Your Wealth: Recent Episodes
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With the end of the financial year approaching, many investors are keen to tidy up their portfolios. Three nabtrade favourites – Anthony Doyle (Pinnacle Investment), Henry Jennings (Marcus Today) and Scott Phillips (Motley Fool) -share their tips for tax time.
In this short and sharp podcast, Anthony talks about asset classes to consider – and avoid – in these turbulent times, Henry discusses when to sell, and which sectors are unlikely to bounce back, and Scott shares two stocks he likes for today’s market.
You can access this and previous episodes of the Your Wealth podcast now on iTunes, Podbean, Spotify or at nabtrade.com.au/yourwealth
If you’re short on time, consider listening at 1.5-2x speed, which should be shown on the screen of your device as you listen. This won’t just reduce your listening time; it has also been shown to improve knowledge retention.
After years of growth in passive ETFs and index strategies, market dynamics are shifting. Is it time to avoid the mega caps dominating the index, and look for better opportunities?
Janus Henderson’s London-based Head of Portfolio Construction and Strategy Matt Bullock joins the podcast to discuss:
- why there is space for both active and passive strategies in a portfolio
- what significant and permanent shifts in trade mean for markets
- asset class opportunities beyond volatile equity markets, and
- the huge runway for themes that are yet to realise their full potential.
You can access this and previous episodes of the Your Wealth podcast now on iTunes, Podbean, Spotify or at nabtrade.com.au/yourwealth
If you’re short on time, consider listening at 1.5-2x speed, which should be shown on the screen of your device as you listen. This won’t just reduce your listening time; it has also been shown to improve knowledge retention.
Are you a trader, or an investor? Louise Bedford would argue that you’re both, regardless of how you categorise yourself. Ensuring you buy at a price you’re comfortable with, and have an exit strategy for a stock that loses, or wins too much, is essential to any investing strategy.
The Trading Game’s Louise Bedford joins the podcast to discuss:
- Why technical analysis can assist with the tough decisions of buying and selling
- Which indicators help her fall in love with a stock
- The sectors that offer the most opportunity right now, and
- What the data tell us about CBA’s likelihood of hitting new highs, or falling away.
You can access this and previous episodes of the Your Wealth podcast now on iTunes, Podbean, Spotify or at nabtrade.com.au/yourwealth
If you’re short on time, consider listening at 1.5-2x speed, which should be shown on the screen of your device as you listen. This won’t just reduce your listening time; it has also been shown to improve knowledge retention.
While those with a good story can enjoy great success in markets, numbers can reveal trends and themes that the headlines may be missing.
Talaria Capital’s Hugh Selby-Smith joins the podcasts to talk about the real data points he’s focussed on, including:
- Whether US exceptionalism can continue to deliver for investors
- Why markets are myopic on tariffs and more
- How capital expenditure drives returns
- The demographic shifts no developed nation is avoiding, and
- Where he’s looking for opportunity in today’s markets.
You can access this and previous episodes of the Your Wealth podcast now on iTunes, Podbean, Spotify or at nabtrade.com.au/yourwealth
If you’re short on time, consider listening at 1.5-2x speed, which should be shown on the screen of your device as you listen. This won’t just reduce your listening time; it has also been shown to improve knowledge retention.
Recorded 12 hours after Trump announced a 90 day ‘pause’ on global tariffs and the S&P500 staged a 10% rally in a single session, this podcast is designed to get you up to date with where we are now, and what it all could mean.
nab’s Head of FX Strategy Ray Attrill shares his thoughts on:
- The facts as we currently understand them
- Why China’s response is critical for Australia, and possibly the world
- The good news for Australian households
- How growth will falter despite the backdown, and
- Investment strategies that still make sense in a rapidly changing environment
You can access this and previous episodes of the Your Wealth podcast now on iTunes, Podbean, Spotify or at nabtrade.com.au/yourwealth
If you’re short on time, consider listening at 1.5-2x speed, which should be shown on the screen of your device as you listen. This won’t just reduce your listening time; it has also been shown to improve knowledge retention.
With the ASX in correction territory and US indices in a bear market in just three days, investors could be forgiven for panicking. But many are cashing up and ready to buy the dip - is it time?
Henry Jennings from Marcus Today was on the trading floor in 1987 and has seen many crises. He shares his thoughts on:
- why those who think they can predict Trump's next move are too optimistic
- whether value has crept in to the market
- strategies for retirees and accumulators, and
- why this isn't the GFC or 1987 ... yet
You can access this and previous episodes of the Your Wealth podcast now on iTunes, Podbean, Spotify or at nabtrade.com.au/yourwealth
If you’re short on time, consider listening at 1.5-2x speed, which should be shown on the screen of your device as you listen. This won’t just reduce your listening time; it has also been shown to improve knowledge retention.
Borrowing to invest has long been a popular strategy in Australia as the loan interest cost is generally tax deductible. Borrowing for shares, however, really fell out of favour after GFC as investors feared they could be wiped out in the event of a margin call.
There are, however, other ways to borrow to invest. In this podcast, nab Equity Lending’s Phil McCall shares:
- A product that allows you to borrow for shares, with no margin call ever
- How to borrow to invest inside super
- The benefits of gearing to super charge your portfolio, and
- All the risks you must consider.
You can access this and previous episodes of the Your Wealth podcast now on iTunes, Podbean, Spotify or at nabtrade.com.au/yourwealth
If you’re short on time, consider listening at 1.5-2x speed, which should be shown on the screen of your device as you listen. This won’t just reduce your listening time; it has also been shown to improve knowledge retention.
While US equities stumble under the threat of tariffs and a record budget deficit, and the ASX pulls away from its highs, the Hang Seng has quietly staged returns of more than 25% year to date. So is the era of Chinese weakness over?
Dr Joseph Lai of Asian specialist fund manager Ox Capital joins the podcast to discuss:
- Why the question of whether Chinese businesses can innovate has been settled
- Whether the recent run in share prices has seen all the easy gains made
- Where the opportunities lie outside megacap tech in China, and
- What he learned working for investing legend Kerr Neilson.
You can access this and previous episodes of the Your Wealth podcast now on iTunes, Podbean, Spotify or at nabtrade.com.au/yourwealth
If you’re short on time, consider listening at 1.5-2x speed, which should be shown on the screen of your device as you listen. This won’t just reduce your listening time; it has also been shown to improve knowledge retention.
With reporting season behind us, and the focus on global challenges including daily tariff announcements and dramatic geopolitical shifts, investors could be forgiven for wanting a breather. This fund manager says it’s a year for boring returns, and being thoughtful about your exposure.
Aussie equities manager Hugh Dive from Atlas Funds Management joins the podcast to discuss:
- Which companies delivered during reporting season, and which didn’t
- The results the market has clearly misread
- Why Telstra is back to its old tricks
- The sector that remains overvalued, and
- Where he is sifting through the underperformers for opportunity.
You can access this and previous episodes of the Your Wealth podcast now on iTunes, Podbean, Spotify or at nabtrade.com.au/yourwealth
If you’re short on time, consider listening at 1.5-2x speed, which should be shown on the screen of your device as you listen. This won’t just reduce your listening time; it has also been shown to improve knowledge retention.
As Australia’s largest companies hand down their numbers in reporting season, investors are starting to get a clearer picture on how the ASX is performing so far, what looks like good value, and which stocks have run too hard.
WAM Leaders portfolio manager Matt Haupt joins the podcast to discuss:
- Why Australia’s largest company is sitting 100% above its price target
- The biggest misses from reporting season
- Which stock could be a great opportunity if everything goes right
- The trading strategy that is driving big price movements, and
- Three potential winners in today’s market.
You can access this and previous episodes of the Your Wealth podcast now on iTunes, Podbean, Spotify or at nabtrade.com.au/yourwealth
If you’re short on time, consider listening at 1.5-2x speed, which should be shown on the screen of your device as you listen. This won’t just reduce your listening time; it has also been shown to improve knowledge retention.
With 25% tariffs on Canada and Mexico threatened – and then postponed – over a weekend, investors could be in for a rocky ride. Tariffs on 10% on China are still slated to go ahead on 10 February. So what does all this mean?
NAB's Head of FX Strategy Ray Attrill shares his extensive insight on:
- What really happened with tariffs in Trump 1.0
- Why the AUD is under threat, and what could save it
- What Trump has really proposed, and whether it’s likely to go ahead, and
- How central banks are likely to react.
You can access this and previous episodes of the Your Wealth podcast now on iTunes, Podbean, Spotify or at nabtrade.com.au/yourwealth
If you’re short on time, consider listening at 1.5-2x speed, which should be shown on the screen of your device as you listen. This won’t just reduce your listening time; it has also been shown to improve knowledge retention.
AI hopes have driven the rise and rise of Nvidia and the megacaps, and delivered sensational portfolio returns over the last two years. But the emergence of cheaper, faster alternatives from China has suddenly shaken the narrative that only the biggest will win.
Growth manager Nick Griffin of Munro Partners has won big in the tech space so far, and shares his views on:
- Where the winners and losers from AI disruption are likely to come from
- Why Jeff Bezos’ vision in 1999 still rings true
- Whether Nvidia and co can whether this storm
- Two stocks at the forefront of AI innovation, and
- Where you should be looking for opportunity in this market.
You can access this and previous episodes of the Your Wealth podcast now on iTunes, Podbean, Spotify or at nabtrade.com.au/yourwealth
If you’re short on time, consider listening at 1.5-2x speed, which should be shown on the screen of your device as you listen. This won’t just reduce your listening time; it has also been shown to improve knowledge retention.
The information discussed in this podcast is for general information purposes only and is not financial advice. You should obtain independent advice from a licensed professional adviser before making any investment decision. The views held by Munro Partners are current at the time of recording and are subject to change. Past performance information given in this document is for illustrative purposes only and should not be relied upon as an indication of future performance. None of GSFM Responsible Entity Services, Munro Partners, its related bodies or associates nor any other person guarantees the repayment of capital or the performance of the Funds or any particular returns from the Funds. Information about the Munro funds is available at munropartners.com.au
After years of underperformance, circumstances could be ripe for a resurgence in the small cap end of the market. So where could the opportunities be looking attractive?
Small cap specialist Dean Fergie of Cyan Investment Management shares his thoughts on:
- Why cheap small caps are attracting bidders
- Which takeover targets look appealing and how to exit if you’re uncertain
- His top picks in medtech and defence, and
- Which sector he’s avoiding, regardless of the upside.
You can access this and previous episodes of the Your Wealth podcast now on iTunes, Podbean, Spotify or at nabtrade.com.au/yourwealth
If you’re short on time, consider listening at 1.5-2x speed, which should be shown on the screen of your device as you listen. This won’t just reduce your listening time; it has also been shown to improve knowledge retention.
While it’s not critical to review your portfolio in the early days of the new year, it can be beneficial. But what should an investor be thinking about at this time?
Intelligent Investor’s Gaurav Sodhi joins the podcast to discuss:
- Why his worst picks of 2024 didn’t crush his overall return
- The golden rule he applies to his investments
- Whether we’re in a full blown bull market, or just close to one,
- And his top picks for 2025.
You can access this and previous episodes of the Your Wealth podcast now on iTunes, Podbean, Spotify or at nabtrade.com.au/yourwealth
If you’re short on time, consider listening at 1.5-2x speed, which should be shown on the screen of your device as you listen. This won’t just reduce your listening time; it has also been shown to improve knowledge retention.
Henry Jennings on the lessons from 2024
If there was ever a year that ‘time in the market’ should be your adage, 2024 was it. Domestic and international equities defied expectations and delivered strong returns for patient – or brave – investors.
So what can we learn? Henry Jennings from Marcus Today joins the podcast to discuss:
- Whether it’s time to take profits in the banks
- What the catalyst for a turnaround in resources could be
- Why he believes the US could have a lot further to run, and
- How the next year is crucial for the global economy, and stocks.
You can access this and previous episodes of the Your Wealth podcast now on iTunes, Podbean, Spotify or at nabtrade.com.au/yourwealth
If you’re short on time, consider listening at 1.5-2x speed, which should be shown on the screen of your device as you listen. This won’t just reduce your listening time; it has also been shown to improve knowledge retention.
One rare point of agreement ahead of Trump’s presidential win was that his policies would be highly inflationary, and likely to result in a higher for longer rate environment. This has enormous implications for all asset prices – including yours. So where to now?
Coolabah Capital’s Chris Joye joins the podcast to discuss:
- Why venture capital, high yield bonds and property should suffer in a higher rate world
- How the global growth in public spending is already affecting markets
- Which assets have outperformed as the rates environment has normalised, and
- How APRA’s hybrid securities proposal could affect fixed income options for investors.
You can access this and previous episodes of the Your Wealth podcast now on iTunes, Podbean, Spotify or at nabtrade.com.au/yourwealth
If you’re short on time, consider listening at 1.5-2x speed, which should be shown on the screen of your device as you listen. This won’t just reduce your listening time; it has also been shown to improve knowledge retention.
Ira Epstein has been trading US markets since the 1970s, and he’s seen it all. So is he excited or concerned about this frothy market?
In this timely podcast, Ira joins the podcast from Chicago to share his thoughts on:
- AI, driverless cars and uncharted territory for the labour market
- Why Warren Buffett is building a huge cash buffer
- How rates markets have overestimated the potential for cuts
- Tariffs and geopolitics – potential winners and losers, and
- Why, if you’re going to invest, you’ve got to be in the best companies.
You can access this and previous episodes of the Your Wealth podcast now on iTunes, Podbean, Spotify or at nabtrade.com.au/yourwealth
If you’re short on time, consider listening at 1.5-2x speed, which should be shown on the screen of your device as you listen. This won’t just reduce your listening time; it has also been shown to improve knowledge retention.
While many look to smaller companies for growth potential, the ASX offers a number of high quality smaller businesses at attractive valuations as well. So where should investors look for potential winners?
Firetrail Investments portfolio manager Eleanor Swanson joins the podcast to discuss:
- why the more cyclical end of the market should start to perform
- where to look for turnaround stories and the right kind of re-rating
- the resources sector with the best supply/demand outlook, and
- her favourite stocks now, and what she’s keen to buy in a pullback
You can access this and previous episodes of the Your Wealth podcast now on iTunes, Podbean, Spotify or at nabtrade.com.au/yourwealth
If you’re short on time, consider listening at 1.5-2x speed, which should be shown on the screen of your device as you listen. This won’t just reduce your listening time; it has also been shown to improve knowledge retention.
With the US election just weeks away, markets feel almost eerily calm. But the potential for significant policy divergence and volatility in markets remains – so what are the key risks and opportunities, and who wins what?
Dr David Allen from Plato Investment Management joins the podcast to discuss:
- why traditional energy stocks rose 150% under Biden
- clean energy rose 150% under Trump
- how betting markets can be more accurate than pundits
- why the consensus narratives are largely inaccurate over time, and
- the one sector that is likely to outperform whatever the outcome.
You can access this and previous episodes of the Your Wealth podcast now on iTunes, Podbean, Spotify or at nabtrade.com.au/yourwealth
If you’re short on time, consider listening at 1.5-2x speed, which should be shown on the screen of your device as you listen. This won’t just reduce your listening time; it has also been shown to improve knowledge retention.
Given the recent rally in US equity markets, have Australian investors missed the window to invest globally? Historically, Australian investors have had a strong preference to invest in Australian-listed securities because the ASX tends to be dominated by dividend-paying companies and have less perceived risk than investing abroad.
Tamara Haban-Beer Stats, Lead ETF Specialist at BlackRock Australia joins the podcast to discuss:
- How Aussie investors can shed their home bias
- Investing in global equities and mitigating risk
- How ETFs can provide exposure offshore and
- What Australian investors should be focused on.
You can access this and previous episodes of the Your Wealth podcast now on iTunes, Podbean, Spotify or at nabtrade.com.au/yourwealth
If you’re short on time, consider listening at 1.5-2x speed, which should be shown on the screen of your device as you listen. This won’t just reduce your listening time; it has also been shown to improve knowledge retention.
While the rate cut cycle finally upon us – in the US anyway – the macroeconomic outlook remains uncertain, with inflation still above the target band for many central banks, unemployment rising, and share markets close to record highs.
Evan Lucas joins the podcast to discuss:
- why the rate cutting cycle doesn’t predict higher share prices
- how central banks are challenged by inflation and unemployment
- which data points are really relevant right now and
- what an investor can do to benefit from the potential challenges ahead.
You can access this and previous episodes of the Your Wealth podcast now on iTunes, Podbean, Spotify or at nabtrade.com.au/yourwealth
If you’re short on time, consider listening at 1.5-2x speed, which should be shown on the screen of your device as you listen. This won’t just reduce your listening time; it has also been shown to improve knowledge retention.
Billionaire investor Warren Buffett has recently made headlines with a huge selldown in Apple stock. As his cash pile grows, some are wondering whether it’s time to trim exposure to equities. Today, however, the Economist is asking (again) if Buffett has lost his touch.
Roger Montgomery, CIO and founder of Montgomery Investment Management, shares his thoughts on:
- why Buffett can’t help accruing cash, and what he’s really been doing with it
- four new stocks that Berkshire Hathaway is buying instead of Apple
- the Australian companies that Warren would buy in a sell off, and
- how to build wealth like the man himself
You can access this and previous episodes of the Your Wealth podcast now on iTunes, Podbean, Spotify or at nabtrade.com.au/yourwealth
If you’re short on time, consider listening at 1.5-2x speed, which should be shown on the screen of your device as you listen. This won’t just reduce your listening time; it has also been shown to improve knowledge retention.
What doesn’t change about investing? While we’re all looking for an edge, getting back to basics can help you make the most of your financial situation, regardless of your starting point.
Podcaster, author and former financial planner Glen James joins the podcast to share:
- why past performance is actually a pretty good indicator of future performance
- what really constitutes investing
- how to minimise our own tendencies to do stupid things, and
- the best way to maximise your chances of financial success.
You can access this and previous episodes of the Your Wealth podcast now on iTunes, Podbean, Spotify or at nabtrade.com.au/yourwealth
If you’re short on time, consider listening at 1.5-2x speed, which should be shown on the screen of your device as you listen. This won’t just reduce your listening time; it has also been shown to improve knowledge retention.
As market reel at the possibility of the yen carry-trade unwinding and a US recession, Australia’s key exports remain solid. But are commodities a safe haven as volatility rises?
MineLife’s Gavin Wendt offers his thoughts on:
- the outlook for iron ore, gold, lithium and more
- prospects for larger and smaller miners in today’s environment
- whether Dr Copper is sending us a signal, and
- why gold stocks don’t correlate with the gold price, and more.
