The Morrissey Exchange

Markets around the world are getting toasted. For the calendar year to date:

Dow Jones is down 17.8%

NASDAQ is down 31%

Bitcoin is down 53.6%

ASX200 is down 12.4%.

Why is this happening and what does it all mean?

Join Wealth advisors Ben Morrissey and Alex Henderson as they discuss the current predicament in which the markets are placed, where we should hide and what we shouldn’t do.

Contact us on 03 9268 1117 or find more information on our website www.morrisseygroup.net 

In today’s podcast Ben Morrissey interviews Mr Peter O’Connor, metals and mining analyst here at Shaw and Partners.

The topic of discussion is: Gold.

Gold is used in so many ways by this unusual species of ours.

It’s a store of wealth, a currency, it has cultural and historical significance, it is edible, used in medicine, electronics, manufacturing and jewellery. 

It is one of nature’s least reactive metals to oxygen and as such it doesn’t deteriorate with exposure. 

What’s it worth, how should it be valued, will cryptocurrencies replace it or are they at least a synthetic version of it, and why do we even dig it up given we end up locking most of it away?

Turn your tv off, pop some food in the cat’s bowl and send the kids outside to play; it’s podcast time.

Contact us on 03 9268 1110 or find more information on our website www.morrisseygroup.net 

In today’s podcast, Alex Henderson discusses the murky and complex world of Exchange Traded Funds (ETF’s) with Damon Gosen, Director – Business Development at VanEck.

The growth of ETF’s has been phenomenal since they started in the US 29 years ago to become a $10.2 trillion force in listed markets. There are now more indices than stocks in the world, with innovative new thematics capturing investors’ attention. 

Put your feet up, grab a cup of tea and listen to these two gentlemen traverse the land of ETF’s and index investing. 

Contact us on 03 9268 1110 or find more information on our website www.morrisseygroup.net 

Thank you for joining us for Season 4, Episode 3 of The Morrissey Exchange; Rebels with a Community cause. In this Episode, we take a different tack and discuss the topic of Leadership with Melbourne Rebels Coach Kevin Foote and Captain Michael Wells.

There are leaders across all areas of life; business, sport, arts, academia. Wherever there is human activity, there is someone taking lead.

I really enjoyed this discussion as it is not often one gets to sit down with top line sporting professionals and have them talk about their own attributes honestly; and what made them who they are.

Visit our website at www.morrisseygroup.net or call 03 9268 1110.

Thank you for joining us for Season 4, Episode 2 of The Morrisey Exchange; Yellowcake served with Texas Tea.

In this Episode, Ben Morrissey discusses with Michael Clark, Energy Research Analyst at Shaw and Partners, the hottest topic in town; energy prices.

The price of fossil fuels are spiking aggressively and with a lack of global development approvals, there is little likelihood of supply meeting demand anytime soon. 

The Ukraine invasion has exacerbated this move and now with International sanctions restricting the usage and supply of commodities from Russia steepening, the result has been like a powder keg to these prices.

Will it last? Is it time to sell? Will demand destruction develop? Can renewables finally emerge as the source of base load power?

Welcome back to the first episode of The Morrissey Exchange for 2022.

Volatility has returned to investment markets and Shaw and Partners Advisors Ben Morrissey & Alex Henderson ponder the causes and reasons behind the wild swings. 

Interest rates, Geo-political tensions, Oil prices, Supply chains and Bitcoin are all covered, as we kick off Season Four in style, but we’ll let you be the judge.

As calendar year 2021 comes to a close, Morrissey Group Wealth Advisors Ben Morrissey & Alex Henderson guide us through the ghosts of markets past, present and future. Looking back on their predictions from last year, to our current economic environment, and through to their forecasts for the next 12 months, join us as we wrap up the year in time for Christmas. 

God bless us, everyone!

In today’s edition of the Morrissey Exchange, Morrissey Group Advisor Ben Morrissey discusses all things interest rates and inflation with Shaw and Partners’ Co head Income Strategies, Cam Duncan.

It may sound dry but understanding interest rate movements and inflation is an imperative component of one’s kit bag of knowledge to assist with successful investing.

Recently bond yields have started to run as rising inflation expectations have re-emerged. On Cup Day the Governor of the Reserve Bank backed away from his stance that the Australian official rate wouldn’t rise until 2024, but did suggest the market is overreacting.

Energy costs are exploding, supply chains of so many products are bottlenecked. Ordinarily in this environment one would avoid interest rate sensitive investments like property and infrastructure, yet the high yields on offer from some of these trusts may still represent excellent opportunities.

Shaw and Partners Industrials and Property Analyst, Aiden Bradley, joins Morrissey Group advisor, Ben Morrissey, as they take a closer look at the Australian property (REIT) market and help investors unpack the nuanced differences that separate the real estate "desirables" from the "dumps".

Regardless of investment style, before deploying one's hard earned savings it helps to asses the economic environment by keeping and eye on potential catalysts, and what lies ahead.

Morrissey Group Advisors Ben Morrissey & Alex Henderson are joined by Shaw and Partners' Chief Investment Officer, Martin Crabb, as they take an aerial tour of the current global and domestic economies. 

Covering socio-political issues such as China's Evergrande, Climate Change, and Vaccinations Rates, through to the Australian Property Market, Gold and Energy Prices, Martin's breadth of knowledge is impressive and his insights: thought provoking. This is a discussion not to miss.