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 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 more here. *****In the spirit of reconciliation, Equity Mates Media and the hosts of Talk Money To Me acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. *****Talk Money To Me is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697.Talk Money To Me is part of the Acast Creator Network. Hosted on Acast. See acast.com/privacy for more information.

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 faster-than-expected pace.Felicity is pitching Nuix. It's set for a re-rate and also double-digit upside potential in the markets based on the business's positioning in the emerging tech markets as AI and machine learning takes off. NXL is one to watch with its developments in the realms of big data, cybersecurity and compliance. Hosted on Acast. See acast.com/privacy for more information.

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 investors can keep an eye out for to remain positive in 2024. Tune into this episode as the ladies help you navigate the markets and your money.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 more here. *****In the spirit of reconciliation, Equity Mates Media and the hosts of Talk Money To Me acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. *****Talk Money To Me is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697.Talk Money To Me is part of the Acast Creator Network. Hosted on Acast. See acast.com/privacy for more information.

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 here. Felicity Thomas and Candice Bourke are Senior Advisers at Shaw and Partners, and you can find out more here. Remember you can always reach out to Candice and Felicity's team at cftgroup@shawandpartners.com.au *****In the spirit of reconciliation, Equity Mates Media and the hosts of Talk Money To Me acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. *****Talk Money To Me is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697.Talk Money To Me is part of the Acast Creator Network. Hosted on Acast. See acast.com/privacy for more information.

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 Bourke are Senior Advisers at Shaw and Partners, and you can find out more here. *****In the spirit of reconciliation, Equity Mates Media and the hosts of Talk Money To Me acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. *****Talk Money To Me is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697.Talk Money To Me is part of the Acast Creator Network. Hosted on Acast. See acast.com/privacy for more information.

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 Candice continue to lead you through these experts’ 2024 choices to add to your Christmas stockings. It’s a very merry Talk Money To Me Christmas special! You won’t want to miss it.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 more here. *****In the spirit of reconciliation, Equity Mates Media and the hosts of Talk Money To Me acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. *****Talk Money To Me is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697.Talk Money To Me is part of the Acast Creator Network. Hosted on Acast. See acast.com/privacy for more information.

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 Black Wattle PartnersAnd Qiao Ma from Munro PartnersAs Felicity and Candice sing you through (that’s right...they sing) these experts’ 2024 choices to add to your Christmas stockings.It's a very merry Talk Money To Me Christmas special! You won't want to miss it. 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 more here. *****In the spirit of reconciliation, Equity Mates Media and the hosts of Talk Money To Me acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. *****Talk Money To Me is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697.Talk Money To Me is part of the Acast Creator Network. Hosted on Acast. See acast.com/privacy for more information.

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. Hosted on Acast. See acast.com/privacy for more information.

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 return. In this episode you will hear Josh's investment process, some of the current holdings and sectors he favours and his thoughts on the current economic climate and how this is shaping the private sector. If you wish to find out more about Alvia Asset and their Family Office Fund, head to their website: https://alviapartners.com.auFollow 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 more here. *****In the spirit of reconciliation, Equity Mates Media and the hosts of Talk Money To Me acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. *****Talk Money To Me is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697.Talk Money To Me is part of the Acast Creator Network. Hosted on Acast. See acast.com/privacy for more information.

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 Alium Alpha Fund and what is unique about this Fund is that it invests in technology businesses within both the Private and Public markets.The fund has returned 151% since inception. Yes you read that right! Meaning on an annualised basis that is an average of 21.50% per annum (simple returns) and a CAGR of 17% over the last 7 years. Raj shares his thoughts on the ASX tech sector today and where he would like to see the tech sector grow in the years to come. Plus we hear the stories behind 2 of the best investments made and also the 2 investments that went south and what lessons he has learned from these losses. Stick around to the end of the episode, as we promise you will receive not only great invest-able ideas but also a discount code for your Christmas shopping!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 more here. *****In the spirit of reconciliation, Equity Mates Media and the hosts of Talk Money To Me acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. *****Talk Money To Me is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697.Talk Money To Me is part of the Acast Creator Network. Hosted on Acast. See acast.com/privacy for more information.

