Renaissance Asset Management Portfolio Manager, Dermot Ryan
Renaissance Asset Management Portfolio Manager, Dermot Ryan speaks with Tom Piotrowski about the key market themes currently in focus including his views on inflation, interest rates and the Chinese economy as well as the outlook for key sectors including banks and REITs.
22 November 2022
Recent interviews
Tribeca Investment Partners Portfolio Manager, Jun Bei Liu
22 Nov 2022Tribeca Investment Partners Portfolio Manager, Jun Bei Liu speaks with Tom Piotrowski about the factors currently influencing the market, the outlook for China as well as her views on various sectors including banks, consumer discretionary and lithium sector.
17:09
Renaissance Asset Management Portfolio Manager, Dermot Ryan
22 Nov 2022Renaissance Asset Management Portfolio Manager, Dermot Ryan speaks with Tom Piotrowski about the key market themes currently in focus including his views on inflation, interest rates and the Chinese economy as well as the outlook for key sectors including banks and REITs.
20:15
World Gold Council's Chief Market Strategist, John Reade
05 Sep 2022World Gold Council's Chief Market Strategist, John Reade speaks with Tom Piotrowski about the current inflationary environment, the role of gold in creating a diversified portfolio and how the precious metal compares to more volatile assets such as cryptocurrencies.
17:40
Allkem Ltd (AKE) MD & CEO, Martín Pérez de Solay
05 Sep 2022Allkem (AKE) MD & CEO, Martín Pérez de Solay, speaks with Tom Piotrowski about the company’s full year results. The lithium chemicals producer was formed in August 2021 from the merger of Orocobre Ltd and Galaxy Resources. Martín and Tom also discuss demand for lithium as well as the role it plays in global carbon reduction initiatives.
12:18
Vulcan Energy Resources (VUL) CEO, Dr Francis Wedin
05 Sep 2022Vulcan Energy Resources (VUL) CEO, Dr Francis Wedin, speaks with Tom Piotrowski about the global transition to renewable energy, demand for lithium and its partnership with European automaker Stellantis.
13:57
Woodside Energy Group (WDS) CEO, Meg O'Neill
01 Sep 2022Woodside Energy Group (WDS) CEO, Meg O'Neill speaks with Tom Piotrowski about the company’s first-half results, its merger with BHP’s oil and gas business, current energy market conditions and how the company is supporting the global energy transition.
11:19
GQG Partners (GQG) CEO, Tim Carver
24 Aug 2022GQG Partners (GQG) CEO, Tim Carver speaks with Tom Piotrowski about its 1H22 results, Australian operations, ASX listing and factors driving the current market environment.
9:06
Transurban Group (TCL) CEO, Scott Charlton
23 Aug 2022Transurban Group (TCL) CEO, Scott Charlton speaks with Tom Piotrowski about the FY22 results, managing an inflationary environment, future pipeline and changes to commuter patterns.
12:45
HT&E Ltd (HT1) CEO, Ciaran Davis
18 Aug 2022HT&E Ltd (HT1) CEO, Ciaran Davis speaks with Tom Piotrowski about the company’s half-year results, the integration of its ARN Regional business, as well as its digital audio growth opportunities.
8:12
Argo Investments (ARG) Managing Director, Jason Beddow
18 Aug 2022Argo Investments (ARG) Managing Director, Jason Beddow discusses the company's record FY22 result, how the Australian sharemarket is placed given the rising interest rate environment and his views on the financial, energy and retail sectors.
15:32
WAM Leaders (WLE) Lead Portfolio Manager, Matthew Haupt
08 Aug 2022WAM Leaders Ltd (WLE) Lead Portfolio Manager, Matthew Haupt speaks with Tom Piotrowski about his views on inflation, the outlook for the energy and consumer discretionary sectors, where he currently sees risk and his views on the Chinese economy.
12:26
BKI Investment Company (BKI) Portfolio Manager, Tom Millner
22 Jul 2022BKI Investment Company (BKI) Portfolio Manager, Tom Millner speaks with Tom Piotrowski about the company’s full year results, its current portfolio positioning, and where he sees value in the current environment - including in companies like Metcash (MTS), Harvey Norman (HVN) and ARB Corp (ARB).
