Your Wealth
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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How to build a portfolio from scratch

How to build a portfolio from scratch

January 14, 2020

One of the questions we most frequently get asked is how to build an investment portfolio. If you’re just starting out, or you’ve decided to review your portfolio, what are the key principles you can use to build a suite of investments you’ll want to hold for the long term?

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A new decade and what it means for your portfolio

A new decade and what it means for your portfolio

January 2, 2020

As we enter the 2020s, there are signs of the end of globalisation, trade liberalisation and capitalism as we know it. Critical technology and demographic trends will arise, presenting both opportunities and threats for your portfolio.

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Equities for income – the best of both worlds?

Equities for income – the best of both worlds?

December 17, 2019

Equities have traditionally been seen as a ‘growth’ investment, but investors have increasingly become dependent on dividends and franking credits for their income. A dividend bonanza in early 2019 has rewarded many income investors, however some have hurt badly with unexpected dividend cuts from former blue chips. So how to manage an income-focussed equity portfolio?

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How to value a company

How to value a company

December 3, 2019

One of the greatest challenges for any investor is determining the value of a company they wish to invest in – how good is the business model, and how much should you pay for it?

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