Your Wealth
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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Famed investment manager declares speculative mania in global stocks

Famed investment manager declares speculative mania in global stocks

August 27, 2020

Platinum International is one of Australia’s most widely held professional investment managers, and its CIO, Andrew Clifford, is worried. On a historical basis, he and his team fear that global markets are heading into bubble territory, with potentially catastrophic consequences for investors.

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Everything you need to know about trading on the ASX, but possibly don’t

Everything you need to know about trading on the ASX, but possibly don’t

August 11, 2020

Buying shares has never been easier, but little things like which day and at time you place your trade can make a big difference to the price you pay for a stock.

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Becoming a full time investor – resources, networks and more

Becoming a full time investor – resources, networks and more

July 28, 2020

One of the most frequently asked questions for this podcast is how hard it is to make the transition to full time investing, and how to get started. In the last two years, Steve Mabb has gone from being in business to running his own portfolio – becoming a board member of the Australian Shareholders Association along the way.

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Tech megacaps – dangerous bubble or quality blue chips?

Tech megacaps – dangerous bubble or quality blue chips?

July 14, 2020

To the astonishment of many commentators, the Nasdaq, the tech-heavy US index, is actually up for calendar year 2020, having regained all of its losses since the COVID crisis. Investors who have held the FAANG stocks and darlings such as Tesla have generated vastly greater returns than those who have not.

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