Investor Insights

In last week’s Ausbiz interview, I explored investor sentiment surrounding the latest GLP-1 medications, specifically on Ozempic and its implications for companies like CSL (ASX: CSL) and ResMed (ASX: RMD). While the drop in CSL’s share value suggests market concerns about competing Ozempic-style drugs, I argue that these anxieties may be unfounded. My perspective rests on the belief that such medications might not be as transformative in addressing the weight of the U.S. population as investors might anticipate and the affordability surrounding it. Watch the full interview here. Ausbiz – The market’s ‘weighty’ overreaction…

I had the pleasure of joining Gemma Dale on Nabtrade’s Your Wealth podcast where we discussed the bucket strategy, its development and how it works, the simple methods for limiting the downside when you’re no longer working, the importance of investing for the short, medium and long term in retirement, and the tips and strategies for making the most of your accumulated wealth. Have a listen to the full podcast below.