Making Cents of it All

US reporting season has delivered a very different picture to Australia, with earnings growth accelerating across the S&P 500 and many companies continuing to beat expectations. In this episode of Making Cents of It All, co-hosts ⁠Kenneth Beanland⁠ and ⁠Louis Dooley⁠ look at what is driving the strength of the US market and ask whether valuations are really as stretched as they appear. They ex...

In this episode of Making Cents of It All, co-hosts Kenneth Beanland and Louis Dooley review the 2026 Australian reporting season and what the latest company results are signalling for investors. They discuss: The rebound in healthcare and continued strength across parts of the resources sector Why financials, property and discretionary retail came under pressure What earnings growth, margins and...

In this episode of Making Cent of it All, co-hosts Kenneth Beanland and Louis Dooley review the past financial year and share their FY27 market outlook, including how they are positioning portfolios for the 2026–27 financial year.   They discuss: Why global equities are becoming a greater focus The case for Australian fixed income Valuations and concentration within the Australian sharemarket How...

In this episode of the Making Sense of It All podcast, co-hosts Kenneth Beanland and Louis Dooley unpack a volatile few weeks across global markets and break down the latest ASX reporting season. They discuss the impact of the Iran-driven oil shock, movements in gold and copper and what these signals mean for global growth and inflation. They also examine the strength of the Australian dollar, the...

In this episode of the Making Cents of it All podcast co-hosts, Kenneth Beanland and Louis Dooley outline their 2026 market outlook. They discuss a strengthening Australian dollar , a tactical rotation into commodities and gold , alongside opportunities in building materials and quality discretionary names. They also discuss the "K-shaped" U.S. economy and potential growth in Europe and...

In this episode of the Making Cents of it All podcast, co-hosts  Kenneth Beanland  and  Louis Dooley  unpacking market performance across domestic & global equities as well as the broader capital markets environment. They run through what drove returns in global equities, why it felt so volatile despite strong numbers, and how the story broadened beyond the Magnificent Seven. They compare US a...

In this episode of the Making Cents of it All podcast, co-hosts ⁠⁠⁠Kenneth Beanland⁠⁠⁠ and ⁠⁠⁠Louis Dooley⁠⁠⁠ discuss how George Soros' theory of reflexivity has shaped markets throughout history and how we are seeing an eerily similar reflexive pattern unfolding in today's artificial intelligence infrastructure buildout. They talk through the circular financing among the markets hyperscal...

In this episode of the Making Cents of it All podcast, co-hosts ⁠⁠Kenneth Beanland⁠⁠ and ⁠⁠Louis Dooley⁠⁠ wrap up the August ASX reporting season, one of the most eventful and volatile periods on the market for some time. They discuss the standout performance of the consumer discretionary sector, the hurdles facing healthcare and the shift of capital into small and mid cap companies. They also unp...

In this episode of the Making Cents of it All podcast, co-hosts ⁠⁠⁠Kenneth Beanland⁠⁠⁠ and ⁠⁠⁠Louis Dooley ⁠⁠ take a look at the FY26 market and economic outlook. They explore economic forecasts for Australia, the US, and global markets, alongside insights into capital markets and the investment landscape. Download the full update  here . Connect with Kenneth on  ⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠ Connect with Loui...

In this episode of the Making Cents of it All podcast, co-hosts ⁠⁠Kenneth Beanland⁠⁠ and ⁠⁠Louis Dooley⁠⁠ explore how aggressive interest rate expectations and moderating inflation are reshaping global markets. They break down the dislocation between Australian financials’ earnings expectations and valuations, the resilience of US tech earnings and why real assets might offer more stability and up...

In this episode of the Making Cents of it All podcast, our host ⁠Louis Dooley⁠ is joined by Paul Green , ⁠ Director and strategy expert at Vincents to explore the concept of intergenerational wealth management. They discuss how taking a longer-term view of wealth creates strategic opportunities for families to manage wealth and transfer it across generations more effectively and collaboratively. A...

In this episode of the Making Cents of it All podcast, co-hosts ⁠Kenneth Beanland⁠ and ⁠Louis Dooley⁠ explore what’s driving the current market pulse, from Australia’s surprisingly strong equity rebound to CBA’s eye-watering 27x earnings multiple. They break down why Australian banks may be overvalued, how commodities like copper and gold are catching attention and what Nvidia’s results could sign...

