Podcasts about senior investment analyst

For years, Asia’s economic engines powered up by selling to America and stashing the proceeds in US assets. But that old rhythm is faltering.As Washington grapples with ballooning deficits, surging yields, and a protectionist pivot, investors are beginning to ask: Is the era of "Buy America" quietly ending?On Wealth Tracker, Hongbin Jeong takes a closer look at the forces behind a growing “Sell America” trend and why it could reshape the future of markets, power, and the global economic order, with Danish Lim, Senior Investment Analyst, Phillip Nova. See omnystudio.com/listener for privacy information.

Telstra is taking its business in a new direction, choosing to focus on infrastructure as the AI era continues to drive business. MARKET WRAP: ASX200: up 0.56% to 8,407 GOLD: $3,342 US/oz BITCOIN: $170,130 AUD Commonwealth Bank again edged towards another record high at $175.34. Neuren Pharmaceuticals rose 4.5% to $14.05 after an AGM speech. Aristocrat gained 1.9%, Wisetch was 2.2% higher, and Brambles was up by 3%. REA slid 3.5% after it was confirmed that the ACCC was in the early stages of a probe Dropping by more than 1% was Evolution Mining, Bluescope Steel and Mirvac. CURRENCY UPDATE: AUD/USD: 64.5 US cents AUD/GBP: 47.6 pence AUD/EUR: 56 Euro cents AUD/JPY: 92 Japanese yen AUD/NZD: 1.08 NZ dollars See omnystudio.com/listener for privacy information.

Wall Street went on a 3% rally, so why didn’t the ASX do the same when the bell rang today? MARKET WRAP: ASX200: up 0.92% to 8,070 GOLD: $3,354 US/oz BITCOIN: $147,858 AUD Wisetech Global up 4.9%, Xero lifting 1.7% and Technology One rising 2.1%. Life360 reported a 32% lift in revenue to $103.6 million. Shares finished up almost 14% to $27.18. Ampol will sell its retail electricity business, helping it up 2.2% to $26.32. The rising iron ore price helped BHP, Fortescue and Rio Tinto, all up more than 2%. Genesis down 10.7% and Capricorn losing 9.8%. Coles and Woolworths both lost more than 3%. CBA, Telstra, and Goodman Group all down CURRENCY UPDATE: AUD/USD: 64.1 US cents AUD/GBP: 48.5 pence AUD/EUR: 57 Euro cents AUD/JPY: 94 Japanese yen AUD/NZD: 1.08 NZ dollars See omnystudio.com/listener for privacy information.

Woodside will kick off a huge new project in the US, but will this lead to better earnings in a sector that’s been under pressure? MARKET WRAP: ASX200: up 0.92% to 8,070 GOLD: $3,354 US/oz BITCOIN: $147,858 AUD Mineral Resources shares closed 13.2% higher to $20.57 after saying it would cut its output of iron ore Boss Energy jumped 14.3% higher to $3.20 Fortescue’s shipping of 46.1 million tonnes of iron ore across the three-month period, sent shares up 5.8% to $16.37. Northern Star downgrading its full-year gold output guidance – with shares down 4.7%. Auckland International Airport shares 4% lower Going backwards were Woolworths, Resmed, and James Hardie CURRENCY UPDATE: AUD/USD: 64.3 US cents AUD/GBP: 47.9 pence AUD/EUR: 56 Euro cents AUD/JPY: 91 Japanese yen AUD/NZD: 1.07 NZ dollars See omnystudio.com/listener for privacy information.

Gold is having an extraordinary run right now, with the price of the precious metal soaring to record highs.Shaun Weick, Senior Investment Analyst at Wilson Asset Management, talks to Sean Aylmer about investing in Australian gold miners.This is general information only and you should seek independent advice before making investment decisions.Find out more: https://fearandgreed.com.auSee omnystudio.com/listener for privacy information.

Gold is having an extraordinary run right now, with the price of the precious metal soaring to record highs.Shaun Weick, Senior Investment Analyst at Wilson Asset Management, talks to Sean Aylmer about investing in Australian gold miners.This is general information only and you should seek independent advice before making investment decisions.Support the show: http://fearandgreed.com.auSee omnystudio.com/listener for privacy information.

After a very turbulent month, it’s worth a closer look at the big miners. The outlook for BHP, Rio Tinto and Fortescue outlook is tied - by varying degrees - to demand from China. And China’s been hit very hard by US tariffs.Sean Aylmer speaks to Shaun Weick, Senior Investment Analyst at Wilson Asset Management, about investing in the big miners.This is general information only and you should seek independent advice before making investment decisions.Find out more: https://fearandgreed.com.auSee omnystudio.com/listener for privacy information.