You can access this and previous episodes of the Your Wealth podcast now on iTunes, Podbean, Spotify or at nabtrade.com.au/yourwealth
If you’re short on time, consider listening at 1.5-2x speed, which should be shown on the screen of your device as you listen. This won’t just reduce your listening time; it has also been shown to improve knowledge retention.
The extraordinary performance of the Magnificent Seven has somewhat masked dramatic underperformance from global small caps, including those in the US and in Australia. The tide may be turning though – is it time for smaller companies to shine?
K2 Asset Management’s George Boubouras joins the podcast to discuss:
- how today’s megacap tech winners differ from those of the tech bubble
- why not all small caps will win in the great rotation
- why the outlook for interest rates matters for the large and small end of your portfolio, and
- which sectors offer the most potential in this environment.
You can access this and previous episodes of the Your Wealth podcast now on iTunes, Podbean, Spotify or at nabtrade.com.au/yourwealth
If you’re short on time, consider listening at 1.5-2x speed, which should be shown on the screen of your device as you listen. This won’t just reduce your listening time; it has also been shown to improve knowledge retention.
With a per capita recession currently underway, renters and mortgage holders are feeling the pinch. But the economy appears to be holding up better than expected in many areas, and inflation is still far from the target band. So what now?
NAB's Head of Australian Economics Gareth Spence joins the podcast to discuss:
- the outlook for inflation, unemployment and more
- why the distribution of economic pain isn’t equal
- which factors the RBA is keeping a close eye on, and
- why rates are likely to stay much higher than originally anticipated for a while to come.
You can access this and previous episodes of the Your Wealth podcast now on iTunes, Podbean, Spotify or at nabtrade.com.au/yourwealth
If you’re short on time, consider listening at 1.5-2x speed, which should be shown on the screen of your device as you listen. This won’t just reduce your listening time; it has also been shown to improve knowledge retention.
Afraid you’ve missed the run in Nvidia? Not sure there’s anything else worth buying right now? In a global market where the top stocks are comprise more of the index than any time in decades, it’s hard to know what comes next.
Maroun Younes of Fidelity’s Global Future Leaders fund joins the podcast to discuss:
- whether the US, and tech, can continue to dominate global markets
- which jurisdictions look most attractive right now
- how to think about rising valuations when concentration is so high, and
- a medtech company making the world a better place.
You can access this and previous episodes of the Your Wealth podcast now on iTunes, Podbean, Spotify or at nabtrade.com.au/yourwealth
If you’re short on time, consider listening at 1.5-2x speed, which should be shown on the screen of your device as you listen. This won’t just reduce your listening time; it has also been shown to improve knowledge retention.
Record government debt levels, dramatically changing demographics and astonishing stock market valuations – there’s a lot going on for investors. So which data points really matter when you consider your portfolio?
Talaria Capital’s Hugh Selby-Smith joins the podcast to discuss:
- how government debt levels are growing, and whether they can be managed
- why the geographic centre of economic growth is changing, quickly
- how markets are pricing for absolute perfection, and
- where to look for value when it seems like paying for growth in the only game in town.
You can access this and previous episodes of the Your Wealth podcast now on iTunes, Podbean, Spotify or at nabtrade.com.au/yourwealth
If you’re short on time, consider listening at 1.5-2x speed, which should be shown on the screen of your device as you listen. This won’t just reduce your listening time; it has also been shown to improve knowledge retention.
While there are always tax tips to consider before 30 June, often the most financially rewarding decisions you can make at this time of year relate to your portfolio. Is it time to get your house in order?
For this EOFY, we’ve spoken to three stock pickers about their tips in this market:
- Gaurav Sodhi recommends a company you may not have considered
- Scott Phillips talks out of favour options
- Henry Jennings give his views on yesterday’s winners, and
- one play they all agree on.
You can access this and previous episodes of the Your Wealth podcast now on iTunes, Podbean, Spotify or at nabtrade.com.au/yourwealth
If you’re short on time, consider listening at 1.5-2x speed, which should be shown on the screen of your device as you listen. This won’t just reduce your listening time; it has also been shown to improve knowledge retention.
The US dollar has been the world’s reserve currency for more than half a century – but what happens when the US is running extraordinary fiscal deficits and a contentious election is looming? The yen is falling, China is buying gold, and markets are starting to ask questions.
Nab’s Head of FX Strategy Ray Attrill joins the podcast to discuss:
- why the fall in Japanese yen has real implications for China and emerging markets
- the threshold at which a genuine currency crisis becomes a real possibility
- how the US has managed to avoid a crisis despite exceeding this threshold, and
- what tariffs of 100% on Chinese imports to the US means for the US, China and others.
You can access this and previous episodes of the Your Wealth podcast now on iTunes, Podbean, Spotify or at nabtrade.com.au/yourwealth
If you’re short on time, consider listening at 1.5-2x speed, which should be shown on the screen of your device as you listen. This won’t just reduce your listening time; it has also been shown to improve knowledge retention.
While the general principle of ‘time in the market, rather than timing the market’ can serve investors well, there are many opportunities to take small wins along the way. So what does a great trading opportunity look like?
Author and trader Louise Bedford of The Trading Game joins the podcast to discuss:
- what a good trading strategy looks like
- how much to risk, and when to take money off the table
- which markets and sectors look most – and least – attractive to a trader, and
- how to manage your emotions when the market goes against you.
You can access this and previous episodes of the Your Wealth podcast now on iTunes, Podbean, Spotify or at nabtrade.com.au/yourwealth
If you’re short on time, consider listening at 1.5-2x speed, which should be shown on the screen of your device as you listen. This won’t just reduce your listening time; it has also been shown to improve knowledge retention.
While many investors remain patiently – or perhaps impatiently – waiting a market pullback, another is fully invested and excited about a new bull market, just taking off.
Intelligent Investor’s Gaurav Sodhi joins the podcast to share his thoughts on:
- which winners of the last cycle won’t be the outperformers this time
- the ‘fraud’ company he’s bought at 10x his original buy price
- the high growth favourites he’s avoiding, and
- why paying too much is not a disaster, but
- why sitting on the sidelines could be a massive mistake.
You can access this and previous episodes of the Your Wealth podcast now on iTunes, Podbean, Spotify or at nabtrade.com.au/yourwealth
If you’re short on time, consider listening at 1.5-2x speed, which should be shown on the screen of your device as you listen. This won’t just reduce your listening time; it has also been shown to improve knowledge retention.
With rates at current levels, investors are increasingly focused on investing for income and rebuilding their defensive portfolios. But bonds, particularly in the US, have had a rocky ride.
Coolabah Capital founder and CIO Chris Joye joins the podcast to discuss:
- where he thinks rates are heading
- the best opportunities in the fixed income sector
- why some ‘credit’ investments are much riskier than you may expect, and
- how to position yourself for income and capital growth potential in the current environment.
You can access this and previous episodes of the Your Wealth podcast now on iTunes, Podbean, Spotify or at nabtrade.com.au/yourwealth
If you’re short on time, consider listening at 1.5-2x speed, which should be shown on the screen of your device as you listen. This won’t just reduce your listening time; it has also been shown to improve knowledge retention.
While all the headlines are focussed on the Magnificent Seven in the US, other markets are making records of their own – some good, some not so much. So what can investors make of the divergence in global markets, and where do the opportunities really lie?
Platinum’s Julian McCormack joins the podcast to discuss:
- why Chinese stocks fell to 2009 prices, and whether they'll stay there
- how Japan has broken out of a 35 year slump
- the extent to which US markets are out of step with the rest of the world, and
- what to consider when allocating to global equities in a strange and challenging time
You can access this and previous episodes of the Your Wealth podcast now on iTunes, Podbean, Spotify or at nabtrade.com.au/yourwealth
If you’re short on time, consider listening at 1.5-2x speed, which should be shown on the screen of your device as you listen. This won’t just reduce your listening time; it has also been shown to improve knowledge retention.
Just seven stocks have driven more than 100% of the S&P500’s return so far this year – and one of them is down 22%. Can the extraordinary returns last, and can everything else catch up?
Alphinity’s global portfolio manager Mary Manning shares her thoughts on:
- why Nividia's price to earnings ratio has actually fallen, despite its rise
- which of the globe's hugest stocks can really continue to grow
- whether China is cheap enough at current prices, and
- where to look for real growth in your portfolio
You can access this and previous episodes of the Your Wealth podcast now on iTunes, Podbean, Spotify or at nabtrade.com.au/yourwealth
If you’re short on time, consider listening at 1.5-2x speed, which should be shown on the screen of your device as you listen. This won’t just reduce your listening time; it has also been shown to improve knowledge retention.
When My Millennial Money host Glen James became a financial planner, many of his clients only needed simple advice and a good system. Now he has tens of thousands of listeners, whom he hopes to ‘gift wrap’ for more complex advice in the future.
Over six years and several hundred podcast conversations, Glen has thoughts on:
- The number one question his listeners have (hint: it’s not about buying a house)
- His 1% rule for spending
- Simple automated ways to win your behaviour, and
- Why your money habits are only one part of the puzzle.
You can access this and previous episodes of the Your Wealth podcast now on iTunes, Podbean, Spotify or at nabtrade.com.au/yourwealth
If you’re short on time, consider listening at 1.5-2x speed, which should be shown on the screen of your device as you listen. This won’t just reduce your listening time; it has also been shown to improve knowledge retention.
Henry Jennings from Marcus Today has worked in markets for a long time, and he believes there are reasons to be cheerful about the outlook. The key is being patient and waiting for the signal to present itself, as the pivotal moments can set you up for success – or failure.
Tune in to hear Henry’s thoughts on:
- why markets are 90% boredom
- how the Tokyo Olympics and Tom Hanks heralded turning points for equities
- what the year could hold for materials, financial, tech and more, and
- why you don’t have to be first on a theme…but you don’t want to be last.
You can access this and previous episodes of the Your Wealth podcast now on iTunes, Podbean, Spotify or at nabtrade.com.au/yourwealth
If you’re short on time, consider listening at 1.5-2x speed, which should be shown on the screen of your device as you listen. This won’t just reduce your listening time; it has also been shown to improve knowledge retention.
As the global population grows, providing that population with food, shelter and energy becomes increasingly challenging – particularly as we aspire to reduce, rather than maintain, carbon emissions. So how do we invest in resources that meet these challenges?
Janus Henderson’s Tim Gerrard shares his thoughts on:
- the critical minerals to facilitate transition to a lower emissions world
- technological advances that offer opportunities for investors
- how to invest for high yield crops and other necessities to feed a larger population, and
- why the ASX may not offer the best opportunities for investing in resources.
You can access this and previous episodes of the Your Wealth podcast now on iTunes, Podbean, Spotify or at nabtrade.com.au/yourwealth
If you’re short on time, consider listening at 1.5-2x speed, which should be shown on the screen of your device as you listen. This won’t just reduce your listening time; it has also been shown to improve knowledge retention.
2023 was expected to bring a lot of nasty surprises - but ultimately we avoided the much predicted recession, house price collapse and share market crash... Investors can afford to go into the holiday season feeling pretty comfortable. But what's ahead for 2024?
BlackRock's Tamara Haban Beer-Stats joins the podcast to discuss:
- why 2023 defied all expectations
- what has driven the resilience in the economy and markets
- where investors should consider focussing in 2024 and
- the biggest opportunities and threats the world's biggest asset manager is thinking about.
You can access this and previous episodes of the Your Wealth podcast now on iTunes, Podbean, Spotify or at nabtrade.com.au/yourwealth
If you’re short on time, consider listening at 1.5-2x speed, which should be shown on the screen of your device as you listen. This won’t just reduce your listening time; it has also been shown to improve knowledge retention.
As interest rates have climbed, interest in fixed income investments has returned - but those who've looked at recent returns could have been in for a nasty shock, with negative total returns for several benchmarks. So why have bonds performed so poorly, and is the tide turning?
NAB Markets' Ken Crompton joins the podcast to discuss:
- the return of yield, and what it offers investors
- why the world is 'awash with debt', offering a range of investment opportunities
- simple (and complex) explanations for the volatility in bond markets
- whether recent moves in rates will help to stabilise prices
- how US debt issuance is changing markets, and
- how to incorporate fixed income into your portfolio.
You can access this and previous episodes of the Your Wealth podcast now on iTunes, Podbean, Spotify or at nabtrade.com.au/yourwealth
If you’re short on time, consider listening at 1.5-2x speed, which should be shown on the screen of your device as you listen. This won’t just reduce your listening time; it has also been shown to improve knowledge retention
As investors continue to seek offshore investment opportunities, currency becomes increasingly important. But how does one manage the risk - and potential upside - with so many variables in play?
NAB Markets' Ray Attrill joins the podcast to discuss:
- Why currency forecasting is so challenging, and so important
- His thoughts on the outlook for the Aussie dollar and US currency
- Why predictions of the Fed being forced to cut may be premature, and
- How to think about managing currency risk with your offshore portfolio, and your business.
You can access this and previous episodes of the Your Wealth podcast now on iTunes, Podbean, Spotify or at nabtrade.com.au/yourwealth
If you’re short on time, consider listening at 1.5-2x speed, which should be shown on the screen of your device as you listen. This won’t just reduce your listening time; it has also been shown to improve knowledge retention.
Despite recent falls and another interest rate increase, share prices haven’t quite dipped enough for investors to start buying again. So what will it take, and how should you think about the market in this environment?
The Motley Fool’s Scott Phillips joins the podcast to share his always entertaining thoughts on:
- How Warren Buffett screwed up an $8bn opportunity
- Why getting ‘too clever’ can cause you to miss the real gains
- His favourite beaten up stocks and sectors
- The gift horse you shouldn’t look in the mouth, and
- How to prepare for the next leg of growth.
You can access this and previous episodes of the Your Wealth podcast now on iTunes, Podbean, Spotify or at nabtrade.com.au/yourwealth
If you’re short on time, consider listening at 1.5-2x speed, which should be shown on the screen of your device as you listen. This won’t just reduce your listening time; it has also been shown to improve knowledge retention
Investing your retirement savings is a huge challenge – building enough wealth, protecting it once you’ve stopped working, and still managing to enjoy a decent standard of living. Most strategies for building wealth no longer work. But there is one research-backed plan that can help you manage your retirement savings to limit the risks.
Wealth manager and CIO Roger Montgomery joins the podcast to discuss:
- How the bucket strategy was developed and how it works
- Simple methods for limiting the downside when you’re no longer working
- The importance of investing for the short, medium and long term in retirement, and
- Tips and strategies for making the most of your accumulated wealth.
You can access this and previous episodes of the Your Wealth podcast now on iTunes, Podbean, Spotify or at nabtrade.com.au/yourwealth
If you’re short on time, consider listening at 1.5-2x speed, which should be shown on the screen of your device as you listen. This won’t just reduce your listening time; it has also been shown to improve knowledge retention.
While the macroeconomic environment remains complex, many Australian companies are just going about their business, serving their customers, making money and rewarding investors. So how does an investor find them?
Fidelity International's Casey McLean joins the podcast to discuss:
- Why one hot sector may have seen its best days
- Where to find yield and growth potential on the ASX
- How to look through challenging conditions to see future winners, and
- Where he's investing now.
You can access this and previous episodes of the Your Wealth podcast now on iTunes, Podbean, Spotify or at nabtrade.com.au/yourwealth
If you’re short on time, consider listening at 1.5-2x speed, which should be shown on the screen of your device as you listen. This won’t just reduce your listening time; it has also been shown to improve knowledge retention.
Australian investors love the resources sector, and have become accustomed to strong growth and even dividends from their favoured mining stocks. But after a sizeable correction in the red-hot lithium space and the easy money of special dividends coming to an end, should they re-think?
Gavin Wendt of MineLife joins the podcast to share:
- The outlook for iron ore, oil, lithium and more
- Why the re-rating of sky-high lithium stocks was necessary
- Which sectors are likely to be winners and losers in the near term, and
- His top pick for the energy transition and more.
You can access this and previous episodes of the Your Wealth podcast now on iTunes, Podbean, Spotify or at nabtrade.com.au/yourwealth
If you’re short on time, consider listening at 1.5-2x speed, which should be shown on the screen of your device as you listen. This won’t just reduce your listening time; it has also been shown to improve knowledge retention.
Taking a 50% pay cut doesn't sound like a great financial strategy, but for Effie Zahos, author, speaker, board member and all-round finance professional, the risk she took 20 years ago has certainly paid off. From editing Money magazine to the Financial Literacy Foundation board, she's learned a lot, and taught many.
In this broad-ranging discussion, Effie shares:
- Her four key tips for getting your finances right
- Why she avoided one of the last decade's hot stocks
- The key behavioural traits holding us back, and what to read to understand yours, and
- Where to find an extra $12,000 this year by reviewing your finances
You can access this and previous episodes of the Your Wealth podcast now on iTunes, Podbean, Spotify or at nabtrade.com.au/yourwealth
If you’re short on time, consider listening at 1.5-2x speed, which should be shown on the screen of your device as you listen. This won’t just reduce your listening time; it has also been shown to improve knowledge retention.
Markets and central banks appear increasingly hopeful that the ideal scenario - a soft landing - could be incoming, with inflation moderating, employment strong and economic growth slowing but still positive. But how great is the risk that we fall short?
Anthony Doyle from Firetrail joins the podcast to discuss:
- How confident central banks remain in their actions to date
- What a soft landing means for markets and the economy
- The steps that central banks are taking to keep their plan on track, and
- How to prepare for any eventuality, as an investor.
You can access this and previous episodes of the Your Wealth podcast now on iTunes, Podbean, Spotify or at nabtrade.com.au/yourwealth
If you’re short on time, consider listening at 1.5-2x speed, which should be shown on the screen of your device as you listen. This won’t just reduce your listening time; it has also been shown to improve knowledge retention.
By far the most requested guest for the podcast, Peter Thornhill, has authored books, given hundreds of seminars and taught thousands his (relatively) simple strategies for building and maintaining wealth.
In this interview, he discusses his views on:
- How to build wealth over time, with his simple method
- Why income matters far more than many investors believe
- His favoured stocks and companies
- How to make money in real estate (it's definitely not what you think)
- Why ETFs are not the best solution for everyone.
You can access this and previous episodes of the Your Wealth podcast now on iTunes, Podbean, Spotify or at nabtrade.com.au/yourwealth
If you’re short on time, consider listening at 1.5-2x speed, which should be shown on the screen of your device as you listen. This won’t just reduce your listening time; it has also been shown to improve knowledge retention.
With the world returning to travel, festivals and more, it’s easy to believe that the impacts of Covid are behind us. But central business districts in many countries are still struggling, and businesses are finding the challenge of getting workers back to the office harder than expected. So should investors be wary, or opportunistic?
