Danielle Ecuyer

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864 appearances 2 recordings 1 series first heard Oct 2021 last heard Nov 2022

Danielle Ecuyer’s voice in public audio — every appearance, attributed to the second.

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Australian Finance Podcast · How to invest in US companies with Danielle Ecuyer · 11 Oct 2021 podcast

Summit HQ- The other ones that I really like digitalization is still massive I think the likes of fintech digital wallets absolutely massive and people will have the opportunity of potentially once after pay is overtaken by square I don't know how long those.

Summit HQ- deposits will be traded here in Australia for square, but I think you're going to see continued growth in that area.

The other major ones healthcare is still massive we've got some great healthcare companies in Australia, they tend to be a little bit more highly valued according to some commentators.

But I think healthcare across the globe, particularly life sciences is still a mega growth trend again there are ETFs in that area.

And obviously the likes of cyber security is huge as we move to, I think more hybrid work models.

And as much as everybody thinks we're going to return to normal, I don't think normal is something this pandemic is going to be with us for a while yet.

And I think that cloud security, cyber security, the cloud improved software services, digitalization, um,

really all of those trends.

And if you want to capture them easily, that's why people gravitate towards the big tech, those mega giants, because they capture them very easily.

have you know even in the face of pretty much every type of scrutiny that you could think of they've survived so it's a really interesting company that you brought up and it's really relevant so i just thought i'd just pull that one out because they're not they're not a ratings agency though just just remember yeah you're right it is in that sector but i actually think it's a very different company um because if you you're right you're absolutely right it is with s&p it is with moody's etc and

I think that unfortunately, you know, obviously the ratings agencies got really heavily compromised today, didn't they?

I just like the fact that these guys, a bit like BlackRock, who set up Aladdin, which is this software to help companies analyse ESG and rate companies, and because there's such pressure from pension funds and investors to

to ensure that they're not going to get landed with a whole lot of stranded assets they're all crying out for data that can really quickly scan and say well is bhp really doing what it's doing and if it is doing what it's doing what's its scope two emissions doing and you know are they walking yeah so i guess that's you're right and but they're also companies that in spite of all these crises as you said

they haven't disappeared.

And it's almost like you have to wipe out the whole financial sector to get rid of them.

And that's basically not going to happen.

So to me, they're ones that are, if you've got a rising interest rate environment, they've got an inverse correlation to that.

They should not be affected.

Really good question.

Well, maybe stand back and observe a little bit.

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