Shows
Investment MattersInside Australia’s Booming Private Credit Market with Patrick WilliamPatrick William, Co-Founder and Managing Director of Rixon Capital, discusses the rapid growth and strong risk reward profile of Australia’s private credit market. He explains how bank retrenchment has created a lucrative niche for specialist lenders, enabling them to provide investors with equity-like returns and asset backed protection.
Patrick highlights why he believes private credit will remain attractive in 2026 and the key issues for investors including fee transparency, manager alignment, fund mandates, and risk management.
Want to learn more: https://www.investmentmarkets.com.au/
For more information on Rixon Capital Funds: https://www.investmentmarkets.com.au/...
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2026-01-2329 min
Investment MattersArkus: Breaking Down Investment Barriers for Everyday AustraliansThis podcast features Shelby Clark, COO of GPS and “Fund Mum” of Arkus – an investment fund designed for accessibility and flexibility. Arkus offers a $1 minimum investment, monthly withdrawals, and a user-friendly approach, all backed by GPS’s 30-year track record in first registered mortgages. It caters to investors seeking practical, low-stress ways to invest without large upfront commitments.
Why Investors Should Watch:
This episode is a must-watch for anyone who wants to discover how Arkus is seeking to redefine income investing by blending innovation and simplicity with decades of investing expertise.
Want to learn more: https://www.investmentmarkets.com.au/
For more...
2026-01-1137 min
Investment MattersInside Contrarius’ Contrarian Global Equity StrategyThis episode of Investment Matters features Simon Raubenheimer from Contrarius Investment Management, discussing their contrarian approach to global equity investing. Since inception in 2009, Contrarius’ Global Equity Fund has delivered 12x returns*, far outperforming benchmarks, by focusing on misunderstood, undervalued businesses and avoiding herd mentality. Simon explains how deep research, long-term thinking, and independence drive their success, highlighting opportunities in AI infrastructure, memory chips, and resilient sectors like luxury goods and biotech. He also shares lessons on navigating disruption, avoiding value traps, and embracing volatility as an opportunity.
*Past performance is not an indication of future performance
Want to learn more: ht...
2025-11-2751 min
EBnet's Power Plays and Pay DaysEBnet.Stream: Power Plays & Pay Days, Ep. 8 - New SA Economic Plan unpackedAfter a positive news week Bheki unpacks the Medium Term Budget and Ratings upgrade. What does this mean for SA families and is it even relevant as far as economic and job growth is concerned? Is President Ramaphosa on his way out after the increasingly boycotted G20? Watch and find out.Bheki is part of the team that has started The Common Sense.Please subscribe and follow them at: YouTube - www.youtube.com/@UCYMmtAnXXWMYxdkDZ-K7DRg Linkedin - https://www.linkedin.com/company/the-common-sense/X - https://x.com/CommonSense_ZAFaceBook - https://www.facebook.com/people/The-Common-Sense/61579976041595/Instagram...
2025-11-1841 min
Investment MattersContrarian Investing: Finding Value Where Others Don’tIn this episode of the Investment Matters podcast, Darren chats with Daryl Wilson, founder of Affluence Funds Management. Daryl shares plenty of insights on Affluence’s contrarian, value-driven approach, deep manager due diligence, and strategic diversification across asset classes. In a wide-ranging conversation, they also discuss risk and return, navigating market downturns, LIC discounts, and potential in the small cap universe.
Why Investors Should Watch
This podcast offers practical wisdom on protecting capital, generating income, and identifying undervalued opportunities. If you're seeking insights from a true professional, this is a must-watch/listen.
Want to learn more: https://www.investmentmarkets.com.au...
2025-10-201h 01
Investment MattersQantas, CSL, James Hardie. The ASA's views on reporting seasonIn this episode of the Investment Matters Podcast, Darren Connolly speaks with Rachel Waterhouse, CEO of the Australian Shareholders Association. Topics include FY25 reporting season highlights, governance challenges at Qantas and James Hardie, and the importance of shareholder engagement. Rachel advocates for transparency, ethical leadership, good governance, and the power in every single shareholding.
