We’re back with live events in 2024 - get your tickets to Equity Mates Live – Ask An Advisor here.

Episodes

  • Fixed Income Part 1 | Bond Bonanza - Exploring Investment Opportunities
    General

    Fixed Income Part 1 | Bond Bonanza - Exploring Investment Opportunities

    In the kickoff episode of this special two-part series, Candice and Felicity are unraveling the mysteries of Bonds—covering all shapes and sizes in this vast asset class.

    15 March

  • Market Update | Investment Lessons in the Last 100 Years

    Market Update | Investment Lessons in the Last 100 Years

    In this episode, Candice and Felicity dive into the history books and look at the historical economic data from the past 100 years.

    8 March

  • Market Update | How Might New Superannuation Rules Affect You?

    Market Update | How Might New Superannuation Rules Affect You?

    In this episode, the order pad returns as two stocks that were pitched back in February 2022 get revisited. For one, it's time to take profits. For the other, it's time to double down.

    1 March

  • Health is Wealth | How to Invest in this Game Changing Theme
    General

    Health is Wealth | How to Invest in this Game Changing Theme

    In this Episode they share insights into a game-changing theme that they believe is a critical allocation within your portfolio; Health and Biotech.

    23 February

  • Order Pad | Spotify and Nuix - Two growth tech stocks set to soar in 2024?
    General

    Order Pad | Spotify and Nuix - Two growth tech stocks set to soar in 2024?

    In this week's episode, Candice and Felicity update their Order Pad with Spotify and Nuix.

    16 February

  • Welcome Back! What can investors expect in 2024?

    Welcome Back! What can investors expect in 2024?

    In the first episode of 2024, Candice and Felicity review the returns of 2023 and discuss what investors can expect for 2024.

    9 February

  • 23 stocks for 2023 | We review our
    General

    23 stocks for 2023 | We review our "portfolio" to see how we went

    At the beginning of 2023, Candice and Felicity each picked 12 stocks to add to a hypothetical portfolio.

    15 December

  • 12 Stocks of Xmas: Part 2

    12 Stocks of Xmas: Part 2

    It's the second part of this special episode of Talk Money to Me, join Candice, Felicity, and a host of Talk Money To Me’s favourite money experts as they bring you 12 stock picks of Christmas!

    8 December

  • 12 Stocks of Xmas: Part 1
    General

    12 Stocks of Xmas: Part 1

    For this special episode of Talk Money to Me, join Candice, Felicity, and a host of Talk Money To Me’s favourite money experts as they bring you 12 stock picks of Christmas!

    1 December

  • Order Pad | SOHN Hearts & Minds Stock Pitches

    Order Pad | SOHN Hearts & Minds Stock Pitches

    24 November

  • Invest like a Family Office  | Insights from Joshua Derrington MD and CIO of Alvia Asset Partners
    General

    Invest like a Family Office | Insights from Joshua Derrington MD and CIO of Alvia Asset Partners

    Candice and Felicity sit down with Joshua Derrington the Managing Director and Chief Investment Office of Alvia Asset Partners.

    17 November

  • Microsoft, Koala Mattresses & Designcrowd...What do these businesses have in common?
    General

    Microsoft, Koala Mattresses & Designcrowd...What do these businesses have in common?

    Successful tech investor Rajeev Gupta from Alium Alpha Fund is backing MSFT, Koala and designcrowd for their growth for years to come!

    10 November

  • Where to Find High Quality Global Companies Today? | Co CIO Hugh Selby-Smith from Talaria Capital shares his market insights.

    Where to Find High Quality Global Companies Today? | Co CIO Hugh Selby-Smith from Talaria Capital shares his market insights.

    In this episode Candice and Felicity explore with the Co CIO Hugh Selby-Smith from Talaria Capital the current state of the global economy, and unpack where he and his team are finding high quality global companies to invest in.

    3 November

  • Order Pad | Elders & Weebit

    Order Pad | Elders & Weebit

    Both the stock ideas are ASX companies which the ladies are seeing upside in their outlook despite the recent market sell-off and volatility.

    27 October

  • The Property Investor's Guide: Proven Paths to Prosperity

    The Property Investor's Guide: Proven Paths to Prosperity

    Felicity and Candice chat with Michael Yardney Australia’s most trusted property commentator.

    20 October

  • Finding the next mega cap global investment idea | Interview with James Abela Co-Portfolio Manager from Fidelity’s Global Future Leaders Fund
    General

    Finding the next mega cap global investment idea | Interview with James Abela Co-Portfolio Manager from Fidelity’s Global Future Leaders Fund

    In this episode, Candice and Felicity speak with James Abela Co-Portfolio Manager from Fidelity’s Global Future Leaders Fund.

    13 October

    Sponsored by Fidelity

  • Uncovering Imricor Medical Systems with CEO Steve Wedan  (ASX: IMR)
    General

    Uncovering Imricor Medical Systems with CEO Steve Wedan (ASX: IMR)

    Candice and Felicity talk to Steve Wedan, the CEO of Imricor Medical, about his vision for the company and how they'll go about changing the standard of care in interventional medicine.

