Wilson Asset Management

Join our community of more than 85,000 weekly readers and subscribe to our regular #investment insights and market updates https://lnkd.in/gt5dygh

Listen here: WAM Global (ASX: WGB) Lead Portfolio Manager Catriona Burns recently joined Alec Renehan and Bryce Leske of Equity Mates Media for a fascinating and comprehensive podcast chat.    As well as discussing long-term structural trends, AI investments and her personal journey in finance, Catriona shared her insights on how market compositions, algorithmic trading and volatile stock movements can create opportunities for savvy investors. 🎙️🎧👇  https://lnkd.in/ghfsBMWg

Listen to Wilson Asset Management Chairman Geoff Wilson AO’s latest podcast with industry leaders, Alec Renehan and Bryce Leske of Equity Mates Media 🎙️🎧    Geoff dives into his investment journey, sharing lessons from his 44-year career, his view on the markets and what stocks he's been investing in of late. A high energy and hilarious catch-up with Equity Mates!    Listen here:  https://lnkd.in/gpRpiHxu #Investment #FinanceNews #Podcast 

As we look to the year ahead, WAM Leaders (ASX: WLE) Lead Portfolio Manager Matthew Haupt shares his 2025 Market Outlook, and insights on the key factors that will shape the market in the next 12 months, including:    • Global Tensions: What Could Go Wrong, or Right?  • China: The Invisible Hand of Australia’s GDP  • Valuation mean reversion: probable or a pipe dream? We expect 2025 to be the year of moderation - marked by slower growth, lower (but still positive) equity market returns, stagnating inflation and declining interest rates. While moderating, markets will be anything but boring; shaped by global trade wars, mixed economic data, divergent fiscal and monetary policy settings and aggressive money flows.    Read more here:  https://lnkd.in/g4xAQcar    #Investment #FinanceNews #ThoughtLeadership 

Watch the WAM Capital (ASX: WAM) investment portfolio update with Lead Portfolio Manager Oscar Oberg and Portfolio Manager Tobias Yao, CFA.    Recorded live on Tuesday 17 December, 2024, Oscar and Tobias shared their market outlook, insights on where they see opportunities in the equity market and hosted an extended shareholder Q&A session.    Watch here:  https://lnkd.in/g8YB8Uh2 #Investment #FinanceNews #Shareholders 

Do you have some down time over the Christmas break?     Our Wilson Asset Management Investment Team have shared a few thought-provoking novels and podcasts for you to explore over the summer holidays 📚🎙️🤓    Get your holiday reading and podcast recommendations right here:  https://lnkd.in/g6BPZVnZ    #HappyHolidays #SummerReading #podcast 

APRA’s decision to abolish bank hybrids defies logic!     It is another attack on Australian retail investors and the franking credit system and could push investors up the risk curve. Unfortunately, it will be retirees and self-managed superannuation funds that pay the greatest price.    It is our view that retail investors should be able to invest wherever they want and should not be stripped of a critical source of secure and reliable franked income with an appropriate amount of risk.    Read our Chairman Geoff Wilson AO’s op-ed in The Australian Financial Review here:  https://lnkd.in/gEhxFy8m    #Investment #BankHybrids #Auspol #OpEd 

5 Christmas Crackers: Stock picks with big growth potential! 🎅🎄📈    Our Lead Portfolio Manager Oscar Oberg has chosen G8 Education Limited (ASX: GEM) as his stock pick for the Livewire Markets’ Christmas Crackers list this year.    "It's a business that generates great cash flow. It has a cheap valuation and a good management team, and we see a 50% upside on the stock." - Oscar Oberg.    Oscar also cautions that the biggest risk to the outlook will be occupancy growth - after all, it's a competitive sector with low barriers to entry - but thinks supply is starting to moderate at a point that demand is likely to increase.    Read the full breakdown and get more stock picks here:  https://lnkd.in/gwSZjq-e    #Investment #StockPicks #MerryXmas

Watch WAM Leaders (ASX: WLE) investment portfolio update - Chairman and Chief Investment Officer Geoff Wilson AO, Lead Portfolio Manager Matthew Haupt and Portfolio Manager John Ayoub hosted a webinar and extended Q&A to provide a 2025 market outlook and insights on opportunities in the equity market.    Recorded live on Thursday 12 December, 2024, their in-depth discussion covered valuations, interest rate cycles, and expected market volatility, particularly regarding Trump’s influence and China’s stimulus measures.     Watch here:  https://lnkd.in/gwyuy9ZK    #Investment #LargeCap #Shareholders

Register to join WAM Capital (ASX: WAM) Lead Portfolio Manager Oscar Oberg and Portfolio Manager Tobias Yao, CFA for an investment portfolio update – 2:00pm AEDT, Tuesday 17 December, 2024.    Oscar and Tobias will share their market outlook, insights on where they are seeing opportunities in the equity market and host an extended shareholder Q&A session.    Register now:  https://lnkd.in/gp7YVZCB     #Investment #FinanceNews #Shareholders