After a very turbulent month, it’s worth a closer look at the big miners. The outlook for BHP, Rio Tinto and Fortescue outlook is tied - by varying degrees - to demand from China. And China’s been hit very hard by US tariffs.Sean Aylmer speaks to Shaun Weick, Senior Investment Analyst at Wilson Asset Management, about investing in the big miners.This is general information only and you should seek independent advice before making investment decisions.Support the show: http://fearandgreed.com.auSee omnystudio.com/listener for privacy information.

Collins Foods will offload Taco Bell, but can it be blamed on the rise of Guzman y Gomez? MARKET WRAP: ASX200: up 0.17% to 7,761 GOLD: $3,246 US/oz BITCOIN: $135,130 AUD Collins shares down almost 8% to $8.00, while rival GYG falling 0.3% to $33.40. Evolution Mining hit a record high today up just under 4% to $8.21 CSL had a healthy day up 2.6% to $244.10 but still well off its 52 week high of $313.55. Resmed also a touch higher The big 4 banks were all higher led by Westpac up 0.8% to $30.76. BHP and RIO both up with Fortescue the standout up 0.8% to $15.32 Treasury Wine stocks fell 3.4% to $8.30. Wesfarmers marginally weaker to $74.21 Aristocrat Leisure also fell 1.2% to $62.21. Star Entertainment released its half year results, posting a loss of $300 million for the half. CURRENCY UPDATE: AUD/USD: 63.6 US cents AUD/GBP: 48.1 pence AUD/EUR: 56 Euro cents AUD/JPY: 91 Japanese yen AUD/NZD: 1.07 NZ dollars See omnystudio.com/listener for privacy information.

With tariffs expected on Australian agricultural products, could companies like AACo or Graincorp suffer on the market? MARKET WRAP: ASX200: up 1.04% to 7,925 GOLD: $3,160 US/oz BITCOIN: $133,689 AUD Every sector finished in the green, with Real Estate up by more than 2%. Homebuilder AV Jennings rose by 8.3% to 65 cents after it accepted a $365 million takeover bid from an American real estate company. Goodman gained 2.7%, Stockland rose 2.2% and Charter Hall lifted 3.7% Southern Cross Electrical Engineering sold for $53.5 million, up 9.6%. BHP gained 1.8%, Woodside rose 1.7% and QBE lifted 1.9%. Paladin Energy dropped another 5.7% to $4.82 and is now down more than 26% over the last week Tower fell by 10.4% after Bain Capital sold more than 68 million shares it held in the insurer. Sigma healthcare was more than 1% lower, with James Hardie also falling back by 3.9%. CURRENCY UPDATE: AUD/USD: 62.46 US cents AUD/GBP: 48.4 pence AUD/EUR: 57 Euro cents AUD/JPY: 93 Japanese yen AUD/NZD: 1.10 NZ dollars See omnystudio.com/listener for privacy information.

The push is on to go clean & green, but coal miners like New Hope are still managing to pull in big profits. MARKET WRAP: ASX200: up 0.08% to 7,860 GOLD: $3,027 US/oz BITCOIN: $130,236 AUD New Hope shares up 8.9% as it reported a 35% rise in half-year profit to $340 million Woolworths rose 1.4% after Macquarie upgraded the supermarket. Westpac rose 1%, and ANZ closed 0.7% higher. Gold Road Resources saw shares down 4.9% after it said production was set to be lower than expected in the March quarter. Aristocrat down 2.8%, JB Hi-fi losing 2.2% and Guzman Y Gomez dropping three-quarters of a percent. While Fortescue, Transurban and REA Group also went backwards. CURRENCY UPDATE: AUD/USD: 63.84 US cents AUD/GBP: 49.1 pence AUD/EUR: 58 Euro cents AUD/JPY: 95 Japanese yen AUD/NZD: 1.09 NZ dollars See omnystudio.com/listener for privacy information.

With Donald Trump’s new tariff program hitting China hard, will Australia’s iron ore miners suffer in the process? MARKET WRAP: ASX200: down 0.58% to 8,198 GOLD: $2,903 US/oz BITCOIN: $134,474 AUD An oil price resulted in a 3.2% fall across Energy stocks, with Woodside falling over 3%, Santos was down 4.7%, and Ampol shed almost 2%. The threat of Cyclone Alfred saw insurers Suncorp and QBE both down 2%, while IAG was off by 1.7%. Origin dropped 4.2% and Nick Scali fell 3.9% as both traded ex-dividend. Qantas made it over $10 for the first time, rising 2.1% to $10.20. Health Care’s good day was led by CSL rising 1% and Resmed lifting 0.9%. Gains of more than 1% for Transurban, Evolution Mining, and Mirvac. CURRENCY UPDATE: AUD/USD: 62.06 US cents AUD/GBP: 48.9 pence AUD/EUR: 59 Euro cents AUD/JPY: 92 Japanese yen AUD/NZD: 1.10 NZ dollars See omnystudio.com/listener for privacy information.