Why investors should watch:
This episode offers valuable perspectives on market trends, corporate accountability, and how retail investors can influence companies and management. It’s a must-watch for anyone with an investment in an ASX listed entity.
Want to learn more: https://www.investmentmarkets.com.au/
Fo...
2025-09-1039 min
Investment MattersInsights Series: Mortgage Funds – Income Backed by PropertyIn this episode of our Insights Series, John Zanetti, Head of Investor Capital at 268 Fund explores the evolving mortgage fund landscape.
John highlights how tighter bank regulations have opened opportunities for non-bank lenders, especially in residential and mid-scale construction. 268 Fund allows investors to choose individual loans, and with co-investment from the fund, and a strong 20-year track record, investors can gain confidence in the funds ability to deliver the returns they expect.
Why watch
Investors seeking income backed by Australian property will gain valuable insights into the mortgage funds asset class.
Want to learn more: https://www.investmentmarkets.com.au/
...
2025-09-0415 min
Investment MattersInsights Series: Australian Equities - Finding Opportunity in Market DislocationIn this episode of our Insights Series, Chris Hestelow, Senior Investment Specialist from Allan Gray offers a sharp, fundamentals-driven perspective on Australian equities.
He highlights the narrow drivers of recent market returns, notably the outsized impact of CBA, and warns of index distortions. With the broader market trading at a premium, Chris identifies some compelling opportunities hiding just beneath the surface.
Why Watch?
This is a must-see for anyone seeking exposure to Australian equities via a disciplined, principles-led approach to investing.
Want to learn more: https://www.investmentmarkets.com.au/
For more information on Allan Gray investment opportunities: https://www.in...
2025-09-0115 min
Investment MattersInsights Series: Private Credit – Options for All Risk ProfilesIn this episode of our Insights Series, Andrew McVeigh, Managing Partner at Remara, offers a deep dive into the evolving private credit landscape.
He explains how securitised credit, featuring granular, diversified loans can offer stability and consistent returns. With four tailored funds ranging from low to high risk, Remara provides options for every investor profile. Andrew highlights the structural shift in Australia’s credit market, driven by reduced bank lending and growing non-bank opportunities, making private credit a compelling long-term income strategy.
Why watch?
Investors will gain valuable insights into how private credit can deliver steady returns, reduce portfolio volatility, and...
2025-08-2821 min
Investment MattersInsights Series: Fixed Income – Smarter Income OpportunitiesIn this episode of our Insights Series, Cameron Window, Executive Director - Capital Markets at Income Asset Management, explores the evolving fixed income landscape.
With listed hybrids being phased out he highlights strong demand for long-duration bonds, the scarcity of quality products, and the unique value of direct bond access over funds. Cameron also introduces syndicated loans and high-yield opportunities which can offer investors further diversification, liquidity, and inflation protection.
Why watch:
Watch if you are an investor seeking fixed income opportunities and want to understand how to best position your portfolio for in a decreasing interest rate environment.
Want...
2025-08-2525 min
Investment MattersInsights Series: Commercial Property – Sticky Tenants, Steady ReturnsIn this episode of our Insights Series Adam Bronts, CEO of Castlerock, shares his expert insights on commercial property. Benefitting from the recent turning of the interest rate cycle, commercial property investment can offer investors steady income from assets with capital growth potential.
Castlerock specialises in government-leased assets delivering purpose-built, high-spec buildings in often regional hubs. Their hands-on management and long-term relationship focus has created a track record of sticky tenants and steady returns.
Why listen: This episode offers valuable insights into how commercial property can anchor a portfolio with reliable income and capital growth potential, especially in a market...
