Your Wealth
Dividends, franking and the new normal - a 40% decline?

Dividends, franking and the new normal - a 40% decline?

May 19, 2020

With major Australian companies cutting and deferring dividends, investors relying on equities for income are facing a challenging year ahead. Martin Currie’s Australian equity team have crunched the numbers and estimate a cut of 40% in yield for the ASX200 in 2020.

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Emerging Markets – mega cities and technology leadership in the COVID-19 era

Emerging Markets – mega cities and technology leadership in the COVID-19 era

May 5, 2020

Please note, this podcast was recorded in early March. Much has changed, however the investment thesis and ideas contained in this podcast are long term trends that remain relevant for investors.

Prior to the COVID-19 crisis, the rise of China was one of the driving growth opportunities behind many Australian companies and global mega-caps (think Tencent and Alibaba). Yet many other emerging markets offer similar trends – technological prowess, an educated and increasingly wealthy middle class, and rapid urbanisation.

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Downturn and recovery – how the economy and markets can respond to the pandemic

Downturn and recovery – how the economy and markets can respond to the pandemic

April 21, 2020

Precipitous falls on global markets have been followed by thrilling bounces, while economic data is weak and getting weaker. Australia has so far avoided the worst of the health crisis, but its economic fortunes appear much less optimistic, with predictions of recession and even depression. So are share markets looking complacent?

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The bear case - how bad can it get?

The bear case - how bad can it get?

April 7, 2020

Despite the horrendous toll of COVID19 dominating the headlines, markets are showing surprising resilience following their initial sharp falls. Recent bounces have been some of the largest in history, illustrating the optimism of some market participants. So is all the bad news priced in?

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A virologist and portfolio manager talks COVID-19, healthcare stocks and what the future holds

A virologist and portfolio manager talks COVID-19, healthcare stocks and what the future holds

March 25, 2020

Platinum’s Dr Bianca Ogden has a PhD in virology, and manages their Global Healthcare Fund. On this podcast, Platinum’s Julian McCormack told investors to take money off the table in 2019, saying sectors of the market were hugely overvalued. So what are they saying now?

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Navigating a crisis with David Koch

Navigating a crisis with David Koch

March 25, 2020

Kochie has been a business journalist – and a business owner – covering economics and business for more than four decades. He’s seen – and survived - the Global Financial Crisis, the tech wreck, 1987’s Black Monday, the Asian Financial Crises and even the Gold Crisis of the late 1970s. So what can he tell us about how to survive as an investor and/or as a business owner about how to manage the coming weeks and months?

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Is this it? End of the bull market or buying opportunity?

Is this it? End of the bull market or buying opportunity?

March 25, 2020

The ASX200 had its largest one day fall since the GFC this week, the S&P500 was closed to prevent a fall of more than 7% in a session, and record highs are a distant memory. Coronavirus and oil shocks are creating worldwide disruption and investors are fearing recession – or worse.

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What I learned – how Peter Switzer became a finance expert

What I learned – how Peter Switzer became a finance expert

February 26, 2020

No one is born a great investor, and the process of learning about money and investing can be both rewarding and painful. So what do the pros wish they had known earlier, and which of their investments paid off most handsomely?

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Moats: Understanding Warren Buffett’s key criteria for investment

Moats: Understanding Warren Buffett’s key criteria for investment

February 11, 2020

When searching for businesses that can generate excess returns on a sustainable basis, the concept of a moat can be invaluable. How wide is the barrier between you and your competitors, and can it be maintained?

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Tax and your investments – how to manage your tax affairs

Tax and your investments – how to manage your tax affairs

January 28, 2020

It is said you can’t avoid death and taxes, but how do taxes affect your earnings, and what can you do about it? Listeners regularly ask us to discuss franking, the 45 day rule, deductions and other tax rules that affect how much of your investment returns you keep.

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