Morningstar analyst Alex Prineas joins the podcast to share:
- What the 17% fall in the value of a single CBD office tower means for the rest of the industry
- How to measure the return to the office when the data is patchy
- Whether valuations of office AREITs have fallen sufficiently to give investors something to cheer, and
- Why your superannuation is likely affected, even if you hold no REITs in your portfolio.
You can access this and previous episodes of the Your Wealth podcast now on iTunes, Podbean, Spotify or at nabtrade.com.au/yourwealth
If you’re short on time, consider listening at 1.5-2x speed, which should be shown on the screen of your device as you listen. This won’t just reduce your listening time; it has also been shown to improve knowledge retention.
While the headlines are dominated by the remarkable resilience of residential property, the world of commercial real estate beyond our borders looks increasingly interesting. Despite the challenges for office, seniors housing, data centres and more can offer attractive returns.
Julian Campbell-Wood of Resolution Capital joins the podcast to discuss:
- The range of commercial property sectors that Australian investors generally don't have access to
- Which sectors offer the greatest opportunity in a rising rate world - and which have the greatest risk
- Why debt levels should be front of mind for investors, and
- How to look at property assets when building a portfolio for income and growth.
You can access this and previous episodes of the Your Wealth podcast now on iTunes, Podbean, Spotify or at nabtrade.com.au/yourwealth
If you’re short on time, consider listening at 1.5-2x speed, which should be shown on the screen of your device as you listen. This won’t just reduce your listening time; it has also been shown to improve knowledge retention.
NAB Chief Economist Alan Oster has a wealth of real-time economic data at his fingertips - how Australians are spending and saving, what businesses are doing and more. And it's very helpful for forecasting many things, including house prices.
Alan joins the podcast to discuss:
- Why he's optimistic about house prices - and the economy - in the medium term
- The challenges ahead as the economy starts to slow
- How consumer behaviour is shifting in the face of 12 rate hikes
- Which sectors of the economy are performing well, and
- How to plan for this changing environment
You can access this and previous episodes of the Your Wealth podcast now on iTunes, Podbean, Spotify or at nabtrade.com.au/yourwealth
If you’re short on time, consider listening at 1.5-2x speed, which should be shown on the screen of your device as you listen. This won’t just reduce your listening time; it has also been shown to improve knowledge retention.
The economic data from the US can look rosy on the surface – low unemployment, a roaring stockmarket – but under the surface, cracks are appearing. Could a US recession portend doom for global growth and your portfolio?
Platinum’s Julian McCormack joins the podcast to share:
- Why low unemployment can precede an economic downturn
- How shipping rates and consumer data are predicting turmoil
- What investors should be considering as the S&P500 continues to shine, and
- Opportunities for those who have cash to spare, and strategies for those who don't.
You can access this and previous episodes of the Your Wealth podcast now on iTunes, Podbean, Spotify or at nabtrade.com.au/yourwealth
If you’re short on time, consider listening at 1.5-2x speed, which should be shown on the screen of your device as you listen. This won’t just reduce your listening time; it has also been shown to improve knowledge retention.
With just a few weeks until 30 June, now is the time to ensure you’ve reviewed your portfolio, contributed to super, and lined up all your deductions for EOFY. Is there anything you could be missing?
Chris Balalovski, tax partner at BDO, joins the podcast to discuss:
- The deductions available to business owners, salary earners and more
- Popular strategies to optimise your position
- How to avoid getting on the wrong side of the ATO, and
- A last minute win for those with businesses
You can access this and previous episodes of the Your Wealth podcast now on iTunes, Podbean, Spotify or at nabtrade.com.au/yourwealth
If you’re short on time, consider listening at 1.5-2x speed, which should be shown on the screen of your device as you listen. This won’t just reduce your listening time; it has also been shown to improve knowledge retention.
InvestSmart’s Evan Lucas has written and spoken extensively about markets, the economy and financial behaviour. So what does he make of the current divergence between bond market pessimism and equity market optimism about the future of the economy?
When even the experts vehemently disagree about the outlook for everything, Evan gives his thoughts on:
- Why the most predicted recession on record hasn’t arrived yet
- Which sectors offer the most promise in this environment
- How to understand the signals each asset class is sending, and
- How to position yourself so your mistakes won’t hurt
You can access this and previous episodes of the Your Wealth podcast now on iTunes, Podbean, Spotify or at nabtrade.com.au/yourwealth
If you’re short on time, consider listening at 1.5-2x speed, which should be shown on the screen of your device as you listen. This won’t just reduce your listening time; it has also been shown to improve knowledge retention.
As the economy slows, the booming stocks of recent years may no longer be firing up your portfolio. So where does growth come from?
Listener favourite Roger Montgomery joins the podcast to share:
- Why profitless growth is dead, but opportunities still abound
- Which companies continue to offer value to investors
- Why the search for yield can derail your portfolio, and
- How to find diamonds in the rough
You can access this and previous episodes of the Your Wealth podcast now on iTunes, Podbean, Spotify or at nabtrade.com.au/yourwealth
If you’re short on time, consider listening at 1.5-2x speed, which should be shown on the screen of your device as you listen. This won’t just reduce your listening time; it has also been shown to improve knowledge retention.
As interest rates fell over the last decade, investors sold their fixed income portfolios and sought yield in property, equity and other higher risk sectors. Now rates are normalising, a defensive holding in your portfolio becomes much more attractive.
Fixed income portfolio manager Chris Joye of Coolabah Capital joins the podcast to discuss:
- How dramatic rate rises have affected fixed income and other asset classes
- The 101 of investing in fixed income assets
- His outlook for rates, the property market and broader asset prices, and
- His preferred opportunities in hybrids, corporate debt and more.
You can access this and previous episodes of the Your Wealth podcast now on iTunes, Podbean, Spotify or at nabtrade.com.au/yourwealth
If you’re short on time, consider listening at 1.5-2x speed, which should be shown on the screen of your device as you listen. This won’t just reduce your listening time; it has also been shown to improve knowledge retention.
As rates normalise and the world economy slows, the obvious opportunities for growth may not be right in front of you. So what should an investor be looking out for when it comes to picking the winners of the next decade?
Alison Savas from investment management boutique Antipodes Partners shares her thoughts on:
- What a winner looks like in this environment,
- How to employ the principles of pragmatic value when investing for the future
- How to avoid value traps and other pitfalls, and
- Why there are more opportunities out there for long term investors than the headlines may have you believe.
You can access this and previous episodes of the Your Wealth podcast now on iTunes, Podbean, Spotify or at nabtrade.com.au/yourwealth
If you’re short on time, consider listening at 1.5-2x speed, which should be shown on the screen of your device as you listen. This won’t just reduce your listening time; it has also been shown to improve knowledge retention.
The dominance of big tech is still a key market driver, but recent events have accelerated the risks for investors in this sector. When you’re looking for growth, what opportunities do new technology present, and to what extent should investors be cautious?
In this timely podcast, Alphinity Investment Management’s Mary Manning shares her thoughts on:
- what the collapse of Silicon Valley Bank means for start ups,
- how artificial intelligence will change the way we live, and how to profit from it
- whether regulatory risk is the key driver behind Baba’s split
- which region has zero companies she’s interested in hearing from, and
- where investors should really be looking to find profitable growth in a higher rate world.
You can access this and previous episodes of the Your Wealth podcast now on iTunes, Podbean, Spotify or at nabtrade.com.au/yourwealth
If you’re short on time, consider listening at 1.5-2x speed, which should be shown on the screen of your device as you listen. This won’t just reduce your listening time; it has also been shown to improve knowledge retention.
The Australian dollar is generally considered a risk sensitive currency, so what happens when markets are attempting to assess a US bank collapse, still hot inflation, and employment numbers that could be read two ways?
NAB’s Head of FX Strategy Ray Attrill joins the podcast to share:
- His forecast for the Aussie dollar, and outlook for the USD
- Why markets are rapidly repricing the likelihood of further rate rises
- The impact of China’s reopening on commodities and the Australian economy, and
- Whether inflation is likely to fall as quickly as central banks – and markets – are hoping.
You can access this and previous episodes of the Your Wealth podcast now on iTunes, Podbean, Spotify or at nabtrade.com.au/yourwealth
If you’re short on time, consider listening at 1.5-2x speed, which should be shown on the screen of your device as you listen. This won’t just reduce your listening time; it has also been shown to improve knowledge retention.
While many are blaming central bankers for misjudging inflation, rates and economic growth around the world, sharemarkets are hoping that they can engineer a soft landing. So how realistic is the market's current outlook?
Investors Mutual portfolio manager Dan Moore shares his thoughts on:
- Why rates matter so much for shareholders
- What needs to happen for analysts to achieve their forecasts
- Whether a 2% fall in rates - within 2 years - is unrealistically optimistic and
- What to do if you believe a miracle isn't on the horizon
You can also read Dan's thoughts here.
You can access this and previous episodes of the Your Wealth podcast now on iTunes, Podbean, Spotify or at nabtrade.com.au/yourwealth
If you’re short on time, consider listening at 1.5-2x speed, which should be shown on the screen of your device as you listen. This won’t just reduce your listening time; it has also been shown to improve knowledge retention.
Sometimes a single statistic can tell a whole story. In a complex world, where rates and inflation are driving the narrative, 10 stats can tell you a lot about what’s going on.
Hugh Selby-Smith from Talaria Capital shares the 10 stats he thinks are most telling right now, and discusses:
- Why our human bias to extrapolate can get us into trouble
- How earnings expectations are diverging from the economic outlook
- How Tesla is now worth more than the bottom 70 companies in the S&P500, and
- What all this means for investors right now.
You can read the stats for yourself here.
ou can access this and previous episodes of the Your Wealth podcast now on iTunes, Podbean, Spotify or at nabtrade.com.au/yourwealth
If you’re short on time, consider listening at 1.5-2x speed, which should be shown on the screen of your device as you listen. This won’t just reduce your listening time; it has also been shown to improve knowledge retention.
The ASX was one of the world’s top performing sharemarkets in 2022, and has burst out of the gates in 2023. So how do investors position themselves when the top might be in?
Jun Bei Liu of Tribeca Investment Partners shares her thoughts on:
- Why the banking sector may have its best half yet
- What reporting season has in store
- What to buy in a sell off, and
-
The stocks and sectors she’s staying away from*
-
Including a top pick from a favourite guest
You can access this and previous episodes of the Your Wealth podcast now on iTunes, Podbean, Spotify or at nabtrade.com.au/yourwealth
If you’re short on time, consider listening at 1.5-2x speed, which should be shown on the screen of your device as you listen. This won’t just reduce your listening time; it has also been shown to improve knowledge retention.
History may not repeat, but it can tell us a lot about the likelihood of certain outcomes, even in unusual times. Julia Lee of State Street Global Advisors has read the research, and believes it could be prophetic.
Julia shares her thoughts on:
- Which sectors have outperformed in downturns, and which haven’t
- Why the energy sector doesn’t perform the way you think it might
- What investors can learn from past performance across all asset classes, and
- Why the received wisdom about diversification needs to come with a caveat.
You can access this and previous episodes of the Your Wealth podcast now on iTunes, Podbean, Spotify or at nabtrade.com.au/yourwealth
If you’re short on time, consider listening at 1.5-2x speed, which should be shown on the screen of your device as you listen. This won’t just reduce your listening time; it has also been shown to improve knowledge retention.
New year is the time we all convince ourselves we’re going to be better, and getting our wealth sorted is often high on the list. So what does one of our favourite commentators wish we’d all buy, hold, sell and do for 2023?
Scott Phillips joins the podcast to discuss a bit of everything, including:
- Why markets are doing what they’re doing right now
- Which shares are very hard to resist at current prices
- How to prepare yourself for a higher rate environment, and
- The decisions you can make today to set yourself up for an awesome year.
You can access this and previous episodes of the Your Wealth podcast now on iTunes, Podbean, Spotify or at nabtrade.com.au/yourwealth
If you’re short on time, consider listening at 1.5-2x speed, which should be shown on the screen of your device as you listen. This won’t just reduce your listening time; it has also been shown to improve knowledge retention.
Henry Jennings from Marcus Today has had a good 2022, but the work of an investor is never done. So, what has he learned?
Henry shares:
- What worked and what didn't in 2022
- Which sectors continue to have promise, and which are looking clouded
- His outlook for 2023
- And why - and how - you've got to be willing to buy and sell the hot stocks in order to make your gains stick.
You can access this and previous episodes of the Your Wealth podcast now on iTunes, Podbean, Spotify or at nabtrade.com.au/yourwealth
If you’re short on time, consider listening at 1.5-2x speed, which should be shown on the screen of your device as you listen. This won’t just reduce your listening time; it has also been shown to improve knowledge retention.
Protecting your wealth is becoming increasingly challenging in a digital world. As recent corporate data breaches have shown, data is big business, and keeping yours safe is critical.
NAB’s Security Team joins the podcast to share:
- Why your data can be at risk through no fault of your own
- What you can do if your data has been breached, or you think it has
- What companies and small business can do to better protect their customers, and
- How to protect yourself as best you can
ou can access this and previous episodes of the Your Wealth podcast now on iTunes, Podbean, Spotify or at nabtrade.com.au/yourwealth
If you’re short on time, consider listening at 1.5-2x speed, which should be shown on the screen of your device as you listen. This won’t just reduce your listening time; it has also been shown to improve knowledge retention.
Energy has been the strongest performing sector on the ASX this year, and investors are more excited about materials than ever. So what has changed in the outlook for the world’s key resources?
MineLife’s Gavin Wendt joins the podcast to share his thoughts on:
- Why prices for key metals could stay high for the foreseeable future
- What high energy prices mean for the global economy
- How the transition to renewables will affect battery metals and more, and
- Which resources he’s most bullish – and bearish – on in the near time
You can access this and previous episodes of the Your Wealth podcast now on iTunes, Podbean, Spotify or at nabtrade.com.au/yourwealth
If you’re short on time, consider listening at 1.5-2x speed, which should be shown on the screen of your device as you listen. This won’t just reduce your listening time; it has also been shown to improve knowledge retention.
When the economic environment is uncertain, it can pay to cut out the noise and look to company fundamentals. But where should an investor look when so many big names are under water and facing a downturn?
Firetrail Investments’ Anthony Doyle joins the podcast to discuss:
- Why markets are struggling to direction after heavy falls this year
- How investors should view the coming economic challenges
- Where opportunities exist despite the challenges, and
- Hot stocks in sectors that might spark your interest.
You can access this and previous episodes of the Your Wealth podcast now on iTunes, Podbean, Spotify or at nabtrade.com.au/yourwealth
If you’re short on time, consider listening at 1.5-2x speed, which should be shown on the screen of your device as you listen. This won’t just reduce your listening time; it has also been shown to improve knowledge retention.
Following a ‘bull market of galactic proportions’, this year’s falls across nearly all asset classes have made life difficult for many investors. The ultimate question – are we there yet?
Platinum Asset Management’s Julian McCormack has been vocal about the challenges ahead for global equities, and talks to:
- Why US unemployment could head to 10% before it falls below 4% again
- Why earnings estimates remain ‘fanciful’
- The strange bullishness in this bear market, and
- Why patience is a virtue for all investors.
You can access this and previous episodes of the Your Wealth podcast now on iTunes, Podbean, Spotify or at nabtrade.com.au/yourwealth
If you’re short on time, consider listening at 1.5-2x speed, which should be shown on the screen of your device as you listen. This won’t just reduce your listening time; it has also been shown to improve knowledge retention.
While we all like to believe we’re rational beings, our financial decisions – from buying a coffee to buying a house – often suggest otherwise. So how do we get a grip on our emotions in order to grow our wealth?
Evan Lucas from InvestSmart shares the key insights from his new book, including:
- How to understand your financial decision making
- What drives us to do the things we do
- The impact relationships have on our financial decision making, and
- How to improve your thinking and stay on track.
You can access this and previous episodes of the Your Wealth podcast now on iTunes, Podbean, Spotify or at nabtrade.com.au/yourwealth
If you’re short on time, consider listening at 1.5-2x speed, which should be shown on the screen of your device as you listen. This won’t just reduce your listening time; it has also been shown to improve knowledge retention.
Investors using traditional metrics to assess the value of a company have had a long decade in the wilderness, but the recent weakness in equity markets is starting to expose opportunities.
Perpetual Investment’s Deputy Head of Equities Vince Pezzullo shares his thoughts on:
- What normalisation really means for markets
- Why the trends of deglobalisation and decarbonisation aren’t going away
- The standout performers in Australia’s recent reporting season, and
- The most attractive factors to look for right now.
You can access this and previous episodes of the Your Wealth podcast now on iTunes, Podbean, Spotify or at nabtrade.com.au/yourwealth
If you’re short on time, consider listening at 1.5-2x speed, which should be shown on the screen of your device as you listen. This won’t just reduce your listening time; it has also been shown to improve knowledge retention.
Investors are always looking for an exciting bandwagon, but Morningstar’s global research has tracked thematic portfolios back to the 1950s, and found many don’t survive. So what should you be looking for?
Morningstar’s research manager Justin Walsh shares his thoughts on:
- Why we’re so bad at picking winners
- Some of the big hits of the past that fizzled, and some that survived
- What investors should be looking for when choosing a portfolio, and
- Why the data tells a story that the marketing campaigns might hide
You can access this and previous episodes of the Your Wealth podcast now on iTunes, Podbean, Spotify or at nabtrade.com.au/yourwealth
If you’re short on time, consider listening at 1.5-2x speed, which should be shown on the screen of your device as you listen. This won’t just reduce your listening time; it has also been shown to improve knowledge retention.
As the ASX200 tracks sideways, and global markets stumble, the easy wins from 2020 seem a long time ago. So how does an investor approach these more challenging times?
Veteran stock picker Henry Jennings of Marcus Today gives his thoughts on:
- Some of his top picks on the ASX
- Why a good story may not cut it anymore
- The research process that helps uncover gems in a difficult market and
- Why a long term strategy is critical.
You can access this and previous episodes of the Your Wealth podcast now on iTunes, Podbean, Spotify or at nabtrade.com.au/yourwealth
If you’re short on time, consider listening at 1.5-2x speed, which should be shown on the screen of your device as you listen. This won’t just reduce your listening time; it has also been shown to improve knowledge retention.
The great shifts in our society have created dramatic wealth creation opportunities for those who can read the signs. So what does the world’s largest asset manager look for and how can an investor ensure they’re riding the right wave?
BlackRock’s Tommy Taw shares his thoughts on:
- The three key features of a sustainable megatrend
- The five major trends driving change in today’s world
- How to ensure that you’re exposed to the winners of tomorrow, and
- Why concentration risk matters for investors seeking to invest in change.
