The Morrissey Exchange

Welcome back to the first episode of The Morrissey Exchange for 2022. Volatility has returned to investment markets and Shaw and Partners Advisors Ben Morrissey & Alex Henderson ponder the causes and reasons behind the wild swings.  Interest rates, Geo-political tensions, Oil prices, Supply chains and Bitcoin are all covered, as we kick off Season Four in style, but we’ll let you be the judge.

As calendar year 2021 comes to a close, Morrissey Group Wealth Advisors Ben Morrissey & Alex Henderson guide us through the ghosts of markets past, present and future. Looking back on their predictions from last year, to our current economic environment, and through to their forecasts for the next 12 months, join us as we wrap up the year in time for Christmas.  God bless us, everyone!

In today’s edition of the Morrissey Exchange, Morrissey Group Advisor Ben Morrissey discusses all things interest rates and inflation with Shaw and Partners’ Co head Income Strategies, Cam Duncan. It may sound dry but understanding interest rate movements and inflation is an imperative component of one’s kit bag of knowledge to assist with successful investing.

Recently bond yields have started to run as rising inflation expectations have re-emerged. On Cup Day the Governor of the Reserve Bank backed away from his stance that the Australian official rate wouldn’t rise until 2024, but did suggest the market is overreacting. Energy costs are exploding, supply chains of so many products are bottlenecked. Ordinarily in this environment one would avoid intere...

Regardless of investment style, before deploying one's hard earned savings it helps to asses the economic environment by keeping and eye on potential catalysts, and what lies ahead. Morrissey Group Advisors Ben Morrissey & Alex Henderson are joined by Shaw and Partners' Chief Investment Officer, Martin Crabb, as they take an aerial tour of the current global and domestic economies. ...

Oil prices have popped up to their highest level in three years, and LNG is on a tear, and thermal coal seems to be rising daily. Does this push the door open further for green energy to become the environmentally AND economically superior alternative? "The transition from a  fossil fuel dominated energy system to one with zero emissions will require more than $4 trillion investment per year...

There is a belief that investment is just a science; numbers, figures, profits, and bottom lines. In amongst all the data, however, there is a scope for artists and visionaries to roll up their sleeves and help businesses get the most out of what they’re doing and realise their potential.   Tony Smith, Cashel Family Office’s Senior Portfolio Manager and Investment Committee Member, speaks with Ben...

The future is green; but is it glowing?  Uranium. The dirty, radio-active, disaster starting, glowing green villain of energy sector is getting a P.R. make over and is now presenting as a sustainable green energy solution for  which the world has been searching. The Paris Agreement set the long-term objective of stabilising “greenhouse gas concentrations in the atmosphere" by reducing carbon...

In this episode Morrissey Group Wealth Advisor, Ben Morrissey, is joined by Open Invest CEO and Co-Founder, Mr Andrew Varlamos. Last year the Covid-19 pandemic saw the rise of speculative trading in shares both here and around the world as people were stuck at home in lockdowns looking for some form of entertainment. Online broking platforms such as Robinhood and Superhero provided small investors...

Welcome back to the third season of The Morrissey Exchange. Based in Melbourne, the Morrissey Group find themselves back in lockdown for the sixth time; and this time round we're joined by most of the eastern seaboard.  15 million people are locked in their homes in an attempt to stop the spread of COVID-19 with so many industries shutdown creating ever mounting economic and psychological pre...

Welcome back to The Morrissey Exchange as we pick up where we left off last time. Join Morrissey Group advisers, Ben Morrissey and Alex Henderson, for part two of their discussion with Shaw and Partners’ Head of Research, Mr Andrew Hines. In our last episode, Andrew talked us through the nuances of the Iron Ore markets, however conversation this week has turned to the energy sector and the world’s...

The investment services space is a sea of experts each offering different insights, which is what makes a market. This week Morrissey Group advisers, Ben Morrissey & Alex Henderson are joined in their discussion by Shaw and Partners’ Head of Research, Mr Andrew Hines.  Andrew has been analysing businesses and the market for over 30 years and has forgotten more about cycles, commodities and equ...

We’re not getting any younger, and as we all accumulate more time receiving healthcare treatment, there is a need for greater efficiency within these institutions.   Alcidion (ALC) develops and licences healthcare software products for use within medical institutions enabling a more efficient collection, transfer and usage of electronic medical records (EMR) from artificial intelligence based data...

