Your Wealth

Chris Joye on where next for rates and finding value in fixed income

Markets expect interest rates to trend lower, which has significant implications for equities – and the defensive and income sectors of your portfolio. With bank hybrids being phased out, where next for yield?

Coolabah Capital CIO Chris Joye joins the podcast to discuss:

• The risks to the outlook for global interest rates
• Why he’s ‘very bullish’ the US economy
• Which sectors of the fixed income market are ‘the cheapest in history’
• What looks expensive, and
• How to invest as hybrids reach their maturity.

You can access this and previous episodes of the Your Wealth podcast now on iTunes, Podbean, 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.

A ‘brutal’ ASX reporting season – winners, losers and what’s next

While the ASX ended the month higher, share prices were surprisingly volatile in response to even modest beats and misses. So where is the value on the ASX, and what should investors be worried about?

Atlas Funds Management Portfolio Manager Hugh Dive joins the podcast to discuss:

• Which ‘reasonable’ result saw its share price smashed
• The sectors really crushed by any disappointment
• Why fund managers tend not to react in the heat of reporting season, and
• The result of the year, from a standout performer that was already priced for perfection  

You can access this and previous episodes of the Your Wealth podcast now on iTunes, Podbean, 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.

Nowhere but up – the S&P500 and why the index keeps winning

While some of the metrics for the world’s largest and deepest sharemarket remain extraordinary – new all-time highs, the highest level of concentration since the 1930s, company margins 50% above their long run average – the wins keep coming. So is it time to trim, add or hold?

S&P Dow Jones Indices’ Howard Silverblatt has been covering the US for 48 years, and shares:

• How company sales have just hit an all time record
• Whether the highs can keep coming,
• Which sectors are thriving, and which are surviving
• Why we can’t ignore the billions the Big Beautiful Bill will add to the economy, and
• Why traders have to trade what’s in front of them, but investors have different objectives

You can access this and previous episodes of the Your Wealth podcast now on iTunes, Podbean, 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.

Global property and the next big thing

When Australians think property, they tend to think domestic housing, but the listed property market includes sectors well beyond the classic three bedroom home. With healthy yields and growth on offer, there’s a lot for investors to like – but don’t get caught in the hype for every hot sector.

Resolution Capital portfolio manager Marco Colantonio joins the podcast to discuss:

• Whether the return to office push has run its course, and whether valuations reflect the fall in occupancy
• Why data centres may not live up to the hype
• How the development cycle affects valuations and can take years to play out, and
• The opportunity presented by the blowout in construction costs.

You can access this and previous episodes of the Your Wealth podcast now on iTunes, Podbean, 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.

Gold, iron ore, lithium and more - the outlook for key resources in this market

The gold price is soaring, lithium may be staging a comeback, iron ore has somewhat disappointed. The materials sector offers a range of large and small cap opportunities for astute investors, but the outlook for each sector is diverging.

To help make sense of the landscape, MineLife’s Gavin Wendt joins the podcast to discuss:

• Why the rise of the Chinese gold investor could mean even better times ahead
• How supply overhangs are affecting lithium and uranium
• The genuine players in the decarbonisation boom, and
• Why the gold miners continue to lag the gold price, and what needs to change.

You can access this and previous episodes of the Your Wealth podcast now on iTunes, Podbean, 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.

Stock picking, banks & a home bias

From banks to resources, Australian investors continue to have a home bias. But with uncertainty around positioning on the ASX, should investors remain heavy weight local market?

Alphinity Investment Management’s Elfreda Jonker joins the podcast to discuss:

• Asset classes & Opportunities
• Australian listed banks and financials
• Clear risks in the market particularly to do with pricing and,
• Australian household wealth and the impact to investment behaviours.

You can access this and previous episodes of the Your Wealth podcast now on iTunes, Podbean, 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.

Hype or bubble? Hyper growth opportunities in an expensive market

Looking for the next Nvidia? Or the current Nvidia? Despite eye watering valuations at the top end of the market, there are still incredible growth opportunities in global markets, but buying them at a reasonable price is increasingly challenging.

Munro Partners’ Qiao Ma joins the podcast to discuss:

• Why she’s not sure that any of the Magnificent 7 has a proper AI strategy
• Whether the game for cloud is really over
• How AI is levelling the playing field
• The non-AI industries with exceptional earnings growth, and
• Whether the US is over, and it’s time to look afield.

You can access this and previous episodes of the Your Wealth podcast now on iTunes, Podbean, 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.

Investment and stock ideas for your 30 June prep

With the end of the financial year approaching, many investors are keen to tidy up their portfolios. Three nabtrade favourites – Anthony Doyle (Pinnacle Investment), Henry Jennings (Marcus Today) and Scott Phillips (Motley Fool) -share their tips for tax time.

In this short and sharp podcast, Anthony talks about asset classes to consider – and avoid – in these turbulent times, Henry discusses when to sell, and which sectors are unlikely to bounce back, and Scott shares two stocks he likes for today’s market.

You can access this and previous episodes of the Your Wealth podcast now on iTunes, Podbean, 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.

Is now the time for an active portfolio?

After years of growth in passive ETFs and index strategies, market dynamics are shifting. Is it time to avoid the mega caps dominating the index, and look for better opportunities?

Janus Henderson’s London-based Head of Portfolio Construction and Strategy Matt Bullock joins the podcast to discuss:

• why there is space for both active and passive strategies in a portfolio
• what significant and permanent shifts in trade mean for markets
• asset class opportunities beyond volatile equity markets, and
• the huge runway for themes that are yet to realise their full potential.

You can access this and previous episodes of the Your Wealth podcast now on iTunes, Podbean, 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 get more from your investment portfolio – even in boring markets

Are you a trader, or an investor? Louise Bedford would argue that you’re both, regardless of how you categorise yourself. Ensuring you buy at a price you’re comfortable with, and have an exit strategy for a stock that loses, or wins too much, is essential to any investing strategy.

The Trading Game’s Louise Bedford joins the podcast to discuss:

• Why technical analysis can assist with the tough decisions of buying and selling
• Which indicators help her fall in love with a stock
• The sectors that offer the most opportunity right now, and
• What the data tell us about CBA’s likelihood of hitting new highs, or falling away.

You can access this and previous episodes of the Your Wealth podcast now on iTunes, Podbean, 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.