Your Wealth

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.

Henry Jennings on why you have to work a little bit harder in this market

As the ASX200 tracks sideways, and global markets stumble, the easy wins from 2020 seem a long time ago. So how does an investor approach these more challenging times?

Veteran stock picker Henry Jennings of Marcus Today gives his thoughts on:

• Some of his top picks on the ASX
• Why a good story may not cut it anymore
• The research process that helps uncover gems in a difficult market and
• Why a  long term strategy is critical.

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.

Which megatrends are here to stay… and what defines them

The great shifts in our society have created dramatic wealth creation opportunities for those who can read the signs. So what does the world’s largest asset manager look for and how can an investor ensure they’re riding the right wave?

BlackRock’s Tommy Taw shares his thoughts on:

• The three key features of a sustainable megatrend
• The five major trends driving change in today’s world
• How to ensure that you’re exposed to the winners of tomorrow, and
• Why concentration risk matters for investors seeking to invest in 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.

Looking for alternatives in this market

With equities under pressure and property and bonds suffering, investors could be forgiven for wondering what else is out there. What about private equity, infrastructure and venture capital?

Wilson Asset Management portfolio manager Dania Zinurova has spent her career focussing on real assets, and shares her thoughts on:

• Why retail investors have been excluded from alternative assets in the past
• What opportunities lie outside traditional asset classes
• How venture capital and private equity offer alternative runways for investors, and
• How to access assets without consistent liquidity – without losing access to your capital.

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 house prices could fall 25% - and what will happen next

Interest rates are rising, and Coolabah Capital’s Chris Joye is predicting house prices will fall by 15-25%... at least. This isn’t just a clickbait headline – it’s a data driven forecast based on the RBA’s own model. So what could that mean?

Chris shares his thoughts on:

• The impact of rising rates across the economy, and why all assets have been hit
• Why mortgage defaults are inevitable, and what that means for the economy
• How lower rates have increased house price volatility
• Which asset classes are offering value as rates rise, and
• Why interest rates may not rise as much as investors fear.

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 invest in what’s right for you

As the market adjusts to higher inflation and higher rates, many investors are thinking about the ‘sleep at night factor’. But there are other sleep at night factors that may be hiding in your portfolio – are you okay with investing in tobacco, armaments or companies with holdings in Russia, for example?

So how do you invest to ensure you can sleep at night? JBWere’s Head of Responsible Investing and Alternatives Gillian Gordon shares:

• Why the world’s wealthiest people are serious about responsible investing
• How to create a framework that works for you when building a portfolio
• What factors you should consider when building your wealth, and
• What to look out for with ‘greenwashing’ and other marketing strategies.

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 play a global equities sell off

With the S&P500 in firm bear market territory, investors are getting worried. Is it time to buy, and if so, what should you be looking out for?

Maroun Younes, portfolio manager of the Fidelity Global Future Leaders Fund, shares his thoughts on:

• The single most important thing to look for in a company right now
• Which markets offer the safest upside
• Why some of the world’s best companies underperformed for a decade in the early 2000s, and
• What to avoid if the sell off deepens.

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 the market suddenly cares if a company makes money again

After years of ‘valuing’ businesses on sales, total addressable market and other blue sky metrics, the market is suddenly getting very serious about… profits. So should investors rethink their holdings in this new (old) world?

Popular guest and fund manager, Dan Moore of Investors Mutual, shares his thoughts on:

• Why the days of growth at any cost are over
• Where to find value as the market rotates into formerly unloved sectors
• What to look for as the outlook remains subdued, and
• How to love boring stocks again.

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.