In mid-January 2020, China was announcing confirmed human to human contact of Covid-19, locking down Wuhan province and building temporary hospitals. While many investment managers carried out daily operations, some had their eye on China.Nucleus Wealth was one. It is a small active manager in Melbourne with an international focus. The call was made in late January. They dumped their clients’ investment holdings and started moving to cash. What happened next is covered in this podcast.<hr> Hosted on Acast. See <a style='color:grey;' target='_blank' rel='noopener noreferrer' href='https://acast.com/privacy'>acast.com/privacy</a> for more information.

In mid-January 2020, China was announcing confirmed human to human contact of Covid-19, locking down Wuhan province and building temporary hospitals. While many investment managers carried out daily operations, some had their eye on China. Nucleus Wealth was one. It is a small active manager in Melbourne with an international focus. The call was made in late January. They dumped their clients’ investment holdings and started moving to cash. What happened next is covered in this podcast. Hosted on Acast. See acast.com/privacy for more information.

In mid-January 2020, China was announcing confirmed human to human contact of Covid-19, locking down Wuhan province and building temporary hospitals. While many investment managers carried out daily operations, some had their eye on China.Nucleus Wealth was one. It is a small active manager in Melbourne with an international focus. The call was made in late January. They dumped their clients’ investment holdings and started moving to cash. What happened next is covered in this podcast. Hosted on Acast. See <a href="https://acast.com/privacy" rel="noopener noreferrer">acast.com/privacy</a> for more information.

Gotta be right twice

The Adviser Talk looks at recent events and financial news through the lens of Stewart Group’s expert Financial Advisers. We cover everything from crypto-cracking hamsters to saving for retirement (and plenty of subjects in between). If you have any questions or financial topics you want us to cover on future episodes, you can simply email your requests to <a href="mailto:podcasts@stewartgroup.co.nz" rel="noopener noreferrer" target="_blank">podcasts@stewartgroup.co.nz</a> You’ll find CEO Nick Stewart our most frequent flyer in the hot seat – Nick is a Financial Adviser, Accredited Investment Fiduciary, and Associate Financial Planner of Financial Advice New Zealand. He is our CEO and Financial Adviser at Stewart Group and holds a number of directorships in privately-owned companies and independent trusteeships. About Stewart Group Stewart Group is a financial planning and advisory firm based in Hawke's Bay and Wellington. We offer personal fiduciary services, wealth management, risk insurance, and KiwiSaver solutions. Our approach is guided by our core values of honesty, integrity, and loyalty. These principles reflect our family-oriented philosophy, which we apply in our daily operations. We pride ourselves on fostering strong, personal relationships with our clients, delivering tailored services that meet their individual needs. As one of only eight CEFEX-accredited firms in New Zealand, we are dedicated to upholding the highest fiduciary standards and promoting a culture of continuous improvement. Through our owners, directors and team members, Stewart Financial Group (NZBN: 9429040213187) identifies as a Māori owned business. •The information provided, or any opinions expressed in this show, are of a general nature only and should not be construed or relied on as a recommendation to invest in a financial product or class of financial products. You should seek financial advice specific to your circumstances from an Authorised Financial Adviser before making any financial decisions. A disclosure statement can be obtained free of charge by calling <a href="tel:0800 878 961" rel="noopener noreferrer" target="_blank">0800 878 961</a> or visit our website, <a href="www.stewartgroup.co.nz" rel="noopener noreferrer" target="_blank">www.stewartgroup.co.nz</a> <hr> Hosted on Acast. See <a style='color:grey;' target='_blank' rel='noopener noreferrer' href='https://acast.com/privacy'>acast.com/privacy</a> for more information.

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The Adviser Talk looks at recent events and financial news through the lens of Stewart Group’s expert Financial Advisers. We cover everything from crypto-cracking hamsters to saving for retirement (and plenty of subjects in between). If you have any questions or financial topics you want us to cover on future episodes, you can simply email your requests to podcasts@stewartgroup.co.nz You’ll find CEO Nick Stewart our most frequent flyer in the hot seat – Nick is a Financial Adviser, Accredited Investment Fiduciary, and Associate Financial Planner of Financial Advice New Zealand. He is our CEO and Financial Adviser at Stewart Group and holds a number of directorships in privately-owned companies and independent trusteeships. About Stewart Group Stewart Group is a financial planning and advisory firm based in Hawke's Bay and Wellington. We offer personal fiduciary services, wealth management, risk insurance, and KiwiSaver solutions. Our approach is guided by our core values of honesty, integrity, and loyalty. These principles reflect our family-oriented philosophy, which we apply in our daily operations. We pride ourselves on fostering strong, personal relationships with our clients, delivering tailored services that meet their individual needs. As one of only eight CEFEX-accredited firms in New Zealand, we are dedicated to upholding the highest fiduciary standards and promoting a culture of continuous improvement. Through our owners, directors and team members, Stewart Financial Group (NZBN: 9429040213187) identifies as a Māori owned business. •The information provided, or any opinions expressed in this show, are of a general nature only and should not be construed or relied on as a recommendation to invest in a financial product or class of financial products. You should seek financial advice specific to your circumstances from an Authorised Financial Adviser before making any financial decisions. A disclosure statement can be obtained free of charge by calling 0800 878 961 or visit our website, www.stewartgroup.co.nz Hosted on Acast. See acast.com/privacy for more information.

The Adviser Talk looks at recent events and financial news through the lens of Stewart Group’s expert Financial Advisers. We cover everything from crypto-cracking hamsters to saving for retirement (and plenty of subjects in between). If you have any questions or financial topics you want us to cover on future episodes, you can simply email your requests to <a href="mailto:podcasts@stewartgroup.co.nz" rel="noopener noreferrer">podcasts@stewartgroup.co.nz</a> You’ll find CEO Nick Stewart our most frequent flyer in the hot seat – Nick is a Financial Adviser, Accredited Investment Fiduciary, and Associate Financial Planner of Financial Advice New Zealand. He is our CEO and Financial Adviser at Stewart Group and holds a number of directorships in privately-owned companies and independent trusteeships. About Stewart Group Stewart Group is a financial planning and advisory firm based in Hawke's Bay and Wellington. We offer personal fiduciary services, wealth management, risk insurance, and KiwiSaver solutions. Our approach is guided by our core values of honesty, integrity, and loyalty. These principles reflect our family-oriented philosophy, which we apply in our daily operations. We pride ourselves on fostering strong, personal relationships with our clients, delivering tailored services that meet their individual needs. As one of only eight CEFEX-accredited firms in New Zealand, we are dedicated to upholding the highest fiduciary standards and promoting a culture of continuous improvement. Through our owners, directors and team members, Stewart Financial Group (NZBN: 9429040213187) identifies as a Māori owned business. •The information provided, or any opinions expressed in this show, are of a general nature only and should not be construed or relied on as a recommendation to invest in a financial product or class of financial products. You should seek financial advice specific to your circumstances from an Authorised Financial Adviser before making any financial decisions. A disclosure statement can be obtained free of charge by calling <a href="tel:0800 878 961" rel="noopener noreferrer">0800 878 961</a> or visit our website, <a href="www.stewartgroup.co.nz" rel="noopener noreferrer">www.stewartgroup.co.nz</a> Hosted on Acast. See <a href="https://acast.com/privacy" rel="noopener noreferrer">acast.com/privacy</a> for more information.

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