You can access this and previous episodes of the Your Wealth podcast now on iTunes, Podbean, Spotify or at nabtrade.com.au/yourwealth
If you’re short on time, consider listening at 1.5-2x speed, which should be shown on the screen of your device as you listen. This won’t just reduce your listening time; it has also been shown to improve knowledge retention.
With equities under pressure and property and bonds suffering, investors could be forgiven for wondering what else is out there. What about private equity, infrastructure and venture capital?
Wilson Asset Management portfolio manager Dania Zinurova has spent her career focussing on real assets, and shares her thoughts on:
- Why retail investors have been excluded from alternative assets in the past
- What opportunities lie outside traditional asset classes
- How venture capital and private equity offer alternative runways for investors, and
- How to access assets without consistent liquidity – without losing access to your capital.
You can access this and previous episodes of the Your Wealth podcast now on iTunes, Podbean, Spotify or at nabtrade.com.au/yourwealth
If you’re short on time, consider listening at 1.5-2x speed, which should be shown on the screen of your device as you listen. This won’t just reduce your listening time; it has also been shown to improve knowledge retention.
Interest rates are rising, and Coolabah Capital’s Chris Joye is predicting house prices will fall by 15-25%... at least. This isn’t just a clickbait headline – it’s a data driven forecast based on the RBA’s own model. So what could that mean?
Chris shares his thoughts on:
- The impact of rising rates across the economy, and why all assets have been hit
- Why mortgage defaults are inevitable, and what that means for the economy
- How lower rates have increased house price volatility
- Which asset classes are offering value as rates rise, and
- Why interest rates may not rise as much as investors fear.
You can access this and previous episodes of the Your Wealth podcast now on iTunes, Podbean, Spotify or at nabtrade.com.au/yourwealth
If you’re short on time, consider listening at 1.5-2x speed, which should be shown on the screen of your device as you listen. This won’t just reduce your listening time; it has also been shown to improve knowledge retention.
As the market adjusts to higher inflation and higher rates, many investors are thinking about the ‘sleep at night factor’. But there are other sleep at night factors that may be hiding in your portfolio – are you okay with investing in tobacco, armaments or companies with holdings in Russia, for example?
So how do you invest to ensure you can sleep at night? JBWere’s Head of Responsible Investing and Alternatives Gillian Gordon shares:
- Why the world’s wealthiest people are serious about responsible investing
- How to create a framework that works for you when building a portfolio
- What factors you should consider when building your wealth, and
- What to look out for with ‘greenwashing’ and other marketing strategies.
You can access this and previous episodes of the Your Wealth podcast now on iTunes, Podbean, Spotify or at nabtrade.com.au/yourwealth
If you’re short on time, consider listening at 1.5-2x speed, which should be shown on the screen of your device as you listen. This won’t just reduce your listening time; it has also been shown to improve knowledge retention.
With the S&P500 in firm bear market territory, investors are getting worried. Is it time to buy, and if so, what should you be looking out for?
Maroun Younes, portfolio manager of the Fidelity Global Emerging Leaders fund, shares his thoughts on:
- The single most important thing to look for in a company right now
- Which markets offer the safest upside
- Why some of the world’s best companies underperformed for a decade in the early 2000s, and
- What to avoid if the sell off deepens.
You can access this and previous episodes of the Your Wealth podcast now on iTunes, Podbean, Spotify or at nabtrade.com.au/yourwealth
If you’re short on time, consider listening at 1.5-2x speed, which should be shown on the screen of your device as you listen. This won’t just reduce your listening time; it has also been shown to improve knowledge retention
After years of ‘valuing’ businesses on sales, total addressable market and other blue sky metrics, the market is suddenly getting very serious about… profits. So should investors rethink their holdings in this new (old) world?
Popular guest and fund manager, Dan Moore of Investors Mutual, shares his thoughts on:
- Why the days of growth at any cost are over
- Where to find value as the market rotates into formerly unloved sectors
- What to look for as the outlook remains subdued, and
- How to love boring stocks again.
You can access this and previous episodes of the Your Wealth podcast now on iTunes, Podbean, Spotify or at nabtrade.com.au/yourwealth
If you’re short on time, consider listening at 1.5-2x speed, which should be shown on the screen of your device as you listen. This won’t just reduce your listening time; it has also been shown to improve knowledge retention.
In the early 2000s, the tech-heavy Nasdaq index lost almost 77% of its value – and didn’t make another new high for 15 years. Today’s behemoths like Amazon were caught up in the sell off, and took two decades to recover. Is the recent sell off in global equities going to repeat history?
Platinum Investment’s Julian McCormack shares his thoughts on:
- Why there’s further to go in this downward trend
- How to respond to a bear market
- Where there are pockets of value around the world worth focussing on
- What is driving the market lower, and
- Why it isn’t the end of the world – just the end of the cycle.
You can access this and previous episodes of the Your Wealth podcast now on iTunes, Podbean, Spotify or at nabtrade.com.au/yourwealth
If you’re short on time, consider listening at 1.5-2x speed, which should be shown on the screen of your device as you listen. This won’t just reduce your listening time; it has also been shown to improve knowledge retention.
Interest rates have been low and falling for over a decade. Rising inflation has forced the RBA to raise rates two years earlier than expected, and the implications are huge.
AMP’s Shane Oliver shares his thoughts on:
- Why rates will go higher from here, and how quickly
- How rising inflation threatens the global economy
- The impact rising rates will have on equity and property markets, and
- Why taking a long term view is critical as asset prices falter.
You can access this and previous episodes of the Your Wealth podcast now on iTunes, Podbean, Spotify or at nabtrade.com.au/yourwealth
If you’re short on time, consider listening at 1.5-2x speed, which should be shown on the screen of your device as you listen. This won’t just reduce your listening time; it has also been shown to improve knowledge retention.
In a cycle where negative events are almost biblical in their proportion (floods and plagues), it’s hard to keep the upside in mind. But as Gaurav Sodhi of the Intelligent Investor tells it, you need to look for the opportunity in challenging times.
In this conversation, Gaurav shares:
- His ‘diabolical motive’ for loving resources
- How to be an outsider in a market that likes consensus
- Two sectors where you can cultivate a competitive advantage
- Why he’s rotating out of his most recent big wins,
- And whether there’s still a mispricing opportunity in commodities, among other things.
You can access this and previous episodes of the Your Wealth podcast now on iTunes, Podbean, Spotify or at nabtrade.com.au/yourwealth
If you’re short on time, consider listening at 1.5-2x speed, which should be shown on the screen of your device as you listen. This won’t just reduce your listening time; it has also been shown to improve knowledge retention.
Roger Montgomery joined this podcast last year and shared three reasons why he was bullish on this market. As rates rise, inflationary pressures build, and the war in Ukraine continues, has his view changed?
Popular guest Roger Montgomery of Montgomery Investment Management shares his thoughts on:
- How seriously we need to take rising inflation
- Why the risk of a correction is ever present
- Which sectors have the greatest potential
- If it is too late to get on board the lithium train, and
- Why investors should seek exposure to high quality growth, and where to find it.
You can access this and previous episodes of the Your Wealth podcast now on iTunes, Podbean, Spotify or at nabtrade.com.au/yourwealth
If you’re short on time, consider listening at 1.5-2x speed, which should be shown on the screen of your device as you listen. This won’t just reduce your listening time; it has also been shown to improve knowledge retention.
Persistently high inflation, decade high oil prices and the threat of rising interest rates are making investors nervous. But what if we’ve seen all these factors before, and it’s possible to imagine who might win and lose in the coming year?
Veteran stockpicker Henry Jennings from Marcus Today shares his thoughts on:
- Which sectors have strong tailwinds in the current environment
- The milestones to look for when picking a potential mining multibagger
- What to avoid in a high interest rate environment, and
- How he learned to trade in the ‘pit’ and what lessons can be learnt for today’s market.
You can access this and previous episodes of the Your Wealth podcast now on iTunes, Podbean, Spotify or at nabtrade.com.au/yourwealth
If you’re short on time, consider listening at 1.5-2x speed, which should be shown on the screen of your device as you listen. This won’t just reduce your listening time; it has also been shown to improve knowledge retention.
Supply chain pressures and war in Ukraine have driven commodity prices to record levels, from oil and gas to nickel and copper, as well as gold and iron ore at multi year highs. The ASX200 is a resource-heavy index, but you may be underweight.
So are higher prices – and higher demand – here to stay? Gavin Wendt from MineLife shares his thoughts on:
- How high prices can really go
- What factors are driving prices, and how persistent they are likely to be
- Which resources are likely to offer the strongest outlook, and
- What to avoid if you’re getting on board.
You can access this and previous episodes of the Your Wealth podcast now on iTunes, Podbean, Spotify or at nabtrade.com.au/yourwealth
If you’re short on time, consider listening at 1.5-2x speed, which should be shown on the screen of your device as you listen. This won’t just reduce your listening time; it has also been shown to improve knowledge retention.
Some of the world’s biggest tech stocks are down more than 50% from their highs, as investors question paying eye-watering multiples in a rising interest rate environment. So is this a time to buy, or stay well away?
Andrew Macken of Montaka Global Investments joins the podcast from the US, to discuss:
- Why profitless growth is a dangerous game in this environment
- How monetary policy affects the tech sector
- Which companies will survive a rout
- Whether the day of reckoning is really here, and
- How investors can play this market.
You can access this and previous episodes of the Your Wealth podcast now on iTunes, Podbean, Spotify or at nabtrade.com.au/yourwealth
If you’re short on time, consider listening at 1.5-2x speed, which should be shown on the screen of your device as you listen. This won’t just reduce your listening time; it has also been shown to improve knowledge retention.
Talk of rising interest rates is making markets jumpy. But how high are rates expected to go, how quickly, and what are the likely impacts?
nab Markets Head of Research Ivan Colhoun has spent a lifetime watching rates, and shares his analysis on:
- What ‘normal’ interest rates look like, and how quickly we’re likely to get there
- How seriously we need to take rising inflation
- Why Australia differs from the US, and other large economies, and
- How rising rates will affect businesses, consumers and markets around the world.
You can access this and previous episodes of the Your Wealth podcast now on iTunes, Podbean, Spotify or at nabtrade.com.au/yourwealth
If you’re short on time, consider listening at 1.5-2x speed, which should be shown on the screen of your device as you listen. This won’t just reduce your listening time; it has also been shown to improve knowledge retention.
When Chris Conway bought his first shares, he doubled his money – then came close to losing it all. So how does a novice learn to trade and invest after a wild early ride?
These days Chris is a popular trading specialist, as well as Marcus Today’s lead fund manager, and in this podcast he shares:
- The five books he recommends every trader read
- Why early wins can set you up for failure
- His preferred technical indicators, and
- The models he uses to unearth potential gems in a volatile market.
Want to learn more about technical analysis? Join nabtrade's upcoming webinar with Chris Conway, who will demonstrate how technical analysis can be used to improve the performance of your portfolio. Register now.
You can access this and previous episodes of the Your Wealth podcast now on iTunes, Podbean, Spotify or at nabtrade.com.au/yourwealth
If you’re short on time, consider listening at 1.5-2x speed, which should be shown on the screen of your device as you listen. This won’t just reduce your listening time; it has also been shown to improve knowledge retention.
Eleanor Swanson from Firetrail Investments is well known for having ‘thumped the table’ to get her older peers to take note of Afterpay. With a background in science, though, now she’s looking to medical biotech and more for growth.
In this discussion, she shares:
- How to keep your eyes open for growth opportunities
- Which sectors have the greatest potential
- Four stocks to add to your watchlist, and
- Why the impact of Covid will continue to fuel demand at your local laser clinic.
You can access this and previous episodes of the Your Wealth podcast now on iTunes, Podbean, Spotify or at nabtrade.com.au/yourwealth
If you’re short on time, consider listening at 1.5-2x speed, which should be shown on the screen of your device as you listen. This won’t just reduce your listening time; it has also been shown to improve knowledge retention.
Looking to boost your portfolio in 2022? The Motley Fool’s top stockpicker Scott Phillips shares two stocks he would hold for the long term, and five to consider adding right now.
In this entertaining conversation, Scott discusses:
- Why knowing the product doesn’t mean you know the stock
- His thoughts on Kogan, Adore Beauty and Treasury Wine Estates
- How Warren Buffett continues to deliver for shareholders, and
- His best tips to avoid disappointment in 2022.
You can access this and previous episodes of the Your Wealth podcast now on iTunes, Podbean, Spotify or at nabtrade.com.au/yourwealth
If you’re short on time, consider listening at 1.5-2x speed, which should be shown on the screen of your device as you listen. This won’t just reduce your listening time; it has also been shown to improve knowledge retention.
With the market tracking sideways for several months, investors are starting to bide their time, waiting for a sell off. In the meantime though, what do you want to hold?
Tribeca Investment Partners' portfolio manager Jun Bei Liu has suggestions for a lacklustre market, including:
- The stock she’s dying to buy, if it falls 20%
- What she’s sold short, and now holds long
- Shares that just keep on delivering, and
- Signs to watch out for, if you’re thinking of selling.
You can access this and previous episodes of the Your Wealth podcast now on iTunes, Podbean, Spotify or at nabtrade.com.au/yourwealth
If you’re short on time, consider listening at 1.5-2x speed, which should be shown on the screen of your device as you listen. This won’t just reduce your listening time; it has also been shown to improve knowledge retention.
Banks, healthcare and the big miners make up well over 50% of the average portfolio on nabtrade, but their fortunes have waxed and waned. So where are the winners, and what is best to avoid?
Blackmore Capital Chief Investment Officer Marcus Bogdan shares his thoughts on:
- Which stocks are really defensive when airports and toll roads are vulnerable
- Why bank credit quality matters in a low rate environment
- Where we find ourselves in the earnings cycle, and
- The high yielding stocks worth another look.
You can access this and previous episodes of the Your Wealth podcast now on iTunes, Podbean, Spotify or at nabtrade.com.au/yourwealth
If you’re short on time, consider listening at 1.5-2x speed, which should be shown on the screen of your device as you listen. This won’t just reduce your listening time; it has also been shown to improve knowledge retention.
Want to know which way markets are headed? Sometimes you’ve just got to pay attention to the right numbers. In this podcast, Hugh Selby-Smith of Talaria Capital shares 8 stats that he’s paying close attention to.
With inflation rising and interest rates potentially heading the same way, Hugh discusses:
- Whether rising prices are really that big a deal
- Where to hide in an inflationary cycle
- The true opportunities outside big tech and the megacaps, and
- Why you can’t afford not to invest, even when the market looks fully valued.
You can access this and previous episodes of the Your Wealth podcast now on iTunes, Podbean, Spotify or at nabtrade.com.au/yourwealth
If you’re short on time, consider listening at 1.5-2x speed, which should be shown on the screen of your device as you listen. This won’t just reduce your listening time; it has also been shown to improve knowledge retention.
The headlines about China’s economy are not encouraging right now. From the potential collapse of one of the world’s most indebted companies, ghost cities being demolished and a crackdown on tech, education and more, many investors are wondering whether it’s time to get out.
Platinum Investment’s Julian McCormack joins the podcast to discuss:
- Whether Evergrande could prove China’s ‘Lehmann moment’ (ie crash the global economy)
- Why a tech crackdown was inevitable, and what it means for investors
- How an ageing population will affect China’s economy
- Why Chinese markets attract ‘breathless reporting’, and
- Whether valuations are attractive relative to other developed markets.
You can access this and previous episodes of the Your Wealth podcast now on iTunes, Podbean, Spotify or at nabtrade.com.au/yourwealth
If you’re short on time, consider listening at 1.5-2x speed, which should be shown on the screen of your device as you listen. This won’t just reduce your listening time; it has also been shown to improve knowledge retention.
Roger Montgomery joined this podcast in January, and predicted a strong year for equities, which has proved prophetic. He doesn’t think the good times are over.
In this podcast Roger explains why he thinks that fears of a significant downturn are overstated, and discusses:
- The macro trends underpinning market growth
- Why a correction could happen at any time, but won’t be cataclysmic
- How rising interest rates could affect share performance, and
- Why it pays to be optimistic.
You can access this and previous episodes of the Your Wealth podcast now on iTunes, Podbean, Spotify or at nabtrade.com.au/yourwealth
If you’re short on time, consider listening at 1.5-2x speed, which should be shown on the screen of your device as you listen. This won’t just reduce your listening time; it has also been shown to improve knowledge retention.
Market downturns are inevitable, and while ‘buying the dip’ is today’s maxim, it’s hard to hold your nerve when you’ve lost 30% or more of your capital. So what will you do when the market falls?
The Motley Fool’s Scott Phillips joins Your Wealth to share his thoughts on:
- Where to keep your money when markets are risky
- How much cash you need to ensure you’re optimising your portfolio
- What sort of investments to hold when markets fall, and
- What to do if fear is keeping you up at night.
You can access this and previous episodes of the Your Wealth podcast now on iTunes, Podbean, Spotify or at nabtrade.com.au/yourwealth
If you’re short on time, consider listening at 1.5-2x speed, which should be shown on the screen of your device as you listen. This won’t just reduce your listening time; it has also been shown to improve knowledge retention.
Perpetual Investments fund manager Vince Pezzullo commented ‘the easy money has been made’ in equities – back in February. With the ASX200 now considerably higher, how does an investor choose what to buy, and what to keep?
As investors grapple with these questions, Vince shares his thoughts on:
- Sectors that offer relative value in the current environment
- How to look through the challenges of lockdowns and border closures to focus on business quality
- Where to find rich dividends, and
- What to avoid in building a long term portfolio.
You can access this and previous episodes of the Your Wealth podcast now on iTunes, Podbean, Spotify or at nabtrade.com.au/yourwealth
If you’re short on time, consider listening at 1.5-2x speed, which should be shown on the screen of your device as you listen. This won’t just reduce your listening time; it has also been shown to improve knowledge retention.
With the market at record highs, Covid spreading and a damning report on global warming from the IPCC, it would be easy to think that all the market risks are to the downside. Yet ethical fund manager Nathan Bell believes there’s always somewhere you want to invest your money.
Nathan Bell of InvestSmart joins Your Wealth to discuss:
- The biggest mistake he’s made in investing
- How ethical choices make investing easier – and more profitable
- Where he’s looking for opportunity and value in this market, and
- Why what to buy is often easier than when to sell
You can access this and previous episodes of the Your Wealth podcast now on iTunes, Podbean, Spotify or at nabtrade.com.au/yourwealth
If you’re short on time, consider listening at 1.5-2x speed, which should be shown on the screen of your device as you listen. This won’t just reduce your listening time; it has also been shown to improve knowledge retention.
Despite the pandemic, the healthcare sector both domestically and internationally has actually underperformed many others, as non-Covid related treatments have been postponed or cancelled. So does the sector offer opportunities for the forward thinking, or will the changing nature of Covid keep undermining a ‘return to normal’?