Chinese tech stocks have been on a tear lately, after local AI startup DeepSeek’s breakthrough prompted investors to re-evaluate the nation’s leading internet companies. More recently, President Xi Jinping is signalling an ease of its tech crackdown. So can we expect more opportunities in Chinese tech stocks? On Wealth Tracker, Hongbin Jeong speaks to Danish Lim, Senior Investment Analyst, Phillip Nova, to find out more about the opportunities in Chinese tech. See omnystudio.com/listener for privacy information.

The market wasn’t as upbeat about the declaration of the Reserve Bank, wanting signs of further rate cuts ahead. MARKET WRAP: ASX200: down 0.66% to 8,481 GOLD: $2,925 US/oz BITCOIN: $150,209 AUD BHP suffered a drop in underlying half year profit to $5.08 billion US dollars off the back of weaker commodity prices, but shares were up 0.4% to $40.97 A lift in guidance from Judo saw its shares shoot up 8.5% to $2.10. While job hunting website Seek finished 1.8% higher to $24.67 after lifting its dividend by 26%. Deterra Royalties saw half year profit down $64 million, and shares falling backwards by 2.6% to $4.14. Challenger shares dropping 9% to $5.58 on the news. Commbank down 1.4%, NAB listing 2.5%, Westpac sinking 3% and ANZ dropping 1.8%. CURRENCY UPDATE: AUD/USD: 63.59 US cents AUD/GBP: 50.4 pence AUD/EUR: 60 Euro cents AUD/JPY: 96 Japanese yen AUD/NZD: 1.11 NZ dollars See omnystudio.com/listener for privacy information.

Earnings season is upon us, and it’s an opportunity to find out not just how companies have performed, but what the outlook is too.Anna Milne, Senior Investment Analyst at WAM Leaders - a listed investment company from Wilson Asset Management - talks to Sean Aylmer about the sectors and companies she's watching, from Telstra and Resmed, to Medibank and Goodman.This is general information only. Seek professional advice before making investment decisions.Find out more: https://fearandgreed.com.auSee omnystudio.com/listener for privacy information.

Another night of tariff disruption for global markets, but will China’s lack of negotiation end up hurting Australian companies? MARKET WRAP: ASX200: down 0.06% to 8,374 GOLD: $2,839 US/oz BITCOIN: $158,676 AUD Cettire rebounding 7.2% to $1.26 Pro Medicus saw gains of 5.2% to $283.92 after signing a $53 million contract with a US healthcare company to use its imaging platform. Tech gains were led by a rise of 3.6% for Wisetech Global. Gains for BHP, Fortescue & Rio Tinto. Seek finished the day flat after its proposed acquisition of reference check software company Xref fell through. Goodman, Scentre and Stockland all finished down. The Big Four banks all closed in the red CURRENCY UPDATE: AUD/USD: 62.02 US cents AUD/GBP: 50.0 pence AUD/EUR: 60 Euro cents AUD/JPY: 96 Japanese yen AUD/NZD: 1.10 NZ dollars See omnystudio.com/listener for privacy information.

In this episode, Matt Cohen chats with Wendy Li, the co-founder and Chief Investment Officer of Ivy Invest, about her journey from managing institutional endowments to founding a fintech startup. Wendy shares insights from her experiences at the Metropolitan Museum of Art, the UJA Federation of New York, and the Mother Cabrini Health Foundation.She highlights her decision to leave a traditional allocator role to build Ivy Invest, a platform democratizing access to institutional-quality investments for retail investors. Wendy discusses the challenges of being a first-time founder, how emerging managers can build trust with institutional investors, and the long-term lessons from her career.About Wendy Li:Wendy Li is the Co-Founder and Chief Investment Officer of Ivy Invest, a platform that helps individual investors access investment portfolios similar to those used by big institutions. She has over 10 years of experience managing large investment funds and holds a Chartered Financial Analyst certification.Before starting Ivy Invest, Wendy was the Managing Director of Investments at the Mother Cabrini Health Foundation, where she set up the investment office and managed $4 billion. At the UJA-Federation of New York, she oversaw a $1 billion endowment and a $400 million pension plan. Her career began at the Metropolitan Museum of Art, where she worked as a Senior Investment Analyst.Wendy studied at Columbia University, where she earned her Bachelor's degree.Topics(01:13) Early Career Journey: Wendy shares her upbringing in Pennsylvania, moving to NYC, and her entry into finance at Columbia University.(02:30) First Role at the Met Museum: Insights from working with an established portfolio, sitting across high-profile investment committee members, and lessons on portfolio management.(04:51) The Transition to UJA: Managing a new investment office, building credibility with a seasoned investment committee, and reshaping a hedge fund-heavy portfolio.(06:57) Influence of David Swensen: Learning from Swensen's Yale Model and its focus on alternative investments, plus her direct exposure to the Yale network through colleagues.(09:48) Building Ivy Invest: Why Wendy left the endowment world to create Ivy Invest, the challenges of launching an SEC-registered fund, and solving access and complexity barriers for individual investors.(19:14) Fund Structure: Ivy Invest's single-fund strategy blending public and private investments, its interval fund structure, and quarterly repurchase options for investors.(24:11) Emerging Manager Advice: Key strategies for preparing to meet with institutional investors, understanding their specific needs, and how to build trust over time.(28:17) Long-Term Relationships: Why personal rapport, patience, and a deep understanding of both LPs and your own strategy are essential for emerging managers.(31:17) Lessons as a First-Time Founder: Transitioning to a fintech startup, learning to navigate the tech and regulatory landscape, and unexpected challenges like user access glitches.(36:38) Co-Founders and Team Dynamics: The complementary skills of her co-founders, balancing optimism with risk awareness, and maintaining trust and humor through challenges.(38:42) Brand Awareness and Challenges: Educating retail investors about their eligibility and building recognition for Ivy Invest's mission.(39:54) Surprises from Early Investors: The diversity of early adopters and how their demographics exceeded initial expectations.Fast Favorites* Favorite Podcast: How I Built This* Favorite Newsletter: Matt Levine's Money Stuff* Favorite Tech Gadget: iPhone* Favorite Trend: Established alternative investment managers opening access to retail investors* Favorite Book: A Tree Grows in Brooklyn by Betty Smith* Favorite Life Lesson: “Finish what you start.”Follow Matt Cohen and Tank Talks here!Podcast production support provided by Agentbee.ai This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit tanktalks.substack.com

