On the Couch with Jonathon Higgins: ZIP, BNPL, and the Year Ahead

Welcome to the latest episode of 'On the Couch'. This occasional podcast series of chats with brokers, CEOs, and fund managers aims to give you an insight into the investing world.

In this podcast, Henry Jennings is joined by Jonathon Higgins, Head of Research, MD Unified Capital Partners.

Many of you will be familiar with Jonathon from previous podcasts.

He has worked in equities research for approximately a decade, having held previous roles at Shaw and Partners and Bell Potter Securities.

During that period, Jonathon has covered a range of sectors including telecommunications, healthcare, financials, payments and broader industrials, with a focus on structural growth.

Jonathon has a passion for financial markets and a desire to get out and meet the new wave of entrepreneurial emerging high-quality companies.

Henry and Jono discuss ZIP, BNPL, and their top stock picks for 2025 - including one small cap and one large global company.

• Key investment thematics for 2025.
• Top stock picks and outlook, featuring Energy One Limited, Zip Co, SCEE Electrical, AMD, MONEYME, and more.
• Insights on the Fed, risks, inflation, and Donald Trump.
• What’s changed in markets.

Disclaimer: This is general advice only and you should consult your financial adviser regarding any of the thoughts, ideas or insights in this podcast.

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