Investment Matters

In this episode of InvestmentMatters, Darren speaks with Justin Lin, Investment Strategist at Global X, who makes a compelling case for why commodities are entering a new supercycle. Justin highlights the unprecedented structural forces driving demand including AI's enormous energy, copper and rare earth needs as well as supply constraints and how geopolitical fragmentation and trade controls are...

In this episode, Darren speaks with Ray David, Senior Equities Analyst at Airlie Funds Management, about the Australian equities market. Ray details how Airlie identifies quality stocks — looking at balance sheet strength, business quality, management track record, and valuations — and why paying the right price is the key to long-term return. They also explore the rise of passive investing, index...

In this episode, host Darren Connolly speaks with Robert Miller of NAOS Asset Management about the compelling case for Australian small-cap investing. Robert explains why tomorrow's large-cap leaders are often hiding in today's under-researched small-cap universe — offering growth, multiple expansion, and sector diversity that the bank-and-mining-dominated top-end of town can't provide. Robert wal...

In this episode Darren speaks with Jason Georgatos, President at Partners for Growth, about growth debt, a specialised form of private credit and asset backed lending which offers founders funds to accelerate the early stages of their innovation journey. They discuss innovation, venture capital, the AI investment surge, the maturing of Australia's innovation ecosystem, and why founders might choos...

Join Darren as he speaks about algorithmic trading with Ivan Scherman, the Portfolio Manager of the Ausbiz Capital GroWise Fund. Ivan explains how technology and data-driven, rules-based, strategies seek signals and exploit patterns across global markets. His approach trades thousands of assets and runs around 200 independent strategies, aiming for uncorrelated returns that reduce systemic risk an...

This podcast explores how global REIT markets have evolved over the past three decades, shifting from traditional office and retail dominance to sectors like industrial, self-storage, healthcare, data centres and mobile towers. David Kruth explains how structural changes in the economy and capital markets have reshaped index composition and investment opportunities, highlighting the rise of techno...

In the latest podcast episode, Darren sits down with Steve Bennett, Direct CEO at Charter Hall, to discuss how Australia’s commercial property cycle is evolving following a significant repricing. As market conditions stabilise and fundamentals come back into focus, Steve explains how improving income returns, attractive yields and a more compelling entry point are creating a strong backdrop for lo...

Patrick 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 rem...

This 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....

This 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, lon...

In 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 p...

In 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 shareho...

In 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 tr...

In 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...

In 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 struc...

In 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-yiel...

In 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...

This 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...

Episode 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 statu...

In 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...

In 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, inflati...