PODCAST · business
Investment Matters
by InvestmentMarkets
Podcast by InvestmentMarkets
Episodes
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Why Non-Bank Lenders Are Funding Half of Australia's Construction Projects
Darren sits down with Gary Connolly (no relation!), Head of Lending and Investments at Holden Capital Partners, to explore construction finance and how non-bank lenders have reshaped property development funding in Australia. Gary explains why developers are often willing to pay more for speed,...
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FY26 Reporting Season: Winners, Warning Signs and What To Watch For
In this episode, Darren is joined by Rachel Waterhouse, CEO of the Australian Shareholders Association, to break down the key themes from FY26 reporting season. They discuss warning signs investors should watch for, and why changing company narratives, weak guidance and growing market volatility...
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Why Childcare Centres Can Be Australia's Most Defensive Property Play
Darren Connolly sits down with Marcus Cleary, Head of Distribution at Oreana Investments to explore the early education and childcare centre sector. They discuss what makes this specialist property niche such a defensive asset including government-backed rebates, CPI-linked rent, long leases, and...
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Turning Property Development into Investor Income: CapPru’s Playbook
Darren sits down with Michael Fazzini from CapPru (formerly Capital Prudential) to discuss how the firm turns property development into an investable, income-generating asset class. They discuss CapPru's build-to-sell model, the difference between being a property developer and a fund manager…
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Steve Bennett on supply shortages, rental growth, and why they stepped into the Life Sciences sector
Charter Hall Direct CEO Steve Bennett returns to the podcast to break down commercial property's comeback. Steve and host Darren Connolly cover how recent tax changes are shifting investor capital toward income-producing assets, why supply shortages are driving rental growth across office,...
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Sharpbridge’s Market-Beating Playbook for Global Equity Investors
How does a new global equities fund launch into volatile markets and emerge as a Top 10 performer based on FY26 12-month returns? In this episode of the InvestmentMatters Podcast, Darren speaks with Jarrad Stuart and Nick Chant of Sharpbridge Funds Management about the strategy, discipline and...
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Private Credit, Property Income and Australia’s Housing Shortage
Australia's has a housing supply crisis but who's actually funding the apartments and townhouses that are getting built? In this episode of the Investment Markets Podcast, host Darren Connolly sits down with Clinton Arentz, Head of Lending at Trilogy Funds Management, for a broad discussion about...
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A new Commodity Supercycle Has Begun. Here's Why.
In this episode of InvestmentMatters, Darren speaks with Justin Lin, Investment Strategist at Global X, who makes a compelling case for why commodities are entering a new supercycle. Justin highlights the unprecedented structural forces driving demand including AI's enormous energy, copper and…
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An Expert's Guide to Australian Equities Investing
In this episode, Darren speaks with Ray David, Senior Equities Analyst at Airlie Funds Management, about the Australian equities market. Ray details how Airlie identifies quality stocks — looking at balance sheet strength, business quality, management track record, and valuations — and why paying...
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Beyond the ASX 50: The Case for Small(er) Caps
In this episode, host Darren Connolly speaks with Robert Miller of NAOS Asset Management about the compelling case for Australian small-cap investing. Robert explains why tomorrow's large-cap leaders are often hiding in today's under-researched small-cap universe — offering growth, multiple...
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Beyond VC: Why Growth Debt Is Reshaping Innovation Funding
In this episode Darren speaks with Jason Georgatos, President at Partners for Growth, about growth debt, a specialised form of private credit and asset backed lending which offers founders funds to accelerate the early stages of their innovation journey. They discuss innovation, venture capital,...
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Why Algorithmic Trading Should Be on Investors' Radar
Join Darren as he speaks about algorithmic trading with Ivan Scherman, the Portfolio Manager of the Ausbiz Capital GroWise Fund. Ivan explains how technology and data-driven, rules-based, strategies seek signals and exploit patterns across global markets. His approach trades thousands of assets…
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The New Winners in Global Listed Real Estate Markets
This podcast explores how global REIT markets have evolved over the past three decades, shifting from traditional office and retail dominance to sectors like industrial, self-storage, healthcare, data centres and mobile towers. David Kruth explains how structural changes in the economy and…
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Steve Bennett on the growth phase of Australian commercial property
In the latest podcast episode, Darren sits down with Steve Bennett, Direct CEO at Charter Hall, to discuss how Australia’s commercial property cycle is evolving following a significant repricing. As market conditions stabilise and fundamentals come back into focus, Steve explains how improving...
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Inside Australia’s Booming Private Credit Market with Patrick William
Patrick William, Co-Founder and Managing Director of Rixon Capital, discusses the rapid growth and strong risk reward profile of Australia’s private credit market. He explains how bank retrenchment has created a lucrative niche for specialist lenders, enabling them to provide investors with...
