Your Wealth

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.

Remember the tech wreck? This is worse

In the early 2000s, the tech-heavy Nasdaq index lost almost 77% of its value – and didn’t make another new high for 15 years. Today’s behemoths like Amazon were caught up in the sell off, and took two decades to recover. Is the recent sell off in global equities going to repeat history?

Platinum Investment’s Julian McCormack shares his thoughts on:

• Why there’s further to go in this downward trend
• How to respond to a bear market
• Where there are pockets of value around the world worth focussing on
• What is driving the market lower, and
• Why it isn’t the end of the world – just the end of the cycle.

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 rate hiking cycle has started – Shane Oliver tells us what’s next

Interest rates have been low and falling for over a decade. Rising inflation has forced the RBA to raise rates two years earlier than expected, and the implications are huge.

AMP’s Shane Oliver shares his thoughts on:

• Why rates will go higher from here, and how quickly
• How rising inflation threatens the global economy
• The impact rising rates will have on equity and property markets, and
• Why taking a long term view is critical as asset prices falter.

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 take an optimistic view – why equities investors need to look to the future

In a cycle where negative events are almost biblical in their proportion (floods and plagues), it’s hard to keep the upside in mind. But as Gaurav Sodhi of the Intelligent Investor tells it, you need to look for the opportunity in challenging times.

In this conversation, Gaurav shares:

• His ‘diabolical motive’ for loving resources
• How to be an outsider in a market that likes consensus
• Two sectors where you can cultivate a competitive advantage
• Why he’s rotating out of his most recent big wins,
• And whether there’s still a mispricing opportunity in commodities, among other things.

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 wall of worry – what to do with your money

Roger Montgomery joined this podcast last year and shared three reasons why he was bullish on this market. As rates rise, inflationary pressures build, and the war in Ukraine continues, has his view changed?

Popular guest Roger Montgomery of Montgomery Investment Management shares his thoughts on:

• How seriously we need to take rising inflation
• Why the risk of a correction is ever present
• Which sectors have the greatest potential
• If it is too late to get on board the lithium train, and
• Why investors should seek exposure to high quality growth, and where to find it.

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 how to play this market

Persistently high inflation, decade high oil prices and the threat of rising interest rates are making investors nervous. But what if we’ve seen all these factors before, and it’s possible to imagine who might win and lose in the coming year?

Veteran stockpicker Henry Jennings from Marcus Today shares his thoughts on:

• Which sectors have strong tailwinds in the current environment
• The milestones to look for when picking a potential mining multibagger
• What to avoid in a high interest rate environment, and
• How he learned to trade in the ‘pit’ and what lessons can be learnt 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.