As the 1st August marked the start of the second half of the year, I wanted to have a look at what happened in the first half and any themes that are presenting for the second half of 2021. In this podcast I chatted to Debra Slabber a portfolio specialist from Morningstar about just that 

Enjoy 

Should you wish to make an appointment to chat with me my diary link is  

https://outlook.office365.com/owa/calendar/[email protected]/bookings/

ESG (Environmental, Social and Governance) investments is a trend trend towards sustainability, originally brought about by millennials.

Sustainability and responsible investing addresses two of the biggest challenges of our time: Climate change and Social inequality.

More and more Asset Managers are incorporating ESG into their asset allocation process. Physical climate risks are creating a sense

of urgency not seen before and ESG factors are forging greater efficiencies and technological innovation, leading to investing in

ESG-focused companies.

In todays discussion with David Levinson and Marc Garnitz from Nedgroup Investments, we try to unpack what this trend is all about and why it is becoming increasingly popular 

Should you wish to have a chat with me please feel free to book a time using the link below  

https://bit.ly/BookJasonYutar

Enjoy 

In todays Episode I'm joined by Rone Swanepoel from Morningstar to discuss Morningstar's insights into the behavior gap. Put simply the behavior gap is the gap that exits between what returns we as investors achieve versus the investments we are invested in. Yes there is a difference and this difference is what we look at today  

These are some of the show notes that we spoke about  

The more things change : https://correlationcoaching.sharepoint.com/:i:/s/Correlation-Fileshare/EeMJtvuSbDZMoJBFC5P8lAYBT1-YlEr8Y0rnqZagIijHcw?e=Vhos1K

Timing the Markets :  https://correlationcoaching.sharepoint.com/:i:/s/Correlation-Fileshare/ET05xpw2S1ZKq3DbyHzakIEBjnJFgMvN-pNSknm8on2XEg?e=LHCHis

Five things investors should not care about  : https://correlationcoaching.sharepoint.com/:b:/s/Correlation-Fileshare/Ed8RJMuPQMVEluLQdMfk_dYBk3ou7uvEYJR8YWtA2TqA3Q?e=jqjXcy

Should you wish to book an appointment or have a chat click on the link below and book a time  

https://bit.ly/BookJasonYutar

In todays episode I have the last of my introductions. This week I speak to Morningstar and the conversation is who is Morningstar and the work that they do and what we do together. 

As this is the first Episode of July it is more technical. What sort of analysis is conducted and how portfolios are constructed in order to give a specified return above inflation. We chat about manager selection as well as market segmentation ( IE which sectors of the market are giving what returns)

In 2 weeks we will go back to behavioral and start chatting about Carls book the behavior gap 

Enjoy 

Should you wish to make an appointment or chat to me please click on the link below  

https://outlook.office365.com/owa/calendar/[email protected]/bookings/

In this episode Carl Richards the author of the behavior gap is going to introduce himself and his book, over the next few months I'm going to dive a little deeper into ideas from his book. 

As mentioned last week I'm going to be sending these podcasts out only twice a month. As my first one went out last week you will be getting 3 in a row and from then on twice a month.

Looking forward to chatting soon 

Jason 

Should you wish to chat to me please call or you can book at time using this link  

https://outlook.office365.com/owa/calendar/[email protected]/bookings/

A short podcast twice a month to keep you updated with what's happening in the markets and on a behavioral side to money. It is a short conversation that I hope offers some value and insights to our financial world 

Should you wish to contact us 

[email protected]

[email protected]

Or you can book an appointment at a time that is good for you by clicking the link below  

https://outlook.office365.com/owa/calendar/[email protected]/bookings/

How Correlated is you money to your well being? 

What is conscious effort? 

Just two question Andrew Bradley and I explore in this episode of Correlation Conversations 

Enjoy 

one stroke and being hit by a car, but still smiling