This episode looks at the state of the market at the end of April 2023, and discusses whether investors should make any changes to their portfolio based on the current market.

To submit any questions or feedback, please email [email protected] 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.

The stage 3 tax cuts will give high income earners a meaningful increase in take home pay. Regardless of whether you fall into this bracket, any increase in cash flow offers investors the opportunity to thoughtfully assess the best way to improve their financial position and quality of life. We provide an overview of the tax cuts, considerations for investors and hear from three members of the Morningstar team on what to do with an increase in cash flow.

To submit any questions or feedback, please email [email protected] 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.

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 [email protected] 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.

A larger number of investors are seeking simplicity in their portfolio. In this episode, we explore multi-asset funds and whether they can provide investors with a ready-made portfolio solution.

To submit any questions or feedback, please email [email protected] 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.

Lithium is a hotly followed investing theme, with many investors confident of a promising future. We take a deep dive into Lithium and its outlook.

To submit any questions or feedback, please email [email protected] 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.

In a listener requested episode, we speak about whether small caps have a place in your portfolio.

To submit any questions or feedback, please email [email protected] 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.

The Silicon Valley Bank collapse has many investors nervous. In this episode, we look past the market noise to talk about the lessons investors can take from this situation.

To submit any questions or feedback, please email [email protected] 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.

We’re joined by Nathan Zaia, Senior Equity Analyst who covers the Australian banking sector. He shares his thoughts on the current turmoil, how interest rates impact bank valuations and his outlook for the sector.

To submit any questions or feedback, please email [email protected] 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.

We explore the theory that you get enough international exposure with multinationals, and whether domestic equities provide enough diversification for investors.

To submit any questions or feedback, please email [email protected] 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.

In this episode, we explore how investors should think about their portfolio performance.

To submit any questions or feedback, please email [email protected] 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.