Your Wealth

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.

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.

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.

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.

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.

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.

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.

While those with a good story can enjoy great success in markets, numbers can reveal trends and themes that the headlines may be missing.

Talaria Capital’s Hugh Selby-Smith joins the podcasts to talk about the real data points he’s focussed on, including:

• Whether US exceptionalism can continue to deliver for investors
• Why markets are myopic on tariffs and more
• How capital expenditure drives returns
• The demographic shifts no developed nation is avoiding, and
• Where he’s looking for opportunity in today’s markets.

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.

Recorded 12 hours after Trump announced a 90 day ‘pause’ on global tariffs and the S&P500 staged a 10% rally in a single session, this podcast is designed to get you up to date with where we are now, and what it all could mean.

nab’s Head of FX Strategy Ray Attrill shares his thoughts on:

• The facts as we currently understand them
• Why China’s response is critical for Australia, and possibly the world
• The good news for Australian households
• How growth will falter despite the backdown, and
• Investment strategies that still make sense in a rapidly changing environment

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.

With the ASX in correction territory and US indices in a bear market in just three days, investors could be forgiven for panicking. But many are cashing up and ready to buy the dip - is it time?

Henry Jennings from Marcus Today was on the trading floor in 1987 and has seen many crises. He shares his thoughts on:

• why those who think they can predict Trump's next move are too optimistic
• whether value has crept in to the market
•  strategies for retirees and accumulators, and 
• why this isn't the GFC or 1987 ... yet

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.