In this episode of FM Radio, we take a look at the latest reporting season and chat with Elston Co-Founder and Portfolio Manager Bruce Williams as shares his take on the results.

Which ASX100 companies met expectations and which ones failed to deliver?

Bruce also looks at why some companies seem to have been punished by the market for their subdued forward forecasts.

For anyone who wants to know more about how portfolio managers and analysts process the information that comes out of reporting season, this episode is a must listen.

How will the Elston team move forward now that the reports are in? Tune in to find out!

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).

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).

Can retail investors influence the fate of Australia’s biggest bank? In this episode, Elston Portfolio Manager Alastair Macleod explores the elevated valuation of Commonwealth Bank (CBA) and why it may be vulnerable to a shift in sentiment, especially from everyday investors like his mum.

Al unpacks the forces driving CBA’s share price and what could trigger a correction. Tune in for a candid look at valuation risk, investor psychology, and what it means for portfolio positioning.

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).