Wesfarmers will close its online retailer Catch after it faced increased competition from Amazon, Shein and Temu. MARKET WRAP: ASX200: up 0.66% to 8,402 GOLD: $2,740 US/oz BITCOIN: $163,365 AUD Wesfarmers shares gaining 1.6% on the day to $72.88 Liontown reported better than expected cashflow in its quarterly update, helping it to lift 11.9% to 70.5 cents a share. HUB24 shares leaping 11% to $72.43. Gains for NAB, Westpac and ANZ as the financial sector rose by 1.25%. Carnarvon Energy shares down more than 22% after Santos put joint-venture plans for a $3.2 billion oil and gas project on hold. Santos slid 2.2% to $7.13. CSL, Goodman Group and Xero all finished down. CURRENCY UPDATE: AUD/USD: 62.42 US cents AUD/GBP: 50.8 pence AUD/EUR: 60 Euro cents AUD/JPY: 97 Japanese yen AUD/NZD: 1.10 NZ dollars See omnystudio.com/listener for privacy information.

The Aussie tech sector has been home to some impressive success stories - think WiseTech Global and Xero. So what's to come for this sector, and how does an investor balance this with the US tech behemoths?Shaun Weick, Senior Investment Analyst at Wilson Asset Management, talks to Sean Aylmer about his picks for the local tech sector.This is Fear & Greed's summer investing series. All information is general in nature - you should seek independent professional advice before making investment decisions.Support the show: http://fearandgreed.com.auSee omnystudio.com/listener for privacy information.

The Aussie tech sector has been home to some impressive success stories - think WiseTech Global and Xero. So what's to come for this sector, and how does an investor balance this with the US tech behemoths?Shaun Weick, Senior Investment Analyst at Wilson Asset Management, talks to Sean Aylmer about his picks for the local tech sector.This is Fear & Greed's summer investing series. All information is general in nature - you should seek independent professional advice before making investment decisions.Find out more: https://fearandgreed.com.auSee omnystudio.com/listener for privacy information.

All investors are familiar with Apple, Tesla, Nvidia and the rest. So we've gone in search of some other international stocks that might be worth a look. William Liu, Senior Investment Analyst at WAM Global, takes Sean Aylmer through six companies you may not have considered. This is Fear & Greed's summer investing series. All information is general in nature - you should seek independent professional advice before making investment decisions.Support the show: http://fearandgreed.com.auSee omnystudio.com/listener for privacy information.

All investors are familiar with Apple, Tesla, Nvidia and the rest. So we've gone in search of some other international stocks that might be worth a look. William Liu, Senior Investment Analyst at WAM Global, takes Sean Aylmer through six companies you may not have considered. This is Fear & Greed's summer investing series. All information is general in nature - you should seek independent professional advice before making investment decisions.Find out more: https://fearandgreed.com.auSee omnystudio.com/listener for privacy information.

The Aussie tech sector has been home to some impressive success stories - think WiseTech Global and Xero. So what's to come for this sector, and how does an investor balance this with the US tech behemoths?Shaun Weick, Senior Investment Analyst at Wilson Asset Management, talks to Sean Aylmer about his picks for the local tech sector.This is Fear & Greed's summer investing series. All information is general in nature - you should seek independent professional advice before making investment decisions.Find out more: https://fearandgreed.com.auSee omnystudio.com/listener for privacy information.

