Artwork

Content provided by Wattle Partners. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Wattle Partners 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://ro.player.fm/legal.
Player FM - Aplicație Podcast
Treceți offline cu aplicația Player FM !

Market Thinkers with Nick Griffin, Founder and CEO, Munro Partners

1:02:39
 
Distribuie
 

Manage episode 331518812 series 3361535
Content provided by Wattle Partners. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Wattle Partners 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://ro.player.fm/legal.

The Digitisation Theme is just beginning.....

Microsoft CEO Satya Nadella was quoted in the middle of the pandemic saying that “Microsoft has seen two years’ worth of digital transformation in just two months”. And this was only at the beginning. Whether COVID-19 changes our lives completely is yet to be seen, what we do know now though, is that the digitization trend is only just beginning. This starts as simply as traditional retailers opening e-commerce stores, but expands into businesses operating in the cloud, video-conferencing via Zoom, using data analysis and artificial intelligence to shorten the delivery time of your dinner, and most importantly into digital payments. In this session, we will discuss the core themes emerging from the digitization of the world and why this is only the beginning.

  continue reading

27 episoade

Artwork
iconDistribuie
 
Manage episode 331518812 series 3361535
Content provided by Wattle Partners. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Wattle Partners 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://ro.player.fm/legal.

The Digitisation Theme is just beginning.....

Microsoft CEO Satya Nadella was quoted in the middle of the pandemic saying that “Microsoft has seen two years’ worth of digital transformation in just two months”. And this was only at the beginning. Whether COVID-19 changes our lives completely is yet to be seen, what we do know now though, is that the digitization trend is only just beginning. This starts as simply as traditional retailers opening e-commerce stores, but expands into businesses operating in the cloud, video-conferencing via Zoom, using data analysis and artificial intelligence to shorten the delivery time of your dinner, and most importantly into digital payments. In this session, we will discuss the core themes emerging from the digitization of the world and why this is only the beginning.

  continue reading

27 episoade

Toate episoadele

×
 
As a change of pace in our third season, we will be taking a slightly different tack, discussing some of the biggest issues and concerns facing investors today, but with a particular tilt towards retirement. For this session we speak with Nick Langley, Portfolio Manager at ClearBridge Investments, who has spent a career investing in the infrastructure sector. In a wide ranging conversation we discuss the income diversification benefit from infrastructure assets, assess the risk of inflation and understand the role of infrastructure in the decarbonisation of the global economy. General Advice Disclosure: This podcast is General Advice only. We have not considered investors' personal or individual circumstances. All listeners should seek professional advice before acting on any recommendation.…
 
As a change of pace in our third season, we will be taking a slightly different tack, discussing some of the biggest issues and concerns facing investors today, but with a particular tilt towards retirement. For this session we speak with Sophie Monsour and Rob Morrison of Barwon Investment Partners. In a wide ranging conversation we cover everything from the risk of relying solely on dividends for retirement income, the unique opportunity set in healthcare-related property and some of the technological and societal tailwinds supporting the sector. General Advice Disclosure: This podcast is General Advice only. We have not considered investors' personal or individual circumstances. All listeners should seek professional advice before acting on any recommendation.…
 
W
Wattle Partners - Market Thinkers Series
Wattle Partners - Market Thinkers Series podcast artwork
 
As a change of pace in our third season, we will be taking a slightly different tack, discussing some of the biggest issues and concerns facing investors today, but with a particular tilt towards retirement. For this session we speak with Mark Smith, of NEO Super, who is best described as an SMSF ‘lifer’. Mark has been involved in the SMSF sector for several decades, assisting trustees and advisers to navigate the complex array of regulation whilst harnessing the benefits it affords in the form of transparency and control. General Advice Disclosure: This podcast is General Advice only. We have not considered investors' personal or individual circumstances. All listeners should seek professional advice before acting on any recommendation.…
 
