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Episodes
Jul 4, 2018
Jul 4, 2018
26 min
US markets have rallied strongly in recent years, shrugging off concerns about over-valuation and stretched fundamentals. The US economy is showing strong signs of growth also, buoyed by a decade-long period of low interest rates, huge tax cuts and Trump’s protectionist policy announcements. So are all lights turning green? Or will tapering and tariffs present headwinds that clash with tailwinds from Republican fiscal policy?
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Jul 4, 2018
Jul 4, 2018
27 min
Investors have generally been rewarded for holding – and sticking with – growth stocks throughout FY18, with the ASX delivering another year of strong portfolio returns. Many valuations look stretched, however, and headwinds are facing many popular stocks and sectors.
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Jun 20, 2018
Jun 20, 2018
29 min
The collapse of Lehman Brothers in 2008 is often seen as the catalyst for the Global Financial Crisis, which wiped trillions of dollars from global markets and shook confidence in financial systems across the world.
According to veteran investor and commentator Graham Hand, the GFC actually started a year earlier in the global credit markets, but the equity markets ignored it. With hindsight, everyone had the chance to exit shares at elevated prices with plenty of notice, as the credit markets were screaming for all to see, in every part of the world.
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Jun 15, 2018
Jun 15, 2018
39 min
End of financial year is a common time for people to think about gearing – the potential deductibility of a year’s worth of interest cost can reduce your tax while borrowing to invest can boost your returns. This strategy is not without risk, however, and understanding the implications of both the strategy and the structures you use is critical.
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Jun 7, 2018
Jun 7, 2018
28 min
The end of the financial year offers an ideal opportunity to review your financial position, and to take advantage of tax concessions and strategies that are offered to help you grow and protect your wealth. This year offers significant new benefits for many investors, as well as pitfalls to avoid, so the time to prepare is now.
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May 29, 2018
May 29, 2018
35 min
With a decade of record-low interest rates, retail investors have previously steered away from the bond market and have focused their capital on equity markets. Now that the Federal Reserve has announced a rise in rates, should we be worried? Considering the current level of global household debt, a small rise in rates could have a dramatic impact on the Australian and global economies.
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May 22, 2018
May 22, 2018
35 min
A great company in a great market doesn’t always present a great investment opportunity; the value of a stock is often determined by how much you pay for it. As Morningstar’s equity expert Adam Fleck explains, valuations can vary dramatically with sentiment, market movements and changes in sector and company fundamentals.
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May 15, 2018
May 15, 2018
38 min
With capital city house prices having doubled in the last five years, many parents despair of their children ever being able to afford their first home, and wonder if they should be reaching into their own pockets to help. According to Digital Finance Analytics, the ‘Bank of Mum and Dad’ is providing up to $85,000 each to nearly 56% of first home buyers, and most of those buyers are already in their thirties1.
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May 8, 2018
May 8, 2018
17 min
Treasurer Scott Morrison’s third budget features personal tax cuts as one of the Government’s core measures. Gemma Dale, discusses the key takeaways from the Budget announcement and specifically takes a deep dive into the proposed changes to the taxation, superannuation and pension systems.
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May 1, 2018
May 1, 2018
27 min
What do French trams, the Bank of Internet and a Pakinstani cement company have in common? They’ve all found their way into the global equity portfolios managed by Morphic Asset Management’s Jack Lowenstein. Morphic’s portfolios are global, ethically screened and allow for shorting, representing an expansive view of the world’s current investment opportunities.
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