Dr Bianca Ogden has a PhD in virology and a bird’s eye view of emerging healthcare opportunities as the portfolio manager of Platinum’s Global Healthcare Fund. In this podcast she shares:
- The threat of Covid’s new variants, and how science is responding
- Opportunities in global healthcare, and how they’ve been affected by the pandemic
- Which sectors are most undervalued, and
- Emerging technologies and their potential.
You can access this and previous episodes of the Your Wealth podcast now on iTunes, Podbean, Spotify or at nabtrade.com.au/yourwealth
If you’re short on time, consider listening at 1.5-2x speed, which should be shown on the screen of your device as you listen. This won’t just reduce your listening time; it has also been shown to improve knowledge retention.
Talk of rising inflation has been threatening to knock share markets off their record highs, but many investors have no real experience of a high inflation environment. Is it really a big deal, and should investors be positioning for a downturn?
Fidelity’s global cross asset specialist Anthony Doyle joins Your Wealth to discuss:
- What central banks really fear (and it’s not rising inflation)
- Why inflation can be low while your expenses keep rising well ahead of your income
- How the experience of the 1970s has shaped recent policy decisions
- Which assets and markets are likely to thrive if inflation starts to rise, and
- How to ensure you’re well positioned, whichever way the numbers go.
You can access this and previous episodes of the Your Wealth podcast now on iTunes, Podbean, Spotify or at nabtrade.com.au/yourwealth
If you’re short on time, consider listening at 1.5-2x speed, which should be shown on the screen of your device as you listen. This won’t just reduce your listening time; it has also been shown to improve knowledge retention.
The start of a new financial year brings new tax and super rules, and an opportunity to reset your goals and investment portfolio. So how do you make the most of this time, to ensure you’re set for next 30 June, and the years ahead?
Co-founder of the Switzer Report Paul Rickard joins nabtrade to discuss:
- How new super rules could affect you, and what you can do about it
- Strategies to improve your portfolio’s performance
- Opportunities to ensure your tax position is optimised for 30 June, and
- How to ensure your long term investment strategy aligns with your goals, and you stay on track.
You can access this and previous episodes of the Your Wealth podcast now on iTunes, Podbean, Spotify or at nabtrade.com.au/yourwealth
If you’re short on time, consider listening at 1.5-2x speed, which should be shown on the screen of your device as you listen. This won’t just reduce your listening time; it has also been shown to improve knowledge retention.
Often the greatest growth is in areas that are accessible and tangible to everyone such as the rise in tech. However, an area with a more niche demographic that shouldn’t be overlooked is e-sports - professional competitive video gaming.
Van Eck’s Damon Gosen joins us to breakdown this industry and discuss:
- The significance and magnitude of it and how it’s only just scratching the surface
- How it’s become a disruptive innovation
- The growing revenue channels including sponsorship, media rights and streaming
- Stocks you could invest in to capitalise on this opportunity, and
- The main drivers of this industry.
You can access this and previous episodes of the Your Wealth podcast now on iTunes, Podbean, Spotify or at nabtrade.com.au/yourwealth
If you’re short on time, consider listening at 1.5-2x speed, which should be shown on the screen of your device as you listen. This won’t just reduce your listening time; it has also been shown to improve knowledge retention.
Morningstar’s Mark LaMonica describes himself as a ‘lonely bear in a bull market’ – despite having most of his wealth in equities. With decades of experience analysing markets and equities, he’s seeing signs of a bubble – or bubbles – everywhere. So what does an investor need to look out for?
As markets return to their highs, Mark joins Your Wealth to discuss:
- What finfluencers, Reddit boards and stonk memes have in common with previous bubbles
- Whether social media is feeding excessive prices for assets of all kinds
- Why the latest ‘financial experts’ are only a couple of textbook pages ahead of their students
- How lack of experience can be dangerous, and
- How to avoid the excesses, and still grow your wealth and knowledge.
You can access this and previous episodes of the Your Wealth podcast now on iTunes, Podbean, Spotify or at nabtrade.com.au/yourwealth
If you’re short on time, consider listening at 1.5-2x speed, which should be shown on the screen of your device as you listen. This won’t just reduce your listening time; it has also been shown to improve knowledge retention.
Pundits are talking about the potential for a commodities ‘supercycle’, with iron ore and other commodities prices soaring to record levels. Yet the International Energy Agency has called for no new oil, gas or coal projects to achieve net zero by 2050. So how should investors approach materials and energy?
nab’s Head of Commodities Research Lachlan Shaw joins us again to discuss:
- His short and long term forecasts for iron ore, copper and other key commodities
- Why iron ore prices are soaring, but may fall back to earth
- What the key factors are driving the ‘supercycle’ narrative, and
- How net zero targets will affect demand for lithium, coal, gas, oil and more.
You can access this and previous episodes of the Your Wealth podcast now on iTunes, Podbean, Spotify or at nabtrade.com.au/yourwealth
If you’re short on time, consider listening at 1.5-2x speed, which should be shown on the screen of your device as you listen. This won’t just reduce your listening time; it has also been shown to improve knowledge retention.
With recent lockdowns in Perth and horrifying infection rates in India, Covid’s impact is still being felt in Australia and around the world. Many popular reopening trade stocks are at or above their pre-Covid highs, so is now time to take profits or look for further bargains?
Investors Mutual Portfolio Manager Dan Moore was the guest on Your Wealth’s highest rated podcast, recorded just as markets started to fall in Feb 2020. A year later he gives his thoughts on:
- The downside risks to travel stocks, healthcare and more
- Why capital raisings may not be fully priced into share prices
- How to ensure you’re not paying too much for a great story
- Why ‘steady Eddy’ companies are still offering value, and
- Why Cochlear implant demand has soared since masks were introduced.
You can access this and previous episodes of the Your Wealth podcast now on iTunes, Podbean, Spotify or at nabtrade.com.au/yourwealth
If you’re short on time, consider listening at 1.5-2x speed, which should be shown on the screen of your device as you listen. This won’t just reduce your listening time; it has also been shown to improve knowledge retention.
With the S&P500 and the Nasdaq at record highs, investors are increasingly nervous about the valuations of global technology stocks. Can the ride continue or is it time for caution in the growth engine of the stock market?
Montaka Global Investments Chief Investment Officer Andrew Macken shares his thoughts on:
- Why the world’s best companies will keep on growing
- How his views on buying ‘value’ companies have changed
- What constitutes a great business, and how to identify its attributes, and
- Which tech opportunities should be approached with caution.
You can access this and previous episodes of the Your Wealth podcast now on iTunes, Podbean, Spotify or at nabtrade.com.au/yourwealth
If you’re short on time, consider listening at 1.5-2x speed, which should be shown on the screen of your device as you listen. This won’t just reduce your listening time; it has also been shown to improve knowledge retention.
The research into well-being and its causes has often avoided the topic of finance - yet we all know that money, or the lack of it, can have a material impact on our happiness. nab economist Dean Pearson specialises in how wealth impacts well-being, and in this podcast shares: * Why time - and home ownership - matter so much * How Covid affected the nation’s economic and emotional well-being * What types of debt dramatically reduce well-being * Why your mortgage might be a source of satisfaction, not despair, and * How to invest and spend for maximum happiness.
You can access this and previous episodes of the Your Wealth podcast now on iTunes, Podbean, Spotify or at nabtrade.com.au/yourwealth
If you’re short on time, consider listening at 1.5-2x speed, which should be shown on the screen of your device as you listen. This won’t just reduce your listening time; it has also been shown to improve knowledge retention.
It’s one thing to be searching for the next Afterpay, but the next Amazon or Google presents an even greater opportunity. So what differentiates a company that has the potential to dominate its market?
Hyperion Asset Management believe we’re in a ‘winner takes all’ world. In this podcast, Chair Tim Samway shares:
- The key characteristics of a future winner
- Sectors and industries ripe for disruption
- Why 70% of Australia’s sharemarket is dominated by old world companies, and
- Why Tesla is their biggest share holding.
You can access this and previous episodes of the Your Wealth podcast now on iTunes, Podbean, Spotify or at nabtrade.com.au/yourwealth
If you’re short on time, consider listening at 1.5-2x speed, which should be shown on the screen of your device as you listen. This won’t just reduce your listening time; it has also been shown to improve knowledge retention.
Investors looking for growth potential often find their best opportunities outside the ASX100. With many stocks and sectors overvalued, and others crunched by Covid, how do you find the next big thing?
DNR Capital portfolio manager Sam Twidale talks about the potential in small caps, including:
- Which sectors are most likely to perform as domestic and international borders reopen
- Why the electric vehicle story is not going away, but there are safer plays than Tesla
- Long term trends and which small companies are likely to benefit, and
- When to sell in frothy sectors like buy now, pay later.
You can access this and previous episodes of the Your Wealth podcast now on iTunes, Podbean, Spotify or at nabtrade.com.au/yourwealth If you’re short on time, consider listening at 1.5-2x speed, which should be shown on the screen of your device as you listen. This won’t just reduce your listening time; it has also been shown to improve knowledge retention.
Note: nabtrade Academy has launched. It's designed to help you learn more about investing - no matter what stage of the investment journey you are on. Find out more here.
NAB Markets’ Ray Attrill has a strong track record forecasting the Australian dollar, US dollar and more. With rates at record lows, quantitative easing, and a global reopening on the horizon, what’s in store for the world’s major currencies?
Ray again joins Gemma Dale to discuss:
- Why he believes the AUD will rise against the USD
- The key drivers of currency movements this year
- The challenges of bitcoin and crypto for currency forecasters
- The risks to his forecast for 2021, and
- Why he’s the current world champion currency forecaster – for this quarter.
You can access this and previous episodes of the Your Wealth podcast now on iTunes, Podbean, Spotify or at nabtrade.com.au/yourwealth If you’re short on time, consider listening at 1.5-2x speed, which should be shown on the screen of your device as you listen. This won’t just reduce your listening time; it has also been shown to improve knowledge retention.
Note: nabtrade Academy has launched. It's designed to help you learn more about investing - no matter what stage of the investment journey you are on. Find out more here.
Investors have increasingly been looking to Australian Real Estate Investment Trusts (AREITs) for income as interest rates fall, but Covid disruptions to retail shopping centres and office buildings have caused valuations to fluctuate. So do AREITs offer opportunity, and which sectors are worth looking at?
Charter Hall AREIT portfolio manager Jonathan Kriska offers his thoughts on:
- Why new sectors such as childcare centres and retirement living are growing
- The risks to office and retail property in a post Covid world
- Why industrial space such as warehouses for online commerce are booming
- How to diversify your property exposure, and why it matters, and
- The likely yields and capital growth potential of the REIT market in 2021.
You can access this and previous episodes of the Your Wealth podcast now on iTunes, Podbean, Spotify or at nabtrade.com.au/yourwealth If you’re short on time, consider listening at 1.5-2x speed, which should be shown on the screen of your device as you listen. This won’t just reduce your listening time; it has also been shown to improve knowledge retention.
Note: nabtrade Academy is launching soon. It's designed to help you learn more about investing - no matter what stage of the investment journey you are on. Find out more here.
The events of the last twelve months have made many feel like investing is easy – or impossible. So how do you stay in the game for decades, without losing your money – or your mind?
SG Hiscock founder Steve Hiscock has been a professional investor for over 30 years, starting just before the crash of 1987. Tune in to hear his thoughts on:
- His favourite asset class for long term investors
- Why it’s critical to understand cash flow for all assets
- How interest rates are distorting valuations, and what you can do about it
- What to expect for long term returns, and
- His top tips for investing and building wealth.
You can access this and previous episodes of the Your Wealth podcast now on iTunes, Podbean, Spotify or at nabtrade.com.au/yourwealth
If you’re short on time, consider listening at 1.5-2x speed, which should be shown on the screen of your device as you listen. This won’t just reduce your listening time; it has also been shown to improve knowledge retention.
The new year has already thrown some extraordinary developments at investors – the ‘Blue Wave’ as the Democrats secure a majority in both houses of US Congress, a resurgence of Covid in Australia and record cases in the northern hemisphere, and markets that continue to run higher. So what more should investors be watching?
AMP Capital’s Diana Mousina shares her thoughts on:
- How low interest rates can stay, and for how long
- Which countries will return to ‘normal’ soonest post Covid, and why a vaccine may not have an impact for 18 months or more
- Why non-US markets tend to outperform during a Democratic presidency, and
- The impact of withdrawal of stimulus, including Jobkeeper and JobSeeker in Australia and around the world.
You can access this and previous episodes of the Your Wealth podcast now on iTunes, Podbean, Spotify or at nabtrade.com.au/yourwealth
If you’re short on time, consider listening at 1.5-2x speed, which should be shown on the screen of your device as you listen. This won’t just reduce your listening time; it has also been shown to improve knowledge retention.
After Covid19 cut a swathe through 2020, many are looking forward to a brighter 2021. With the S&P500, Dow Jones and Nasdaq at record highs, is this too much to hope for?
Popular guest Roger Montgomery of Montgomery Investment Management shares his thoughts about the outlook, including:
- Whether markets have gotten ahead of themselves in pricing a return to growth
- How much demand remains in an economy with elevated unemployment
- Whether a return to normal is on the cards for office property, and
- Where he sees risks for the unwary in 2021.
We thank you all for listening in 2020, and can’t wait to share more great guests and insights with you in 2021. Stay safe, and have a merry Christmas and New Year!
You can access this and previous episodes of the Your Wealth podcast now on iTunes, Podbean, Spotify or at nabtrade.com.au/yourwealth
If you’re short on time, consider listening at 1.5-2x speed, which should be shown on the screen of your device as you listen. This won’t just reduce your listening time; it has also been shown to improve knowledge retention.
Disruption has driven share prices to record highs, and assessing the major trends is key to setting your portfolio up for success over the next decade. With central banks trialling cryptocurrencies and Bitcoin closing in on record highs after falling 60%, investors are looking to technology for further growth.
Fidelity Global Portfolio Manager Amit Lodha brings his thoughtful and far-reaching research to this conversation, and considers:
- Why collaboration and decentralisation will be the driving themes behind future market winners
- Which trends have been accelerated in 2020, and which will be left behind
- How blockchain technology is revolutionising markets, including the ASX, and
- Which sectors and regions will be winners and losers in the coming decade.
You can access this and previous episodes of the Your Wealth podcast now on iTunes, Podbean, Spotify or at nabtrade.com.au/yourwealth If you’re short on time, consider listening at 1.5-2x speed, which should be shown on the screen of your device as you listen. This won’t just reduce your listening time; it has also been shown to improve knowledge retention.
Lockdowns and economic uncertainty stemming from Covid resulted in predictions of falls of up to 30% in the Australian residential property market. Fears for office property were much, much worse, with only 10% of office workers returning to Melbourne’s CBD late this year. As the year ends, however, forecasts are looking much more positive.
nab’s Chief Economist Alan Oster talks about his forecasts and:
- Why house prices are looking much more positive for 2021
- Which areas of Australia are most likely to experience price rises, and which are not
- How commercial property is fracturing as the workforce shifts and
- What to keep an eye on as an investor.
Apologies for the reduced audio quality of this recording – remote working is sometimes dependent on less than ideal recording scenarios.
You can access this and previous episodes of the Your Wealth podcast now on iTunes, Podbean, Spotify or at nabtrade.com.au/yourwealth
If you’re short on time, consider listening at 1.5-2x speed, which should be shown on the screen of your device as you listen. This won’t just reduce your listening time; it has also been shown to improve knowledge retention.
As the gold price has rallied, investors have started to question whether the precious metal deserves a place in a modern portfolio. Is it too late for speculators and should the lack of dividend be a dealbreaker?
In this broad-ranging discussion, Head of Commodities Research for nab Markets, Lachlan Shaw shares his thoughts on:
- Why gold and equities are both rallying
- Whether gold has ceased to be a defensive asset – or even a store of value
- The drivers of the gold price, and how they’ve changed over time
- How to access gold (directly, through an ETF or via a gold mining stock) and
- How seriously retail investors should consider a space for gold in their portfolios.
For your diary: Every year, nabtrade hosts its annual Charity Trading Day. This year we're supporting Rural Aid's Young Minds program and the ASX Refinitiv Charity Foundation. Find out more here.
You can access this and previous episodes of the Your Wealth podcast now on iTunes, Podbean, Spotify or at nabtrade.com.au/yourwealth
If you’re short on time, consider listening at 1.5-2x speed, which should be shown on the screen of your device as you listen. This won’t just reduce your listening time; it has also been shown to improve knowledge retention.
Covid has changed the world as we know it – international travel has all but stopped, central business districts have emptied and restaurants have closed. At the same time, tech stocks are at record highs and investors have enjoyed a spectacular bounce from the sharemarkets’ lows in March.
So how much of this disruption is permanent, and how much is short term? Fidelity International Global Portfolio Manager Amit Lodha joins from London to share his thoughts on:
- Why corporate travel may never return to previous levels
- Which sectors of the economy – and market – will continue to thrive
- Technological innovation beyond the majors
- The risks of stimulus withdrawal
- Why equities continue to offer value relative to bonds and
- His greatest concerns for the economy and the market in post Covid world.
For your diary: Every year, nabtrade hosts its annual Charity Trading Day, where 100% of all brokerage is given to a chosen charity. This year, Charity Trading Day will be held on Thursday 26 November – charity partner to be announced shortly.
You can access this and previous episodes of the Your Wealth podcast now on iTunes, Podbean, Spotify or at nabtrade.com.au/yourwealth
If you’re short on time, consider listening at 1.5-2x speed, which should be shown on the screen of your device as you listen. This won’t just reduce your listening time; it has also been shown to improve knowledge retention.
Often charity and investing are seen as mutually exclusive – either you’re making money for yourself, or you’re helping others. Increasingly though, investment professionals have been trying to find a way to have a greater impact with their money.
Future Generation invests with some of the most successful fund managers in the country – and gets their services for free. In this podcast, CEO Louise Walsh explains:
- How impact investing differs from ethical investing,
- How some of Australia’s best investors are choosing to do more with their wealth
- What impact donations are having on the not for profit sector, and
- How to generate above benchmark returns with multiple objectives.
For your diary: Every year, nabtrade hosts its annual Charity Trading Day, where 100% of all brokerage is given to a chosen charity. This year, Charity Trading Day will be held on Thursday 26 November – charity partner to be announced shortly.
You can access this and previous episodes of the Your Wealth podcast now on iTunes, Podbean, Spotify or at nabtrade.com.au/yourwealth
If you’re short on time, consider listening at 1.5-2x speed, which should be shown on the screen of your device as you listen. This won’t just reduce your listening time; it has also been shown to improve knowledge retention.
