Wilsons Advisory Newsletter

Welcome to our monthly newsletter that provides access to some of our latest research and insights.

February 2024 - This Month at Wilsons Advisory

• Wilsons Advisory is delighted to announce that Healthcare Research Analyst, Dr Melissa Benson's role has expanded and will now take on the additional role of Deputy Head of Research.
• Equity Strategist, Rob Crookston spoke with Hans Lee from Livewire Markets about his thoughts on Goodman Group's recent update.
• Senior Healthcare Analyst, Shane Storey discusses the key factors contributing to a favourable forecast for the healthcare industry in 2024.
• Equity Strategist,?Rob Crookston?featured in The Australian Financial Review, discussing the positive start to reporting season.
• On the latest episode of the Invest it Best podcast, Challenger Investment Management Head of Investment Strategy (Fixed Income),?Pete Robinson demystifies investing in Private Credit.
• Head of Investment Strategy,?David Cassidy?shares his insights?on US data activity and how it’s continued to be on the strong side of consensus so far this year.
• Amidst reporting season, Equity Strategist, Rob Crookston shares his insights on Breville (BRG), a high-quality cyclical with a proven track record of growth earnings.
• Head of Investment Strategy, David Cassidy, makes the case for an allocation to small caps in the current market.

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Wilsons Advisory News

We are delighted to announce that Healthcare Research Analyst, Dr Melissa Benson's role has expanded and will now take on the additional role of Deputy Head of Research.

Head of Research, James Ferrier commented on the appointment; “Melissa will bring to the role a strong commercial awareness and relentless attention to detail. These attributes will enhance the leadership of research within the team, across the firm and contribute to great client outcomes."

Wilsons Advisory Research & Insights Articles

Equity Strategist, Rob Crookston spoke with Hans Lee from Livewire Markets about his thoughts on Goodman Group's recent update;

"Logistical warehouses and data centres have structural tailwinds from the digitalisation trend. We're expecting strong earnings growth to continue for Goodman over the next decade."

The healthcare sector has seen a remarkable recovery after a challenging 2023.

Senior Healthcare Analyst, Shane Storey discusses the key factors contributing to a favourable forecast for the healthcare industry in 2024.

"Healthcare service demand seems to be in decent share, but our sense is that it may take another six months or so for costs and margins to properly rebase for radiology, hospitals and dentistry."

Equity Strategist,?Rob Crookston?featured in The Australian Financial Review, discussing the positive start to reporting season.

“In the face of cost pressures, high-quality companies have been able to maintain, or even boost, their margins through a combination of price adjustments, cost reductions, and efficiency improvements.”

Invest it Best

On the latest episode of the Invest it Best podcast, Challenger Investment Management Head of Investment Strategy (Fixed Income),?Pete Robinson demystifies investing in Private Credit.

?? Listen on Spotify: https://lnkd.in/gzc6fA9Z

?? Listen on Apple Podcasts: https://podcasts.apple.com/au/podcast/private-credit-with-pete-robinson-challenger/id1582960752?i=1000644569631

Get in Touch

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