The Aussie tech sector has been home to some impressive success stories - think WiseTech Global and Xero. So what's to come for this sector, and how does an investor balance this with the US tech behemoths?Shaun Weick, Senior Investment Analyst at Wilson Asset Management, talks to Sean Aylmer about his picks for the local tech sector.This is Fear & Greed's summer investing series. All information is general in nature - you should seek independent professional advice before making investment decisions.Support the show: http://fearandgreed.com.auSee omnystudio.com/listener for privacy information.

Stephen Grootes speaks to Sebusang Lekuleni, Senior Investment Analyst about five innovative ways to generate small business ideas, from identifying personal passions and skills to leveraging emerging trends and using AI-powered toolsSee omnystudio.com/listener for privacy information.

China's economy is experiencing a slowdown, and it may bear the brunt of a trade war with the US. But amidst all of that, are there opportunities for investors in the world's second largest economy?William Liu, Senior Investment Analyst at WAM Global, talks to Sean Aylmer about investing in China.This is Fear & Greed's summer investing series. All information is general in nature - you should seek independent professional advice before making investment decisions.Find out more: https://fearandgreed.com.auSee omnystudio.com/listener for privacy information.

China's economy is experiencing a slowdown, and it may bear the brunt of a trade war with the US. But amidst all of that, are there opportunities for investors in the world's second largest economy?William Liu, Senior Investment Analyst at WAM Global, talks to Sean Aylmer about investing in China.This is Fear & Greed's summer investing series. All information is general in nature - you should seek independent professional advice before making investment decisions.Support the show: http://fearandgreed.com.auSee omnystudio.com/listener for privacy information.

The gold price soared in 2024, and some of the biggest winners were Australia's gold miners.Shaun Weick, Senior Investment Analyst at Wilson Asset Management, talks to Sean Aylmer about whether the good times for gold diggers can continue.This is Fear & Greed's summer investing series. All information is general in nature - you should seek independent professional advice before making investment decisions.Find out more: https://fearandgreed.com.auSee omnystudio.com/listener for privacy information.

The gold price soared in 2024, and some of the biggest winners were Australia's gold miners.Shaun Weick, Senior Investment Analyst at Wilson Asset Management, talks to Sean Aylmer about whether the good times for gold diggers can continue.This is Fear & Greed's summer investing series. All information is general in nature - you should seek independent professional advice before making investment decisions.Support the show: http://fearandgreed.com.auSee omnystudio.com/listener for privacy information.

BHP, Rio Tinto and Fortescue are some of the biggest companies on the local sharemarket. It's all been about iron ore - but as demand shifts, so do these companies.Shaun Weick, Senior Investment Analyst at Wilson Asset Management, talks to Sean Aylmer about the outlook for the big iron ore miners.This is Fear & Greed's summer investing series. All information is general in nature - you should seek independent professional advice before making investment decisions.Find out more: https://fearandgreed.com.auSee omnystudio.com/listener for privacy information.

BHP, Rio Tinto and Fortescue are some of the biggest companies on the local sharemarket. It's all been about iron ore - but as demand shifts, so do these companies.Shaun Weick, Senior Investment Analyst at Wilson Asset Management, talks to Sean Aylmer about the outlook for the big iron ore miners.This is Fear & Greed's summer investing series. All information is general in nature - you should seek independent professional advice before making investment decisions.Support the show: http://fearandgreed.com.auSee omnystudio.com/listener for privacy information.

Wall Street used to be about the Magnificent Seven. Now it's just about the three giants: Apple, Nvidia and Microsoft, all worth more than $US3 trillion each. So how should investors think about these behemoths?William Liu, Senior Investment Analyst at WAM Global, talks to Sean Aylmer about the outlook for the big three.This is Fear & Greed's summer investing series. All information is general in nature - you should seek independent professional advice before making investment decisions.Find out more: https://fearandgreed.com.auSee omnystudio.com/listener for privacy information.

Wall Street used to be about the Magnificent Seven. Now it's just about the three giants: Apple, Nvidia and Microsoft, all worth more than $US3 trillion each. So how should investors think about these behemoths?William Liu, Senior Investment Analyst at WAM Global, talks to Sean Aylmer about the outlook for the big three.This is Fear & Greed's summer investing series. All information is general in nature - you should seek independent professional advice before making investment decisions.Support the show: http://fearandgreed.com.auSee omnystudio.com/listener for privacy information.