The US Federal election campaign is already closer than many punters are willing to call, and there are several potential outcomes that have implications for investors.
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As nab Market Research’s Rodrigo Catril explains:
- Election results may not impact markets the way you expect
- A ‘blue wave’ has as much potential to affect markets as a contested election
- Biden’s policies are most significant for specific sectors of the market
- The US dollar may rally post the final vote, and
- What investors need to prepare for, whatever the final count.
You can access this and previous episodes of the Your Wealth podcast now on iTunes, Podbean, Spotify or at nabtrade.com.au/yourwealth
If you’re short on time, consider listening at 1.5-2x speed, which should be shown on the screen of your device as you listen. This won’t just reduce your listening time; it has also been shown to improve knowledge retention.
What are the key challenges Magellan founder Hamish Douglass is thinking about? In the midst of a pandemic, markets could grind higher by 20%, or drop by half – and investors need to be prepared for either scenario.
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In this open and informative discussion, Hamish considers:
- The likelihood of a vaccine, and what will happen if one isn’t found
- Who will win the US election, and probable market reactions to a Biden-Harris presidency
- Why rates that are lower for longer will continue to affect investors
- China’s fight with the US and how it will affect global stocks, and
- How to tilt your portfolio in a world where no outcome is certain.
You can access this and previous episodes of the Your Wealth podcast now on iTunes, Podbean, Spotify or at nabtrade.com.au/yourwealth
If you’re short on time, consider listening at 1.5-2x speed, which should be shown on the screen of your device as you listen. This won’t just reduce your listening time; it has also been shown to improve knowledge retention.
Central banks and politicians around the world sought to save their economies from the GFC with unconventional monetary policy over a decade ago. Many of these stimulus measures introduced were still intact when COVID hit, forcing authorities to offer more and more stimulus. While debt grows around the world, equity markets are returning to their highs. So what does this mean for investors?
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Fidelity International’s Anthony Doyle offers his thoughts on this and more, including:
- Which markets offer the most promising long term outlook
- Why investors can’t afford to sit on the sidelines
- How to allocate wealth in a negative interest rate environment and
- Why Australian equities may still offer value in a recession.
You can access this and previous episodes of the Your Wealth podcast now on iTunes, Podbean, Spotify or at nabtrade.com.au/yourwealth
If you’re short on time, consider listening at 1.5-2x speed, which should be shown on the screen of your device as you listen. This won’t just reduce your listening time; it has also been shown to improve knowledge retention.
Platinum International is one of Australia’s most widely held professional investment managers, and its CIO, Andrew Clifford, is worried. On a historical basis, he and his team fear that global markets are heading into bubble territory, with potentially catastrophic consequences for investors.
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In this frank and informative conversation, Platinum’s Andrew Clifford and Julian McCormack discuss:
- The sectors of global markets that most concern them (hint: it’s not Amazon)
- Historical precedents for today’s imbalances
- The five most concerning pieces of data for long term investors
- Whether to take profits for those who bought the dip, and
- How to find value in today’s market, across equites, commodities and other assets.
You can access this and previous episodes of the Your Wealth podcast now on iTunes, Podbean, Spotify or at nabtrade.com.au/yourwealth
If you’re short on time, consider listening at 1.5-2x speed, which should be shown on the screen of your device as you listen. This won’t just reduce your listening time; it has also been shown to improve knowledge retention.
Buying shares has never been easier, but little things like which day and at time you place your trade can make a big difference to the price you pay for a stock.
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In this clear and informative conversation, ASX trading expert Graham O’Brien outlines:
- How the open and close work, and why professional investors are changing when they trade
- Why dividend payment dates impact share prices
- What constitutes market sensitive information and how it can impact your trade plans, and
- Trading halts, and how to respond to them.
You can access this and previous episodes of the Your Wealth podcast now on iTunes, Podbean, Spotify or at nabtrade.com.au/yourwealth
If you’re short on time, consider listening at 1.5-2x speed, which should be shown on the screen of your device as you listen. This won’t just reduce your listening time; it has also been shown to improve knowledge retention.
One of the most frequently asked questions for this podcast is how hard it is to make the transition to full time investing, and how to get started. In the last two years, Steve Mabb has gone from being in business to running his own portfolio – becoming a board member of the Australian Shareholders Association along the way.
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In this insightful conversation, Steve shares:
- How he got into investing, and why he moved to investing full time
- What tools, content and networks he found most valuable to building his skillset
- Why the rights of the small shareholder matter, and how you can protect yours
- How and why he benchmarks the performance of his portfolio, and
- What he’s doing to help others who want to invest.
The Australian Shareholders Association costs just $130 a year for individuals, and provides regular newsletters, events and networking opportunities for those who want to become better investors. To learn more, click here. https://www.australianshareholders.com.au/
You can access this and previous episodes of the Your Wealth podcast now on iTunes, Podbean, Spotify or at nabtrade.com.au/yourwealth If you’re short on time, consider listening at 1.5-2x speed, which should be shown on the screen of your device as you listen. This won’t just reduce your listening time; it has also been shown to improve knowledge retention.
To the astonishment of many commentators, the Nasdaq, the tech-heavy US index, is actually up for calendar year 2020, having regained all of its losses since the COVID crisis. Investors who have held the FAANG stocks and darlings such as Tesla have generated vastly greater returns than those who have not.
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So are these companies the future, or in dangerous territory? And if you believe the latter, what can you do about it? Kanish Chugh from ETF Securities shares:
- Fundamentals behind the enduring support for the tech titans
- The real return implications of tech dominance
- Opportunities for investors to take a long or short position on Tesla and more, and
- Why ignoring tech has proven so painful for many investors.
You can access this and previous episodes of the Your Wealth podcast now on iTunes, Podbean, Spotify or at nabtrade.com.au/yourwealth If you’re short on time, consider listening at 1.5-2x speed, which should be shown on the screen of your device as you listen. This won’t just reduce your listening time; it has also been shown to improve knowledge retention.
Ever wondered why shares keep rising despite an increasingly troubled economic outlook? What do expressions like ‘don’t fight the Fed’ and ‘brrrr’ mean?
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Coolabah Capital founder and AFR columnist Chris Joye shares his thoughts on:
- What quantitative easing really means
- The implications of central banks buying bonds and even ETFs
- How investors can approach the divergence between markets and the economy
- Why high yield may be an unacceptable level of risk for most investors, and
- The outlook for the residential property market, and more.
You can access this and previous episodes of the Your Wealth podcast now on iTunes, Podbean, Spotify or at nabtrade.com.au/yourwealth If you’re short on time, consider listening at 1.5-2x speed, which should be shown on the screen of your device as you listen. This won’t just reduce your listening time; it has also been shown to improve knowledge retention.
The end of the financial year is a great time to review your portfolio and ensure you are aware of the tax deductions and incentives that exist for your investments and your personal income. Many recent changes could offer benefits for certain taxpayers.
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In this timely podcast, Paul Rickard of the Switzer Group discusses risks and opportunities, including:
- Strategies to make the most of your investment portfolio
- Which home office expenses are tax deductible
- Incentives to boost your superannuation
- How those affected by Covid19 shutdowns can get back on their feet, and
- Changes in 2020 that could help you preserve more of your wealth.
You can access this and previous episodes of the Your Wealth podcast now on iTunes, Podbean, Spotify or at nabtrade.com.au/yourwealth If you’re short on time, consider listening at 1.5-2x speed, which should be shown on the screen of your device as you listen. This won’t just reduce your listening time; it has also been shown to improve knowledge retention.
Small cap stocks have lagged large caps over the last twelve months, and are often forgotten as investors look to big names in times of trouble. Many Australian smaller companies have come to market seeking capital to ensure they can stay profitable post Covid19 and into a recovery.
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In this timely podcast, Marcus Burns from Spheria Asset Management discusses:
- How smaller companies have fared since Covid, including winners and losers
- Which companies are raising capital and why
- Where to look for future growth in smaller companies, and
- Which little Aussie company was featured in the hit US show Billions.
You can access this and previous episodes of the Your Wealth podcast now on iTunes, Podbean, Spotify or at nabtrade.com.au/yourwealth If you’re short on time, consider listening at 1.5-2x speed, which should be shown on the screen of your device as you listen. This won’t just reduce your listening time; it has also been shown to improve knowledge retention.
With major Australian companies cutting and deferring dividends, investors relying on equities for income are facing a challenging year ahead. Martin Currie’s Australian equity team have crunched the numbers and estimate a cut of 40% in yield for the ASX200 in 2020.
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So what are investors to do? In this timely conversation, investment specialist Eu-Jene Teng outlines:
- The expected fall in earnings from Covid19, and how quickly investors can expect a bounce back
- How dividends are likely to fare
- Whether payout ratios are likely to be reduced permanently and what that means for equity investors
- Which sectors offer the most promising outlook for yield, and
- How to position your portfolio to minimise the damage of an economic downturn.
You can access this and previous episodes of the Your Wealth podcast now on iTunes, Podbean, Spotify or at nabtrade.com.au/yourwealth If you’re short on time, consider listening at 1.5-2x speed, which should be shown on the screen of your device as you listen. This won’t just reduce your listening time; it has also been shown to improve knowledge retention.
Please note, this podcast was recorded in early March. Much has changed, however the investment thesis and ideas contained in this podcast are long term trends that remain relevant for investors.
Prior to the COVID-19 crisis, the rise of China was one of the driving growth opportunities behind many Australian companies and global mega-caps (think Tencent and Alibaba). Yet many other emerging markets offer similar trends – technological prowess, an educated and increasingly wealthy middle class, and rapid urbanisation.
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The long term numbers are staggering. Eu-Jene Teng of Martin Currie, a Legg Mason business, discusses emerging market investment opportunities arising from:
- the rise of mega-cities (125 million people or more)
- increasing urbanisation and education
- technological sophistication outside the US, and
- niche trends such as Korean beauty, and more.
You can access this and previous episodes of the Your Wealth podcast now on iTunes, Podbean, Spotify or at nabtrade.com.au/yourwealth If you’re short on time, consider listening at 1.5-2x speed, which should be shown on the screen of your device as you listen. This won’t just reduce your listening time; it has also been shown to improve knowledge retention.
Precipitous falls on global markets have been followed by thrilling bounces, while economic data is weak and getting weaker. Australia has so far avoided the worst of the health crisis, but its economic fortunes appear much less optimistic, with predictions of recession and even depression. So are share markets looking complacent?
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InvestSmart’s Chief Market Strategist Evan Lucas shares his insights on:
- How often bear market rallies are followed by further falls
- Recent volatility and its historical context
- Likely outcomes for unemployment, exports and consumption
- Long term behavioural changes post the Covid19 shutdown, and
- U, J, V shaped recoveries, and what this means for the sharemarket.
You can access this and previous episodes of the Your Wealth podcast now on iTunes, Podbean, Spotify or at nabtrade.com.au/yourwealth If you’re short on time, consider listening at 1.5-2x speed, which should be shown on the screen of your device as you listen. This won’t just reduce your listening time; it has also been shown to improve knowledge retention.
Despite the horrendous toll of COVID19 dominating the headlines, markets are showing surprising resilience following their initial sharp falls. Recent bounces have been some of the largest in history, illustrating the optimism of some market participants. So is all the bad news priced in?
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Not everyone agrees the worst is over. In this measured discussion, Perpetual Investment Senior Portfolio Manager Greg Stock discusses:
- The likely impact of fiscal support on the economy
- Which assets won’t deliver their most recent wins for the foreseeable future
- How to assess creditworthiness in a cash crunch
- Which industries are likely to survive and thrive, and
- His views on the prediction of a further 30% fall in equity prices.
You can access this and previous episodes of the Your Wealth podcast now on iTunes, Podbean, Spotify or at nabtrade.com.au/yourwealth If you’re short on time, consider listening at 1.5-2x speed, which should be shown on the screen of your device as you listen. This won’t just reduce your listening time; it has also been shown to improve knowledge retention.
Platinum’s Dr Bianca Ogden has a PhD in virology, and manages their Global Healthcare Fund. On this podcast, Platinum’s Julian McCormack told investors to take money off the table in 2019, saying sectors of the market were hugely overvalued. So what are they saying now?
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In this timely podcast, Bianca and Julian discuss the current market panic and what investors should consider, including:
- The spread of COVID-19, and how long a vaccine is likely to take,
- Why washing your hands is effective against viruses,
- How markets are responding to uncertainty,
- When equities will start to look safe again, and
- Long term opportunities in sectors that have been crushed.
You can access this and previous episodes of the Your Wealth podcast now on iTunes, Podbean, Spotify or at nabtrade.com.au/yourwealth If you’re short on time, consider listening at 1.5-2x speed, which should be shown on the screen of your device as you listen. This won’t just reduce your listening time; it has also been shown to improve knowledge retention.
Kochie has been a business journalist – and a business owner – covering economics and business for more than four decades. He’s seen – and survived - the Global Financial Crisis, the tech wreck, 1987’s Black Monday, the Asian Financial Crises and even the Gold Crisis of the late 1970s. So what can he tell us about how to survive as an investor and/or as a business owner about how to manage the coming weeks and months?
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In this podcast, Kochie speaks from his own experience about:
- Where to find quality information in a rapidly changing environment
- Why businesses need to ‘go hard and go early’ to survive a crisis
- What investors, including retirees, should do to shore up their savings
- How to help small business at a crucial time, and
- Why this time it really is different.
You can access this and previous episodes of the Your Wealth podcast now on iTunes, Podbean, Spotify or at nabtrade.com.au/yourwealth If you’re short on time, consider listening at 1.5-2x speed, which should be shown on the screen of your device as you listen. This won’t just reduce your listening time; it has also been shown to improve knowledge retention.
The ASX200 had its largest one day fall since the GFC this week, the S&P500 was closed to prevent a fall of more than 7% in a session, and record highs are a distant memory. Coronavirus and oil shocks are creating worldwide disruption and investors are fearing recession – or worse.
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In this timely discussion, Investor’s Mutual portfolio manager Dan Moore discusses all this and more, including:
- Why valuations may still need to fall
- Which companies are most likely to struggle in a downturn
- Why banks are making provisions for increased delinquencies
- Where to find gems in the chaos, and
- How a long term investor can profit if they hold their nerve.
You can access this and previous episodes of the Your Wealth podcast now on iTunes, Podbean, Spotify or at nabtrade.com.au/yourwealth If you’re short on time, consider listening at 1.5-2x speed, which should be shown on the screen of your device as you listen. This won’t just reduce your listening time; it has also been shown to improve knowledge retention.
No one is born a great investor, and the process of learning about money and investing can be both rewarding and painful. So what do the pros wish they had known earlier, and which of their investments paid off most handsomely?
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For our 100th episode, we spoke to tv, radio and online finance expert, Peter Switzer, and asked him:
- Which investment he’s most frustrated to have missed
- How he picks trends and future growth opportunities
- What steps he took to build his knowledge in finance, and
- How young people can build their wealth in a market that can seem stacked against them.
You can access this and previous episodes of the Your Wealth podcast now on iTunes, Podbean, Spotify or at nabtrade.com.au/yourwealth If you’re short on time, consider listening at 1.5-2x speed, which should be shown on the screen of your device as you listen. This won’t just reduce your listening time; it has also been shown to improve knowledge retention.
When searching for businesses that can generate excess returns on a sustainable basis, the concept of a moat can be invaluable. How wide is the barrier between you and your competitors, and can it be maintained?
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In this engaging and entertaining conversation, Morningstar equity analyst Matt Hodge covers:
- The five key characteristics of a valuable moat
- Stock picks that offer the most attractive moats for each characteristic
- Why he thinks Afterpay has no moat to defend, and
- Why ‘when a bad business and a great manager meet, it’s usually the bad business that wins’.
You can access this and previous episodes of the Your Wealth podcast now on iTunes, Podbean, Spotify or at nabtrade.com.au/yourwealth If you’re short on time, consider listening at 1.5-2x speed, which should be shown on the screen of your device as you listen. This won’t just reduce your listening time; it has also been shown to improve knowledge retention.
It is said you can’t avoid death and taxes, but how do taxes affect your earnings, and what can you do about it? Listeners regularly ask us to discuss franking, the 45 day rule, deductions and other tax rules that affect how much of your investment returns you keep.
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NAB's Chief Tax Officer Steve Southon explains in simple language:
- The key taxes you need to consider when making an investment
- What deductions are available to share investors (and others)
- How to ensure you don’t fall foul of the ATO’s extensive data networks, and
- The simplest ways to ensure you keep more of your investment earnings over time.
You can access this and previous episodes of the Your Wealth podcast now on iTunes, Podbean, Spotify or at nabtrade.com.au/yourwealth If you’re short on time, consider listening at 1.5-2x speed, which should be shown on the screen of your device as you listen. This won’t just reduce your listening time; it has also been shown to improve knowledge retention.
One of the questions we most frequently get asked is how to build an investment portfolio. If you’re just starting out, or you’ve decided to review your portfolio, what are the key principles you can use to build a suite of investments you’ll want to hold for the long term?
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The Motley Fool’s Scott Phillips shares his key principles for building a share portfolio, and thoughts including:
- Why buying a portfolio of ETFs isn’t for everyone
- How to assess your goals and plan a portfolio accordingly
- How to layer your stocks to manage your risk
- Where to deploy your unique expertise, and
- How to ensure you don’t sell your best stocks in a panic, and planning when and how to sell… as well as some of his favourite stock picks for 2020.
You can access this and previous episodes of the Your Wealth podcast now on iTunes, Podbean, Spotify or at nabtrade.com.au/yourwealth If you’re short on time, consider listening at 1.5-2x speed, which should be shown on the screen of your device as you listen. This won’t just reduce your listening time; it has also been shown to improve knowledge retention.
As we enter the 2020s, there are signs of the end of globalisation, trade liberalisation and capitalism as we know it. Critical technology and demographic trends will arise, presenting both opportunities and threats for your portfolio.
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In this thought-provoking conversation, Fidelity International Global Portfolio Manager Amit Lodha joins Gemma Dale to discuss:
- Why equities still have value and why you need to reconsider the fixed income market
- How political tensions affects how he positions his portfolios and how he’s adjusting, with a US election in 2020
- Trends that will drive performance in the coming decade and one sector he predicts will thrive, and
- How to assess the management of a company in a changing world.
You can access this and previous episodes of the Your Wealth podcast now on iTunes, Podbean, Spotify or at nabtrade.com.au/yourwealth If you’re short on time, consider listening at 1.5-2x speed, which should be shown on the screen of your device as you listen. This won’t just reduce your listening time; it has also been shown to improve knowledge retention.
Equities have traditionally been seen as a ‘growth’ investment, but investors have increasingly become dependent on dividends and franking credits for their income. A dividend bonanza in early 2019 has rewarded many income investors, however some have hurt badly with unexpected dividend cuts from former blue chips. So how to manage an income-focussed equity portfolio?
