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Checking the Pulse...

Checking the pulse

If you are interested in financial markets and the impact on your investment portfolio, then you simply cannot afford to miss our ‘Checking the Pulse’ seminars.

Our two senior investment strategists, Peter McManus and John Lockton, will provide an update on the outlook for the global and domestic economies and how they are likely to impact the financial markets with a particular emphasis on the Australian investor.  Following on from the market outlook presentation, our seminars highlight and briefly explain Wilson HTM’s top stock picks.

With extensive market experience in a number of major institutions in Australia, Peter and John are uniquely positioned to provide insight and analysis into the outlook and future direction of the economy and the implications for financial markets – particularly the Australian equity market.

Each seminar is unique and focuses on what is current and relevant in Financial Markets.

Presenters:

Peter McManus began his career with the Commonwealth Treasury in Canberra, followed by 5 years at the National Australia Bank before joining Credit Suisse First Boston in 1992 where he held the position of Senior Economist. Peter progressed his career to an Equity Strategist with Credit Suisse First Boston then joined the private client business in 2000. In April 2010 Peter joined the Wilson HTM team where he provides leadership in research and investment strategies to our Advisers and their clients. Peter has a BA Degree (Hons) with a Diploma of Education from Macquarie University and a Master of Economics from ANU.

John Lockton has worked in financial markets for the last 10 years, in both funds management and stockbroking, focusing on investment strategy and stock selection. Prior to working at Wilson HTM, John worked at Morgan Stanley, Citigroup and Credit Suisse First Boston. John holds a Bachelor Economics from Newcastle University and Graduate Diploma in Applied Finance from Finsia.

 

Next Presentation:

 

We are pleased to invite you to the next Wilson HTM Checking the Pulse seminars to hear from our Senior Investment Strategists, Peter McManus and John Lockton. Our market experts will discuss the outlook for the global and domestic economies in their presentation entitled “2012 – is it safe to get back in the water?”

To register to attend an event, please contact your Wilson HTM Adviser or phone 1300 655 015.

Hervey Bay - 27th February 2012
Chinchilla – 28th February 2012
Gold Coast – 29th February 2012
Brisbane – 6th and 7th March 2012
Sydney – 13th March 2012
Melbourne – 14th and 15th March 2012

We look forward to seeing you at one of our seminars.

Managed Funds

Managed Funds

The Wilson HTM Priority Growth Fund is an actively managed fund of up to 40 primarily small and mid cap Australian companies. It is the No.1 ranked Australian Equity fund based on 5 year returns.1

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Performance Validation

Performance Validation

To ensure we are continually improving our research offering Wilson HTM submits its equity research recommendations to Thomson Reuters StarMine for measurement and reporting.

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