Big tech is transforming every aspect of our world. But how, and at what cost? This season of Land of the Giants – The Disney Dilemma – focuses on Disney’s ability to weather the ups and downs of the business cycle and changing tastes and explores what has kept it successful for over 100 years. The entertainment giant has leveraged nostalgia and its intellectual property to build a beloved brand, but after an acquisition spree that included Marvel, Lucasfilm, and 20th Century Fox, can it sus ...
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2021 Market Outlook with WAM Leaders
Manage episode 280162761 series 2599485
Content provided by Ord Minnett. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Ord Minnett or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
Matt Haupt and John Ayoub, portfolio managers of the listed investment company WAM Leaders (WLE), join the EL&C Baillieu podcast to discuss the outlook for the Australian equity market in 2021. In a broad ranging discussion, Matt and John identify three key themes that could drive the market higher over the next 12 months: • The financials sector, particularly the major banks, driven by a return to credit growth, improving bad debt performance and upside risk to dividends. National Australia Bank (NAB) is their key stock pick. • The energy sector, driven by the global return-to-normal benefitting travel and industrial production. Santos (STO) is their key stock pick. • Increasing M&A among Australia’s largest listed companies, driven by improving economic conditions and strong balance sheets. Wesfarmers (WES) and Sonic Healthcare (SHL) are two companies they expect to be active. The conversation also includes insights on interest rates, pandemic beneficiaries such as Woolworths (WOW) and Coles (COL), and the outlook for discretionary retailers such as JB Hi-Fi (JBH) and Harvey Norman (HVN). Tune in to the final EL&C Baillieu podcast of the year for a positive view on the economy and investment markets.
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29 episodes
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Manage episode 280162761 series 2599485
Content provided by Ord Minnett. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Ord Minnett or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
Matt Haupt and John Ayoub, portfolio managers of the listed investment company WAM Leaders (WLE), join the EL&C Baillieu podcast to discuss the outlook for the Australian equity market in 2021. In a broad ranging discussion, Matt and John identify three key themes that could drive the market higher over the next 12 months: • The financials sector, particularly the major banks, driven by a return to credit growth, improving bad debt performance and upside risk to dividends. National Australia Bank (NAB) is their key stock pick. • The energy sector, driven by the global return-to-normal benefitting travel and industrial production. Santos (STO) is their key stock pick. • Increasing M&A among Australia’s largest listed companies, driven by improving economic conditions and strong balance sheets. Wesfarmers (WES) and Sonic Healthcare (SHL) are two companies they expect to be active. The conversation also includes insights on interest rates, pandemic beneficiaries such as Woolworths (WOW) and Coles (COL), and the outlook for discretionary retailers such as JB Hi-Fi (JBH) and Harvey Norman (HVN). Tune in to the final EL&C Baillieu podcast of the year for a positive view on the economy and investment markets.
…
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29 episodes
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Similar to Ord Minnett Podcast
Big tech is transforming every aspect of our world. But how, and at what cost? This season of Land of the Giants – The Disney Dilemma – focuses on Disney’s ability to weather the ups and downs of the business cycle and changing tastes and explores what has kept it successful for over 100 years. The entertainment giant has leveraged nostalgia and its intellectual property to build a beloved brand, but after an acquisition spree that included Marvel, Lucasfilm, and 20th Century Fox, can it sus ...
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Alessandro Bogliari, CEO and Co-Founder of The Influencer Marketing Factory, a global influencer marketing agency, talks with great guests about influencer marketing, social media, the creator economy, social commerce and much more.
…
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…
continue reading
It didn’t all change in March 2020. Not really. The UK high street has been in the throes of a gradual revolution for decades. From the rise of ecommerce, to the birth of mobile, social commerce, and a growing emphasis on experience, change has been underway for a while. In fact for many, the pandemic has acted as a wake-up call. Digital transformation was no longer a ‘nice to have’ but a matter of survival. Necessity sparked innovation and customers are enjoying more flexibility and conveni ...
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…
continue reading
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continue reading
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