In this episode of Talk Money To Me, Candice Bourke sits down with Jeff Cullen, Managing Director at Schafer Cullen Capital Management, to unpack what’s really driving global equity markets right now from the resurgence of value investing to the opportunities unfolding in AI, electrification, and global income strategies.

With over three decades of experience across Wall Street and global fund management, Jeff shares invaluable insights into:

🏦 The rebirth of global value investing — and what’s fuelling the rotation away from growth

💶 Europe’s trillion-euro fiscal stimulus — creating long-term structural tailwinds

🌍 Global macro shifts — the implications of Trump’s policies, U.S. dollar weakness, and trade tensions with China

⚡ Electrification leaders — how dividend-paying giants like Toyota, Siemens, and Enel are powering the energy transition

🤖 AI meets value — why artificial intelligence is no longer just a growth story

🏗️ Onshoring momentum — supply-chain shifts, protectionism, and where the next wave of opportunity lies

💰 Jeff’s best buy idea — his top conviction call in the current market environment

This conversation ties directly into the Shaw and Partners Global Equity Income Strategy, managed in partnership with Schafer Cullen Capital a concentrated global value portfolio targeting above-market yield and long-term income growth.

🎧 Tune in to hear how disciplined value investing, global diversification, and sustainable dividends are shaping opportunities for income and growth in 2025 and beyond.

⚠️ Disclaimer:

This content is for informational and educational purposes only and does not constitute financial advice. Candice Bourke and Felicity Thomas are authorised financial advisers with Shaw and Partners Limited (AFSL 236 048). The views expressed are general in nature and have not considered your personal circumstances. Please seek independent professional advice before making any financial decisions. Information is current as of the recording date (24 October 2025).

📧 Contact us: cftgroup@shawandpartners.com.au or info@cftgroup.com.au

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In this episode of Talk Money To Me, Candice Bourke and Felicity Thomas dive into one of the most significant financial shifts of our time — the intergenerational wealth transfer.

Over the next 25 years, trillions of dollars will move from one generation to the next, and the way families plan for this transition will determine whether that wealth endures or disappears.

Joining them is Glen Frost, Partner in PwC’s Private Clients team and leader of PwC’s Australian Family Office practice. With over three decades of experience advising business owners, entrepreneurs, and family offices, Glen shares invaluable insights on how to protect, structure, and pass on wealth effectively.

They unpack:

💰 The staggering scale of Australia’s upcoming wealth transfer

⚖️ Why 70% of family businesses fail to make it past the second generation

🏠 Common estate and superannuation pitfalls to avoid

👩‍👧 The growing role of women in managing and inheriting wealth

🧭 How to engage and prepare the next generation for leadership and ownership

🤝 The importance of trust, communication, and early planning

Whether you’re a parent, business owner, or future inheritor, this conversation will help you understand what it really takes to build a lasting legacy and why now is the time to start the conversation.

⚠️ Disclaimer:

This content is for informational and educational purposes only and does not constitute financial advice. Candice Bourke and Felicity Thomas are authorised financial advisers with Shaw and Partners Limited (AFSL 236 048). The views expressed are general in nature and have not considered your personal circumstances. Please seek independent professional advice before making any financial decisions. Information is current as of the recording date (1 August 2025).

Hosted on Acast. See acast.com/privacy for more information.

In this episode of Talk Money To Me, Candice Bourke and Felicity Thomas sit down with David Franklyn, Fund Manager of the Argonaut Natural Resources Fund, to explore the next resource cycle and the potential mining boom in 2025.

We dive into:

• ✨ Gold outlook – still glittering for investors?
• 🔋 Lithium – is the bear market finally over?
• ⚡ Copper demand – the “metal of electrification” powering the energy transition.
• ☢️ Uranium – nuclear’s comeback and supply/demand tailwinds.
• 🌏 Tariffs & trade – risks vs opportunities for Australian miners.

The Argonaut Natural Resources Fund has returned 24.9% p.a., outperforming the ASX 300 Resources Index. David shares his investment strategy, portfolio themes, and outlook as we head deeper into the 2025 resource cycle.

📧 Contact us: cftgroup@shawandpartners.com.au

🔗 Learn more: argonautfundsmanagement.com

⚠️ Disclaimer:

This content is for informational and educational purposes only and does not constitute financial advice. Candice Bourke and Felicity Thomas are authorised financial advisers with Shaw and Partners Limited (AFSL 236 048). The views expressed are general in nature and have not considered your personal circumstances. Please seek independent professional advice before making any financial decisions. Information is current as of the recording date (21 August 2025).

Hosted on Acast. See acast.com/privacy for more information.