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.

In this episode of Talk Money To Me, Candice Bourke and Felicity Thomas sit down with Shaw and Partners Senior Research Analyst Philip Pepe to unpack Australia’s industrial sector following the FY25 reporting season.

We cover:

• Key reporting season takeaways across the ASX industrials sector
• How companies are navigating inflation, rising costs, and the energy transition
• Strong results from Southern Cross Electrical (SXE), Tasmea (TEA), SRG, and IPD Group (IPG)
• The outlook for engineering services, infrastructure, and data centres
• Emerging clean energy opportunities across Calix (CXL) and Hazer Group (HZR)
• Philip’s top stock picks for 2026 and how investors should be positioning now

👉 If you want to understand how the Australian industrials sector is being reshaped by themes like engineering services, infrastructure growth, data centres, and the energy transition, this conversation is not to be missed.

Reach out to us for Philip’s full research or tailored advice: cftgroup@shawandpartners.com.au

General Advice Disclaimer:

The information in this podcast is general in nature and does not take into account your personal objectives, financial situation, or needs. It is not financial product advice and should not be relied upon as such. Before making any investment decision, you should consider the appropriateness of the information having regard to your personal circumstances and seek professional advice. Past performance is not a reliable indicator of future performance. Facts and opinions discussed are based on information available at the time of recording (3 September 2025). For personal advice tailored to your situation, please contact your financial adviser. The hosts of this podcast and their guests may hold positions in the companies discussed. Talk Money To Me operates under the Shaw and Partners AFSL 236048.

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

The Australian technology sector is running hot — the S&P/ASX All Technology Index has surged more than 35% over the past 12 months. In this episode of Talk Money To Me, Felicity Thomas sits down with Jules Cooper, Senior Research Analyst at Shaw and Partners, to unpack the latest reporting season and explore what’s next for Aussie tech.

We cover:

• 📈 Key earnings highlights from Life360, Technology One, WiseTech and Nuix
• ⚠️ Misses and risks investors should keep front of mind
• 🧮 Jules’ research framework and “Cash EBITDA” lens
• 🤖 Enterprise AI adoption and the $400B+ AI data centre arms race
• 💡 Top stock ideas for 2026: Objective Corp, Gentrack, Hansen Technologies, Vista Group & Chrysos
• 🌏 Whether Australia has another WiseTech-style global champion in the making

This episode is packed with insights for anyone investing in or following Australia’s fast-evolving technology sector.

👉 To request a copy of our latest Research Monitor or details on the stocks mentioned, reach out via info@cftgroup.com.au or cftgroup@shawandpartners.com.au.

Here are the ASX-listed company codes (tickers) for the shares mentioned in our episode:

• Life360 – 360.ASX
• Technology One – TNE.ASX
• WiseTech Global – WTC.ASX
• Nuix – NXL.ASX
• Hansen Technologies – HSN.ASX
• Objective Corporation – OCL.ASX
• Gentrack Group – GTK.ASX
• Vista Group – VGL.ASX
• Chrysos Corporation – C79.ASX

This podcast is intended for education and entertainment purposes only. Any advice is general in nature and has not taken into account your personal financial circumstances, needs, or objectives. Before acting on any advice, you should consider whether it is appropriate for you and read the relevant product disclosure statement. If you are unsure, please consult a licensed financial professional.

The hosts of this podcast and their guests may hold positions in the companies discussed. Talk Money To Me operates under the Shaw and Partners AFSL 236048.

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

Talk Money To Me turns 4! 🎂 In this special finance podcast episode, co-hosts and financial advisers Candice and Felicity look back on four years of money conversations, investing lessons, and stock market ideas.

Inside this episode:

• 🎧 Flashbacks to our very first podcast recording
• 📊 A full 4-year Order Pad performance review — including top stock picks in defence, uranium, tech, and infrastructure
• 💡 Exclusive investing insights and best stock ideas from leading fund managers and finance experts
• 🎁 Birthday giveaways, bonus episodes, and an Ask Us Anything month (with a free portfolio review up for grabs and the BEST beach towel!)

With hundreds of thousands of downloads and a community of investors across Australia and beyond, we’re only just getting started. Whether you’re after money tips, stock market insights, or strategies to grow your portfolio, this episode is packed with value.

