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Ord Minnett is a leading Australian private wealth management group that provides advice and tailored investment solutions. Ords has more than $59 Billion in Funds Under Advice, managed by a team of experienced investment professionals focused on providing our clients with insights and guidance to build their assets. In December 2020, Ord Minnett acquired financial advisory firm EL&C Baillieu. The Ord Minnett Podcast is where we discuss key issues, developments and opportunities in the Austr ...
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Fidelity International’s Amit Goel, Lead Portfolio Manager for Emerging Market Equities, joins the podcast to discuss the outlook for global emerging markets, including: • Why emerging market economies look relatively attractive at the moment, including higher growth than developed markets in real terms;• Why the technology and consumer sectors off…
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Ord Minnett Head of Asset Allocation Malcolm Wood joins the podcast to discuss the outlook for the economy and investment markets. The conversation includes: • What the recent RBA rate rises mean for Australia;• Why an orderly, gradual normalisation of interest rates is still the likely scenario in Australia;• Why the Australian equity market looks…
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Ord Minnett Head of Asset Allocation Malcolm Wood joins the podcast to discuss the outlook for the economy and investment markets. The in-depth conversation includes: • Why the US has an emerging inflation issue that is likely to see multiple interest rate rises over the next 12 months;• How Australia compares to the US on inflation and interest ra…
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Oscar Oberg and Tobias Yao, Portfolio Managers with Wilson Asset Management, join the Ord Minnett Podcast to preview the upcoming reporting season. The wide-ranging discussion includes: • Their key themes and stock picks from the mid- and small-cap sector;• Why the US and European re-opening should benefit travel and leisure stocks Corporate Travel…
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Head of Private Client Research Simon Kent-Jones joins the podcast to discuss the Ord Minnett Responsible Equities Portfolio, including: • The key responsible and ethical issues facing investors today;• How the Portfolio incorporates responsible and ethical considerations into its investment process, including which sectors and stocks are excluded …
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Ord Minnett Head of Asset Allocation Malcolm Wood joins the podcast to discuss the outlook for the economy and investment markets, including: • Why Australia’s economy has moved from a V-shaped recovery to a V-shaped expansion;• Why risks around inflation are more of a concern for the US than Australia;• How a corporate profits boom should continue…
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The Ord Minnett Podcast is a new offering where we discuss key issues, developments and opportunities in Australian and global investment markets. The podcast features the latest insights from the Ord Minnett research team, as well as conversations with CEOs of ASX-listed companies and interviews with Australia’s leading fund managers.In this first…
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Matt Haupt and John Ayoub, portfolio managers of the listed investment company WAM Leaders (WLE), join the EL&C Baillieu podcast to discuss the outlook for the Australian equity market in 2021. In a broad ranging discussion, Matt and John identify three key themes that could drive the market higher over the next 12 months:• The financials sector, p…
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EL&C Baillieu Chief Investment Officer Malcolm Wood has upgraded his forecast for the Australian equity market. In this podcast, Mal discusses: • The seven key reasons why the market should hit record highs;• Why Australia’s fiscal stimulus far exceeds the cost of the economic downturn;• How bank dividends may help provide a further positive cataly…
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EL&C Baillieu Chief Investment Officer Malcolm Wood provides an update on the outlook for the economy and investment markets. The broad-ranging discussion includes: • Why the Budget is positive for Australian households;• How the RBA has changed its approach to inflation;• The latest results from the US reporting season;• Why the outlook for US hou…
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EL&C Baillieu Chief Investment Officer Malcolm Wood and Head of Investments & Advice Stephen Godfrey dissect the Federal Budget and assess its potential impact on the economy and investment markets. The discussion looks at the key areas of government spending, what Treasury is saying about the economic outlook, whether the stimulus is enough for a …
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Afterpay (APT) is a leader and innovator in the payments sector as a buy-now-pay-later (BNPL) provider. The company’s share price is up 750% since March, reflecting the rise of online spending and the progress of its global expansion.But what is Afterpay’s business model and how does it earn revenue? What is the long term growth potential for the b…
