GFM Wealth Advisory Podcast

Managing Partner Paul Nicol is joined by Gary Ding, Lead Portfolio Manager, Macquarie Bank, to provide an Economic and Market Update. Together, they discuss the current market and economic conditions, exploring the big picture and emerging trends that will have the most significant impact on the Global and Australian economies. In this episode, they examine the key factors influencing both the global and Australian economies, providing insights into the shifts and their implications for investors.

Join Paul Nicol (Managing Partner), Patrick Malcolm (Senior Partner), and James Malliaros (Senior Financial Planner) from GFM Wealth Advisory as they explore their top investment picks for 2025. They’ll discuss why these investments are preferred, what makes them attractive, their role in client portfolios, and the future outlook and opportunities for each investment.

Managing Partner Paul Nicol is joined by Investment Directors David Leslie and Jayne Shaw to explore private asset investing. Together, they take a deep dive into the Ellerston JAADE Fund which has just passed its 5-year anniversary since inception, producing extremely impressive results. They discuss key portfolio positions, emerging investment opportunities and the broader landscape of private equity investing.

Senior Partner Patrick Malcolm is joined by Co-Portfolio Managers Alex Patten and James Rutledge to explore the world of microcap investing. Together, they discuss key portfolio positions, emerging investment opportunities, and the broader macroeconomic landscape.