10:39
Renaissance Asset Management Portfolio Manager, Dermot Ryan
22 Jun 2022Renaissance Asset Management Portfolio Manager, Dermot Ryan speaks with Tom Piotrowski about the recent market volatility and the areas of the market where he sees opportunities in the current environment.
14:49
Brainchip Holdings (BRN) CEO, Sean Hehir
25 May 2022Brainchip Holdings (BRN) CEO, Sean Hehir speaks with Tom Piotrowski about growth in the Ai market, its plans to establish more partnerships, as well as its focus on building a large and sustainable company.
9:56
Charter Hall Long WALE REIT (CLW) Fund Manager, Avi Anger
28 Feb 2022Charter Hall Long WALE REIT (CLW) Fund Manager, Avi Anger speaks with Tom Piotrowski about the fund’s half year results, how it benefits from rising inflation and its focus on tenants from defensive industries.
8:33
Rio Tinto (RIO) CEO, Jakob Stausholm
24 Feb 2022Rio Tinto (RIO) CEO, Jakob Stausholm speaks with Tom Piotrowski about the miner’s record annual results, the growth outlook for China, progress of its lithium exploration project in Serbia, as well as plans to improve workplace culture at the organisation.
10:30
BKI Investment Company (BKI) Portfolio Manager, Tom Millner
01 Feb 2022BKI Investment Company (BKI) Portfolio Manager, Tom Millner speaks with Tom Piotrowski about BKI's record first half result, navigating the recent market volatility as well as what to watch over earnings season.
10:48
Tribeca Investment Partners Portfolio Manager, Jun Bei Liu
27 Jan 2022Tribeca Investment Partners Portfolio Manager, Jun Bei Liu speaks with Tom Piotrowski about the recent market volatility, the outlook for earnings season, as well her views on the so-called 'concept stocks'.
9:53
If your company would like to take part in the Executive Series, please email shares@commsec.com.au and include 'Executive Series' in the subject field.
Start trading today with Australia's leading online broker
Commonwealth Securities Limited ABN 60 067 254 399 AFSL 238814 ("CommSec") is a wholly owned, but non-guaranteed, subsidiary of the Commonwealth Bank of Australia ABN 48 123 123 124 AFSL 234945 ("the Bank") and both entities are incorporated in Australia with limited liability.
This information is directed and available to and for the benefit of Australian residents only and is not a recommendation or forecast.
This information has been prepared without taking account of the objectives, needs, financial and taxation situation of any particular individual. For this reason, any individual should, before acting on the information on this site, consider the appropriateness of the information, having regards to their own objectives, needs, financial and taxation situation, and, if necessary, seek appropriate independent financial, foreign exchange and taxation advice. CommSec, and its related bodies corporate, do not accept any liability for any loss or damage arising out of the use of all or any part of this information. We believe that this information is correct as at the time of its compilation, but no warranty is made as to its accuracy, reliability or completeness.
This data is provided for information purposes only. Any reliance on this data when deciding to buy/sell stocks is at your own risk and CommSec is not liable for any losses you may incur. Data is sourced from third party providers and may be delayed. CommSec does not give any representation or warranty as to the reliability, accuracy or completeness of any third party material nor does it accept responsibility for errors or omissions in third party material. Past performance is no guarantee of future performance. Any forecasts, projections or other predictive statements represent the views of the relevant analyst based on assumptions and expectations available at time of publishing and may change without notice. CommSec is not responsible for, and does not endorse, the comments of any company representatives interviewed or the performance of their respective companies. Any comments about a specific company are not intended to be construed as a recommendation. Investing in derivative products carries significant risks and is not suitable for all investors. You must consider the relevant CommSec Product Disclosure Statement and terms and conditions before trading in these products. Charts display historical prices that may have been adjusted for corporate action activity. Adjusted prices may differ to actual historical prices when looking at a stock's course of sales or historical closing prices. You may not copy, reproduce, distribute, display, sell or in any way exploit this data. Third party provider disclosures here.