2025-08-2114 min
Investment MattersInsights Series: Global Equities – Smarter Exposure to Global GrowthThis episode features George Clapham, Director of the EQT Eight Bays Global Fund, in which he discusses global equities and their evolving landscape. Key themes include U.S. fiscal policy shifts, interest rate trends, and the transformative impact of AI and energy infrastructure.
George highlights the benefits of sector-focused investing via ETFs, offering lower volatility and broader exposure to high-growth industries like semiconductors, cybersecurity, and energy transition. He explains how global equities have historically outperformed domestic ones with less risk, making them a compelling diversification tool.
Investors should watch to understand a smarter way to access global growth, reduce concentration...
2025-08-1820 min
Investment MattersInvesting in Childcare: Where Quality Truly MattersEpisode 3 of the Investment Matters Podcast features Mike Cameron, Commercial Director at Jarra.
With over 30 centres developed and a hybrid model combining real estate and business investment, Jarra, via the Jarra Childcare Trust, offers investors a unique investment opportunity in Australia's childcare sector. The sector itself benefits from consistent government support, essential service status, and resilient demand.
Mike also highlights Jarra’s strategic site selection, focus on operational excellence, and stakeholder alignment as key drivers of success. Investors should watch to understand how quality-focused, socially impactful investments can deliver in a fragmented but vital industry sector.
Want to learn more: ht...
2025-08-0419 min
Investment MattersProperty, Risk, and Returns: A Deep Dive Into Mortgage FundsIn the latest Investment Matters podcast Darren Connolly and Ben O’Hara discuss mortgage funds. Ben, Executive Director at GPS Investment Funds, explains how mortgage funds can offer attractive income, liquidity, and priority over equity in repayments, making them a compelling alternative to traditional property or fixed income investments.
The episode dives into risk management, fund transparency, diversification strategies, and the importance of understanding loan-to-value ratios and borrower quality.
It also explores the challenges facing property development in Southeast Queensland, including the impact of the Olympics on labour shortages and construction costs.
This episode is essential for self-directed investors seeking st...
2025-07-1430 min
Investment MattersWhy Listed Infrastructure Deserves a Closer Look Right NowIn this insightful episode of the Investment Matters podcast, Darren Connolly interviews David Costello, Portfolio Manager of the Magellan Infrastructure Fund, to explore the strategic value of listed infrastructure investments. David shares his personal journey into investing and explains how infrastructure assets, such as utilities, airports, and communications networks offer resilience, inflation protection, and diversification. He highlights powerful growth drivers, including electrification, AI-driven energy demand, and environmental regulations, particularly in sectors like electric and water utilities. The conversation also addresses common misconceptions, such as the belief that infrastructure is merely a low-growth, bond-like investment, and contrasts listed versus private infrastructure...
2025-06-3037 min
Talking Business with Leon GettlerTalking Business #7 Interview with Angelina Wu from investmentmarkets.com.auAngelina Wu, co-founder and CEO of investmentmarkets.com.au2:24 Says investmentsmarkets.com.au will cover all equities, property, alternative assets, industries and start-ups.4:18. The idea is not to endorse any product issuer. investmentsmarkets.com.au is a discovery tool for investors doing their own analysis. They don’t want to insult investors’ intelligence. https://us02web.zoom.us/rec/share/CgqQX4L3cB31Gd9Gt-jGQ21dGcTJduM3AxmrDikkjyiS4kHJXBGj3-MQ1p5FmmEC.2kGUj-D1tekccU2c?startTime=1711576624000Passcode: Nw.9#mPG Independent economist Craig James12:54 Says...
2025-03-2034 min
The FinTech ReportThe FinTech Report Podcast: Episode 55: Angelina Wu, CEO & Co-Founder, InvestmentMarketsThe FinTech Report Podcast: Episode 55: Angelina Wu, CEO & Co-Founder, InvestmentMarkets Investment Markets launches to sophisticated (self directed) investors with 500 products, plans for growth Angelina Wu, CEO & Co-Founder, InvestmentMarketsinvestmentmarkets.com.au is an independent, Australian investment platform. It is a two sided market place for self-directed high net worth investors and investment product issuers (from emerging companies to institutionally managed funds to fixed interest products) – essentially, anything that is ‘unitised’. Their taglines are "Every kind of investment opportunity, all in one place " and...
