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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 Mar 09, 2021
Tuesday Mar 09, 2021
Investors looking for growth potential often find their best opportunities outside the ASX100. With many stocks and sectors overvalued, and others crunched by Covid, how do you find the next big thing?
DNR Capital portfolio manager Sam Twidale talks about the potential in small caps, including:
- Which sectors are most likely to perform as domestic and international borders reopen
- Why the electric vehicle story is not going away, but there are safer plays than Tesla
- Long term trends and which small companies are likely to benefit, and
- When to sell in frothy sectors like buy now, pay later.
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.
Note: nabtrade Academy has launched. It's designed to help you learn more about investing - no matter what stage of the investment journey you are on. Find out more here.
Tuesday Feb 23, 2021
Tuesday Feb 23, 2021
NAB Markets’ Ray Attrill has a strong track record forecasting the Australian dollar, US dollar and more. With rates at record lows, quantitative easing, and a global reopening on the horizon, what’s in store for the world’s major currencies?
Ray again joins Gemma Dale to discuss:
- Why he believes the AUD will rise against the USD
- The key drivers of currency movements this year
- The challenges of bitcoin and crypto for currency forecasters
- The risks to his forecast for 2021, and
- Why he’s the current world champion currency forecaster – for this quarter.
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.
Note: nabtrade Academy has launched. It's designed to help you learn more about investing - no matter what stage of the investment journey you are on. Find out more here.
Tuesday Feb 09, 2021
Tuesday Feb 09, 2021
Investors have increasingly been looking to Australian Real Estate Investment Trusts (AREITs) for income as interest rates fall, but Covid disruptions to retail shopping centres and office buildings have caused valuations to fluctuate. So do AREITs offer opportunity, and which sectors are worth looking at?
Charter Hall AREIT portfolio manager Jonathan Kriska offers his thoughts on:
- Why new sectors such as childcare centres and retirement living are growing
- The risks to office and retail property in a post Covid world
- Why industrial space such as warehouses for online commerce are booming
- How to diversify your property exposure, and why it matters, and
- The likely yields and capital growth potential of the REIT market in 2021.
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.
Note: nabtrade Academy is launching soon. It's designed to help you learn more about investing - no matter what stage of the investment journey you are on. Find out more here.
Wednesday Jan 27, 2021
Wednesday Jan 27, 2021
The events of the last twelve months have made many feel like investing is easy – or impossible. So how do you stay in the game for decades, without losing your money – or your mind?
SG Hiscock founder Steve Hiscock has been a professional investor for over 30 years, starting just before the crash of 1987. Tune in to hear his thoughts on:
- His favourite asset class for long term investors
- Why it’s critical to understand cash flow for all assets
- How interest rates are distorting valuations, and what you can do about it
- What to expect for long term returns, and
- His top tips for investing and building wealth.
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.
Wednesday Jan 13, 2021
Wednesday Jan 13, 2021
The new year has already thrown some extraordinary developments at investors – the ‘Blue Wave’ as the Democrats secure a majority in both houses of US Congress, a resurgence of Covid in Australia and record cases in the northern hemisphere, and markets that continue to run higher. So what more should investors be watching?
AMP Capital’s Diana Mousina shares her thoughts on:
- How low interest rates can stay, and for how long
- Which countries will return to ‘normal’ soonest post Covid, and why a vaccine may not have an impact for 18 months or more
- Why non-US markets tend to outperform during a Democratic presidency, and
- The impact of withdrawal of stimulus, including Jobkeeper and JobSeeker in Australia and around the world.
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.
Wednesday Dec 23, 2020
Wednesday Dec 23, 2020
After Covid19 cut a swathe through 2020, many are looking forward to a brighter 2021. With the S&P500, Dow Jones and Nasdaq at record highs, is this too much to hope for?
Popular guest Roger Montgomery of Montgomery Investment Management shares his thoughts about the outlook, including:
- Whether markets have gotten ahead of themselves in pricing a return to growth
- How much demand remains in an economy with elevated unemployment
- Whether a return to normal is on the cards for office property, and
- Where he sees risks for the unwary in 2021.
We thank you all for listening in 2020, and can’t wait to share more great guests and insights with you in 2021. Stay safe, and have a merry Christmas and New Year!
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 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.