You would have heard the saying "Health is Wealth", well this week Felicity and Candice are helping you make that a reality. In this Episode they share insights into a game-changing theme that they believe is a critical allocation within your portfolio; Health and Biotech. They discuss a few ways to invest in this idea either directly or indirectly or BOTH. And as always, they share updated on the current Bull and Bear talks in the market. You won't want to miss this one! -- Follow Talk...

In this week's episode, Candice and Felicity update their Order Pad with Spotify and Nuix.  Candice is pitching Spotify. It has the potential to grow double digits in the market based on a pathway to strong profitability and a winner-takes-most business model in the music, and entertainment streaming industry. She outlines that the stronger-than-expected financial outlook is a positive catalyst for SPOTIFY, and importantly their pathway to stronger profitability appears to be happening at a...

Welcome Back! In the first episode of 2024, Candice and Felicity review the returns of 2023 and discuss what investors can expect for 2024.  There are still some risks in the 2024 Market and in this episode, Candice and Felicity take you through what they are watching out for; from sticky inflation, whether resection risk is mild or deep; the Chinese economy & property sector, and US shutdown risks. But it wouldn't be a Talk Money To Me episode if the ladies didn't share what data points...

In the last episode of Talk Money To Me for 2023, Felicity and Candice are joined by Martin Crabb, CIO at Shaw and Partners to review his predictions from 2023 and give us new insight and stock Ideas for 2024. Martin is getting a reputation with the Talk Money To Me community for having some crystal ball predictions, you won't want to miss his performance in 2023 or his foretellings for 2024. Follow Talk Money To Me on Instagram, or send Candice and Felicity an email with all your thoughts...

At the beginning of 2023, Candice and Felicity each picked 12 stocks to add to a hypothetical portfolio. They've been tracking its growth and loss all year long and in this special Order Pad episode, it's time to reveal how they went! You won't want to miss Felicity's small-cap performance or Candice's stronghold thematic. Listen to find out how they went! Follow Talk Money To Me on Instagram, or send Candice and Felicity an email with all your thoughts here.  Felicity Thomas and Candice...

It's the second part of this special episode of Talk Money to Me, join Candice, Felicity, and a host of Talk Money To Me’s favourite money experts as they bring you 12 stock picks of Christmas!  Anthony Doyle from Firetrail Rajeev Gupta the Founding Partner of ALIUM Capital David Franklyn from ArgonautChristian Mariani​ the Investment Specialist within the US Equity team​ of JP Morgan.Jules Cooper our very own Shaw and Partners And finally Jessica Leung from Global X ETFs As Felicity and...

For this special episode of Talk Money to Me, join Candice, Felicity, and a host of Talk Money To Me’s favourite money experts as they bring you 12 stock picks of Christmas!  Hear from:   Jun Bei Liu PM of the Alpha Plus Long Short Fund at TribecaPhillip Pepe Shaw and Partners Senior Equities AnalystPravir Singh the Co-Portfolio Manager on the Global and International High Dividend strategies at Schafer-CullenPeter Bates PM of Global Select Equity Strategy at T.Rowe Price Ray David from...

In this week's episode, Candice and Felicity share the SOHN annual stock pick ideas that make up the Listed Investment Company HM1:ASX.  Out of the pitches, Candice explores the French Fries wars and goes into a deep dive into LW.NYS.  While Felicity goes nuclear and reiterates her bull case for uranium in NexGen and runs through the high conviction of NXG.ASX. Plus listen to the end to hear some big calls about Bitcoin from none other than Cathy Wood, CEO and CIO of ARK Invest at SOHN. ...

Candice and Felicity sit down with Joshua Derrington the Managing Director and Chief Investment Office of Alvia Asset Partners. Alvia Asset Partners is a unique Family Office that has opened up its investments to the broader public. This Fund offers up Alvia’s ‘best ideas’ that leverages off their family office investment process to deliver long-term, consistent and compounding returns. And the returns have been IMPRESSIVE.  Since inception, the Fund has returned 48.80% or 13.50% annualised...

Successful tech investor Rajeev Gupta from Alium Alpha Fund is backing MSFT, Koala and designcrowd for their growth for years to come! If you are looking for the next best Australian tech business to invest in? Then you have come to the right place.  In this episode of Talk Money To Me, Candice and Felicity chat to Rajeev Gupta, one of the founding partners of Alium Capital. Allium Capital was established in 2016 and has invested in almost 100 companies to-date. Their Flagship fund is their...

In this episode Candice and Felicity explore with the Co CIO Hugh Selby-Smith from Talaria Capital the current state of the global economy, and unpack where he and his team are finding high quality global companies to invest in. Of course in this conversation you will hear some investable ideas, perhaps a global company you've never heard of like Candice and get the insights as to why Hugh is holding roughly 20% cash in the Fund right now. Some interesting facts to get a sneak peek into this...

Candice and Felicity bring their latest investable ideas to the Order Pad.  Both the stock ideas are ASX companies which the ladies are seeing upside in their outlook despite the recent market sell-off and volatility.  Candice revisits Elders a stock pitched back in April 2022 and unpacks why she thinks investors should stick with the company. Elders (ELD:ASX) story began in 1839, today their expansive network reaches every corner of Australia. While their roots are in agriculture, Elder's...

