A key to asset allocation is understanding future expected returns for asset classes. We're joined by Matt Wacher, Chief Investment Officer, Asia Pacific of Morningstar Investment Management. He discusses the process of calculating future expected returns, where he expects there to be opportunities in the future, and how investors should use this information to make asset allocation decisions. 
To submit any questions or feedback, please email mark.lamonica1@morningstar.com or leave us a voicemail to feature on the podcast here. Additional resources from our episodes are available via our website. Audio Producer and mixer: William Ton. Hosted on Acast. See acast.com/privacy for more information.

Future expected returns and where to allocate assets

Investing compass is brought to you by Morningstar Australia. We’ll run through the fundamentals of investing, taking a deep dive of concepts and offer practical explanations, tools and resources that will allow you to invest confidently. The information contained in this podcast is general in nature, it does not take into consideration your personal objectives, financial situation or needs. Hosted on Acast. See acast.com/privacy for more information.

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Many investors share with us that they are income investors. Some used covered call strategies to boost income. This episode explores the strategy and how it works.
You are able to view the accompanying article here. 
Interested in our investing course? Find it here.  To submit any questions or feedback, please email mark.lamonica1@morningstar.com or leave us a voicemail to feature on the podcast here.  Additional resources from our episodes are available via our website. Save 33% off Morningstar Investor^  Sign up for a FREE 4-week trial^ and check out with code: IC33 to save 33% off a 12-month Morningstar Investor subscription^ (Only $452.25. Normally $675).  Sign up for a FREE trial^: https://www.morningstar.com.au/products/morningstar-investor?utm_term=ic_link_sign_up_for_a_free_trial    ^The free 4-week trial offer is limited to new clients and cannot be used to extend an existing Investor Membership. This offer can only be used in combination with the promotional code: IC33. One free trial per household. Morningstar is licensed to provide our subscription service to Australian residents only.  ^Promotional code: IC33 cannot be used in combination with any other offers or to extend an existing Morningstar Investor subscription, with the exception of the free 4-week trial offer. This offer is for 33% off the first 12-month subscription of Morningstar Investor (Only $452.25. Normally $675). Sale ends 11:59pm AEST, Sunday 30th June 2024. Audio Producer and mixer: William Ton. Hosted on Acast. See acast.com/privacy for more information.

Boosting income with a covered call strategy

Charlie Munger passed away recently at 99 years of age. We go through 5 of his best quotes and the lessons that investors can take from them.
You are able to access the accompanying article here. You are able to access the lessons from market history article here.
Interested in our investing course? Find it here.  To submit any questions or feedback, please email mark.lamonica1@morningstar.com or leave us a voicemail to feature on the podcast here.  Save 33% off Morningstar Investor^  Sign up for a FREE 4-week trial^ and check out with code: IC33 to save 33% off a 12-month Morningstar Investor subscription^ (Only $452.25. Normally $675).  Sign up for a FREE trial^: https://www.morningstar.com.au/products/morningstar-investor?utm_term=ic_link_sign_up_for_a_free_trial    ^The free 4-week trial offer is limited to new clients and cannot be used to extend an existing Investor Membership. This offer can only be used in combination with the promotional code: IC33. One free trial per household. Morningstar is licensed to provide our subscription service to Australian residents only.  ^Promotional code: IC33 cannot be used in combination with any other offers or to extend an existing Morningstar Investor subscription, with the exception of the free 4-week trial offer. This offer is for 33% off the first 12-month subscription of Morningstar Investor (Only $452.25. Normally $675). Sale ends 11:59pm AEST, Sunday 30th June 2024.
Additional resources from our episodes are available via our website. Audio Producer and mixer: William Ton. Hosted on Acast. See acast.com/privacy for more information.

The wisdom of Charlie Munger

Three things to consider when planning for an early retirement.
You are able to find the accompanying article here that includes data and graphs that complement the discussion in this episode.
Interested in our investing course? Find it here.  To submit any questions or feedback, please email mark.lamonica1@morningstar.com or leave us a voicemail to feature on the podcast here.  Additional resources from our episodes are available via our website. Save 33% off Morningstar Investor^  Sign up for a FREE 4-week trial^ and check out with code: IC33 to save 33% off a 12-month Morningstar Investor subscription^ (Only $452.25. Normally $675).  Sign up for a FREE trial^: https://www.morningstar.com.au/products/morningstar-investor?utm_term=ic_link_sign_up_for_a_free_trial    ^The free 4-week trial offer is limited to new clients and cannot be used to extend an existing Investor Membership. This offer can only be used in combination with the promotional code: IC33. One free trial per household. Morningstar is licensed to provide our subscription service to Australian residents only.  ^Promotional code: IC33 cannot be used in combination with any other offers or to extend an existing Morningstar Investor subscription, with the exception of the free 4-week trial offer. This offer is for 33% off the first 12-month subscription of Morningstar Investor (Only $452.25. Normally $675). Sale ends 11:59pm AEST, Sunday 30th June 2024. Audio Producer and mixer: William Ton. Hosted on Acast. See acast.com/privacy for more information.

How to retire early

Aussie investors have come out on top in a recent study. We explore some of the reasons why.
You are able to see the accompanying article here, which includes data and graphs that complement the issues discussed in this podcast.
Interested in our investing course? Find it here.  To submit any questions or feedback, please email mark.lamonica1@morningstar.com or leave us a voicemail to feature on the podcast here.  Additional resources from our episodes are available via our website. Save 33% off Morningstar Investor^  Sign up for a FREE 4-week trial^ and check out with code: IC33 to save 33% off a 12-month Morningstar Investor subscription^ (Only $452.25. Normally $675).  Sign up for a FREE trial^: https://www.morningstar.com.au/products/morningstar-investor?utm_term=ic_link_sign_up_for_a_free_trial    ^The free 4-week trial offer is limited to new clients and cannot be used to extend an existing Investor Membership. This offer can only be used in combination with the promotional code: IC33. One free trial per household. Morningstar is licensed to provide our subscription service to Australian residents only.  ^Promotional code: IC33 cannot be used in combination with any other offers or to extend an existing Morningstar Investor subscription, with the exception of the free 4-week trial offer. This offer is for 33% off the first 12-month subscription of Morningstar Investor (Only $452.25. Normally $675). Sale ends 11:59pm AEST, Sunday 30th June 2024. Audio Producer and mixer: William Ton. Hosted on Acast. See acast.com/privacy for more information.

Why Aussies are better investors

The intergenerational wealth transfer is a hot topic. How should you incorporate any inheritances into your financial plan?
Interested in our investing course? Find it here.  To submit any questions or feedback, please email mark.lamonica1@morningstar.com or leave us a voicemail to feature on the podcast here.     Additional resources from our episodes are available via our website. Audio Producer and mixer: William Ton. Hosted on Acast. See acast.com/privacy for more information.

Future expected returns and where to allocate assets

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