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 episode:Since World War II, the Fed has tightened interest rates thirteen times. A recession followed ten of these times.Since 1880 the S&P500 has had 3 decades (1910s, 1930s, 2000s) where there has been no capital growth - whereas income is always a component of total return.If you would like to learn more about Talaria and their Global Equities Fund, head to their website: www.talariacapital.com.auFollow 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 more here. *****In the spirit of reconciliation, Equity Mates Media and the hosts of Talk Money To Me acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. *****Talk Money To Me is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697.Talk Money To Me is part of the Acast Creator Network. Hosted on Acast. See acast.com/privacy for more information.

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 diverse business operations cover rural services, real estate, insurance and more. Felicity pitches a new idea and company to join the Order Pad - Weebit (WBT:ASX). Weebit Nano is a semiconductor technology development company that is listed on the ASX. The company specialises in a Non-Volatile Memory technology called Resistive Random Access Memory (ReRAM) that has strong potential to replace Flash memory technology, among other things.  Just about every electronic device needs Non-Volatile Memory to operate and this is typically some form of embedded memory.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 more here. *****In the spirit of reconciliation, Equity Mates Media and the hosts of Talk Money To Me acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. *****Talk Money To Me is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697.Talk Money To Me is part of the Acast Creator Network. Hosted on Acast. See acast.com/privacy for more information.

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 magazines throughout Australia and in his regular segments on Sky TV as well as on commercial radio.If you are invested in the property market or interested in hearing where to start, you won't want to miss this chat!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 more here. *****In the spirit of reconciliation, Equity Mates Media and the hosts of Talk Money To Me acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. *****Talk Money To Me is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697.Talk Money To Me is part of the Acast Creator Network. Hosted on Acast. See acast.com/privacy for more information.

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 3-year track record in September, delivering 10.35% pa over that period, after fees.Fund is Recommended by Zenith and the Fund has 2 Co-Portfolio Managers (Check out Maroun’s interview on the Equity Mates network) Felicity and Candice ask James in this conversation the big question…..where can investors find the next BIG idea? a company to join the likes of the Magnificent 7? So if you are looking for some great investable ideas in global equities, you WILL want to tune into this episode.This episode is sponsored by Fidelity 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 more here. *****In the spirit of reconciliation, Equity Mates Media and the hosts of Talk Money To Me acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. *****Talk Money To Me is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697.Talk Money To Me is part of the Acast Creator Network. Hosted on Acast. See acast.com/privacy for more information.

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 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 more here. *****In the spirit of reconciliation, Equity Mates Media and the hosts of Talk Money To Me acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. *****Talk Money To Me is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697.Talk Money To Me is part of the Acast Creator Network. Hosted on Acast. See acast.com/privacy for more information.

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 - Uber, an international growth company trading below its IPO price but at a higher valuation, and reiterates CSL as a buy - known for its strong performance in revenue, margin, and cash flow. RMD, another stock in the sector, has become less attractive due to uncertainties around obesity drugs and a significant 6-month sell-off of 30%. Felicity pitched a new idea in GrainCorp a leading Australian agribusiness and processing company, with integrated operations across four continents and a proud history of delivery for customers for more than 100 years. Then she reiterates a buy for IGO - the mining and metals industry supports nearly half of the world's economic activity according to some estimates, providing the raw materials that make life possible for nearly eight billion people.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 more here. *****In the spirit of reconciliation, Equity Mates Media and the hosts of Talk Money To Me acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. *****Talk Money To Me is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697.Talk Money To Me is part of the Acast Creator Network. Hosted on Acast. See acast.com/privacy for more information.

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 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 more here. *****In the spirit of reconciliation, Equity Mates Media and the hosts of Talk Money To Me acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. *****Talk Money To Me is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697.Talk Money To Me is part of the Acast Creator Network. Hosted on Acast. See acast.com/privacy for more information.

