Your Wealth

What works and what doesn’t in a world of higher rates and inflation

History may not repeat, but it can tell us a lot about the likelihood of certain outcomes, even in unusual times. Julia Lee of State Street Global Advisors has read the research, and believes it could be prophetic.

Julia shares her thoughts on:

• Which sectors have outperformed in downturns, and which haven’t
• Why the energy sector doesn’t perform the way you think it might
• What investors can learn from past performance across all asset classes, and
• Why the received wisdom about diversification needs to come with a caveat.

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.

What Scott Phillips wants you to know for 2023

New year is the time we all convince ourselves we’re going to be better, and getting our wealth sorted is often high on the list. So what does one of our favourite commentators wish we’d all buy, hold, sell and do for 2023?

Scott Phillips joins the podcast to discuss a bit of everything, including:

• Why markets are doing what they’re doing right now
• Which shares are very hard to resist at current prices
• How to prepare yourself for a higher rate environment, and
• The decisions you can make today to set yourself up for an awesome year.

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.

You’ve gotta know when to fold ’em

Henry Jennings from Marcus Today has had a good 2022, but the work of an investor is never done. So, what has he learned?

Henry shares:

• What worked and what didn't in 2022
• Which sectors continue to have promise, and which are looking clouded
• His outlook for 2023
• And why - and how - you've got to be willing to buy and sell the hot stocks in order to make your gains stick.

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.

Cyber fraud, identity theft and how to protect yourself

Protecting your wealth is becoming increasingly challenging in a digital world. As recent corporate data breaches have shown, data is big business, and keeping yours safe is critical.

NAB’s Security Team joins the podcast to share:

• Why your data can be at risk through no fault of your own
• What you can do if your data has been breached, or you think it has
• What companies and small business can do to better protect their customers, and
• How to protect yourself as best you can

ou 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.

Resources outlook – oil, gold, lithium and more

Energy has been the strongest performing sector on the ASX this year, and investors are more excited about materials than ever. So what has changed in the outlook for the world’s key resources?

MineLife’s Gavin Wendt joins the podcast to share his thoughts on:

• Why prices for key metals could stay high for the foreseeable future
• What high energy prices mean for the global economy
• How the transition to renewables will affect battery metals and more, and
• Which resources he’s most bullish – and bearish – on in the near time

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.

The best companies you’ve never heard of

When the economic environment is uncertain, it can pay to cut out the noise and look to company fundamentals. But where should an investor look when so many big names are under water and facing a downturn?

Firetrail Investments’ Anthony Doyle joins the podcast to discuss:

• Why markets are struggling to direction after heavy falls this year
• How investors should view the coming economic challenges
• Where opportunities exist despite the challenges, and
• Hot stocks in sectors that might spark your interest.

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.

This isn’t a crisis – it’s a bear market

Following a ‘bull market of galactic proportions’, this year’s falls across nearly all asset classes have made life difficult for many investors. The ultimate question – are we there yet?

Platinum Asset Management’s Julian McCormack has been vocal about the challenges ahead for global equities, and talks to:

• Why US unemployment could head to 10% before it falls below 4% again
• Why earnings estimates remain ‘fanciful’
• The strange bullishness in this bear market, and
• Why patience is a virtue for all investors.

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.

Mind over money – how to manage your best and worst enemy when it comes to wealth

While we all like to believe we’re rational beings, our financial decisions – from buying a coffee to buying a house – often suggest otherwise. So how do we get a grip on our emotions in order to grow our wealth?

Evan Lucas from InvestSmart shares the key insights from his new book, including:

• How to understand your financial decision making
• What drives us to do the things we do
• The impact relationships have on our financial decision making, and
• How to improve your thinking and stay on track.

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.

Are we there yet? Finding value in Australian equities

Investors using traditional metrics to assess the value of a company have had a long decade in the wilderness, but the recent weakness in equity markets is starting to expose opportunities.

Perpetual Investment’s Deputy Head of Equities Vince Pezzullo shares his thoughts on:

• What normalisation really means for markets
• Why the trends of deglobalisation and decarbonisation aren’t going away
• The standout performers in Australia’s recent reporting season, and
• The most attractive factors to look for right now.

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.

Why following the trends might hurt your portfolio

Investors are always looking for an exciting bandwagon, but Morningstar’s global research has tracked thematic portfolios back to the 1950s, and found many don’t survive. So what should you be looking for?

Morningstar’s research manager Justin Walsh shares his thoughts on:

• Why we’re so bad at picking winners
• Some of the big hits of the past that fizzled, and some that survived
• What investors should be looking for when choosing a portfolio, and
• Why the data tells a story that the marketing campaigns might hide

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.