Your Wealth

Why bonds have behaved so strangely – and you might want to own them anyway

As interest rates have climbed, interest in fixed income investments has returned - but those who've looked at recent returns could have been in for a nasty shock, with negative total returns for several benchmarks. So why have bonds performed so poorly, and is the tide turning?

NAB Markets' Ken Crompton joins the podcast to discuss:

• the return of yield, and what it offers investors
• why the world is 'awash with debt', offering a range of investment opportunities
• simple (and complex) explanations for the volatility in bond markets
• whether recent moves in rates will help to stabilise prices
• how US debt issuance is changing markets, and
• how to incorporate fixed income into your portfolio.

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 currency matters and where the AUD is headed

As investors continue to seek offshore investment opportunities, currency becomes increasingly important. But how does one manage the risk - and potential upside - with so many variables in play?

NAB Markets' Ray Attrill joins the podcast to discuss:

• Why currency forecasting is so challenging, and so important
• His thoughts on the outlook for the Aussie dollar and US currency
• Why predictions of the Fed being forced to cut may be premature, and
• How to think about managing currency risk with your offshore portfolio, and your business.

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 prepare for

Despite recent falls and another interest rate increase, share prices haven’t quite dipped enough for investors to start buying again. So what will it take, and how should you think about the market in this environment?

The Motley Fool’s Scott Phillips joins the podcast to share his always entertaining thoughts on:

• How Warren Buffett screwed up an $8bn opportunity
• Why getting ‘too clever’ can cause you to miss the real gains
• His favourite beaten up stocks and sectors
• The gift horse you shouldn’t look in the mouth, and
• How to prepare for the next leg of growth.

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 bucket strategy - a research-based plan for protecting your wealth in retirement

Investing your retirement savings is a huge challenge – building enough wealth, protecting it once you’ve stopped working, and still managing to enjoy a decent standard of living. Most strategies for building wealth no longer work. But there is one research-backed plan that can help you manage your retirement savings to limit the risks.

Wealth manager and CIO Roger Montgomery joins the podcast to discuss:

• How the bucket strategy was developed and how it works
• Simple methods for limiting the downside when you’re no longer working
• The importance of investing for the short, medium and long term in retirement, and
• Tips and strategies for making the most of your accumulated wealth.

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.

Australian equities, small caps and how to invest for yield

While the macroeconomic environment remains complex, many Australian companies are just going about their business, serving their customers, making money and rewarding investors. So how does an investor find them?

Fidelity International's Casey McLean joins the podcast to discuss:

• Why one hot sector may have seen its best days
• Where to find yield and growth potential on the ASX
• How to look through challenging conditions to see future winners, and
• Where he's investing 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.

Lithium, iron ore, and the next big opportunity in resources

Australian investors love the resources sector, and have become accustomed to strong growth and even dividends from their favoured mining stocks. But after a sizeable correction in the red-hot lithium space and the easy money of special dividends coming to an end, should they re-think?

Gavin Wendt of MineLife joins the podcast to share:

• The outlook for iron ore, oil, lithium and more
• Why the re-rating of sky-high lithium stocks was necessary
• Which sectors are likely to be winners and losers in the near term, and
• His top pick for the energy transition and more.

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 find an extra $12,000 this year, and other tips from a personal finance pro

Taking a 50% pay cut doesn't sound like a great financial strategy, but for Effie Zahos, author, speaker, board member and all-round finance professional, the risk she took 20 years ago has certainly paid off. From editing Money magazine to the Financial Literacy Foundation board, she's learned a lot, and taught many.

In this broad-ranging discussion, Effie shares: 

• Her four key tips for getting your finances right
• Why she avoided one of the last decade's hot stocks
• The key behavioural traits holding us back, and what to read to understand yours, and
• Where to find an extra $12,000 this year by reviewing your finances

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.

Soft landing – could we really pull it off, and what does it mean for markets?

Markets and central banks appear increasingly hopeful that the ideal scenario - a soft landing - could be incoming, with inflation moderating, employment strong and economic growth slowing but still positive. But how great is the risk that we fall short?  

Anthony Doyle from Firetrail joins the podcast to discuss:

• How confident central banks remain in their actions to date
• What a soft landing means for markets and the economy
• The steps that central banks are taking to keep their plan on track, and
• How to prepare for any eventuality, as an investor.

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 legend Peter Thornhill – by popular demand

By far the most requested guest for the podcast, Peter Thornhill, has authored books, given hundreds of seminars and taught thousands his (relatively) simple strategies for building and maintaining wealth.

In this interview, he discusses his views on:

• How to build wealth over time, with his simple method
• Why income matters far more than many investors believe
• His favoured stocks and companies
• How to make money in real estate (it's definitely not what you think)
• Why ETFs are not the best solution for everyone.

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.

 

Return to the office – is CBD property dead, or a great buying opportunity?

With the world returning to travel, festivals and more, it’s easy to believe that the impacts of Covid are behind us. But central business districts in many countries are still struggling, and businesses are finding the challenge of getting workers back to the office harder than expected. So should investors be wary, or opportunistic?

Morningstar analyst Alex Prineas joins the podcast to share:

• What the 17% fall in the value of a single CBD office tower means for the rest of the industry
• How to measure the return to the office when the data is patchy
• Whether valuations of office AREITs have fallen sufficiently to give investors something to cheer, and 
• Why your superannuation is likely affected, even if you hold no REITs in your portfolio.

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.