The quarterly results are in!  This time of year the market can be all swings and round-a-bouts. The broad-brush approach large industry funds and ETF traders are taking by tarring every stock within an out of favour sector is creating a vacuum of value for those investors savvy enough to seek it out. Join Morrissey Group wealth advisors Ben Morrissey and Alex Henderson as they delve into a few of...

Morrissey Group Wealth Adviser Ben Morrissey speaks with Andrew Ronchi, CEO of Dorsavi Limited (DVL). Wearable technology has become a global phenomenon. Fitbit and Garmin have become household names. These are low tech solutions to cater to a base level consumer. Dorsavi, however, have spent 15 years developing a solution to the multitude of physical injuries that occur throughout everyday life....

Disruptions are rife in global markets; from supply chains to unwinding derivative trades. The elation from finding not one, but four effective vaccines has taken a back seat to the world’s economies perpetual seesawing “risk-on/risk-off” stance which seems to change almost daily. So where has value emerged for investors? And how can we block out the short-term hysteria to see the forest for the t...

Morrissey Group Wealth Adviser Ben Morrissey speaks with Steve Gillard, CEO of GDI Property Group Ltd (GDI). Commercial Property. The phrase has become an instant turn off to investors, but GDI is a textbook example of why you should treat each case on its merits rather than making broad assumptions about an entire sector.  COVID has further exacerbated the divergence in the Australian commercial...

“Interest rates are like gravity in valuation. If interest rates are nothing, values can be almost infinite. If interest rates are extremely high, that's a huge gravitational pull on value - and we had that in the early 1980s." - Warren Buffett.   Central banks around the world have been in chorus telling us: interest rates will remain low for the next 2-3 years, creating buoyancy in gro...

Morrissey Group Wealth Adviser Ben Morrissey speaks with Warren Murphy, CEO of Carbonxt Group Ltd (CG1).  CG1 is a US based cleantech business that currently develops, produces and manufactures proprietary Activated Carbons for use in industrial pollution and emission control. By minimising the levels of industrial pollution released into the waterways and greatly reducing the release of highly to...

If we thought 2020 was a remarkable year, buckle your seatbelts because 2021 looks to be ready to take off “to the moon”.  Join Morrissey Group Wealth Advisers Ben Morrissey and Alex Henderson as they sift through the goings-on from around the globe: elections, impeachments, vaccines, bubbles, and digital insurrections. How will these events shape the investment landscape for the coming year? Or w...

Well, what a remarkable year it has been. With 2020 coming to a close Morrissey Group Wealth Advisers Ben Morrissey and Alex Henderson look back a what will no doubt be one of the most tumultuous years in modern history; not just for financial markets but on a political, social, and broader economic scale. Join us as we retrace the rocky road that was 2020 and look forward to see what 2021 could p...

Morrissey Group Wealth Adviser Ben Morrissey speaks with Robert Bulluss, CEO of Coventry Group Limited (CYG). Over the past four years Coventry Group have transformed from a loss making $150M turn-over business to a $275M turn-over business making profits. Many challenges have been overcome and this business has not only survived but flourished and grown their EBITDA by an average of 100% p.a. sin...

The Australian Stock Market has recovered strongly throughout November 2020, up 10% for the month; but what comes next? The successful Stage 3 trials of multiple COVID-19 vaccines has renewed hope that life and business may return to normal in 2021, but has the market responded with overexuberance moving to this "Risk On" stance?    Morrissey Group Wealth Advisers Ben Morrissey and Alex...

Morrissey Group Wealth Manager, Ben Morrissey , speaks with Shaw and Partners Co-Head of Income Strategies and Hybrid Securities SMA Model Manager, Steve Anagnos , about Australian Hybrid Securities. What are they? How do they work? And why are investors turning to these debt/equity instruments in a time of record low interest rates and extreme uncertainty. www. morrisseygroup.net

Wealth advisors Ben Morrissey & Alex Henderson discuss supply and demand in the Oil & Iron Ore markets, the history, the outlook and the possible impact of negative a Bank-Bill-Swap- Rate (BBSW) on Debt & Hybrid Securities, and their picks for the best value space in the market for the next 18-24 months.  www.morrisseygroup.net