September 28, 2022
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.
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.
September 14, 2022
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
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.
August 17, 2022
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.
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.
August 3, 2022
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.
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.
July 19, 2022
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.
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.
July 6, 2022
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.
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.
June 21, 2022
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 Future 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.
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
June 7, 2022
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.
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.
