In this episode, Candice Bourke catches up with Moz Afzal, Global Chief Investment Officer for EFG, to discuss the US presidential election outcome and what this means for asset classes and portfolio construction as we head into 2025. Candice and Moz discuss the potential winners and losers within investors' portfolios under Trump's second term in the White House. Will his policies indeed be inflationary? And what does this mean for the outlook of interest rates as we head into 2025? The...

In this episode, Candice and Felicity sit down live in the studio with Jason Edwards from January Capital to speak about the rise of venture debt as an asset class and why he founded the firm to take advantage of the VC market in the growing economies of south east asia like Singapore, Vietnam, Thailand and Malaysia to name a few.  Southeast Asia is often described as an emerging digital hub. Investors are aware of their strong economic growth, growing GDP, favourable demographics and...

In this episode of Talk Money To Me, co-hosts Felicity and Candice explore the growing investment opportunities in the defense sector, driven by rising global tensions and increasing defense budgets. From traditional defense stocks to cutting-edge innovations in cybersecurity, AI, and space technology, they break down why this sector is gaining traction and what it means for your portfolio. Tune in as they discuss: What's driving the defense sector boomWhy defense stocks can provide portfolio...

In this exciting episode, we're thrilled to welcome Ron Temple, Chief Market Strategist at Lazard’s Financial Advisory and Asset Management. With over two decades of experience in global markets, Ron brings unique insights into the intersection of macroeconomic trends, US Federal Reserve policy, and key geopolitical events. We dive deep into: The US macro outlook and Federal Reserve's policy in light of recent inflation and employment data.Portfolio positioning ahead of the 2024 US election...

In this episode, Felicity and Candice are excited to chat with Sally Bertouch, senior analyst on the international and emerging markets investment strategies at Schafer Cullen Capital Management. Sally delves into;  if she's feeling BULLISH or CAUTIOUS in today's markether decision making process on ESG and how this plays into her stock selectionher outlook for global equities as we look out to 2025and of course some of her top investable ideas.So tune in and let's talk money! Follow Talk...

Felicity and Candice are back with the Order Pad! In this episode, Candice is adding IPD Group - ticker on the ASX IPG. IPD Group is a company that falls within the decarbonisation, electrification, AI uptake and data centres thematics.   Felicity reiterates a buy on Playside (PLY.ASX), the company’s solid financial position, attractive valuation, and strategic investments in game development make it a strong buy at current levels. So tune in and let's talk money! Follow Talk Money To Me on...

In this episode of Talk Money to Me, Candice and Felicity take you through the key insights from the September 2024 edition of the Shaw and Partners Research Monitor.  Candice and Felicity give a run down of the Q2 market performance, explore the booming utility sector driven by AI and discuss a mineral which you may not have heard of, that’s playing a critical role in Australia’s energy transition; Vanadium.  All these insights and much more, so tune in and let’s talk money!   Follow Talk...

In this episode of Talk Money To Me, Candice and Felicity are joined by Chris Fielding, a partner at Hg, Europe’s leading private equity investor in software and services. Hg manages an impressive portfolio with an aggregate enterprise value exceeding US$140 billion. Chris shares insights into Hg's sector-specialist approach, investment strategy, and their successful track record in European private equity. He also discusses the launch of Hg Wealth, a semi-liquid private wealth solution aimed...

Join Candice and Felicity as they welcome Jun Bei Liu, Portfolio Manager of Tribeca’s Alpha Plus Fund, back to the podcast! In this episode Jun Bei shares her insights on the current market and how she positions her fund amidst market uncertainty. Get an inside look at Jun Bei's high-conviction stocks, including Pro Medicus and Life 360, and her thoughts on the upcoming Australian reporting season. She also discusses the Chinese economy's outlook and how it influences ASX-listed...

Felicity and Candice are back with the Order Pad! In this episode, Candice is adding Danaher3 and Felicity brings AMD.NAS to the order. if you're interested in biotech, diagnostics and AI exposures, this episode is for you. So tune in an lets talk money! You can read the interview with Lisa Su that Felicity mentions here: https://stratechery.com/2024/an-interview-with-amd-ceo-lisa-su-about-solving-hard-problems/ Follow Talk Money To Me on Instagram, or send Candice and Felicity an email...

On Talk Money To Me, Felicity and Candice have spent much of the last 12 months discussing all the ways AI might impact different market sectors and transform our everyday. In this episode, they speak with two people at the forefront of the Artificial Intelligence revolution in the medical field. Professor Geoff Strange, Chief Research and Strategy Officer and Philip Woolff, Chief Operating Officer from Echo IQ. Echo IQ uses their AI-powered technology, EchoSolv to enhance the diagnosis of...

End of Financial Year (EOFY) is fast approaching! In this episode, Candice and Felicity share their best tips & checklist to help you best prepare for a smooth end of financial year. They discuss Superannuation, Capitial Gains and Losses, Estate Reviews and provide a checklist of what you need to think about to get your ducks in a row as FY24 comes to a close. Follow Talk Money To Me on Instagram, or send Candice and Felicity an email with all your thoughts here.  Felicity Thomas and...

