and technological themes occurring in the global economy right now.

This session, with Dave Wanis of Longwave capital dives into the fast-evolving world of retail spending, shopping and experiences amid the digital revolution. Talk of the death of retail has been overstated. Despite the headlines, online sales remain less than 10% of the total. In this session, we speak with David Wanis of Longwave Capital, to discuss the evolution of retail in a digital world.

General Advice Disclosure: This podcast is General Advice only. We have not considered investors' personal or individual circumstances. All listeners should seek professional advice before acting on any recommendation.