Equity Mates Investing Podcast

Dive into the impacts of the US-China trade war on companies like Boeing and explore Zip's remarkable stock rebound. Learn about the financial woes facing mining giants BHP and Rio Tinto due to recent storms. Discover insights from investor letters that reveal geopolitical concerns and strategic growth stories, including one on United Rentals. Plus, follow Bryce's bold challenge to turn $500 into $5,000, navigating emotional highs and lows along the way. Get tips on avoiding common investment pitfalls for a smarter investment journey!

Hunting for 10-baggers. For many investors, that's what it is all about. Searching for those high-quality compounding companies that can turn each $1 invested into $10. Our guest today has made a career of this pursuit. James Abela, portfolio manager at Fidelity, has a particular focus on small-and-mid cap companies and runs the Fidelity Global Future Leaders Active ETF (ASX: FCAP).In our conversation today, we speak to James about:How small caps have held up in the current market environment James' 3-part framework for assessing the quality of companies How small caps move in phases, and where he likes to invest The things that James worries about in a portfolioTwo stocks that James finds particularly interesting right now —------Sign up to our daily news email to get the news moving markets delivered to your inbox at 6am every weekday morning. Short, sharp, to the point, it'll get you up to speed in less than 5 minutes.—------This episode has been sponsored by Fidelity. Thank you to Fidelity for helping keep all of our content free. The Fidelity Global Future Leaders Active ETF harnesses Fidelity’s global network of 400+ investment experts, by focussing on finding global small to mid-caps companies with the potential for high growth. Invest in a diversified portfolio of Fidelity’s best ideas, designed to outperform the market, and deliver more consistent returns through market cycles.  Find out more about the Fidelity Global Future Leaders Active ETFIssued by FIL Responsible Entity (Australia) Limited AFSL No 409340 (‘Fidelity Australia’). This has been prepared without taking into account your objectives, financial situation or needs. You should seek independent advice before acting on the information. Consider the PDS and TMD for the Fund at fidelity.com.au. The issuer of Fidelity’s managed investment schemes is FIL Responsible Entity (Australia) Limited ABN 33 148 059 009. © 2024 FIL Responsible Entity (Australia) Limited. Fidelity, Fidelity International, the Fidelity International logo and F symbol are trademarks of FIL Limited.—------In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. —------Equity Mates Investing is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697. Hosted on Acast. See acast.com/privacy for more information.

The hosts dive into the shifting landscape of the housing market post-election and its investment implications. They explore how China is leveraging TikTok in the ongoing trade war and discuss the antitrust challenges facing major tech firms. The volatility in the stock market highlights emerging investment opportunities, especially in healthcare technology and gold mining. They also analyze the impact of tariffs on luxury brands and assess current stock positions, making strategic recommendations for investors.

Nick Guidera, a Portfolio Manager at Eley Griffiths Group, joins to delve into exciting investment opportunities. They discuss Temple & Webster's strategic advantages in the retail sector during economic challenges and analyze Genesis Minerals, touted as a strong gold investment amid market uncertainties. The conversation also highlights DroneShield and Auckland International Airport, examining their potential despite current challenges. Guidera shares insights on navigating the complexities of investing in the Australian and New Zealand markets, blending humor with strategic analysis.

The Nasdaq recently celebrated one of its best days ever, raising eyebrows in the investment community. Amid market turbulence, the hosts emphasize staying true to your investment plan and not letting fear dictate choices. They dive into recent buys, including a discussion with Mr. Beat-Up on a notably beaten-down stock. Additionally, the pros and cons of lump sum investing versus dollar-cost averaging during volatility are explored, offering practical insights for navigating this unpredictable market.

Jason Huljich, Cofounder and Joint-CEO of Centuria, talks about the evolving landscape of commercial real estate post-pandemic. He highlights how traditional office spaces are challenged, while eCommerce-driven logistics properties thrive. Huljich discusses investing in unlisted funds, expanding to international markets, and the growth of real estate debt. He emphasizes the importance of experienced management during market fluctuations and reveals exciting opportunities in sectors like healthcare and large-format retail properties.

Global stock markets are in a bear phase, leading to questions about what investors should do next. The hosts discuss the risks of selling during downturns and share their strategies for capitalizing on buying opportunities. Historical parallels and the importance of staying invested despite volatility are highlighted. They also touch on how to navigate personal investment strategies and the role of quality stocks in uncertain times. Finally, there’s a mix of investment insights with a nod to personal beauty product innovations.

Phil Thompson, a financial adviser and founder of Skye Wealth, shares vital insights on life insurance. He explains why many Australians are under-insured and how to assess your coverage needs. Learn effective strategies to save on premiums and avoid common pitfalls in insurance decisions. Thompson highlights the unique challenges faced by Australians living abroad, emphasizing the importance of retaining an Australian policy and how mental health is increasingly considered in coverage options. Tune in for expert advice that could save your financial future!

Recent tariffs introduced by Trump have sent shockwaves through global markets, prompting a discussion on long-term investment strategies. The hosts reveal seven promising stocks on their watchlist while also exploring the booming defense sector. Insights into the impacts of geopolitical tensions on commodities and the potential of defense ETFs take center stage. They also analyze the stock performance of notable companies like Eli Lilly and Games Workshop, providing a comprehensive overview of current investment opportunities.

Sam Watkins, Managing Director and Head of PIMCO Australia and New Zealand, shares insights into the evolving fixed income landscape. He discusses PIMCO's expectation of three rate cuts in 2025 and the significance of this for investors. The conversation delves into the active versus passive debate in fixed income, explaining how new Active ETFs can enhance accessibility for retail investors. Watkins emphasizes why now is critical for fixed income investments and the unique strategies behind PIMCO's latest fund offerings.