Episode 5: Looking at the big picture for Large Caps
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Episode 5: Looking at the big picture for Large Caps
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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).