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 Austr ...
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Ord Minnett Podcasts
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Global Emerging Markets with Fidelity International
24:59
24:59
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24:59Fidelity 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 off…
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Rates, risks and inflation with Head of Asset Allocation Malcolm Wood
19:35
19:35
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19:35Ord 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…
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2022 Outlook with Head of Asset Allocation Malcolm Wood
29:12
29:12
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29:12Ord 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 ra…
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Oscar Oberg and Tobias Yao, Portfolio Managers with Wilson Asset Management, join the Ord Minnett Podcast to preview the upcoming reporting season. The wide-ranging discussion includes: • Their key themes and stock picks from the mid- and small-cap sector;• Why the US and European re-opening should benefit travel and leisure stocks Corporate Travel…
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Ethical & Responsible Investing with Simon Kent-Jones
31:10
31:10
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31:10Head of Private Client Research Simon Kent-Jones joins the podcast to discuss the Ord Minnett Responsible Equities Portfolio, including: • The key responsible and ethical issues facing investors today;• How the Portfolio incorporates responsible and ethical considerations into its investment process, including which sectors and stocks are excluded …
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Market Outlook with Head of Asset Allocation Malcolm Wood
17:40
17:40
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17:40Ord Minnett Head of Asset Allocation Malcolm Wood joins the podcast to discuss the outlook for the economy and investment markets, including: • Why Australia’s economy has moved from a V-shaped recovery to a V-shaped expansion;• Why risks around inflation are more of a concern for the US than Australia;• How a corporate profits boom should continue…
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The Ord Minnett Podcast is a new offering where we discuss key issues, developments and opportunities in Australian and global investment markets. The podcast features the latest insights from the Ord Minnett research team, as well as conversations with CEOs of ASX-listed companies and interviews with Australia’s leading fund managers.In this first…
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