    6 October

    Sponsored by Imricor Medical Systems

  • Order Pad | Uber & CSL: Unpacking our picks in this shifting landscape
    General

    Order Pad | Uber & CSL: Unpacking our picks in this shifting landscape

    It’s another one of your favourite episodes with Candice and Felicity delving into current market sentiments, highlighting both bullish and bearish trends, before giving us two investing ideas.

    29 September

  • Passive vs Active Investing | What approach to consider in the current market

    Passive vs Active Investing | What approach to consider in the current market

    In this episode, Candice and Felicity debate the positives, negatives, ins and outs of passive investing and active investing.

    22 September

  • Investing into high conviction, global sustainable equities | Where Firetrail are seeing opportunity?
    General

    Investing into high conviction, global sustainable equities | Where Firetrail are seeing opportunity?

    In this week’s episode, Candice and Felicity speak with Anthony Doyle the Portfolio Manager of Firetail’s S3 Global Opportunities Fund

    15 September

  • The Asian Markets & Future Powerhouse for Global Growth / Gary Monaghan from Fidelity’s Asia Fund

    The Asian Markets & Future Powerhouse for Global Growth / Gary Monaghan from Fidelity’s Asia Fund

    In this week’s episode, Candice and Felicity sat down Fidelity’s Gary Monaghan to discuss the investment opportunities in the Asian markets.

    8 September

  • Australian Reporting Season Wrap | Stock Ideas from Tribeca’s Jun Bei Liu

    Australian Reporting Season Wrap | Stock Ideas from Tribeca’s Jun Bei Liu

    In this episode, Candice and Felicity unpack the Australian reporting season of one of Australia’s top Fund Managers – Jun Bei Liu who runs the Tribeca Alpha Plus Fund with a running performance return of 9.22% p.a. since inception (2006) beating the ASX200 Index Benchmark by 2.53%.

    1 September

  • Order Pad | MQG & QOR plus market update and factors to consider right now!

    Order Pad | MQG & QOR plus market update and factors to consider right now!

    Candice and Felicity are back with another edition of their Order Pad. Candice is reiterating Macquarie Group as a buy, and outlines the reasons why.

    25 August

  • Bold Insights about Global Equities with Jonathan Rawicz from New Capital
    General

    Bold Insights about Global Equities with Jonathan Rawicz from New Capital

    Felicity and Candice chat with Jonathan Rawicz for this episode. Together they discuss the global economy, earnings expectations, and valuations, Jonathan emphasises the importance of investing in "quality growth" stocks, which exhibit strong financial performance, sustainable business models, and competitive advantages.

    18 August

  • Understanding Behavioural Finance and Craft a Winning Investment Portfolio
    General

    Understanding Behavioural Finance and Craft a Winning Investment Portfolio

    We're diving deep into the world of biases that influence our financial decisions.

    11 August

Meet your hosts

  • Candice Bourke

    Candice Bourke

    Candice Bourke is a Senior Investment Adviser at Shaw and Partners with over six years' experience in capital markets and wealth management, specialising in investment advice including equities, listed fixed interest, ethical investing, portfolio risk management and lombard loans. She discovered her passion for finance and baguettes, when working and living in France, and soon afterwards started her own business (all before the age of 23). Candice is passionate about financial literacy for women which lead her to co found Her Financial Network, and in her downtime, you’ll find her doing any of the following: surfing, skiing, reading a book by the fire, or walking her black lab, Cooper, with a soy cappuccino in hand.
  • Felicity Thomas

    Felicity Thomas

    Felicity Thomas is a Senior Private Wealth Adviser at Shaw and Partners with over nine years experience in wealth management and strategic financial planning, covering areas including Australian and Global equities, portfolio construction and risk management, bonds, fixed interest, lombard loans, margin lending , insurance, superannuation and SMSFs. Felicity started her career in finance at BT Financial Group, speaking to customers about their superannuation and investments. This led to the realisation becoming a Financial Advisor would be the perfect marriage of her skills and interests - interpersonal relationships and economics. She is passionate about improving women’s access to financial resources and professionals, and co founded Her Financial Network. On the weekends you’ll find her on the beach, or going for an adventure with her black cavoodle, Loki.

Get the latest

Receive regular updates from our podcast teams, straight to your inbox.

The Equity Mates email keeps you informed and entertained with what's going on in business and markets
The perfect compliment to our Get Started Investing podcast series. Every week we’ll break down one key component of the world of finance to help you get started on your investing journey. This email is perfect for beginner investors or for those that want a refresher on some key investing terms and concepts.
The world of cryptocurrencies is a fascinating part of the investing universe these days. Questions abound about the future of the currencies themselves – Bitcoin, Ethereum etc. – and the use cases of the underlying blockchain technology. For those investing in crypto or interested in learning more about this corner of the market, we’re featuring some of the most interesting content we’ve come across in this weekly email.