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Arkus: Breaking Down Investment Barriers for Everyday Australians
This podcast features Shelby Clark, COO of GPS and “Fund Mum” of Arkus – an investment fund designed for accessibility and flexibility. Arkus offers a $1 minimum investment, monthly withdrawals, and a user-friendly approach, all backed by GPS’s 30-year track record in first registered mortgages.…
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Inside Contrarius’ Contrarian Global Equity Strategy
This episode of Investment Matters features Simon Raubenheimer from Contrarius Investment Management, discussing their contrarian approach to global equity investing. Since inception in 2009, Contrarius’ Global Equity Fund has delivered 12x returns*, far outperforming benchmarks, by focusing on...
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Contrarian Investing: Finding Value Where Others Don’t
In this episode of the Investment Matters podcast, Darren chats with Daryl Wilson, founder of Affluence Funds Management. Daryl shares plenty of insights on Affluence’s contrarian, value-driven approach, deep manager due diligence, and strategic diversification across asset classes. In a...
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Qantas, CSL, James Hardie. The ASA's views on reporting season
In this episode of the Investment Matters Podcast, Darren Connolly speaks with Rachel Waterhouse, CEO of the Australian Shareholders Association. Topics include FY25 reporting season highlights, governance challenges at Qantas and James Hardie, and the importance of shareholder engagement. Rachel...
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Insights Series: Mortgage Funds – Income Backed by Property
In this episode of our Insights Series, John Zanetti, Head of Investor Capital at 268 Fund explores the evolving mortgage fund landscape. John highlights how tighter bank regulations have opened opportunities for non-bank lenders, especially in residential and mid-scale construction. 268 Fund...
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Insights Series: Australian Equities - Finding Opportunity in Market Dislocation
In this episode of our Insights Series, Chris Hestelow, Senior Investment Specialist from Allan Gray offers a sharp, fundamentals-driven perspective on Australian equities. He highlights the narrow drivers of recent market returns, notably the outsized impact of CBA, and warns of index…
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Insights Series: Private Credit – Options for All Risk Profiles
In this episode of our Insights Series, Andrew McVeigh, Managing Partner at Remara, offers a deep dive into the evolving private credit landscape. He explains how securitised credit, featuring granular, diversified loans can offer stability and consistent returns. With four tailored funds ranging...
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Insights Series: Fixed Income – Smarter Income Opportunities
In this episode of our Insights Series, Cameron Window, Executive Director - Capital Markets at Income Asset Management, explores the evolving fixed income landscape. With listed hybrids being phased out he highlights strong demand for long-duration bonds, the scarcity of quality products, and…
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Insights Series: Commercial Property – Sticky Tenants, Steady Returns
In this episode of our Insights Series Adam Bronts, CEO of Castlerock, shares his expert insights on commercial property. Benefitting from the recent turning of the interest rate cycle, commercial property investment can offer investors steady income from assets with capital growth potential....
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Insights Series: Global Equities – Smarter Exposure to Global Growth
This episode features George Clapham, Director of the EQT Eight Bays Global Fund, in which he discusses global equities and their evolving landscape. Key themes include U.S. fiscal policy shifts, interest rate trends, and the transformative impact of AI and energy infrastructure. George…
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Investing in Childcare: Where Quality Truly Matters
Episode 3 of the Investment Matters Podcast features Mike Cameron, Commercial Director at Jarra. With over 30 centres developed and a hybrid model combining real estate and business investment, Jarra, via the Jarra Childcare Trust, offers investors a unique investment opportunity in Australia's...
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Property, Risk, and Returns: A Deep Dive Into Mortgage Funds
In the latest Investment Matters podcast Darren Connolly and Ben O’Hara discuss mortgage funds. Ben, Executive Director at GPS Investment Funds, explains how mortgage funds can offer attractive income, liquidity, and priority over equity in repayments, making them a compelling alternative to...
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Why Listed Infrastructure Deserves a Closer Look Right Now
In this insightful episode of the Investment Matters podcast, Darren Connolly interviews David Costello, Portfolio Manager of the Magellan Infrastructure Fund, to explore the strategic value of listed infrastructure investments. David shares his personal journey into investing and explains how...
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Frequently Asked Questions
How many episodes does Investment Matters have?
Investment Matters currently has 28 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.
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Podcast by InvestmentMarkets
How often does Investment Matters release new episodes?
Investment Matters has 28 episodes. Check the episode list to see recent publication dates and frequency.
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Who hosts Investment Matters?
Investment Matters is created and hosted by InvestmentMarkets.
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