Your Wealth

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 inves...

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 getti...

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...

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...

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...

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 pragmati...

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...

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 fu...

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 Whethe...

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 econo...

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...

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 f...

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 p...

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 pr...

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 t...

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...

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 Wh...

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 estimate...

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 relatio...

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 stan...

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 shoul...

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 t...

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...

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...

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...