W
Wattle Partners - Market Thinkers Series
Wattle Partners - Market Thinkers Series podcast artwork
 
As a change of pace in our third season, we will be taking a slightly different tack, discussing some of the biggest issues and concerns facing investors today, but with a particular tilt towards retirement. For this session we speak with Simon Redman of Invesco Global Real Estate. In this session we focus on the role of commercial property within client portfolios, the outlook for CBDs and retail assets and the differences between an institutional and retail approach to investing into real estate. General Advice Disclosure: This podcast is General Advice only. We have not considered investors' personal or individual circumstances. All listeners should seek professional advice before acting on any recommendation.…
 
As a change of pace in our third season, we will be taking a slightly different tack, discussing some of the biggest issues and concerns facing investors today, but with a particular tilt towards retirement. For this session we speak with Qiao Ma, Portfolio Manager of the Cooper Investors Asian Equities Fund. China has been at the centre of headlines throughout 2021, yet despite the volatility it stands out as the most likely source of long-term economic, earnings and capital growth. The discussion covers everything from the unique cultural differences required to understand the Asian markets, the unique digitally native Asian consumer and the importance of investing in founder led businesses. General Advice Disclosure: This podcast is General Advice only. We have not considered investors' personal or individual circumstances. All listeners should seek professional advice before acting on any recommendation.…
 
As a change of pace in our third season, we will be taking a slightly different tack, discussing some of the biggest issues and concerns facing investors today, but with a particular tilt towards retirement. For this session we speak with Andrew Lockhart, the founder of multibillion non-bank lender Metrics Credit Partners. In this session we focus on income and the unique diversification benefits afforded by the fast growing credit sector. The discussion covers the events of 2020 and their impact on dividends, the role of credit as an alternative source of income and the role of due diligence in capital protection. General Advice Disclosure: This podcast is General Advice only. We have not considered investors' personal or individual circumstances. All listeners should seek professional advice before acting on any recommendation.…
 
W
Wattle Partners - Market Thinkers Series
Wattle Partners - Market Thinkers Series podcast artwork
 
As a change of pace in our third season, we will be taking a slightly different tack, discussing some of the biggest issues and concerns facing investors today, but with a particular tilt towards retirement. For this session we speak with the founder of Modern Monetary Theory, Professor William Mitchell. In a wide ranging discussion we discuss what may well be the most important input into retirement outcomes; government policy. The discussion covers the basics of MMT, debunking the fear of government debt and the investment implications for investors. General Advice Disclosure: This podcast is General Advice only. We have not considered investors' personal or individual circumstances. All listeners should seek professional advice before acting on any recommendation.…
 
As a change of pace in our third season, we will be taking a slightly different track, discussing some of the biggest issues and concerns facing investors today, but with a particular tilt towards retirement. For this session, we are speaking with Dushko Bajic, of First Sentier. At Wattle we summarise investing quite simply, being I + G = R, or income plus growth equals your total return. Not unique by any means, but the G is too regularly overlooked. This session is all about growth and its importance for investors in achieving their retirement objectives. General Advice Disclosure: This podcast is General Advice only. We have not considered investors' personal or individual circumstances. All listeners should seek professional advice before acting on any recommendation.…
 
For season two of our Market Thinkers series, we focus on identifying and understanding the most powerful, demographic, societal, and technological themes occurring in the global economy right now. Big data, cloud computing, artificial intelligence and automation. All are central to the digitisation trend but what do they have in common? They all rely upon and leverage the ‘cloud’. In this session, Jamie and Drew catch up with Portfolio Manager at Firetrail Investments, Matt Fist to discuss the integral importance of the cloud and its impact on the future of the economy. General Advice Disclosure: This podcast is General Advice only. We have not considered investors' personal or individual circumstances. All listeners should seek professional advice before acting on any recommendation.…
 
W
Wattle Partners - Market Thinkers Series
Wattle Partners - Market Thinkers Series podcast artwork
 