Chinese stimulus has been talked about through the whole of 2024, so will this new raft of promises actually be delivered? MARKET WRAP: ASX200: down 0.36% to 8,393 GOLD: $2,691 US/oz BITCOIN: $152,231 AUD Mineral Resources gained 8.7% to $37.16, Pilbara Minerals closed 6.5% higher to $2.29 and Fortescue rose 6.2% to $20.45. Energy stocks were led higher by Woodside, up 1.5%, Yancoal rising 2%, and Whitehaven up 3.5%. CSL, Telstra and Transurban all finished in the green. A class action brought against NRMA in the Victorian Supreme Court hurt the share price of parent company IAG, which fell 1.7% to $8.50. Perpetual dropped by 8.4% to $20.07 after saying it could be hit with a tax bill of half a billion dollars over asset sales to KKR. Wisetech & Xero down 4.4%, with Life360 falling another 5.2% today. CURRENCY UPDATE: AUD/USD: 63.96 US cents AUD/GBP: 50.2 pence AUD/EUR: 60 Euro cents AUD/JPY: 96 Japanese yen AUD/NZD: 1.09 NZ dollars See omnystudio.com/listener for privacy information.

Paladin Energy dropped after it overshot forecasts on its uranium. How will the company rebound? MARKET WRAP: ASX200: down 0.13% to 8,255 GOLD: $2,610 US/oz BITCOIN: $136,106 AUD Materials stocks were another 1.4% lower today, while the Tech sector gained more than 1%. The owner of Afterpay – Block – led the way, up 10.7% to $126.40 following a good night of trade for the company's Wall Street listing. Tech gains were led by Wistech Global and Technology One, both up 1.8%. Up by more than 1% were Wesfarmers, ANZ, and Reece. Paladin Energy down almost 29% to $6.88 after it slashed its targets for production, calling previous forecasts “a bit ambitious”. Health insurer NIB said it was on track to post an operating loss for the first half, lowering its guidance and seeing shares drop 0.7% to $5.96. Another day of pain for both the gold & iron ore miners saw BHP down 1.8%, South 32 falling 2.4% and Northern Star off 2.7%. CURRENCY UPDATE: AUD/USD: 65.51 US cents AUD/GBP: 51.1 pence AUD/EUR: 61 Euro cents AUD/JPY: 100 Japanese yen AUD/NZD: 1.10 NZ dollars See omnystudio.com/listener for privacy information.

With inflation expected to drop to the RBA's target of 2-3% in Wednesday's quarterly update, will the market be waiting to react? MARKET WRAP: ASX200: up 0.34% to 8,249 GOLD: $2,766 US/oz BITCOIN: $108,021 AUD Travel tech company Serko surging 22% to $3.00 on the news that it would expand its operations in North America in partnership with Nasdaq-listed Sabre Corp. Mineral Resources repaired some recent damage, gaining back 7.2% Real estate stocks were stronger with Goodman Group 1.2% higher, and Stockland & Vicinity Centres both higher. Cettire saw its shares fall by 17.3% to $1.77. CURRENCY UPDATE: AUD/USD: 65.69 US cents AUD/GBP: 50.7 pence AUD/EUR: 60 Euro cents AUD/JPY: 100 Japanese yen AUD/NZD: 1.10 NZ dollars See omnystudio.com/listener for privacy information.

Jonathan Browne, Senior Investment Analyst at RiverNorth Capital Management — and Portfolio Manager on five of the firm's municipal bond closed-end fund-of-funds — says that the headwinds that made for big struggles in the muni bond space have shifted to become tailwinds, creating opportunity despite the strong recent rebound among muni bond funds. Browne says that the rising-rate cycle had led to discounts reaching the 12 to 15 percent range — a level previously only reached during financial crises — making munis about as cheap as they had ever been. Now, even after a run of more than 30 percent, muni closed-end funds are at the 70th percentile of cheapness, with "quite a bit of room to run."

The ASX 200 hit another record today but can the successful run keep going as we head towards interest rate cuts? MARKET WRAP: ASX200: up 0.80% to 8,318 GOLD: $2,668 US/oz BITCOIN: $97,608 AUD Most sectors were green, with the banks & tech stocks at the top of the pile. Tyro Payments falling more than 11%  Woodside down 2.2% and Santos down just under 1%.  Ampol was another energy company down, despite announcing cost-cutting to the effect of $50 million, with shares sliding 2.3% to $28.46 Washington H Soul Pattinson down 1.4% and Treasury Wine Estates, which fell more than 3%. The jump for financials was led by the major banks, with Commonwealth up 1.8%, NAB up 1.5%, Westpac rising 1.6% and ANZ up 0.9%. Investment platform business Hub24 saw its shares gain 2.7% after saying it was confident it would hit its target for funds under administration for the financial year. Gains for Lovisa, up 3.5% and Life 360, up 2.9%. CURRENCY UPDATE: AUD/USD: 67.09 US cents AUD/GBP: 51.4 pence AUD/EUR: 61 Euro cents AUD/JPY: 100 Japanese yen AUD/NZD: 1.10 NZ dollars See omnystudio.com/listener for privacy information.