👉 Don’t miss out — follow Talk Money To Me on Spotify or Apple Podcasts, join the birthday celebrations, and stay invested with us.

📧 Info@cftroup.com.au

Disclaimer

This podcast is intended for education and entertainment purposes only. Any advice is general in nature and has not taken into account your personal financial circumstances, needs, or objectives. Before acting on any general advice, you should consider whether it is appropriate for your situation and read the relevant product disclosure statement.

If you are unsure, please speak with a licensed financial professional. The hosts of this podcast and their guests may hold positions in the companies mentioned. Talk Money To Me operates under Shaw and Partners Australian Financial Services Licence 236048.

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

In this episode of Talk Money To Me, Felicity and Candice are joined by Caroline Gurney, CEO of Future Generation, who last year launched Future Generation Women (FGW) - an innovative investment solution run by women, for the advancement of women.

Caroline explains how FGW provides access to a high-conviction portfolio of leading fund managers all of them women – with 100% of management fees donated to support gender equality initiatives. It’s impact investing in action, with performance at its core.

At this stage, FGW is not listed like its peers Future Generation Australia (ASX: FGX) and Future Generation Global (ASX: FGG) but plans to explore listing in the future. For now, wholesale investors can invest directly or via their financial adviser, with a minimum investment of $250,000.

After the break, the spotlight turns to Annabelle, Portfolio Manager of the ECP Global Growth Fund who most recently joined the panel of extraordinary women fund managers investing for FGW, who shares:

• Her global investment strategy and long-term growth philosophy

• How she identifies high-quality companies

• The global themes she’s excited about

• Her perspective on being a woman in investment management

Whether you're passionate about the advancement of women, curious about wholesale investing, or looking for top-tier global equity ideas, this episode is a must-listen.

https://futuregeninvest.com.au/lic/future-generation-women/

Contact Caroline Gurney, Chief Executive Officer, Future Generation by emailing info@futuregeninvest.com.au if you are interested investing. Don’t forget to let her know you heard her on Talk Money To Me.

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

In this Order Pad episode of Talk Money To Me, Felicity and Candice dive deep into one of the most under-appreciated parts of the AI boom – the massive energy infrastructure buildout powering data centres, high-performance computing, and the next wave of digital transformation.

Recorded: 12 August 2025

• Why AI is driving a global energy crunch — and what policymakers and investors are missing.
• The investment case for Quanta Services (NYSE: PWR) – the grid-modernising compounder wiring up hyperscale data centres.
• Why Fluor Corporation (NYSE: FLR) is a high-risk, high-reward play on LNG expansion and the nuclear renaissance.
• Candice’s bullish pair trade: Vertiv Holdings (NYSE: VRT) + Equinix (NASDAQ: EQIX) – how to combine “picks & shovels” hardware with prime AI-data-centre real estate.
• The Energy Infrastructure Opportunity Map – from LNG leaders to uranium miners – and how they fit into the AI and electrification megatrend.

• Global electricity demand jumped 4% in 2024, outpacing total energy demand growth.
• Renewables are growing fast – but fossil fuels still supply 60% of new demand as AI, EVs, and electrification drive consumption higher.
• Why gas, LNG, and nuclear are seeing renewed momentum in policy and capital markets.
• How to position your portfolio for double-digit potential upside from the AI-energy convergence.

Whether you’re looking for steady compounders or cyclical high-upside plays, this episode is packed with actionable ideas, real-world context, and portfolio strategy for the rest of 2025.

Perfect for: Investors, traders, and anyone curious about the intersection of AI, energy, and infrastructure – and how to profit from it.

Follow Talk Money To Me on Instagram, or send Candice and Felicity an email with all your thoughts here.

Felicity Thomas and Candice Bourke are Senior Advisers at Shaw and Partners, and you can find out more here.

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In the spirit of reconciliation, Equity Mates Media and the hosts of Talk Money To Me acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.

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Talk Money To Me is a product of Equity Mates Media.

This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives.

Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.

Equity Mates Media operates under Australian Financial Services Licence 540697.

Talk Money To Me is part of the Acast Creator Network.

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