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The retail sector has been key beneficiary of the COVID-19 period in Australia, with record sales growth across many categories and record share prices for online specialists such as Temple & Webster (TPW) and Kogan (KGN). But how much of the shift to online is temporary? Is the recent performance sustainable, given fiscal stimulus is winding down?…
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EL&C Baillieu Chief Investment Officer Malcolm Wood delivers a presentation on the outlook for the economy and investment markets. Mal discusses the prospect of an effective COVID-19 vaccine, the impact of monetary and fiscal stimulus, the US V-shaped surprise and why Australia’s recovery keeps improving despite some investor caution.We encourage c…
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Dividends from the Australian sharemarket are being impacted by companies needing to preserve capital in the uncertain COVID environment. The major banks, in particular, are deferring and reducing dividends under guidance from the regulator, APRA.In this podcast we speak with financials analyst Nick Caley to get the latest on the outlook for the Au…
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EL&C Baillieu Chief Investment Officer Malcolm Wood gives an update on the outlook for the economy and investment markets. Tune in to hear Mal discuss the progress of Australia’s V-shaped economic recovery, what stage 4 restrictions in Melbourne mean for the recovery, the latest on the US reporting season and his preferred asset allocation at this …
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We take a detailed look at EL&C Baillieu’s Multi-Asset Portfolios with Chief Investment Officer Malcolm Wood and Head of Investments and Advice Stephen Godfrey. The discussion includes:• The importance and benefits of asset allocation;• Key features of the EL&C Baillieu Multi-Asset Portfolios;• The investment process across strategic asset allocati…
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EL&C Baillieu Chief Investment Officer Malcolm Wood gives an update on the outlook for the economy and investment markets. Tune in to hear Mal discuss the progress of Australia’s V-shaped economic recovery, the potential for a decoupling between the Australian and US markets, and the prospect of an economic cliff when stimulus is withdrawn.…
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Cloud computing is a global megatrend that is being led by technology giants Microsoft, Amazon and Google in a market that is growing at 30% per annum. But what does this mean for Australian companies?Gary Rollo, Portfolio Manager at Montgomery Investment Management, joins the EL&C Baillieu podcast to explain cloud computing and the investment oppo…
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The Australian automotive sector was one of the hardest hit during the depths of the COVID-19 crisis. But with lockdown easing and traffic returning, the outlook is improving.Oscar Oberg, Portfolio Manager at Wilson Asset Management, joins the EL&C Baillieu podcast to discuss his positive view on the automotive sector, including:• Why the average a…
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Chris Wheldon, Portfolio Manager at Magellan, joins the EL&C Baillieu podcast in a wide-ranging discussion on the global economy and the outlook for markets. Tune in to hear Chris explain:• Magellan’s view on the shape of the global economic recovery post the COVID-19 pandemic;• How Magellan portfolios have changed in response to the crisis;• The r…
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The COVID-19 pandemic is likely to be a catalyst for the adoption of technology across the economy, in our view. Unfortunately, the S&P/ASX 200 Index is significantly underweight the technology sector compared to many other markets around the world. In that context, we believe investors should look at alternatives to gain exposure to technology. In…
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EL&C Baillieu analyst Nick Caley discusses Australia’s major banks post the recent reporting season, including: • The state of sector growth;• Revenue trends; • Bad debt and provisioning levels given the COVID-19 crisis; • Stock preferences at this time; and• An update on Macquarie Group.We encourage clients to keep in touch with their EL&C Baillie…
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EL&C Baillieu Chief Investment Officer Malcolm Wood gives an update on the outlook for the economy and investment markets amid the COVID-19 crisis. Tune in to hear Mal discuss how Australia is shaping up in a global context, the prospect of a V-shaped recovery, current expectations for unemployment and key stocks with exposure to an Australian rest…
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Welcome to the EL&C Baillieu podcast !Por Ord Minnett
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