For season two of our Market Thinkers series, we focus on identifying and understanding the most powerful, demographic, societal, and technological themes occurring in the global economy right now. This session, with Dave Wanis of Longwave capital dives into the fast-evolving world of retail spending, shopping and experiences amid the digital revolution. Talk of the death of retail has been overstated. Despite the headlines, online sales remain less than 10% of the total. In this session, we speak with David Wanis of Longwave Capital, to discuss the evolution of retail in a digital world. General Advice Disclosure: This podcast is General Advice only. We have not considered investors' personal or individual circumstances. All listeners should seek professional advice before acting on any recommendation.…
 
For season two of our Market Thinkers series, we focus on identifying and understanding the most powerful, demographic, societal, and technological themes occurring in the global economy right now. This session, with Chris Joye of Coolabah Capital, seeks to take stock of the events of 2020 and where everything from interest rates to property prices are heading. Extraordinary times call for extraordinary measures. In this session with Chris Joye of Coolabah Capital we discuss the evolving nature of monetary and fiscal policy in Australia whilst seeking to understand what’s driving property prices. General Advice Disclosure: This podcast is General Advice only. We have not considered investors' personal or individual circumstances. All listeners should seek professional advice before acting on any recommendation.…
 
For season two of our Market Thinkers series, we focus on identifying and understanding the most powerful, demographic, societal, and technological themes occurring in the global economy right now. This session, with Nick Griffin of Munro Partners, covers the emerging battleground in technology supremacy, high-performance computing, and semiconductors. Nearly every digital theme relies upon computing power, whether it is autonomous driving, artificial intelligence or cloud computing. In this session, we discuss why the future of the digital economy lies in Taiwan. General Advice Disclosure: This podcast is General Advice only. We have not considered investors' personal or individual circumstances. All listeners should seek professional advice before acting on any recommendation.…
 
For season two of our Market Thinkers series, we focus on identifying and understanding the most powerful, demographic, societal and technological themes occurring the global economy right now. This session, with Tobias Bucks and Simon Wood, co-managers of the Ausbil Global Small Cap Fund covers the incredible opportunities emerging in the cleaner and renewable energy sector. We cover everything from batteries to solar panels, converters and the businesses funding the green economy. General Advice Disclosure: This podcast is General Advice only. We have not considered investors personal or individual circumstances. All listeners should seek professional advice before acting on any recommendation.…
 
For season two of our Market Thinkers series, we focus on identifying and understanding the most powerful, demographic, societal and technological themes occurring the global economy right now. This session, with Francyne Mu, Portfolio Manager of the award winning Franklin Global Growth Fund, covers the fast evolving e-commerce space. We cover everything from the recent growth in e-commerce sales, global penetration and those sectors and companies set to benefit most. General Advice Disclosure: This podcast is General Advice only. We have not considered investors personal or individual circumstances. All listeners should seek professional advice before acting on any recommendation.…
 
For season two of our Market Thinkers series, we focus on identifying and understanding the most powerful, demographic, societal and technological themes occurring the global economy right now. Our first session, with Henrik Andersson of Apollo Capital and Michael Armitage of Fundlab, covers the fast-growing and evolving cryptocurrency or digital asset sector. We cover everything from understand blockchain technology and it's everyday uses, to the value of decentralised finance and smart contracts. General Advice Disclosure: This podcast is General Advice only. We have not considered investors personal or individual circumstances. All listeners should seek professional advice before acting on any recommendation.…
 
Loading …

Bun venit la Player FM!

Player FM scanează web-ul pentru podcast-uri de înaltă calitate pentru a vă putea bucura acum. Este cea mai bună aplicație pentru podcast și funcționează pe Android, iPhone și pe web. Înscrieți-vă pentru a sincroniza abonamentele pe toate dispozitivele.

 

Ghid rapid de referință

Listen to this show while you explore
Play