Ord Minnett is a leading Australian private wealth management group that provides advice and tailored investment solutions. Ords has more than $59 Billion in Funds Under Advice, managed by a team of experienced investment professionals focused on providing our clients with insights and guidance to build their assets. In December 2020, Ord Minnett acquired financial advisory firm EL&C Baillieu.
The Ord Minnett Podcast is where we discuss key issues, developments and opportunities in the Australian stock market. It features the latest insights from the Ord Minnett research team, conversations with CEOs of ASX-listed companies and interviews with Australia’s leading fund managers.
Global Emerging Markets with Fidelity International
Fidelity International’s Amit Goel, Lead Portfolio Manager for Emerging Market Equities, joins the podcast to discuss the outlook for global emerging markets, including:
• Why emerging market economies look relatively attractive at the moment, including higher growth than developed markets in real terms;
• Why the technology and consumer sectors offer opportunities for investors;
• How emerging markets are managing inflation and why interest rates are ‘ahead of the curve’ compared to the US; and
• Why the increased competitiveness of companies, and the lowest valuations in 20 years, add to the attractiveness of emerging market equities.
***
Disclosure: Ord Minnett Limited ABN 86 002 733 048 (Ord Minnett) holds AFS Licence Number 237121 and E.L. & C. Baillieu Limited ABN 74 006 519 393 (EL&C Baillieu) holds AFS Licence Number 245421. Ord Minnett and EL&C Baillieu are ASX Group Participants, Participants of Chi-X Australia Pty Ltd and are wholly owned subsidiaries of Ord Minnett Holdings Pty Limited ABN 32 062 323 728. This document is intended to provide general financial product advice only, and has been prepared without taking account of your objectives, financial situation or needs, and therefore before acting on advice contained in this document, you should consider its appropriateness having regard to your personal circumstances.
13 Jun 2022
Rates, risks and inflation with Head of Asset Allocation Malcolm Wood
Ord Minnett Head of Asset Allocation Malcolm Wood joins the podcast to discuss the outlook for the economy and investment markets. The conversation includes:
• What the recent RBA rate rises mean for Australia;
• Why an orderly, gradual normalisation of interest rates is still the likely scenario in Australia;
• Why the Australian equity market looks well placed in the context of global valuations;
• Why risks persist in the US economy and why the Fed faces a number of challenges; and
• Mal’s preferred asset allocation, which includes caution on growth assets including underweight US equities, but overweight and Emerging Market equities.
***
Disclosure: Ord Minnett Limited ABN 86 002 733 048 (Ord Minnett) holds AFS Licence Number 237121 and E.L. & C. Baillieu Limited ABN 74 006 519 393 (EL&C Baillieu) holds AFS Licence Number 245421. Ord Minnett and EL&C Baillieu are ASX Group Participants, Participants of Chi-X Australia Pty Ltd and are wholly owned subsidiaries of Ord Minnett Holdings Pty Limited ABN 32 062 323 728. This document is intended to provide general financial product advice only, and has been prepared without taking account of your objectives, financial situation or needs, and therefore before acting on advice contained in this document, you should consider its appropriateness having regard to your personal circumstances.
13 Feb 2022
2022 Outlook with Head of Asset Allocation Malcolm Wood
Ord Minnett Head of Asset Allocation Malcolm Wood joins the podcast to discuss the outlook for the economy and investment markets. The in-depth conversation includes:
• Why the US has an emerging inflation issue that is likely to see multiple interest rate rises over the next 12 months;
• How Australia compares to the US on inflation and interest rate expectations;
• Why the recent volatility in investment markets, driven by the inflation issue and the US earnings season, is likely to persist; and
• Mal’s preferred asset allocation, with caution on growth assets including underweight US equities, but overweight Australian and Emerging Market equities.
***
Disclosure: Ord Minnett Limited ABN 86 002 733 048 (Ord Minnett) holds AFS Licence Number 237121 and E.L. & C. Baillieu Limited ABN 74 006 519 393 (EL&C Baillieu) holds AFS Licence Number 245421. Ord Minnett and EL&C Baillieu are ASX Group Participants, Participants of Chi-X Australia Pty Ltd and are wholly owned subsidiaries of Ord Minnett Holdings Pty Limited ABN 32 062 323 728. This document is intended to provide general financial product advice only, and has been prepared without taking account of your objectives, financial situation or needs, and therefore before acting on advice contained in this document, you should consider its appropriateness having regard to your personal circumstances.
Contact Ord Minnett Podcast
Guest appearances
Books guests
Based on episode analysis; this does not confirm that the show is currently accepting guests.
Host of Ord Minnett Podcast?
Claim your podcast to manage its listing and keep your show details accurate.
Pod Engine is an independent podcast discovery and analytics service and is not affiliated with or endorsed by this podcast. Artwork and show content belong to their owners. Full legal notice.
Explore this show Podcast research with Pod Engine
