Your Wealth
What 2021 has in store for markets and the global economy

What 2021 has in store for markets and the global economy

January 13, 2021

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 iTunesPodbean, 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 on why he’s optimistic about markets in 2021

Roger Montgomery on why he’s optimistic about markets in 2021

December 23, 2020

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 iTunesPodbean, 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 for the decade ahead - Bitcoin, blockchain and new ways of working

Disruption for the decade ahead - Bitcoin, blockchain and new ways of working

December 15, 2020

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 iTunesPodbean, 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 outlook for Australian property – houses, apartments, regional and office

The outlook for Australian property – houses, apartments, regional and office

December 1, 2020

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 iTunesPodbean, 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.

Gold - is it time for gold in your portfolio?

Gold - is it time for gold in your portfolio?

November 17, 2020

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 iTunesPodbean, 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 in a post Covid world – how investing opportunities have changed

Investing in a post Covid world – how investing opportunities have changed

November 3, 2020

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 iTunesPodbean, 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.

How to do good and make money

How to do good and make money

October 20, 2020

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 iTunesPodbean, 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 election and the potential impact on your portfolio

The US election and the potential impact on your portfolio

October 6, 2020
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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Hamish Douglass: Covid, US elections and a 50% drop in the S&P500

Hamish Douglass: Covid, US elections and a 50% drop in the S&P500

September 22, 2020

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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The global outlook – punishing savers and rewarding investors

The global outlook – punishing savers and rewarding investors

September 8, 2020

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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