Your Wealth

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.

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.