In this episode of Talk Money To Me, Candice and Felicity speak with Dr. Mohammad Choucair, CEO of Archer Materials. They discuss the future of technology and quantum computing, the revolutionary 12CQ chip, and Archer Materials’ biochip technology transforming medical diagnostics. Dr. Choucair shares how Archer Materials navigates the challenges of developing commercially viable tech and the exciting milestones ahead. He discusses the impact of semiconductor devices, managing high demand...

In this episode of Talk Money To Me, Candice and Felicity are joined by estate planning expert and partner at Swaab, Angela Harvey, to discuss everything you need to know about what happens to your money when you die. Discover the crucial reasons for having a will, when you should review it, and how often. Angela breaks down what estate planning is and who needs it, offering practical insight for all listeners. Felicity, Candice and Angela also chat through the tax implications that come with...

Candice and Felicity are back with everyone's favourite Talk Money To Me segment- it's the order pad! And in this episode the picks follow a resource theme. Felicity is extremely bullish on nuclear energy and uranium. She adds Silex (SLX:ASX) to the order pad portfolio and suggests some new ways to get uranium exposure in your portfolio  Candice is bringing forward Copper as her bid for this order pad. She explains why copper is a cornerstone of the shift towards a low-carbon economy. She...

In this week's episode Candice and Felicity speak with Tim Levy who is the Founder and Managing director of Qoria (formerly known as Family Zone Cyber security).  The stock code on the ASX being QOR:ASX which is a global technology company dedicated to keeping children safe and well in their digital lives. You will hear more about Qoria in this chat with Tim, but one quick stat I love is that QOR’s tech today is keeping 22 million children safe across 27,000 schools in 3 continents while they...

In this episode Felicity and Candice explore the fascinating world of emerging markets.  They discuss why India stands out as a compelling opportunity and tackle the ongoing debate: Is China still an emerging market or has it matured into a developed one? Did you know that emerging markets and developing economies now contribute over 50% of global growth? And that this is expected to rise to over 60% by 2025? Discover why these markets, accounting for 70% of the world's population and half...

Get ready for a packed episode of Talk Money To Me, where Candice and Felicity offer a comprehensive market update, sharing valuable insights into the Australian equity landscape as well as how they are currently position some of their portfolios.  If you’ve been following along with the Order Pad, you're in luck. Candice and Felicity also provide a portfolio update, discussing the performance of two stocks in particular: Qoria (QOR.ASX) (formerly Family Zone Cyber Security) and Elders (ELD)...

Get ready to dive into the exciting world of AI investment opportunities with Candice and Felicity in this episode of Talk Money To Me! The dynamic duo provides a comprehensive overview of AI and its potential impact on the investment landscape, from market trends to emerging growth prospects. You'll also be treated to a surprise guest appearance in this episode! 🤫😯 Returning for the second time from Munro Partners, this expert will share valuable insights on AI investment strategies and...

Get ready for another episode of Talk Money To Me, where Candice and Felicity bring you a listener favourite, a new Order Pad instalment! In this episode, they provide a comprehensive update on the current market dynamics, giving listeners a clear picture of the bears and bulls. But the real highlight of the show? Two exciting small caps enter the menu on the Order Pad. Felicity introduces Tasmea Limited, a soon-to-IPO small cap services company with promising potential. Meanwhile, Candice...

Get ready for another captivating episode of Talk Money To Me as Candice and Felicity return with Part 2 of their limited Fixed Income series! Join Candice and Felicity as they delve into the historical returns of bonds and uncover insightful reasons to hold, buy more, or sell bonds, tailored to where the economic cycle stands. But wait, there's more! This episode features another expert in the fixed income space. Dr. Christopher Baylis, PhD in Econometrics and Founder/CIO at Fortlake Asset...

Get ready for a deep dive into the world of Fixed Income! In the kickoff episode of this special two-part series, Candice and Felicity are unraveling the mysteries of Bonds—covering all shapes and sizes in this vast asset class. Join them to uncover potential investment avenues within this lucrative universe. From government bonds to corporate bonds, they’ve got you covered with actionable insights. Curious about the outlook for bonds in the next 12 months? Hear their perspectives on how...

In this episode, Candice and Felicity dive into the history books and look at the historical economic data from the past 100 years. They uncover the lessons learnt for investors, looking at the risk-reward for equities, bonds and bills. Make sure you listen right to the end as the ladies provide an update on their Growth Australian Model portfolio which has returned 10.27% p.a. since inception (September 20017) and which stocks make up the portfolio and what they are adding! If you are...

This week Candice and Felicity provide a market update, catching you up on the key themes of the ASX reporting season so far. The ladies provide a breakdown of how upcoming changes to superannuation legislation might affect you. What changes should you be looking out for? And how can you use these updates to grow your retirement savings? In this episode, the order pad returns as two stocks that were pitched back in February 2022 get revisited. For one, it's time to take profits. For the...