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Join nabtrade for a fortnightly series, outlining strategies to build your wealth. For more insights, visit nabtrade.com.au/insights.
Episodes
Tuesday Dec 15, 2020
Tuesday Dec 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.
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.
Tuesday Dec 01, 2020
Tuesday Dec 01, 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.
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.
Tuesday Nov 17, 2020
Tuesday Nov 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.
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.
Tuesday Nov 03, 2020
Tuesday Nov 03, 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.
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.
Tuesday Oct 20, 2020
Tuesday Oct 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.
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.
Tuesday Oct 06, 2020
Tuesday Oct 06, 2020
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Tuesday Sep 22, 2020
Tuesday Sep 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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Tuesday Sep 08, 2020
Tuesday Sep 08, 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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Thursday Aug 27, 2020
Thursday Aug 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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Tuesday Aug 11, 2020
Tuesday Aug 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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