In this episode of the Making Cents of it All podcast, co-hosts Kenneth Beanland and Louis Dooley are joined by Vincents' Director Brett Griffiths to unpack the latest Federal Budget. They explore the limited superannuation updates, modest tax cuts, and cost-of-living relief, while also diving into broader themes of productivity, structural deficits, and the challenges of real tax reform in a...

In this episode of the Making Cents of it All podcast co-hosts, Kenneth Beanland and Louis Dooley dive into the market’s biggest shake-up in over a year and a half. They unpack the macroeconomic forces at play, key themes from the latest reporting season, and expert insights on portfolio positioning from the investment committee. Connect with Kenneth on ⁠LinkedIn⁠ Connect with Louis on ⁠LinkedIn⁠...

In this episode of the Making Cents of it All podcast co-hosts, Kenneth Beanland and Louis Dooley recap 2024’s market performance, highlighting Australia’s 11.5% return, led by banks, versus the U.S.'s 25%+ gains driven by tech. They discuss market concentration, earnings growth disparities, and how AI and financials shaped investment trends, emphasizing portfolio positioning for the year ahea...

In this month’s market update, Kenneth Beanland and Louis Dooley analyse the strong performance of global markets, led by the U.S, with the Nasdaq up 34.5% and the S&P 500 up 28% year-to-date. They discuss the surprising resilience of the Australian economy, sector highlights like financials and IT, and the emerging investment opportunities in global small-to-mid caps and real estate investmen...

In this month’s market update, our financial experts, Kenneth Beanland and Louis Dooley dive into the global financial landscape post-Trump’s vote. They share insights on how the shift in U.S. leadership is affecting Australian industries, global stock markets, inflation, and the value of the Australian dollar. For more updates, tune in monthly for expert insights on the evolving economic outlook...

In this episode of our In The Black Segment, co-hosts Louis Dooley & Jarred Brooks breakdown the investment committee's current tactical asset allocation positioning after considering the current turbulent investment landscape.   Should you have any questions on the content within this episode, please reach out using the detail below. Connect with Louis on ⁠⁠LinkedIn⁠⁠ Connect with Jamie on ⁠⁠...

In this episode of the Making Cents of it All podcast co-hosts Jarred Brooks and Louis Dooley dive into the world asset allocation and explain why it plays such a pivotal roll in portfolio construction.   Should you have any questions on the content within this episode, please reach out using the detail below. Connect with Louis on LinkedIn Connect with Jarred on LinkedIn Reach out to us at making...

In this episode of our In The Black Segment, Louis is joined by Christopher Joye, Chief Investment Officer and Portfolio Manager at Coolabah Capital. Christopher is also a Contributing Editor with The Australian Financial Review and well-known as one of Australia’s leading economists, policy advisors and fund managers.    Throughout the episode, Chris articulates; his outlook for the macro economy...

In this episode of our In The Black Segment, Louis is joined by Jamie Hannah, Deputy Head of Investments & Capital Markets at VanEck. Jamie provides some great information regarding investing in ETFs with a focus on the value of using smart-beta investment products. If you are looking for an alternative to the traditional direct equity portfolio composition but still want to have thepotential...

In this episode of our In The Black Segment, Louis is joined by Anthony Doyle, Head of Investment Strategy at Firetrail Investments. Anthony provides some invaluable insights into the current macro environment with a more bullish tone than the market, identifies some opportunities being made available in light of elevated index concentration and pops the hood on Firetrail’s investment process.   S...

In this episode of our In The Black Segment, Louis is joined by Andrew Parsons, Founder and Chief Investment Officer at Resolution Capital, to discuss the current global property market and some of the opportunities available to investors. Andrew provides some great commentary into current property valuations as well as some invaluable insights into how resolution capital approach global real esta...

We are joined by Louis Dooley, Investment Adviser from our North Quay office of Morgans Financial Limited, for another In The Black segment. In this episode, we are joined by Cameron Gleeson, Senior Investment Strategist at BetaShares to discuss the current macro-economic environment as well as a deep dive into fixed income. Cam provides some great insight into interest rate outlooks, asset class...

In this episode we discuss the current property market environment with a focus on the Brisbane area. Melinda and Scott Jennison Directors of Streamline Property Buyers, a Brisbane based boutique buyer’s agency, have an on the ground perspective of the property market and share their insights on what they are seeing playout and how the market may track into the back end of 2023 and beyond. Connect...