Wilsons Advisory Newsletter

May 2024 - This Month at Wilsons Advisory

• David Cassidy , Head of Investment Strategy speaks with Alicia Barry about the latest US inflation figures on ABC The Business.
• Our Rapid Insights Conference has wrapped up for another year. We hosted over 150 institutional investors and heard from more than 45 ASX-listed companies at the Sofitel Melbourne.
• CEO, Brad Gale spoke on a panel at the SIAA conference in Melbourne recently, discussing the disparity between the number of men and women working within advice. Additionally, Head of Advice Matthew Nicholls also participated in a panel discussion, sharing his views on building the future of wealth through technology.
• David Cassidy , Head of Investment Strategy features on the second episode of The Pitch on Livewire Markets . In this segment, David shares his insights on the future growth potential of small caps and why an active approach is key to take advantage of this recovery.
• We are delighted to have supported Metrics Income Opportunities Trust (ASX:MOT) as Joint Lead Manager to its $92.4m placement to enable the Trust to execute on its significant pipeline of transaction opportunities.
• We are pleased to have supported SomnoMed Australia & New Zealand Limited (ASX:SOM) as Lead Manager to its fully underwritten $22.6m entitlement offer to provide capital flexibility and fund strategic growth initiatives.
• We hosted a lunch at Cumulus Melbourne for our clients, providing the opportunity to gain valuable insights into investing in private credit.
• We were delighted to host clients in our Sydney office for a roundtable lunch as our private wealth experts David Cassidy , Head of Investment Strategy and Matthew Nicholls , Head of Advice provided an outlook on investment markets.
• On the latest episode of the Invest it Best podcast , Research Analyst James Karakatsanis shares his thoughts on the role of natural resources within the energy transition.
• David Cassidy, Head of Investment Strategy and Paul Aliprandi , Investment Advisor share their views on the 2024-25 Federal Budget.
• Following the release of half-yearly / quarterly updates from each of the Big 4 Banks this month, Greg Burke Equity Strategist, shares his thoughts on the sectors earnings outlook.
• David Cassidy , Head of Investment Strategy shares his insights on the base case expectation for policy easing from late 2024 to first quarter of 2025.

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Wilsons Advisory Research & Insights

Tune in to hear Head of Investment Strategy David Cassidy's views on the latest US inflation data with Alicia Barry on ABC News - The Business.

Watch the second episode of The Pitch on Livewire Markets featuring Head of Investment Strategy David Cassidy . In this segment, David shares his insights on the future growth potential of small caps and why an active approach is key to take advantage of this recovery.

Wilsons Advisory Events

Our Rapid Insights Conference has wrapped up for another year. We hosted over 150 institutional investors and heard from more than 45 ASX-listed companies at the Sofitel Melbourne – a very special thank you to all the participating companies and our valued partners for your support and making the event a record breaking success for Melbourne Rapid Insights.

CEO Brad Gale spoke on a panel at the SIAA conference in Melbourne recently, discussing the disparity between the number of men and women working within advice. Brad highlighted the need to develop focus programs to entice more women into advice and drive change. Additionally, Head of Advice Matthew Nicholls also participated in a panel discussion, sharing his views on building the future of wealth through technology.

We hosted a lunch at Cumulus Melbourne for our clients, providing the opportunity to gain valuable insights into investing in private credit.

Pete Robinson from Challenger Investment Management shared his thoughts on the current market including where he identifies credit opportunities and risks in today’s investment landscape.

We were delighted to host clients in our Sydney office for a roundtable lunch as our private wealth experts David Cassidy , Head of Investment Strategy and Matthew Nicholls , Head of Advice provided an outlook on investment markets.

Additionally, Head of Corporate Finance Robert Snow shared his insights on how some of Australia's most dynamic companies are navigating capital markets to accelerate their growth plans.

Wilsons Advisory Corporate

We are delighted to have supported Metrics Income Opportunities Trust (ASX:MOT) as Joint Lead Manager to its $92.4m placement to enable the Trust to execute on its significant pipeline of transaction opportunities.

We are pleased to have supported SomnoMed Australia & New Zealand Limited (ASX:SOM) as Lead Manager to its fully underwritten $22.6m entitlement offer to provide capital flexibility and fund strategic growth initiatives.

Podcast: Invest it Best

On the latest episode of the Invest it Best podcast, Research Analyst James Karakatsanis shares his thoughts on the role of natural resources within the energy transition. Listen here on the Wilsons Advisory website or on your favourite podcast app:

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Get in Touch

Follow?our LinkedIn page to keep up to date with our latest research and investment updates.

Subscribe to our Invest it Best Podcast on Spotify or Apple Podcasts .

If you would like to speak with an advisor, click here to request a call.