Wilsons Monthly Newsletter

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

August 2023 - This Month at Wilsons

• Wilsons features in?The Australian Financial Review with our support of Geoff Horth , his team at?SUPA: Smart Urban Properties Australia ?and the $50 million investment from leading Australian fund manager,?IFM Investors .
• Ahead of the upcoming reporting season, Wilsons explores the catalysts for downgrades amidst a challenging economic environment and highlight sectors of resilience in our earnings season preview .
• Head of Investment Strategy,?David Cassidy illustrates in our asset allocation strategy report , the prospects for an allocation to gold in a portfolio.
• Rob Crookston , Equity Strategist, explores 5 stocks to hold for the next 5 years, the investing themes they align with, and the reasons we believe they should be held over the long-term. Our?Invest it Best podcast? host, Ted Richards , speaks with Equity Analyst, Dr Melissa Benson , discussing opportunities in the healthcare industry and Equity Analyst Ross Barrows , on ways to invest in the Artificial Intelligence (AI) megatrend.
• Members of the Wilsons team attended Yalari's Strategic Update Breakfast who we support through our program Ambition Unlimited.
• Finally, our annual Private Wealth conference was held in Brisbane last week, which was a great opportunity for our national team to catch up and share insights with one another on delivering great outcomes for clients.

Follow?Wilsons LinkedIn ?page to keep up to date with the latest market investment updates.

If you would like to speak with a Wilsons adviser?click here ?to request a call.

Wilsons Research & Insight Articles

Wilsons is proud to have supported?Geoff Horth ?and his team at?SUPA: Smart Urban Properties Australia ?on the $50 million investment from leading Australian fund manager,?IFM Investors . Wilsons has been a proud supporter of the SUPA business since inception, including its pre-IPO capital raise in late 2022. This material capital raising will enable SUPA to execute on its exciting and highly prospective growth strategy, and deliver its objective of providing a ‘smarter property experience’ to property developers, owners and strata communities around Australia.

Wilsons Invest it Best Podcast

On this episode of the Invest it Best podcast, we hear from Wilsons Equity Analyst (Healthcare) Dr?Melissa Benson ?discussing how she analyses opportunities in the drug and device sector and noteworthy ASX listed companies, including?Telix Pharmaceuticals Limited ?and?Immutep Limited .

?? Listen on Spotify or Apple Podcasts

On the latest episode of the Invest it Best podcast, we hear from Wilsons Equity Analyst (Technology)?Ross Barrows ,?who shares his expert insights on investing in Artificial Intelligence (AI) related opportunities and why this megatrend is so topical right now. Companies referenced:?NEXTDC ,?Macquarie Technology Group ?and?Appen .

?? Listen on Spotify or Apple Podcasts

Get in Touch

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

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

If you would like to speak with a Wilsons adviser?click here ?to request a call.