Financial Standard Podcast

In China, the market has been defined by cautious consumer spending, policy uncertainty, and ongoing concerns about property market weaknesses. India, on the other hand, has had strong market performance driven by retail investors and a favourable demographic outlook, but valuations are becoming exorbitant. 

Fidelity cross asset specialist Lukasz de Pourbaix explains why selective investing is therefore crucial. 

In this episode, Claremont Global head and co-portfolio manager Bob Desmond explains why fundies should be transparent about their mistakes and avoid the arrogance of thinking they’re infallible. 

Despite its volatility, crypto assets are gaining enormous traction within the SMSF landscape. SMSF specialist Nicholas Ali from Neo Super indicates the phenomenon likely resulted from younger entrants setting up SMSF.

Ali highlighted what consumers can encounter and the regulatory complications when investing in crypto assets.

With the current high interest rate environment fixed income investments have seen a surge in popularity. But, with experts anticipating global central banks to embark on a rate-cutting cycle, will fixed income fall to the wayside? Global X head of sales Manny Damianakis joins the Financial Standard podcast to discuss. 

Tokenisation requires a significant change in how people think about transacting and storing assets. While gaining comfort and understanding will take time, the benefits are substantial, according to Hamilton Lane co-chief executive Erik Hirsch.

He adds that it’s rare to find something that's simultaneously better for investors and for fund managers.

Although emerging markets have experienced a tough decade, abrdn senior investment director of emerging markets equities Nick Robinson points out several reasons for investors to be optimistic.

Robinson also probes into the importance of the Federal Reserve’s upcoming interest rate decision and potential impact of the US election.

With the US presidential election set take place on November 5, investors are bracing for the possibility of another four more years with former president Donald Trump. What does this scenario look like for the markets, global trade, and economies like Australia?

Schroders Australia head of multi-asset and fixed income Sebastian Mullins talks us through the possibilities. 

The financial advice profession has reached a tipping point and a massive shift is taking place, if advisers seize seven megatrends or opportunities. Deloitte Access Economics partner and the report’s co-author John O'Mahoney shares how.

The Treasury Laws Amendment (Delivering Better Financial Outcomes and Other Measures) Bill recently passed into law. For financial advisers, what does this really all mean for their day-to-day operations? Mark Bastiaans, the principal financial adviser for AdviceSA, explains what the changes mean for those in the trenches.  

Asset managers' priorities are changing from being concerned about cost management to now being focused on improving the investor experience, according to a recent survey by Northern Trust.

Northern Trust head of global fund services in APAC, Caroline Higgins, joined the Financial Standard podcast to deep dive into some industry trends.