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Dr Don Hamson from Plato Investment Management manages investors’ funds explicitly for equity income, and shares his thoughts on:
- Why he often avoids the highest yielding stocks
- How to avoid dividend traps, where both income and share prices fall
- Where to find a 20% yield and a rising share price, and
- Whether dividends are likely to trend lower over the coming year.
You can access this and previous episodes of the Your Wealth podcast now on iTunes, Podbean, Spotify or at nabtrade.com.au/yourwealth
If you’re short on time, consider listening at 1.5-2x speed, which should be shown on the screen of your device as you listen. This won’t just reduce your listening time; it has also been shown to improve knowledge retention.
One of the greatest challenges for any investor is determining the value of a company they wish to invest in – how good is the business model, and how much should you pay for it?
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In this engaging and enjoyable discussion, Marissa Rossi, senior analyst at Milford Asset Management and former Head of Research at UBS discusses:
- How to understand a company’s business model
- Why past performance should guide your assessment of future performance
- When a one-off is not a one-off, and how to avoid accounting trickery, and
- The real numbers that matter, and how to read them.
You can access this and previous episodes of the Your Wealth podcast now on iTunes, Podbean, Spotify or at nabtrade.com.au/yourwealth
If you’re short on time, consider listening at 1.5-2x speed, which should be shown on the screen of your device as you listen. This won’t just reduce your listening time; it has also been shown to improve knowledge retention.
Australian retailers are currently recording some of their worst trading conditions on record, but are these challenges cyclical or structural? In other words, is the pain inflicted on your portfolio likely to be temporary, or permanent?
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Morningstar equity analyst Johannes Faul has run the numbers and also looked at the experience of Australia’s retailers during our last recession nearly three decades ago. He tells:
- What a recession could do to Australian retailers, and how they’re likely to fair if the economy keeps growing
- Which retail stocks are likely to survive a downturn
- How structural challenges are likely to affect the sector, and
- What you can do to protect your portfolio.
You can access this and previous episodes of the Your Wealth podcast now on iTunes, Podbean, Spotify or at nabtrade.com.au/yourwealth
If you’re short on time, consider listening at 1.5-2x speed, which should be shown on the screen of your device as you listen. This won’t just reduce your listening time; it has also been shown to improve knowledge retention.
Phil Muscatello hosts the podcast Shares for Beginners, where he shares his experiences on getting started in the sharemarket.
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Over many years he has learned from experience, and more recently from experts, including:
- The most important lesson he’s learned
- What all the experts he’s spoken to agree on
- How investing has changed, and how his portfolio has changed, and
- What tips, tools and insights he’s found most valuable as an investor.
You can access this and previous episodes of the Your Wealth podcast now on iTunes, Podbean, Spotify or at nabtrade.com.au/yourwealth
If you’re short on time, consider listening at 1.5-2x speed, which should be shown on the screen of your device as you listen. This won’t just reduce your listening time; it has also been shown to improve knowledge retention.
The ASX has delivered over 18% calendar year to date, an exceptional result. So is there still value to be found in Australian equities, or should you look elsewhere for returns on your investments?
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In this succinct and informative conversation, Kate Howitt, manager of the Fidelity Australian Opportunities Fund, gives her thoughts on:
- Why the ASX continues to offer compelling value for investors
- How a PE ratio of more than 100x can make sense in today’s world
- Where to look for growth in a slowing economy, and
- The greatest defensive play when valuations are stretched.
You can access this and previous episodes of the Your Wealth podcast now on iTunes, Podbean, Spotify or at nabtrade.com.au/yourwealth
If you’re short on time, consider listening at 1.5-2x speed, which should be shown on the screen of your device as you listen. This won’t just reduce your listening time; it has also been shown to improve knowledge retention.
The ATO recently sent letters to 18,000 SMSF trustees with potentially inadequate diversification, which sent a lot of recipients and their advisers into a spin. So what is the ATO really looking for when they regulate the SMSF sector?
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In this helpful and engaging conversation, ATO Deputy Commissioner for SMSF Dana Fleming outlines the ATO’s programme of work, including:
- Their real level of concern about borrowing in Super
- What constitutes a well diversified fund, and what doesn’t
- The implications of not lodging your fund’s return on time, and
- How to get it right and stay in the ATO’s good books.
You can access this and previous episodes of the Your Wealth podcast now on iTunes, Podbean, Spotify or at nabtrade.com.au/yourwealth
If you’re short on time, consider listening at 1.5-2x speed, which should be shown on the screen of your device as you listen. This won’t just reduce your listening time; it has also been shown to improve knowledge retention.
While the overall results looked mildly positive, there were some warning signs in the latest reporting season, for specific sectors and the outlook for the ASX in general.
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AMP Capital’s renowned economist Shane Oliver breaks down these results to reveal:
- Which sectors performed well and which look disappointing
- Why investors should be nervous about dividends going forward
- Why the Australian economy continues to grow despite downturns in retail and housing, and
- Where to invest as the outlook sours.
You can access this and previous episodes of the Your Wealth podcast now on iTunes, Podbean, Spotify or at nabtrade.com.au/yourwealth
If you’re short on time, consider listening at 1.5-2x speed, which should be shown on the screen of your device as you listen. This won’t just reduce your listening time; it has also been shown to improve knowledge retention.
With interest rates at unprecedented lows in Australia, the search for yield is pushing investors into new assets and asset structures to boost their income. Lower yields may result in higher risk strategies, however; how do investors avoid falling income along with falling rates?
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In this timely conversation, Gopi Karunakaran of Ardea Asset Management discusses:
- Why Australian Government bonds have delivered 12% return year to date, despite a yield of less than 2%
- The vanishing yield cushion, and why investor need to consider its implications
- Achieving uncorrelated returns in credit and bond markets, and
- What credit markets are trying to tell us about the world economy.
You can access this and previous episodes of the Your Wealth podcast now on iTunes, Podbean, Spotify or at nabtrade.com.au/yourwealth
This podcast is somewhat longer than usual, so if you’re short on time, consider listening at 1.5-2x speed, which should be shown on the screen of your device as you listen. This won’t just reduce your listening time; it has also been shown to improve knowledge retention.
We all know someone who has fallen victim to a scam – a phone call purporting to be from Telstra, a link supposedly from your bank, PayPal or the ATO. The world of scamming has become increasingly and terrifyingly sophisticated, and you’re at risk.
Far from a kid with a laptop in their parent’s basement, scammers are now likely to work with hundreds of others, have targets and procedure manuals – and be very well trained to convince you of their legitimacy.
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After a close friend lost $3,000 to a phone scammer purporting to be from NAB, Gemma Dale interviewed Tara McCarthy from NAB Security to understand – and help you understand:
- The most common types of scams, from phishing and malware to computer ransoms
- Why phishing is now targeted, as scammers match details from stolen databases with your publicly available information
- How the Brisbane City Council lost $450,000 to the kind of scam being directed at small business, and
- What you can do to protect yourself.
You can access this and previous episodes of the Your Wealth podcast now on iTunes, Podbean, Spotify or at nabtrade.com.au/yourwealth
This podcast is somewhat longer than usual, so if you’re short on time, consider listening at 1.5-2x speed, which should be shown on the screen of your device as you listen. This won’t just reduce your listening time; it has also been shown to improve knowledge retention.
Chris Joye, AFR columnist and portfolio manager at Coolabah Capital, is a prolific and thought-provoking commentator on economic and credit topics; he also runs a number of credit strategies which are unlike the traditional buy-and-hold fixed income strategies most retail investors are generally familiar with. So is this area of credit for you, and how do you make room for it in a traditional portfolio?
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In part one of this lengthy and insightful discussion, Chris tells:
- Why he only buys floating (rather than fixed) rate securities,
- Why he thinks Australian term deposits offer very good value,
- Why the hybrid market is imperfectly priced, offering potential for excess returns
- At which point he believes bank shares will be worth buying, and
- How to get ‘edge’ and deliver meaningful returns in fixed income.
You can access this and previous episodes of the Your Wealth podcast now on iTunes, Podbean, Spotify or at nabtrade.com.au/yourwealth
This podcast is somewhat longer than usual, so if you’re short on time, consider listening at 1.5-2x speed, which should be shown on the screen of your device as you listen. This won’t just reduce your listening time; it has also been shown to improve knowledge retention.
Given its powers, it’s generally a good idea to understand the ATO’s views on how to manage your affairs – and comply with them. Thankfully with SMSFs, it’s not that hard, so long as you keep up to date.
----more---- In this relaxed and plain English discussion, ATO Deputy Commissioner for SMSF, Dana Fleming, explains:
- The ATO’s view on good – and not so good – reasons to start an SMSF
- Common mistakes that can bring you undone (and Gemma’s five-minute fix for the biggest)
- Investment strategies that are likely to attract the ATO’s attention, and
- How to ensure you stay in the good books, and keep your retirement dollars safe.
You can access this and previous episodes of the Your Wealth podcast now on iTunes, Podbean, Spotify or at nabtrade.com.au/yourwealth
If you’d like a regular snapshot of the major developments in world finance, NAB Markets produces a hugely popular daily podcast, The Morning Call, which you can access here.
Markets around the world have been rocked by Trump’s tariffs and concerns about Chinese retaliation. But how much does this really have to do with Australia? When two of our biggest trading partners start limiting trade, are we likely to win or lose?
----more---- Nab Markets Global Head of Research, Ivan Colhoun, speaks to Gemma Dale about:
- What tariffs have been imposed and proposed by the US and how China has responded
- The likely global impact of these barriers and who bears the cost
- The major drivers of the Australian economy and how these are likely to be affected, and
- What circumstances must arise in order for the domestic outlook to darken.
You can access this and previous episodes of the Your Wealth podcast now on iTunes, Podbean, Spotify or at nabtrade.com.au/yourwealth
If you’d like a regular snapshot of the major developments in world finance, Nab Markets produces a hugely popular daily podcast, The Morning Call, which you can access here.
Australian official interest rates are now at 1%, and markets predict them to go lower. While this is a first for Australia, other developed countries have lived with zero or even negative interest rates for a decade now (much longer in the case of Japan). So how can investors respond to this environment?
----more---- This week, Gemma Dale speaks with Anthony Doyle, Global Cross Asset Investment Specialist at Fidelity, about the outlook for investors, including:
- What negative real interest rates look like in practice
- How investors around the world have responded to falling and zero interest rates
- Which investment opportunities look compelling in this context, and
- What lower rates could mean for the Australian property market.
You can access this and previous episodes of the Your Wealth podcast now on iTunes, Podbean, Spotify or at nabtrade.com.au/yourwealth
If you are pressed for time, consider listening at 1.5x or 2x the usual speed – this can actually improve your retention of information while saving time.
Despite the numbers and the headlines, markets are simply comprised of individual buyers and sellers making decisions about where to place their money. The choice to buy or sell a stock can be as much an emotional one as a rational one, and the ability to manage our feelings can greatly improve our financial outcomes.
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Bestselling author Louise Bedford of The Trading Game shares her thoughts on how your emotions can affect your finances, including:
- Why scared money never wins
- How to assess the credibility of an investment before you hand over your money
- What female traders do differently, that can make them more successful than men
- How long you need to invest for, and
- How to seek out quality education to improve your decision making and understanding of markets.
You can access this and previous episodes of the Your Wealth podcast now on iTunes, Podbean, Spotify or at nabtrade.com.au/yourwealth
If you are pressed for time, consider listening at 1.5x or 2x the usual speed – this can actually improve your retention of information while saving time.
While Australia’s tech darlings have achieved spectacular share price growth, the global tech behemoths continue to dominate markets. These ‘growth’ companies are trading on eye watering multiples in many cases, while less glamorous companies languish on valuations well below their long run averages. The divergence in valuation between growth and value stocks has not been this great since 1999.
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So what is an investor to do? In this informative podcast, Julian McCormack of Platinum International discusses:
- Why investors continue to buy growth, despite the decreasing likelihood their investment will pay off
- Historical comparisons when markets reached such a wide dispersion of valuations
- The concept of the ‘new normal’ in a world of zero interest rates
- A reality check for investors on the Nasdaq, which dropped 75% in 2000 and didn’t make a new high for 15 years, and
- Thoughts on how to seek out companies with a strong track record of delivering value.
You can access this and previous episodes of the Your Wealth podcast now on iTunes, Podbean, Spotify or at nabtrade.com.au/yourwealth
If you are pressed for time, consider listening at 1.5x or 2x the usual speed – this can actually improve your retention of information while saving time.
After years of adulation for high growth sectors such as technology, many investors holding old faithfuls such as Telstra often wonder whether the market will ever reward their patience. In a market where growth is good, how do we invest for the long term?
----more---- This week, Kyle McIntyre of Firetrail Investments makes the case for building a core Australian equities portfolio around ‘boring’ principles, and discusses:
- What falling interest rates mean for equity markets
- Why Qantas, Telstra and other Australian icons still have much to offer investors
- How to assess the quality of a company’s earnings in a tough environment, and
- Why an earnings surprise is a better predictor of a valuation change than macro or other factors.
As a Your Wealth listener, we're pleased to offer you complimentary tickets to this highly entertaining and informative conference. View thefull agenda and register here.
You can access this and previous episodes of the Your Wealth podcast now on iTunes, Podbean, Spotify or at nabtrade.com.au/yourwealth
If you are pressed for time, consider listening at 1.5x or 2x the usual speed – this can actually improve your retention of information while saving time.
Disruption has affected most industries and fortunes are made and lost where investors are most able to position themselves for trends and themes that shape our world. This year’s Kanga conference hosts a line-up of professionals who are thinking about investing in the future.
----more---- Fixed income guru Mark Todd talks to Gemma Dale about this year’s line up, including such topics as:
- How cities will work in the future, and what that means for industries such as construction and materials,
- The infrastructure challenges of climate change
- Changing work patterns and what this means for retirement funding, and
- The work of ensuring your investments are ready for tomorrow.
As a Your Wealth listener, we're pleased to offer you complimentary tickets to this highly entertaining and informative conference. View thefull agenda and register here.
You can access this and previous episodes of the Your Wealth podcast now on iTunes, Podbean, Spotify or at nabtrade.com.au/yourwealth
If you are pressed for time, consider listening at 1.5x or 2x the usual speed – this can actually improve your retention of information while saving time.
Many investors are reluctant to enter the share market despite higher potential returns than other assets due to their lack of knowledge and experience. If you’re one of them, you’re probably asking yourself: where to start, how much money is needed and what to buy.
----more---- The Australian Securities Exchange’s (ASX) Rory Cunningham joins us to answer these questions and summarise:
- The basics of the share market and the ASX’s role
- Different types of orders investors can place
- How to keep track of your securities, and
- Why our regulatory structure makes Australia a respected place to invest.
You can access this and previous episodes of the Your Wealth podcast now on iTunes, Podbean, Spotify or at nabtrade.com.au/yourwealth
If you are pressed for time, consider listening at 1.5x or 2x the usual speed – this can actually improve your retention of information while saving time.
Whether you rolled over your super fund or have excess cash available, the big question is: how to invest your next dollar? The question is especially pertinent for investors who experienced poor returns from assets they had little knowledge of during the global financial crisis.
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In this episode, fixed income expert and NAB’s Mark Todd shares his insights on:
- What questions you need to ask yourself before you decide where to invest next
- How option protection works and investing in a well-researched growth asset can be used as leverage
- The correlation between the property market and financial stocks and how to avoid overexposure, and
- His opinion on the inverted yield curve.
You can access this and previous episodes of the Your Wealth podcast now on iTunes, Podbean, Spotify or at nabtrade.com.au/yourwealth
If you are pressed for time, consider listening at 1.5x or 2x the usual speed – this can actually improve your retention of information while saving time.
While the resources boom that saved Australia from the GFC may have subsided, there is no question that global demand for Australian resources will continue. Trends can be tricky though; those who joined the lithium bandwagon have experienced a wild ride.
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To discuss some diamonds in the resource sector, Dermot Woods of WestOz Funds Management joins Gemma Dale and shares his thoughts on:
- How he does his research and how investors can gain exposure to this
- His macro view on opportunities in the resource sector and how he believes you can use it as a form of insurance on your cash
- Why he thinks investing in metal stocks are opportunistic due to worldly trends and scarcity of certain resources like Nickel, and
- Why he thinks the lithium boom isn’t over.
You can access this and previous episodes of the Your Wealth podcast now on iTunes, Podbean, Spotify or at nabtrade.com.au/yourwealth
If you are pressed for time, consider listening at 1.5x or 2x the usual speed – this can actually improve your retention of information while saving time.
Most Australians are surprised -even shocked -to discover that their superannuation is not covered by their Will, and decisions about who receives it upon death can be made by a trustee whom they’ve never met. Given super is often a person’s largest financial asset, investing a little bit of time to ensure it goes to those you love can be critical.
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Superannuation expert Meg Heffron helps to break down this complex topic into simple, actionable steps including:
- Why you can’t direct your super fund to leave your super to your parents*
- How to ensure your funds go to the people you love,
- How to save a little bit of tax by directing benefits through your estate
- Why and how the tax treatment of your super will differ depending on who it goes to – and how old they are, and
- Why SMSFs give flexibility but may create risks for your benefits.
You can access this and previous episodes of the Your Wealth podcast now on iTunes, Podbean, Spotify or at nabtrade.com.au/yourwealth
If you are pressed for time, consider listening at 1.5x or 2x the usual speed – this can actually improve your retention of information while saving time.
ETFs now account for a substantial proportion of daily turnover on the ASX and are often the first investment for investors looking for exposure to the sharemarket or a new sector.
Their promise of low fees and easy access appeal to a wide variety of investors – but as with any investment product, there are complexities and strategies that can improve, or reduce, their value in your portfolio.
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ETF expert and CEO of ETF Securities Australia, Kris Walesby, explains:
- Why you should never buy an ETF at the open or the close of the market
- How to use ETFs to ride a recovery
- Hedging strategies that could protect your portfolio, and
- How to minimise your costs and reduce volatility when building a portfolio.
You can access this and previous episodes of the Your Wealth podcast now on iTunes, Podbean, Spotify or at nabtrade.com.au/yourwealth
If you are pressed for time, consider listening at 1.5x or 2x the usual speed – this can actually improve your retention of information while saving time.
Ever wondered what it would be like to throw in your day job and trade full time? Ten years ago, Lucio Conte left his job and has spent the last decade making a successful living trading domestic and international shares.
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Lucio loves to talk about his passion for trading, and in this podcast he shares his daily process and lessons learned, including:
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The steps he took before finally leaving the full time workforce
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How he benchmarks his performance
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What tools, strategies and resources he finds most valuable, and
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How he makes the decision to buy and sell.
