News & Insights

In this insightful podcast episode, guest host Matt Van Dijk, Head of Sales for Premium's northern regions, and Francis Rigby, Director and Head of Advice at Financial Advice Matters, delve into the complexities of intergenerational wealth transfer. They discuss strategies for approaching sensitive inheritance discussions, the importance of early financial education, and understanding clients' life goals for tailored financial advice. Additionally, they tackle the challenge of the technology gap in financial services to meet diverse generational expectations. Listen in for expert insights on one of the most pressing issues in Australian financial advice today.

In this episode of the Praemium Investment Leaders podcast, host Damian Cilmi talks with Peter Bates, Portfolio Manager of the Global Select Equity Strategy at T. Rowe Price. They delve into the importance of humility in investing and how Peter's early career experiences shaped his investment philosophy. They discuss the role of conviction and acknowledging mistakes, balancing stock picking with macro bets, the case for mid-caps, and the significance of compant management in successful investments. Join them as they explore the lessons Peter has learned from his journey in the world of investing and how humility plays a crucial role in navigating the unpredictable market.

As the popularity of Environmental, Social, and Governance (ESG) investing continues to rise, investors face the challenge of determining whether their investments are genuinely making a positive impact on the world. In a recent interview on the Praemium Investment Leaders Podcast, Andy Raikes, co-portfolio manager for TT International's Environmental Strategy and Head of European Research, delved into how the asset management firm addresses this challenge by focusing on companies that provide solutions to environmental problems.

In the spirit of International Women's Day 2023 Praemium is showcasing women in advice. In Praemium's latest podcast Head of Sales (Southern) Samantha Hawkins hosts Katerina Nicolakopoulos, managing director of Eikon Financial and Widiana Setiawan, Senior Private Wealth Adviser at Shaw and Partners for a discussion on this year's IWD theme, 'embracing equity'.

Praemium's Damian Cilmi talks to Katie Hudson, Portfolio Manager and Head of Research at Yarra Capital about insights from the half-year earnings period, the outlook for Australian equities and what companies are likely to benefit in the current market environment. Touching on wage inflation and whether passive investing's dominance is likely to come to an end, it's a fantastic snapshot of the Australian stock market at this time.

A look at some of our listeners' favourite podcast episodes from 2022, covering advice practice management strategies, market updates, investment strategies, and alternatives. Listen here or anywhere podcasts are available.

The demand for experience and quality is shaping the commercial real estate offering in our post-COVID world in ways we would not have anticipated only a few years ago. Miriam Patterson, Head of Office Partnerships at Charter Hall, joins Damian Cilmi this month to talk about how new tenant expectations are rebuilding the office environment in everything from amenities to ESG compliance as employers enhance their offerings to employees who are now very comfortable working from home. Listen now to learn more about the shifting investment landscape within commercial real estate and the factors driving the change.

Praemium's Damian Cilmi is joined by Mark Landau, Joint Managind Director & Co-CIO of L1 Capital, to discuss what investors should expect from shifting market conditions, the role of shorting in dealing with increasing volatility, and why things won't be returning to "normal" any time soon.

Damian Cilmi sits down with Co-Portfolio Manager of the Ausbil Global Resources Fund, James Stewart, to discuss what investors might expect to see in the months and years ahead in resource investment. James lays out current trends in supply and demand considering increasing activity in China, global action on decarbonisation, and increasing geopolitical tensions.

The latest market insights for your upcoming end of year client meetings. Damian Cilmi hosted this live webinar panel with Nikki Thomas, CFA of Magellan Financial Group, Paul Parsons of Northcape Capital and Charles Jamieson of Jamieson Coote Bonds to discuss the key market drivers for bonds, domestic and global equities over the remainder of this year and into 2023. Looking at inflation, interest rates and how to position a portfolio in these market conditions.