2024-08-2833 min
The Unicorns PodcastUnicorns Podcast: InvestmentMarkets - the “Google for Investing” launches in AustraliaIn this episode, Justin interviews Angelina Wu and Chris Morton, co-founders of InvestmentMarkets. Learn more about your ad choices. Visit megaphone.fm/adchoices
2024-03-2132 min
Nucleus Investment Insights4.15 Will Vaccine issues cause a Stock Market Stumble? | Nucleus Investment InsightsWith vaccine clotting issues causing delays to rollout worldwide, MB Fund's Chief Strategist David Llewellyn Smith, Head of Investments Damien Klassen, senior analyst Radek Zeleny, Head of Advice Tim Fuller the investment team investigate if this be catalyst for a stock market stumble.
View the presentation slides: https://nucleuswealth.com/wp-content/uploads/2021/04/Vaccines.pptx.pdf
Locally, our own federal government is currently under fire for a slow and troubled rollout that has seen it dump its goal of having everyone receive at least one jab by October, and uncertainties have prevented any new deadlines being set.
But vaccination efforts have...
2021-04-151h 05
Nucleus Investment Insights4.10 Seeking value in alternative markets with Adrian Redlich | Nucleus Investment InsightsNucleus Wealth's Head of Investments Damien Klassen, Head of Advice Tim Fuller and Adrian Redlich, Chairman of the Merricks Capital Investment Commitee give the rundown on seeking value in alternative markets.
On the agenda:
An overview of the crisis - vaccines, recovery, asset classes to watch
Real estate - residential, development & offices
Debt markets
Inflation
Our investment outlook
To listen in podcast form click here: https://nucleuswealth.com/podcasts/?u...
Get an obligation-free portfolio recommendation to see how we would invest for you: https://portal.nucleuswealth.com/regi...
Learn more about the hosts: https://nucleuswealth.com/people/?utm...
Find us on soc...
2021-03-111h 16
Nucleus Investment Insights4.03 Will Biden cause Market boom or bust? | Nucleus Investment InsightsWill Joe Biden cause Markets to boom or bust? Nucleus Wealth's Head of Investments Damien Klassen, Chief Strategist David Llewellyn Smith and Head of Advice Tim Fuller will seek to answer this in today's episode
View the presentation slides: https://nucleuswealth.com/wp-content/uploads/2021/01/Biden-boom.pptx-1.pdf
President Joe plans to begin immediately unwinding his predecessor's policies on immigration, climate and other issues on Wednesday with at least 15 executive actions. With these changes comes the promise of $1.9 Trillion in new stimulus to help the economy steady itself as it grapples with overcoming the pandemic.
On the agenda:
Senate impasse or...
2021-01-211h 00
Nucleus Investment Insights4.02 A trader's guide to markets in 2021, with Patrick Ceresna | Nucleus Investment InsightsNucleus Wealth's Head of Investments Damien Klassen, and Head of Operations Shelley George are joined by prolific trader, avid podcaster, and the Chief Derivative Market Strategist of Big Picture Trading, Patrick Ceresna.
View the presentation slides: https://nucleuswealth.com/wp-content/uploads/2021/01/20210114-slides.pdf
You can find Patrick at: https://bigpicturetrading.click/
We wanted to bring Patrick on to get a trader's perspective of current macroeconomic and trading trends such as:
- Growth stocks vs Value stocks
- Oil & industrial metals
- Using Options in portfolios
- Forex and Bond rates
To listen in podcast form click here: https://nucleuswealth.com...
2021-01-141h 06