Virgin has been partly acquired by Qatar Airway through Bain Capital, so will this speed up the chance of an IPO?See omnystudio.com/listener for privacy information.

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Commonwealth Bank has broken its all-time high again, but how long can the good run last for? ASX200: down 0.08% to 8,103 AUD: 67.51 US cents GOLD: $2,535 US/oz BITCOIN: $87,315 AUD Consumer Staples stocks took the biggest hit, down almost 2% on the day. The fall in iron ore didn't help our big miners, with BHP down 1.7%, Fortescue falling 2.6% and Rio Tinto losing 1.7%. Lithium didn't fare much better, with Mineral Resources, Liontown and IGO leading losses. Some big names in the Staples sector went ex-dividend, with Woolworths down 2.8%, Coles backwards by 2.4%, Endeavour dropping 3%, and Wesfarmers off by 1.4%. The sale of its European account-to-account payments business saw EML Payments gaining 3.6% to 73 cents today.  While there were also lifts for Wisetech Global (up 2.4%) and Suncorp Group (up 1.4%) See omnystudio.com/listener for privacy information.

Unveiling the intricacies of South Africa's economy, in the second part of our Investment Insights podcast, Senior Investment Analyst, Anil Jugmohan and Portfolio Manager, Rashaad Tayob from Foord Asset management discuss the nation's fiscal health, investment opportunities within equities and bonds, and the global gold market dynamics. LinkedIn · YouTube

Yancoal dominated company news, opting not to pay a dividend in preparation for some big moves in coal.See omnystudio.com/listener for privacy information.

The Nasdaq has rallied yet again, so what can we expect when we hear from a few of the Magnificent Seven this week? ASX200: up 0.50% to 7,971 AUD: 66.22 US cents GOLD: $2,399 US/oz BITCOIN: $100,774 AUD The Nasdaq gaining 1.6% helped local tech companies today, with Wisetech Global up 2.2%, and Xero up 1.8%. Toll road operator Transurban up 1.3% after gaining a new deal with the Queensland government on the state's Logan Motorway. The big four banks all finished higher, but Macquarie Group lost half a percent. Woodside slid again, down 3.7% after its quarterly update, which flagged a cost hike for its Scarborough LNG project. BHP, Rio Tinto and Fortescue all finished down with iron ore futures sinking. Goodman Group, Woolworths and Coles all went backwards. See omnystudio.com/listener for privacy information.

The rise in geopolitical threats as a result of the ongoing conflicts, which began with Russia's invasion of Ukraine and continued with the Middle East's breakout of hostilities. This has increased demand for gold, an asset that is frequently seen as a safe haven. Additional drivers include the flight to safety, gold recycling surge, inflation concerns, and central bank purchases. In an extended conversation with host Motheo Khoaripe, Michael Kruger, Senior Investment Analyst at Morningstar South Africa, discusses this further.See omnystudio.com/listener for privacy information.

The Australian share market plunged on falling iron ore & gold prices, so could iron be on the agenda when the PM meets China's Premier?See omnystudio.com/listener for privacy information.

Featuring: Bloomberg's Ed Baxter speaks to Patricia Hurtado, Bloomberg Manhattan Federal Courthouse/Legal Enterprise Reporter on Donald Trump's guilty verdict Jeremy Rosenthal, Trial Attorney takes a look at Trump's hush money case in a legal perspective Wendy Chen, Senior Investment Analyst, GAM Investments discusses her reaction to the latest China PMI data Apple: https://podcasts.apple.com/us/podcast/bloomberg-daybreak-asia/id1663863437Spotify: https://open.spotify.com/show/0Ccfge70zthAgVfm0NVw1bTuneIn: https://tunein.com/podcasts/Asian-Talk/Bloomberg-Daybreak-Asia-Edition-p247557/?lang=es-es See omnystudio.com/listener for privacy information.

Anil Jugmohan, Senior Investment Analyst, is in conversation with Rashaad Tayob, co-portfolio manager of the Nedgroup Investments Stable Fund, about how they at Foord Asset Management are protecting the portfolio against adverse risks. Rashaad also shares insights on how they prepare for potential future investment scenarios in an unpredictable environment. The Nedgroup Investments Flagship Fund Range consists of five multi-asset funds that are suitable for investors across all risk profiles. To learn more about our Flagship Fund Range, visit: nedgroupinvestments.com for more information. Learn more about our Flagship Fund Range · Stay up to date, follow us on LinkedIn. · YouTube

