The $20 billion commercial property investor - Jason Huljich | Centuria Capital
Over the past 25 years, Jason Huljich and the team at Centuria have built one of Australia's largest property investors.With $20 billion in assets under management, the team invest in all types of commercial real estate: from office buildings to industrial warehouses to farm greenhouses - Jason and his team are across it.So today we wanted to pick his brain and understand the state of the commercial property industry.We cover:Why office buildings are backHow to achieve steady, consistent returns from propertyWhy greenhouses are a growing part of Centuria's portfolioThis episode has been sponsored by Centuria. Support from partners like Centuria help us keep all our content free.If you want to learn more about Centuria's range of ASX-listed and unlisted property funds, head to their website: https://centuria.com.au/equitymates—------Want to get involved in the podcast? Record a voice note or send us a message And come and join the conversation in the Equity Mates Facebook Discussion Group.—------Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing - we’ve got you covered.Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)—------Looking for some of our favourite research tools?Download our free Basics of ETF handbookOr our free 4-step stock checklistFind company information on TIKRScreen the market with GuruFocusTrack your portfolio with Sharesight—------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.
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All roads lead to Google, Mr. Beat-Up reviews WiseTech & Pimp my Portfolio with Luke Laretive
In this episode we take a closer look at Big Tech’s latest results and what they reveal about the broader market.Plus, in Pimp My Portfolio Luke Laretive helps community member Sheridan assess whether his strategy is on the right track.And Mr Beat Up is back putting WiseTech to the test using our 4-Step Stock Checklist — a simple framework you can use to assess any company.———Want to get involved in the podcast? Record a voice note or send us a message And come and join the conversation in the Equity Mates Facebook Discussion Group.———Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered.Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)We’re particularly excited to share our latest show: Basis PointsListen to the podcast (Apple | Spotify)Watch on YouTubeRead the monthly email———Looking for some of our favourite research tools?Download our free Basics of ETF handbookOr our free 4-step stock checklistFind company information on TIKRResearch reports from Good ResearchTrack your portfolio with Sharesight———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.
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Labubu, AI infrastructure & renewable energy: Why China is full of opportunity - Eric Wong | Stillpoint Investments
It is time we rethink our approach to China? Today's guest believes it is time. And between AI, electric vehicles and renewable energy, there are more and more cutting edge industries that China is emerging as a leader. Eric Wong is the Chief Investment Officer of Stillpoint Investments. Want more from Eric? He will be speaking at the Sohn Hearts & Minds Conference, where some of the world's best fund managers pitch their best ideas will all proceeds donated to medical research. ——— Want to get involved in the podcast? Record a voice note or send us a message And come and join the conversation in the Equity Mates Facebook Discussion Group. ——— Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing - we’ve got you covered. Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify) Check out our latest show: Basis Points (Apple | Spotify | YouTube) and there’s a monthly email ——Looking for some of our favourite research tools? Download our free Basics of ETF handbook Or our free 4-step stock checklist Find company information on TIKR Track your portfolio with Sharesight ——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.
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Our portfolio performance update, CHESS v Custodian explained & good news for Fortescue
We believe there is power in financial transparency. So, every so-often, we share our full investment portfolios here at Equity Mates. This isn't a buy or sell recommendation, or a suggestion that how we invest is right for you. Rather it is part of our effort to make investing less intimidating and to encourage more people to get started. If we can do it, you can too. So on today's episode, tune in as we unpack how our personal portfolios have been going. That’s not all in another big episode of Equity Mates: Good news may be coming for Australia's big miners as we enter the "bull quarter"We delve into the CHESS v Custodian debate —------Want to get involved in the podcast? Record a voice note or send us a message And come and join the conversation in the Equity Mates Facebook Discussion Group.—------Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing - we’ve got you covered.Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)—------Looking for some of our favourite research tools?Download our free Basics of ETF handbookOr our free 4-step stock checklistFind company information on TIKRScreen the market with GuruFocusResearch reports from Good ResearchTrack your portfolio with Sharesight—------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.
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29:12
The Bull Case for China: What’s Changed & Where to Invest - Lukasz de Pourbaix | Fidelity
Today's guest thinks we need to rethink our views on China.For year's the world's second largest economy has been seen seen as uninvestable. But there is evidence that things are starting to change. Tune in as we unpack where one of the world's largest investors is seeing opportunity in the Chinese market. We are joined by Lukasz de Pourbaix, Head of Strategic Sales & Solutions at Fidelity Australia.We cover:The key changes in China we need to be aware ofThe valuation gap between Chinese companies and their western peersA deeper dive into the 'DeepSeek moment' and a look at China's AIWhere Fidelity see the most compelling opportunities——— Thank you to Fidelity for sponsoring this episode.Learn more about the Fidelity Asia Active ETF by visiting their website.——— Want to get involved in the podcast? Record a voice note or send us a message And come and join the conversation in the Equity Mates Facebook Discussion Group. ———Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing - we’ve got you covered. Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify) ———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.
Bryce and Alec bring you Australia's best investing podcast. Join them, as they breakdown the barriers to investing, to make the markets accessible to everyone. Start your journey now! Hosted on Acast. See acast.com/privacy for more information.
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