Felicity and Candice chat with Michael Yardney Australia’s most trusted property commentator.  Micheal shares his top tips for preparing to invest in property, discusses the current property market conditions, and where he sees Australia's property market heading into the future. Michael is the founder of Metropole Property Strategists and host of the Michael Yardney Podcast. His opinions are frequently quoted in the media and he has been featured in all major newspapers, finance and property...

In this episode, Candice and Felicity speak with James Abela Co-Portfolio Manager from Fidelity’s Global Future Leaders Fund. James was appointed Portfolio Manager for the Fidelity Future Leaders Fund in 2013 which has seen his unique investment process win the 2018, 2019, and 2020 Morningstar Fund Manager of the Year award for Domestic Equities Small Cap Category. In 2020, James was appointed Co-Portfolio Manager of the Fidelity Global Future Leaders Fund.   The Fund just ticked over its...

Welcome to the first in our series of Uncovered - a new series we're rolling out together with Equity Mates. Candice and Felicity talk to Steve Wedan, the CEO of Imricor Medical, about his vision for the company and how they'll go about changing the standard of care in interventional medicine. This is a wide ranging conversation about the history of the company, and look at the drivers of growth of this small cap. This episode contained sponsored content from Imricor Medical. Follow Talk...

It’s another one of your favourite episodes with Candice and Felicity delving into current market sentiments, highlighting both bullish and bearish trends, before giving us two investing ideas. Bullish indicators include the S&P being oversold, strong M&A activity, and positive labor news. On the flip side, bearish signals involve hawkish tones from the Fed, upward pressure on rates, and a shift in investor sentiment towards safer assets.  Candice brings her new investment idea -...

In this episode, Candice and Felicity debate the positives, negatives, ins and outs of passive investing and active investing. This topic has been debated in the investment community since the dawn of time, but have you ever compared returns and examples of each strategy?  Well, that’s exactly what the girls do in this conversation. Plus they go over the latest macroeconomic data and market news to help investors best navigate the stock market. Follow Talk Money To Me on Instagram, or send...

In this week’s episode, Candice and Felicity speak with Anthony Doyle the Portfolio Manager of Firetail’s S3 Global Opportunities Fund   This Fund brings investors a unique exposure to global equity markets through: • A high conviction, concentrated portfolio of approximately 30 stocks from both developed and emerging markets. • Stock-specific opportunities focused on finding unappreciated positive change attributes. • Unique risk management to ensure that stocks drive returns rather than...

In this week’s episode, Candice and Felicity sat down Fidelity’s Gary Monaghan to discuss the investment opportunities in the Asian markets.    In the last two decades, Asia has become a powerhouse of global growth. Demographics and digitalisation have fuelled economic and business expansion, and this has played an important feature in the management of the COVID-19 crisis and the region’s resilient economy. Looking ahead to a post-pandemic world, we believe a new economic order will prevail,...

In this episode, Candice and Felicity unpack the Australian reporting season of one of Australia’s top Fund Managers – Jun Bei Liu who runs the Tribeca Alpha Plus Fund with a running performance return of 9.22% p.a. since inception (2006) beating the ASX200 Index Benchmark by 2.53%. If you are looking for alpha generating stock ideas to add to your portfolio you won’t want to this episode.   Jun shares with the ladies the key themes to emerge from this reporting season, provides an overall...

Candice and Felicity are back with another edition of their Order Pad. Candice is reiterating Macquarie Group as a buy, and outlines the reasons why. And while it seems Felicity has a brand new idea... it's actually an old faithful under a new title. But you'll have to listen to find out who! Follow Talk Money To Me on Instagram, or send Candice and Felicity an email with all your thoughts here.  Felicity Thomas and Candice Bourke are Senior Advisers at Shaw and Partners, and you can find out...

Felicity and Candice chat with Jonathan Rawicz for this episode. Together they discuss the global economy, earnings expectations, and valuations, Jonathan emphasises the importance of investing in "quality growth" stocks, which exhibit strong financial performance, sustainable business models, and competitive advantages. These stocks have the potential to thrive in a changing economic landscape, and the New Capital Global Equity Conviction strategy is well-equipped to capitalise on such...

Unravel the mysteries of behavioural finance to help you craft a winning investment portfolio   We're diving deep into the world of biases that influence our financial decisions. Get ready to gain insights on how to overcome these biases and build a solid investment strategy that stands the test of time.   Loss aversion Bias Herd mentality bias Overconfidence bias Anchoring bias   And how these can impact your investment decisions  Follow Talk Money To Me on Instagram, or send Candice and...

Join Felicity and Candice as they delve into the historical trends of August trading, analyze the bear and bull markets, and explore the latest updates in the world of investing. They discuss the recent developments in Peninsula Energy's uranium project, provide insights into CSL Limited's attractive entry levels, and reiterate a previous buy for Chrysos Corporation.  Follow Talk Money To Me on Instagram, or send Candice and Felicity an email with all your thoughts here.  Felicity Thomas and...

Felicity and Candice chat with Jonathan Rawicz for this episode. Together they discuss the global economy, earnings expectations, and valuations, Jonathan emphasises the importance of investing in "quality growth" stocks, which exhibit strong financial performance, sustainable business models, and competitive advantages. These stocks have the potential to thrive in a changing economic landscape, and the New Capital Global Equity Conviction strategy is well-equipped to capitalise on such...