Nadine Blayney Interviews Jackson Aldridge on Ausbiz – 3 March 2023

March, 2023

Jackson Aldridge discusses how inflation has been a major concern for investors in recent weeks. He then discusses how companies have been raising capital, with some looking for an opportunistic raise, some looking to shore up their balance sheets, and some looking to make acquisitions. He discusses Retail Food Group (RFG), Silex Systems (SLX) and SRG Global (SRG) which are raising equity.

He also noted that Star Entertainment Group recently raised money through an entitlement offer, with the aim of shoring up their balance sheet. Jackson says that commodity stocks and financial services companies are likely to perform well in an inflationary environment. He also suggests that gold miners may be a risky investment due to their high CapEx profiles and lack of cash flow.

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10 Books To Read Before Buying Your Next Stock

10 Books To Read Before Buying Your Next Stock

Funds management involves a lot of synthesis of information and reading. Over the years we all end up reading many investment books and refer to them from time to time.

The team at Cadence has compiled a list of books that have influenced our investment style, or helped provide insight into the investment process.

Whilst not an exhaustive list, the 10 titles contained in this eBook provide a good starting point for any interested investor.

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