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FM Radio
Elston
9 episodes
2 hours ago
Is a rate cut good news or is it a warning sign? In this episode of FM Radio, Elston Portfolio Manager Alastair MacLeod shared his insights on the rate-cutting cycle and what they mean for the economy and investors. We also explore the disconnect between markets and the real economy, the risks of high valuations, and how active managers are positioning portfolios to navigate the next phase Are we heading for a soft landing or just soft returns? Tune in to find out! The information...
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Investing
Business
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All content for FM Radio is the property of Elston and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
Is a rate cut good news or is it a warning sign? In this episode of FM Radio, Elston Portfolio Manager Alastair MacLeod shared his insights on the rate-cutting cycle and what they mean for the economy and investors. We also explore the disconnect between markets and the real economy, the risks of high valuations, and how active managers are positioning portfolios to navigate the next phase Are we heading for a soft landing or just soft returns? Tune in to find out! The information...
Show more...
Investing
Business
Episodes (9/9)
FM Radio
Episode 9: Are rate cuts good or bad?
Is a rate cut good news or is it a warning sign? In this episode of FM Radio, Elston Portfolio Manager Alastair MacLeod shared his insights on the rate-cutting cycle and what they mean for the economy and investors. We also explore the disconnect between markets and the real economy, the risks of high valuations, and how active managers are positioning portfolios to navigate the next phase Are we heading for a soft landing or just soft returns? Tune in to find out! The information...
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6 days ago
16 minutes

FM Radio
Episode 8: The Future of Advice and Investment in Australia
Is Australian financial advice on the brink of a golden age or just navigating growing pains? In this episode of FM Radio, Elston Co-Founder Andrew McKie shares his take on the future of advice and investment in Australia. From rising professional standards and tech disruption to the promise of intergenerational wealth and smarter solutions, Andrew unpacks the challenges and opportunities shaping the next chapter of the industry. Where is advice headed and what will it take to thr...
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1 month ago
20 minutes

FM Radio
Episode 7: How Paul Heanly is making managed accounts work
In this episode of FM Radio, we explore how wealth advice has changed to meet the needs of clients, with expert insights from Mark Smith, Elston’s Head of Adviser Services, and Paul Heanly, Managing Director of Hunter Wealth. We learn about the evolving meaning of financial freedom and how strategic advice is adapting to better serve clients. Focusing on investment solutions that firms have adopted along the way, we dive into the importance of long-term partnerships and delivering...
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1 month ago
22 minutes

FM Radio
Episode 6: What Did the Reporting Season Reveal?
In this episode of FM Radio, we take a look at the latest reporting season and chat with Elston Co-Founder and Portfolio Manager Bruce Williams as shares his take on the results. Which ASX100 companies met expectations and which ones failed to deliver? Bruce also looks at why some companies seem to have been punished by the market for their subdued forward forecasts. For anyone who wants to know more about how portfolio managers and analysts process the information that come...
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1 month ago
25 minutes

FM Radio
Episode 5: Looking at the big picture for Large Caps
The investment environment changes rapidly, so how do you stay informed and ahead of the curve? In this episode of FM Radio, Elston Co-Founder and Portfolio Manager Bruce Williams explains how Elston’s investment strategy has evolved and what has remained constant. We deep dive on the impact of navigating global shifts like COVID, supply chain disruptions, and central bank dynamics. We also explore the value of understanding Australia’s strong industries. Tune in as we disco...
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2 months ago
29 minutes

FM Radio
Episode 4: Why My Mum Might Help Pop the CBA Bubble
Can retail investors influence the fate of Australia’s biggest bank? In this episode, Elston Portfolio Manager Alastair Macleod explores the elevated valuation of Commonwealth Bank (CBA) and why it may be vulnerable to a shift in sentiment, especially from everyday investors like his mum. Al unpacks the forces driving CBA’s share price and what could trigger a correction. Tune in for a candid look at valuation risk, investor psychology, and what it means for portfolio positioning. The informa...
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2 months ago
19 minutes

FM Radio
Episode 3: Can Multi-Asset Portfolios smooth the ride?
What’s driving smarter investment strategies today? In this episode of FM Radio, we explore the evolving world of Multi-Asset Portfolios with Elston Portfolio Managers David Seager and Alastair Macleod. From building strong foundations and focusing on long-term returns to blending exposures together and identifying the best asset combination, they share their recipe for success in multi-asset portfolio. Discover how collaboration, clear communication, and client experience a...
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3 months ago
22 minutes

FM Radio
Episode 2: Exploring the Small Cap universe
This week on FM Radio, we venture beyond the ASX 100 and into the dynamic world of Small Caps with Portfolio Managers Justin Woerner and Gary Merkel. Discover how Elston’s Emerging Leaders Portfolio identifies and selects the durable, long-term businesses among 400–500 companies in the small cap space. From market fundamentals to timeless industry lessons, this episode is packed with insights for anyone curious about growth opportunities off the beaten path. The information provided in ...
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3 months ago
39 minutes

FM Radio
Episode 1: Why is Philanthropy the hardest word?
In this episode of FM Radio, we sit down with Susan Chenoweth, Head of Philanthropic Services at Elston, to unravel the mysteries of the world of philanthropy. From defining what philanthropy really means to uncovering how it can help clients, Susan shares expert insights and practical guidance. If you’ve ever wondered how structured giving fits into financial conversations, this episode is a must-listen! The information provided in this podcast is general in nature, you must cons...
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4 months ago
31 minutes

FM Radio
Is a rate cut good news or is it a warning sign? In this episode of FM Radio, Elston Portfolio Manager Alastair MacLeod shared his insights on the rate-cutting cycle and what they mean for the economy and investors. We also explore the disconnect between markets and the real economy, the risks of high valuations, and how active managers are positioning portfolios to navigate the next phase Are we heading for a soft landing or just soft returns? Tune in to find out! The information...