Your Wealth

Becoming a full time investor – resources, networks and more

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?

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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Don’t fight the Fed - why shares keep rising in a troubled economy

Ever wondered why shares keep rising despite an increasingly troubled economic outlook? What do expressions like ‘don’t fight the Fed’ and ‘brrrr’ mean?

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Pre 30 June strategies to save tax and build wealth

The end of the financial year is a great time to review your portfolio and ensure you are aware of the tax deductions and incentives that exist for your investments and your personal income. Many recent changes could offer benefits for certain taxpayers.

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Capital raisings and opportunities outside the ASX100

Small cap stocks have lagged large caps over the last twelve months, and are often forgotten as investors look to big names in times of trouble. Many Australian smaller companies have come to market seeking capital to ensure they can stay profitable post Covid19 and into a recovery.

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

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

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

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?

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

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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