Ahead of Earth Day on April 22, we're launching a miniseries of the ESG Insider podcast looking at plastic. We'll explore how plastic impacts human health and the environment, how companies and investors are approaching the topic, and what to expect from international plastic treaty negotiations starting April 23. In today's episode, we hear about the health and environmental impacts of plastics from Dr. Philip Landrigan, Director of the Program for Global Public Health and the Common Good at Boston College. He was lead author of a major scientific study the Minderoo-Monaco Commission on Plastics and Human Health published in 2023.  We hear why recycling is only part of the solution to plastic pollution in an interview with Richard Wielechowski, Senior Investment Analyst in the Textiles Programme at Planet Tracker, a nonprofit think tank focused on sustainable finance.  And we hear how plastics are affecting oceans and contributing to climate change from Aarthi Ananthanarayanan, Director of the Climate and Plastics Initiative at Ocean Conservancy, an environmental advocacy group based in Washington, D.C. She calls for a broad rethink of the approach to the plastic challenge.   "We have to see it as an opportunity. We've done a lot of that work in the climate space already, but we haven't included plastics in the conversation yet," Aarthi says. "When we can break our minds out of the idea that we're on this inevitable trajectory with plastics, and instead we're planning for a future where what's good for investors is also good for our climate and our health and our ocean — there's a different range of goals and commitments you make, there's a different type of innovation that you have to be thinking about."   This piece was published by S&P Global Sustainable1, a part of S&P Global.       Copyright ©2024 by S&P Global       DISCLAIMER       By accessing this Podcast, I acknowledge that S&P GLOBAL makes no warranty, guarantee, or representation as to the accuracy or sufficiency of the information featured in this Podcast. The information, opinions, and recommendations presented in this Podcast are for general information only and any reliance on the information provided in this Podcast is done at your own risk. This Podcast should not be considered professional advice. Unless specifically stated otherwise, S&P GLOBAL does not endorse, approve, recommend, or certify any information, product, process, service, or organization presented or mentioned in this Podcast, and information from this Podcast should not be referenced in any way to imply such approval or endorsement. The third party materials or content of any third party site referenced in this Podcast do not necessarily reflect the opinions, standards or policies of S&P GLOBAL. S&P GLOBAL assumes no responsibility or liability for the accuracy or completeness of the content contained in third party materials or on third party sites referenced in this Podcast or the compliance with applicable laws of such materials and/or links referenced herein. Moreover, S&P GLOBAL makes no warranty that this Podcast, or the server that makes it available, is free of viruses, worms, or other elements or codes that manifest contaminating or destructive properties.

In this episode, Rusty Vanneman and Robyn Murray are joined by Ron Ahluwalia, Mili Rosen and Will Girton from Brinker Capital's award winning due diligence team. Ron Ahluwalia is a Vice President, Senior Portfolio Manager at Brinker Capital. In this role, he is responsible for the portfolio management, strategy planning, and communication of multi-asset class portfolios for high net worth clients and institutions. Ron has over 18 years of industry experience. Mili Rosen works on the Investment Due Diligence team as a Senior Investment Analyst covering a variety of managers on the firm's OPS/Brinker Capital platforms. Asset class coverage includes domestic and international equities, fixed income, real assets, alternatives, and private equity across various vehicles (i.e., SMAs, ETFs, Mutual Funds, LPs). Will Girton is an Investment Analyst on Brinker's award winning Due Diligence team.Key Takeaways[07:12] - How many managers, strategies and research reports does the entire Brinker due diligence team take on each year?[08:16] - Why is money manager due diligence so important to building out investment portfolios?[09:40] - How often do they uncover “a snake in the attic,” so to speak, while doing due diligence?[10:48] - How do the due diligence requirements differ when you are building out a “supermarket of strategies?”[12:52] - How do they go about finding new managers? Are there certain characteristics they screen for?[16:51] - How does Brinker Capital's due diligence approach differ from other firms?[23:27] - In the current environment, where is advisor demand and what are the strategies that people want?[25:42] - Favorite money managers they've encountered over the years and why did they like them so much?[31:15] - Advice for those wanting to enter the investment management profession?[33:31] - Three characteristics that Ron looks for when hiring a due diligence analyst.[35:55] - What investment ideas are looking particularly attractive to the team right now?Quotes[18:05] - "We really treat due diligence as an endogenous cycle. It never really stops, it's not a ‘set it and forget it' mentality, so [while] performance is very important…just focusing on performance is a very quick way to fail.'” ~ Mili Rosen[35:03] - "I think communication skills are something that are very important. The ability to relate to people, particularly when you are serving clients on the outside [is so important].  Just the ability to find common ground and have a true, meaningful conversation that isn't totally buttoned up…[and] having that ability to…have people lower their guard with you, I think that is a critical aspect as well.” ~ Ron AhluwaliaLinksRon Ahluwalia on LinkedInMili Rosen on LinkedInWill Girton on LinkedInBrinker CapitalConnect with UsMeet Rusty Vanneman, Orion's Chief Investment OfficerCheck Out All of Orion's PodcastsPower Your Growth with OrionDisclosure(s) ~ Orion Portfolio Solutions, LLC, an Orion Company, is a registered investment advisor.