Robert Talevski

Great catching up with Nadine Blayney and Kylie Merritt from ausbiz in Melbourne this week. Huge congratulations on what they’ve built. Ausbiz has become an important platform for the Australian business, adviser and investor community.

The photo on the left was from my very first Ausbiz appearance over six years ago, alongside one from a recent segment.

Safe to say my set up has improved… and hopefully so have I. In the early days, I had zero budget, zero lighting, zero production, just me doing everything myself and hoping for the best.

Congrats again to the Ausbiz team on the journey so far - excited to see what’s next.

I recently joined Ricardo Gonçalves on the SBS Australia On the Money Podcast & World News Bulletin to discuss the key themes currently shaping markets and investor sentiment.

We covered the recent selloff in Australian equities, geopolitical uncertainty, weakness in mining stocks, developments across local companies, the growing interest in a potential SpaceX IPO, and how we are currently positioning portfolios.

Thank you to Ricardo and the SBS team for having me.

In this interview with Ricardo Gonçalves from SBS On the Money Podcast, Robert Talevski discusses themes currently shaping markets and investor sentiment.

They covered the recent selloff in Australian equities and how markets are responding to ongoing geopolitical uncertainty, the pullback in miners despite recent record highs, notable developments across local companies, and the much-talked-about SpaceX IPO. He also shared our current thinking on portfolio positioning, where we continue to see opportunities emerging, and what we’re communicating to clients in navigating the current environment.

To watch the full interview, please click on the link:
SBS News | On The Money - https://www.youtube.com/live/FME1rFMzhpg?si=B6bvX03vod6nv8ez&t=654

𝗔𝘂𝘀𝗯𝗶𝘇 | 𝗦𝘁𝗼𝗰𝗸𝘀 𝗦𝘁𝗶𝗹𝗹 𝗥𝗶𝘀𝗶𝗻𝗴 𝗳𝗼𝗿 𝘁𝗵𝗲 𝗥𝗶𝗴𝗵𝘁 𝗥𝗲𝗮𝘀𝗼𝗻𝘀, 𝗕𝘂𝘁 𝗞𝗲𝘆 𝗥𝗶𝘀𝗸𝘀 𝗥𝗲𝗺𝗮𝗶𝗻.

On ausbiz today, Robert Talevski discussed the current post-budget market environment, noting that while risks remain, markets continue to be supported by strong underlying fundamentals and earnings momentum.

Key themes discussed included:
▪️Stocks continuing to rise for the right reasons, supported by resilient earnings and AI-driven productivity tailwinds.
▪️Strong participation across small, mid and large caps, alongside improving investor sentiment.
▪️Potential risks to monitor, including energy supply pressures, geopolitical developments and central bank policy uncertainty.

Robert also touched on the implications of the Federal Budget across asset classes, including impacts on Australian equities, property and bond markets.

To watch the full interview, please click on the link ➡️ https://ausbiz.com.au/media/robert-is-bullish-on-equities-but-warns-of-key-risks-?videoId=48498§ionId=2097