FM Radio
Welcome to FM Radio, your go-to podcast for everything in the world of Funds Management, brought to you by Elston Asset Management.
Whether you’re an experienced adviser, seasoned investor, or just starting your journey, we’re here to explore the complex world of funds management and break down the key concepts.
Join us as we talk to the experts and get their insights, from asset allocation to risk management, and give you an idea on how decisions are made.
Tune in and turn up the volume on the topics that affect you and your clients.
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 discover key themes in investing, the importance of competitive advantage, and why understanding risk is just as vital as spotting opportunity.
The information provided in this podcast is general in nature, you must consider your own circumstances prior to making any investment. For more information, go to our website or speak to your financial adviser. This podcast has been prepared by Elston Asset Management Pty Ltd, a Corporate Authorised Representative (CAR 427434) of EP Financial Services Pty Ltd (AFSL No. 325252).