Executive Series

PIMCO’s Kanish Chugh joins CommSec’s Gillian Bowen, to explore how the fixed-income landscape is changing, where bonds could fit alongside equities and cash, and how ETFs have broadened access to fixed income. They also discuss the different sources of portfolio income, the risks involved and lessons individual investors could draw from institutional portfolios.

Solaris Investment Management’s Charles Casey joins CommSec Market Analyst Steven Daghlian to analyse the key winners and losers from the FY26 reporting season, dividend trends, and sectors facing headwinds. He also shares insights on AI investment, higher bond yields, and emerging opportunities amid market volatility.

CommSec Market Analyst Steven Daghlian speaks with Woodside CEO, Liz Westcott about the company’s half-year results, major growth projects, LNG market trends, and Woodside’s outlook in a changing global energy environment.

CommBank Chief Financial Officer Alan Docherty joins CommSec’s Gillian Bowen to discuss the bank’s latest results. The interview explores the key drivers of performance, what CommBank is seeing across its customers, businesses and the broader Australian economy, the competitive landscape, capital allocation priorities, and the opportunities and risks shaping the outlook.

Westgold Resources (WGX) CEO Wayne Bramwell joins CommSec's Steven Daghlian to discuss the company's FY26 performance, outlook for gold prices, and why Westgold remains one of Australia's largest unhedged gold producers. The conversation also explores industry consolidation, cost pressures in the mining sector, and Westgold's growth strategy.

Kerry Craig from J.P. Morgan Asset Management joins CommSec’s Head of Media and Markets, Gillian Bowen to examine opportunities and challenges across the technology value chain, including semiconductors, cloud infrastructure, and the growing power demands of AI. They also discuss rising capital expenditure, changing cost dynamics, and the key themes shaping the next phase of AI adoption.

From supply disruptions impacting millions of barrels of oil per day to LNG markets tightening across Asia, energy markets are being driven by forces beyond traditional fundamentals. Argonaut Energy Analyst Sarah Kerr joins Gillian Bowen to unpack the key signals investors should watch, including geopolitical risk, capital discipline, LNG expansion, and the growing impact of AI-driven energy demand.

Tribeca Investment Partners Portfolio Manager Todd Warren sits down with Steven Daghlian to discuss the key forces shaping global commodities, including Middle East tensions, evolving supply and demand dynamics, and the outlook for key resources such as iron ore, copper, and rare earths.

Woodside Energy (WDS) Acting CEO Liz Westcott joins Steven Daghlian to unpack the company’s full‑year results, provide updates on key projects and perspectives on the energy outlook.

AIC Mines (A1M) MD & CEO Aaron Colleran joins Steven Daghlian to discuss the key demand drivers shaping the copper market and the outlook for the commodity. Aaron provides updates on AIC Mines’ flagship Eloise and Jericho projects, along with insights into its gold and silver initiatives.