You can access this and previous episodes of the Your Wealth podcast now on iTunes, Podbean, Spotify or at nabtrade.com.au/yourwealth
If you are pressed for time, consider listening at 1.5x or 2x the usual speed – this can actually improve your retention of information while saving time.
As InvestSmart portfolio manager Nathan Bell explains, ethical investing is not hugging trees while your returns blow in the wind. It makes good financial sense to avoid harmful industries, and he’s got the stock picks and numbers to prove it.
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Whether you’re interested in improving your portfolio’s ethical credentials or just after some cool stock ideas, this podcast covers:
- The cost of ignoring ESG in real dollar terms
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How Nathan and his team screen for positive performance
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Little known Australian companies that are changing the world, and
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Ways you can ride this trend without damaging your yield or growth prospects.
You can access this and previous episodes of the Your Wealth podcast now on iTunes, Podbean, Spotify or at nabtrade.com.au/yourwealth
If you are pressed for time, consider listening at 1.5x or 2x the usual speed – this can actually improve your retention of information while saving time.
Ensuring your loved ones are taken care of and your assets go to your intended beneficiaries is not as simple as downloading an online Will kit. Failing to get it right can cause additional grief and considerable cost to your loved ones once you’re gone, even if you feel you have very little to leave.
This week’s guest, Paul Evans of Makinson D’Apice is rated one of the top three estate lawyers in NSW according to Doyle’s, and assists his clients to prepare for the inevitable in the most effective way possible.
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In this podcast, he helps explain:
- Who can make a claim on your estate, even if they're not mentioned in your Will
- Strategies to protect your assets if your loved ones are underage or otherwise vulnerable
- How to plan the best outcome for your loved ones, and
- Ways to maximise your estate and minimise tax for those you care about.
You can access this and previous episodes of the Your Wealth podcast now on iTunes, Podbean, Spotify or at nabtrade.com.au/yourwealth
If you are pressed for time, consider listening at 1.5x or 2x the usual speed – this can actually improve your retention of information while saving time.
Scott Phillips from the Motley Fool gives his thoughts on Australia's tech darlings, the WAAAX stocks. Can they continue to deliver great outcomes for shareholders and customers, or will they inevitably succumb to the powers of gravity?
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In the second part of this episode, Scott answers all your questions on Australia's answer to the FAANGs, including:
- Which tech stock is his preferred in the sector
- His prediction for the group as a whole
- Where the greatest risks lie for investors in Australian tech, and
- When he's a buyer of these companies and more.
You can access this and previous episodes of the Your Wealth podcast now on iTunes, Podbean, Spotify or at nabtrade.com.au/yourwealth
If you are pressed for time, consider listening at 1.5x or 2x the usual speed – this can actually improve your retention of information while saving time.
The WAAAX group of companies, Australia’s answer to the US’ FAANG megacaps, has had a stellar run in 2019. With valuations far exceeding other sectors on the ASX, however, have you missed the easy gains or is there still more upside?
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In this entertaining and informative podcast, Scott Phillips, Chief Investment Officer of Motley Fool Australia, goes into great detail on:
- The business model and future opportunities for Wisetech, Afterpay and Appen
- Whether their blue sky valuations can be justified
- His preferred pick in the tech sector, and
- What it would take for him to be a buyer.
You can access this and previous episodes of the Your Wealth podcast now on iTunes, Podbean, Spotify or at nabtrade.com.au/yourwealth
If you are pressed for time, consider listening at 1.5x or 2x the usual speed – this can actually improve your retention of information while saving time.
An inversion in the yield curve is one of the most respected predictors of a forthcoming recession - the last time it occurred was in 2006. Now the yield curve has inverted again; what does this mean for your portfolio?
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NAB's fixed income guru Mark Todd talks to Gemma Dale about how a yield curve normally works and explains:
- The likelihood of a recession based on this indicator
- The difference between correlation and causation
- Why fixed income markets are showing signs of caution, and
- How to prepare if bond markets are right this time.
You can access this and previous episodes of the Your Wealth podcast now on iTunes, Podbean, Spotify or at nabtrade.com.au/yourwealth
If you are pressed for time, consider listening at 1.5x or 2x the usual speed – this can actually improve your retention of information while saving time.
With an election looming and both parties seeking to win swinging voters, the key financial policies of the Opposition are as relevant to investors as those of the current Government.
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In this podcast, Gemma Dale outlines the Opposition’s key policies from the Budget Reply as well as:
- Previously announced policies including those related to gearing and the rebate of excess franking credits
- Tax policies and how each party compares
- The likelihood of each policy being passed, and
- Key considerations for your finances in this election year.
You can access this and previous episodes of the Your Wealth podcast now on iTunes, Podbean, Spotify or at nabtrade.com.au/yourwealth
If you are pressed for time, consider listening at 1.5x or 2x the usual speed – this can actually improve your retention of information while saving time.
This year’s Budget is unique in its timing, and also in the fact that it has been released immediately before the announcement of the next Federal Election. Voters should be aware that all of the proposals in this Budget need to be passed into law before they become effective.
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So, what to make of the proposals announced? nabtrade’s Gemma Dale wears her interviewee hat in this podcast and covers:
- Tax measures targeting individuals and eligible small and medium sized businesses
- Two significant proposals from this Budget that relate to the ability to contribute for those over age 65
- The one off Energy Assistance Payment you will receive if you were eligible for certain social security payments on Budget night, and
- Post-Budget considerations for investors.
Visit our Budget hub for more information.
Register for our 'The Budget and your portfolio' webinar featuring industry experts Roger Montgomery, Chris Joye and Ivan Colhoun.
You can access this and previous episodes of the Your Wealth podcast now on iTunes, Podbean, Spotify or at nabtrade.com.au/yourwealth
If you are pressed for time, consider listening at 1.5x or 2x the usual speed – this can actually improve your retention of information while saving time.
With many large cap sectors under pressure or fully valued, investors seek growth potential in small and micro-cap stocks. With this end of the market less well researched and therefore subject to less scrutiny, how does one avoid the blow ups and seek out the next big thing?
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Experienced small cap manager Matt Booker of Spheria Asset Management outlines his views on:
- The sectors that offer the greatest potential outside the ASX50
- Why cash flow is king
- How to avoid paying too much, and
- His thoughts on Investor favourites Blackmores, Afterpay and more.
You can access this and previous episodes of the Your Wealth podcast now on iTunes, Podbean, Spotify or at nabtrade.com.au/yourwealth
If you are pressed for time, consider listening at 1.5x or 2x the usual speed – this can actually improve your retention of information while saving time.
There has been recent commentary on the quality of global credit currently being issued and the risks involved, with fears that GFC-like mistakes may be repeated. Other concerns include the spectacular rise of passively managed bond portfolios and fears of a vicious cycle should the market turn.
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To help you understand the implications of current risks in the global debt market, Gemma Dale speaks to NAB’s fixed income guru Mark Todd, who shares his view on:
- Global corporate bonds issues by companies and how they’re rated
- How to identify high quality credit and why bundled bonds aren’t always as has high quality as you think
- Where to find high quality yield instruments
- The true risks of passive bond structures and the role of fund managers in this space, and
- The challenges associated with rising rates and why investing on the basis of fear is not a good idea.
You can access this and previous episodes of the Your Wealth podcast now on iTunes, Podbean, Spotify or at nabtrade.com.au/yourwealth
If you are pressed for time, consider listening at 1.5x or 2x the usual speed – this can actually improve your retention of information while saving time.
Residential property remains the asset class that most Australians aspire to own, both as owner occupiers and investors. After five years of astonishing growth in our largest cities, house prices are falling in some areas, with potential consequences for the wider economy.
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NAB Markets’ Chief Economist Ivan Colhoun gives his views on the outlook for residential property in Australia, including:
- The drivers behind the growth in prices over the last five years
- Potential consequences of the ‘interest only cliff’, as investors have to start paying principal and interest on outstanding loans
- Impacts of the ‘wealth effect’ on the wider economy during price increases and falls
- Regional hot spots for higher vacancies and potential forced sales, and
- His preferred indicators for price trends over the next twelve months.
You can access this and previous episodes of the Your Wealth podcast now on iTunes, Podbean, Spotify or at nabtrade.com.au/yourwealth
If you are pressed for time, consider listening at 1.5x or 2x the usual speed – this can actually improve your retention of information while saving time.
Nine out of ten international stocks purchased by nabtrade investors are technology based including Apple, Amazon and Alphabet. Recently however, investors have started looking toward the Asian tech giants such as Tencent, Alibaba and Baidu for diversification and growth opportunities. So which region holds the greatest opportunity for investors?
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In this short but highly actionable podcast, Jon Tringale of WCM Investment Management outlines:
- WCM’s preferred stocks in both Asia and the US
- Why they've recently started selling Amazon
- Which stocks they’re avoiding, and
- Which companies are best positioned for longer term growth opportunities in areas such as payments.
You can access this and previous episodes of the Your Wealth podcast now on iTunes, Podbean, Spotify or at nabtrade.com.au/yourwealth
If you are pressed for time, consider listening at 1.5x or 2x the usual speed – this can actually improve your retention of information while saving time.
This time last year, we spoke to NAB’s head of FX Strategy, Ray Attrill who forecasted the movement of the AUD for 2018. If we revisit that episode, we can’t help but notice his predictions were fairly accurate.
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In this much needed follow up episode, Ray covers:
- Why he believes the US is overpriced by at least 10%
- Likely movements for the AUD over 2019 and how they could impact your investments
- The influence of trade wars, Brexit and the housing market on the AUD this year and
- Why the British pound will not be where it is now in two months’ time.
You can access this and previous episodes of the Your Wealth podcast now on iTunes, Podbean, Spotify or at nabtrade.com.au/yourwealth
If you are pressed for time, consider listening at 1.5x or 2x the usual speed – this can actually improve your retention of information while saving time.
In last week’s episode, retirement researcher and strategist Phil Augustine outlined the four pillars that contribute to retirement happiness for most Australians.
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In this follow up, Phil outlines key strategies to improve your retirement health and happiness, and discusses:
- How to get started with your financial planning for retirement,
- Reputable sources for advice and guidance,
- The interplay between the different pillars of a successful transition
- Traps to avoid, and
- How to get free support as you transition to life in retirement.
You can access this and previous episodes of the Your Wealth podcast now on iTunes, Podbean, Spotify or at nabtrade.com.au/yourwealth
If you are pressed for time, consider listening at 1.5x or 2x the usual speed – this can actually improve your retention of information while saving time.
While many of us dream for decades of riding off into the sunset, research shows that many find the transition to retirement much more difficult than they anticipated. Drawing on hundreds of interviews, and thousands of pages of research, MLC Retirement Expert Phil Augustine believes a successful retirement boils down to four key things.
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For those nearing, in, or even just thinking about retirement, Phil explains:
- Why roughly half of us are forced into unplanned retirement
- Why finances are just one factor that lead to a successful retirement
- The factors that enhance each other to improve your transition, and
- Where to go to start planning.
You can access this and previous episodes of the Your Wealth podcast now on iTunes, Podbean, Spotify or at nabtrade.com.au/yourwealth
If you are pressed for time, consider listening at 1.5x or 2x the usual speed – this can actually improve your retention of information while saving time.
We’ve recently received a number of enquiries about an asset class that rarely receives any attention from investors – yet its total market value substantially exceeds the equity market. It’s one that pays you an agreed interest rate for a set period of time when you lend your money to the Government or a company. Bonds.
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In this episodes of Your Wealth, Mark Todd, fixed income guru and NAB’s Director of Investor Sales Markets, shares his expertise on Bonds, including:
- What bonds are and how they work
- How “capital guarantee” products work and when are they too good to be true
- Factors to consider when choosing a bond, such as; term, rate, the quality of the borrower, likelihood of the company repaying you
- How to get exposure to bonds, and
- How do they compare to other securities.
You can access this and previous episodes of the Your Wealth podcast now on iTunes, Podbean, Spotify or at nabtrade.com.au/yourwealth
If you are pressed for time, consider listening at 1.5x or 2x the usual speed – this can actually improve your retention of information while saving time.
After years of relatively low volatility, market gyrations took many investors by surprise in 2018. As Fidelity International’s Managing Director, Australia Alva Devoy explains, this is really a return to more normal market conditions, presenting both challenges and opportunities for investors.
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In this timely discussion, Alva presents strategies for investors to consider for 2019, including:
- Those markets presenting best value for 2019
- How to spot opportunities in the midst of chaos
- The strategy of least effort with the lowest risk profile, and
- The case for professional active management in interesting times.
You can access this and previous episodes of the Your Wealth podcast now on iTunes, Podbean or at nabtrade.com.au/yourwealth
If you are pressed for time, consider listening at 1.5x or 2x the usual speed – this can actually improve your retention of information while saving time.
Despite the evidence that past performance is no guide to future performance, investors continue to seek portfolio managers and stock pickers who appear to consistently outperform the market.
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In our recent conversation with Craig Lazarra of S&P Dow Jones Indices, he explained why it is so hard for active fund managers – or any investor – to consistently outperform the market in which they invest. In this fascinating follow up, he explains:
- Why we continue to believe that past performance will persist (despite warnings and evidence to the contrary)
- The challenges that face all investors when they seek to beat the market
- How to spot marketing and advertising that implies consistent outperformance, and
- His preferred (index) strategy to outperform the big indices.
You can access this and previous episodes of the Your Wealth podcast now on iTunes, Podbean or at nabtrade.com.au/yourwealth
If you are pressed for time, consider listening at 1.5x or 2x the usual speed – this can actually improve your retention of information while saving time.
The outlook for US equities looks more uncertain in 2019 than it has in many years, with the withdrawal of supportive monetary policy and political tensions creating a perfect environment for increased volatility. With US stocks having delivered years of strong returns post the GFC, many are wondering whether the party can continue, or whether it’s time to pack up and go home.
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In this wide-ranging conversation, Magellan’s Chris Wheldon gives his views on:
- The outlook for US equities over the coming twelve months
- Headwinds and tailwinds for particular sectors
- Where to hide if markets take a turn for the worse, and
- The value of staying invested in high quality stocks during a return to volatility.
Please note, this podcast was recorded prior to Christmas, so while some of the commentary may reflect that timing, the views of Chris and Magellan have not changed.
You can access this and previous episodes of the Your Wealth podcast now on iTunes, Podbean or at nabtrade.com.au/yourwealth
If you are pressed for time, consider listening at 1.5x or 2x the usual speed – this can actually improve your retention of information while saving time.
Some investors have sold off parts of their portfolio and changed their asset allocation under the assumption that the Opposition’s policy proposals have been implemented. However, this is not the case and frankly, any announcements could take a while to reach implementation.
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With ongoing questions received about this topic, Gemma invites Peter Hogan of the SMSF Association to discuss:
- How franking credits currently work and how they affect share market dynamics
- How policy has changed with different governments
- What the proposed changes by the Opposition are and how they could affect your portfolio, covering the removal of the ability to claim unused credits, pension eligibility and cash rebates
- How long and what it would take for this change to go from proposal to implementation
- Which types of structures and assets could be affected and how you can restructure your portfolio to reduce any potential impact, and
- How you can use this proposal as an opportunity to reconsider your investing decisions.
You can access this and previous episodes of the Your Wealth podcast now on iTunes, Podbean or at nabtrade.com.au/yourwealth
If you are pressed for time, consider listening at 1.5x or 2x the usual speed – this can actually improve your retention of information while saving time.
Thank you for all your support in 2018 - Your Wealth will be taking a break over the Christmas period and we look forward to bringing more great insights and guests in 2019.
Many see the healthcare sector as providing ideal defensive exposure and yet some of Australia’s best growth stocks reside in this sector. As Australia’s best rated healthcare analyst, Andrew Goodsall from MST Marquee, explains, healthcare offers a wide range of fascinating and complex opportunities, from private hospitals and insurance to world class medical device manufacturers.
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In this podcast, Andrew speaks to Gemma about his views of the healthcare sector and discusses:
- How to navigate the complexity of the broader healthcare sector
- The impact of regulation and various payment models on future demand for healthcare products and services
- Growth opportunities in medical technology and Australia’s unique competitive advantages
- Which healthcare companies to watch, including his key recommendation on CSL, Ramsay Healthcare and more.
You can access this and previous episodes of the Your Wealth podcast now on iTunes, Podbean or at nabtrade.com.au/yourwealth
If you are pressed for time, consider listening at 1.5x or 2x the usual speed – this can actually improve your retention of information while saving time.
S&P Dow Jones Indices Managing Director and Head of Global Index Investing Craig Lazzara, has dedicated his career to researching whether fund managers can consistently outperform their respective benchmarks. He and many researchers with nearly a century of studying the topic, conclude that, it is not often, and not for long.
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To learn more about index investing, and understand the fundamental principles supporting such products as ETFs and index funds, tune in to hear Craig discuss:
- How and why indices such as the S&P/ASX200 were created
- Why fund managers often struggle to outperform their relevant index and how out performance fails to persist
- Which characteristics investors should look for when choosing an investment manager, and
- Why we choose to believe that benchmarks can be consistently beaten despite evidence to the contrary.
You can access this and previous episodes of the Your Wealth podcast now on iTunes, Podbean or at nabtrade.com.au/yourwealth
If you are pressed for time, consider listening at 1.5x or 2x the usual speed – this can actually improve your retention of information while saving time.
One of the greatest concerns for Australian investors looking to invest offshore is the impact of currency on the value of their portfolios. Magellan Asset Management Portfolio Manager Chris Wheldon offers his insights into strategies to manage currency risk and his thoughts on hedging in the current market.
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In this podcast, Chris and Gemma Dale discuss their thoughts on:
- The impact of currency movements on global assets held by Australian investors
- The difference between translation and transaction impacts,
- Strategies for managing currency risk, and
- How to determine which kind of hedging, if any, is appropriate for your portfolio.
You can access this and previous episodes of the Your Wealth podcast now on iTunes, Podbean or at nabtrade.com.au/yourwealth.
At the ASX’s recent Investor Day, nabtrade’s Gemma Dale shared with attendees what other investors are holding in their portfolios, and what they’re buying now, both domestically and abroad. This episode is designed to show how today’s smart investor can tap into high-performing overseas markets, invest in top stocks and achieve quality portfolio diversification without leaving the ASX.
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Click here to access the slides from the ASX Investor Day presentation while you listen.
Tip: if you don’t have 50mins to listen to the full podcast, try listening at 1.5x or 2x speed, using the speed icon on your device. Research has shown this can actually increase your retention over listening at normal speed, while getting through the content in half the time.
You can access this and previous episodes of the Your Wealth podcast now on iTunes, Podbean or at nabtrade.com.au/yourwealth.