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 macro drivers In this conversation, Anthony explains Firretail's S3 attributes; Sustainable business models, Sustainable earnings and Sustainable positive change. He explains how these attributes of the ideal stocks for the portfolio help generate alpha for the investors. Firetrail assesses a company against these attributes not today, but on forecasting 5 years into the future. The Fund has returned 16.98% in the past year, and the ASX code is S3GO or APIR Code is WHT7794AU If you are looking for sustainable global investment opportunities, or just your next global stock idea, you won’t want to miss this episode. For more information, visit their website: https://firetrail.com/*****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 more here. *****In the spirit of reconciliation, Equity Mates Media and the hosts of Talk Money To Me acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. *****Talk Money To Me is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697.Talk Money To Me is part of the Acast Creator Network. Hosted on Acast. See acast.com/privacy for more information.

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, and Asia’s enduring role in driving global growth will continue. It is already apparent that new winners will emerge as opportunities arise from dislocation and existing trends accelerate. Countries in Asia with younger populations and growing middle classes will have consumption tailwinds and offer some of the best growth opportunities, first in technology, and later in leisure and travel. Economies will shift from globalisation to regionalisation, and countries with large local regional populations will benefit.  “By 2050, China, India and Indonesia are expected to take three of the five top spots in the global economy (by GDP)” If you are looking for long-term growth opportunities within the Asian markets, you won’t want to miss this episode. To find out more about the Fidelity Asian Fund, head to their website : https://www.fidelity.com.au/funds/fidelity-asia-fund/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 more here. *****In the spirit of reconciliation, Equity Mates Media and the hosts of Talk Money To Me acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. *****Talk Money To Me is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697.Talk Money To Me is part of the Acast Creator Network.Hosted on Acast. See acast.com/privacy for more information.  Hosted on Acast. See acast.com/privacy for more information.

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 score, and how she is taking all the latest data points in the market to position the long and short positions within the Fund.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 more here. *****In the spirit of reconciliation, Equity Mates Media and the hosts of Talk Money To Me acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. *****This episode contained sponsored content from EFG.*****Talk Money To Me is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697.Talk Money To Me is part of the Acast Creator Network.Hosted on Acast. See acast.com/privacy for more information. Hosted on Acast. See acast.com/privacy for more information.

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 more here. *****In the spirit of reconciliation, Equity Mates Media and the hosts of Talk Money To Me acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. *****This episode contained sponsored content from EFG. *****Talk Money To Me is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697.Talk Money To Me is part of the Acast Creator Network. Hosted on Acast. See acast.com/privacy for more information.

Candice and Felicity recap their favourite event of the investing calendar: the SOHN Hearts and Minds Investor Conference. Hearts and Minds Investments Limited (HM1) is a unique Australian listed investment company. HM1's has two objectives; to maximise long-term returns to shareholders by investing in high conviction ideas; and provide vital financial support to leading medical research institutes. The amount to date has exceeded over $30 million towards Australian Medical Research Institutes.In this episode, we hear Candice and Felicity’s takeaways from the fascinating interview with Charlie Munger, and then they run us through their thoughts of the pitches from the 13 presenters. This is a not to be missed episode! 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 more here. *****In the spirit of reconciliation, Equity Mates Media and the hosts of Talk Money To Me acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. *****Talk Money To Me is a product of Equity Mates Media. All information in this podcast is for education and entertainment purposes only. Equity Mates gives listeners access to information and educational content provided by a range of financial service professionals. It is not intended as a substitute for professional finance, legal or tax advice. The hosts of Talk Money To Me are not aware of your personal financial circumstances. Equity Mates Media does not operate under an Australian financial services licence and relies on the exemption available under the Corporations Act 2001 (Cth) in respect of any information or advice given.Before making any financial decisions you should read the Product Disclosure Statement and, if necessary, consult a licensed financial professional. Do not take financial advice from a podcast.  For more information head to the disclaimer page on the Equity Mates website where you can find ASIC resources and find a registered financial professional near you. In the spirit of reconciliation, Equity Mates Media and the hosts of Talk Money To Me acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. Talk Money To Me is part of the Acast Creator Network. Hosted on Acast. See acast.com/privacy for more information.

Candice Bourke and Felicity Thomas are the co-hosts of Talk Money to Me - a dynamic podcast that will help you navigate all aspects of your financial landscape. They draw on their extensive expertise and experience in wealth management to deliver you clever financial strategies, investment ideas and insights from market leading experts. Join them on this journey from the 3rd of September. Hosted on Acast. See acast.com/privacy for more information.