Cleantech business Carbonxt's (CG1) new deal

THE MORRISSEY EXCHANGE, SHAW AND PARTNERS: Podcast #47: Cleantech business Carbomxt’s (CG1) new deal

This is our second discussion with Carbonxt CEO, Warren Murphy. CG1 recently announced a new joint venture with Kentucky Coal Processing (KCP) where KCP’s facility and coal will be used to create Granular Activated Carbon (GAC) utilising the CG1 AC technology.

Their target market is the highly lucrative treatment of US drinking water and removal of PFAS or per-and polyfluoroalkyl substances; otherwise known as forever chemicals.

Recent EPA regulation changes will require the removal of PFAS from drinking water and has created a growing market opportunity, currently estimated to be worth US$600m.

Financial Planning 19.07.23 - What Wealthy means to Australians in 2023

Financial Planning 19.07.23 - What Wealthy means to Australians in 2023

Many Australians used to associate wealth with home ownership. As our country becomes more diverse and inclusive, with individuals having greater freedoms, this association is changing. The Demographics Group and AMP released a report exploring Australian attitudes towards what ‘feeling wealthy’ now means to individuals.

Global Fixed Interest

THE MORRISSEY EXCHANGE, SHAW AND PARTNERS: Podcast #46: Global Fixed Interest. Every dog has their day

In a global economic environment where inflation has jumped with zeal, dragging interest rates along with it, the opportunity for justifiable exposure to fixed interest investments has emerged for the first time in a number of decades.

Australian Super’s CIO Mark Delaney recently commented that they hold an 18% exposure to bonds, up 70% on last year.

US Treasuries, Australian Treasuries, corporate bonds, hybrids, fixed (and floating) interest investments are ripe; its their time in the sun. This follows 2022, the single worst ever year for investing in US Treasuries since 1872.

This week we interview Mr Michael Leithead, Head of Fixed Income and Portfolio Manager at EFGAM.

Financial Planning 21.06.23 - Aged Care – Part 1

Financial Planning 21.06.23 - Aged Care – Part 1

Family gatherings are sometimes few and far between. At your last gathering you may have noticed that Mum/Dad or both are starting to need some, or a lot, of care.

This may prompt you to start to have quiet conversations about “what are we going to do to help Mum/Dad?”. Aged care can be confusing, especially as it tends to be thrust onto families quickly, so in the next few weeklies, we’ll discuss a basic overview of what to expect when it comes to deciding and looking for care.

Equities

THE MORRISSEY EXCHANGE, SHAW AND PARTNERS: Podcast #45: Equities

Today we look more deeply into our fourth and final component of the asset allocation series; Equities.

The sharemarket has long proven a love affair for Australians. From pensioners, retirees and superannuants to amateur analysts, punters and professional investors. We love shares in this country. Where most countries around the world focus on a fuller asset allocation with equities representing a small component, Australia still has an overwhelmingly large representation of shares in investment portfolios.

This week, Ben Morrissey has a chat with Mr Leo Barry, fund manager with Fairview Equity Partners. Leo will take us through why he chose to manage equities as opposed to another asset class, valuation methodologies, sectoral performances and where the opportunities lie.

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