The Morrissey Exchange

Oil prices have popped up to their highest level in three years, and LNG is on a tear, and thermal coal seems to be rising daily. Does this push the door open further for green energy to become the environmentally AND economically superior alternative?

"The transition from a  fossil fuel dominated energy system to one with zero emissions will require more than $4 trillion investment per year until 2030." - International Energy Agency.

Elsewhere around the globe, the Chinese Property market is suffering from overextend developers who can't pay their bills. While Evergrande may be gripping headlines at the moment, is this a deeper seeded issue that will move our market is ways we have yet to uncover?

Join Morrissey Group advisers, Ben Morrissey and Alex Henderson, as they unwrap a some of the topical issues within our market and help investors seek out sectors they believe will outperform in amongst all the noise and volatility we are experiencing in the back half of 2021.

There is a belief that investment is just a science; numbers, figures, profits, and bottom lines. In amongst all the data, however, there is a scope for artists and visionaries to roll up their sleeves and help businesses get the most out of what they’re doing and realise their potential.  

Tony Smith, Cashel Family Office’s Senior Portfolio Manager and Investment Committee Member, speaks with Ben Morrissey exploring the process of transforming companies from within and walks us through a few of his recent projects; IODM Limited (IOD) and Energy Technologies Limited (EGY). 

The future is green; but is it glowing? 

Uranium. The dirty, radio-active, disaster starting, glowing green villain of energy sector is getting a P.R. make over and is now presenting as a sustainable green energy solution for  which the world has been searching.

The Paris Agreement set the long-term objective of stabilising “greenhouse gas concentrations in the atmosphere" by reducing carbon emissions to zero by 2050. To date, the only sensible, long-term decarbonisation forecasts have uranium demand doubling over the next 30 years through to 2050; but what does this mean for investors?

Join Morrissey Group advisor, Ben Morrissey, as he speak with Shaw & Partners Resources and Energy analyst, Mike Clark, as they delve in to the "explosive" nuclear energy discussion.  

In this episode Morrissey Group Wealth Advisor, Ben Morrissey, is joined by Open Invest CEO and Co-Founder, Mr Andrew Varlamos.

Last year the Covid-19 pandemic saw the rise of speculative trading in shares both here and around the world as people were stuck at home in lockdowns looking for some form of entertainment. Online broking platforms such as Robinhood and Superhero provided small investors low or no cost access to the stock market. Armed with tips from golf buddies, the desire to take control themselves or just relieve the boredom, speculative trading in markets looks to be at an all time high. 

But "Free" never comes without some cost, and many unadvised investors are missing out on some much need professional assistance.

Enter OpenInvest. A forward thinking technology company enabling smaller investors to gain access to a professionally managed portfolio that would otherwise be reserved for those dealing directly with a broker or financial planner. 

The future of Wealth Management is borderless, and it is companies with the vision and the technological knowhow that are changing the game and opening channels to connect professionals with would-be-investors. 

If this type of service is of interest, feel free to log into our website: www.morrisseygroup.net for more information on the MG Alpha SMA available on the Openinvest platform. 

Welcome back to the third season of The Morrissey Exchange.

Based in Melbourne, the Morrissey Group find themselves back in lockdown for the sixth time; and this time round we're joined by most of the eastern seaboard. 

15 million people are locked in their homes in an attempt to stop the spread of COVID-19 with so many industries shutdown creating ever mounting economic and psychological pressure. But despite our three most populous cities being closed-for-business, our stock market is trading at record highs. 

Join Morrissey Group advisors, Ben Morrissey and Alex Henderson, as they look at Australia's current economic environment in comparison to some of our global peers. We may have won the 2020 elimination battle, but at what cost? And do we now find ourselves in the unenviable position of potentially losing the war?

Welcome back to The Morrissey Exchange as we pick up where we left off last time.

Join Morrissey Group advisers, Ben Morrissey and Alex Henderson, for part two of their discussion with Shaw and Partners’ Head of Research, Mr Andrew Hines.

In our last episode, Andrew talked us through the nuances of the Iron Ore markets, however conversation this week has turned to the energy sector and the world’s quest for a cleaner alternative. What was wrong now looks right. Has Nuclear Energy come full circle to answer our carbon emissions quandary? Welcome to the upside-down.

Sit back and enjoy the second half of our discussion with the ever insightful and observant, Andrew Hines.

The investment services space is a sea of experts each offering different insights, which is what makes a market. This week Morrissey Group advisers, Ben Morrissey & Alex Henderson are joined in their discussion by Shaw and Partners’ Head of Research, Mr Andrew Hines. 

Andrew has been analysing businesses and the market for over 30 years and has forgotten more about cycles, commodities and equities than most investors will ever know. Previously an Oil & Gas Engineer and spending the early years of his research career as the number one ranked BHP analyst in Australia, Andrew’s depth of knowledge when it comes to Iron Ore is unparalleled.

Settle in and listen to the first half of a fascinating, two-part discussion with Andrew as we delve into the current thematic and trends driving the Iron Ore price ever higher…

We’re not getting any younger, and as we all accumulate more time receiving healthcare treatment, there is a need for greater efficiency within these institutions.  

Alcidion (ALC) develops and licences healthcare software products for use within medical institutions enabling a more efficient collection, transfer and usage of electronic medical records (EMR) from artificial intelligence based data analytics to mobile alert systems. 

Join Morrissey Group wealth advisor Ben Morrissey and the Managing Director of Alcidion, Kate Quirke, as they discuss the opportunities available to a well run player in this space. 

The quarterly results are in! 

This time of year the market can be all swings and round-a-bouts. The broad-brush approach large industry funds and ETF traders are taking by tarring every stock within an out of favour sector is creating a vacuum of value for those investors savvy enough to seek it out.

Join Morrissey Group wealth advisors Ben Morrissey and Alex Henderson as they delve into a few of their favoured company results. Who has beaten expectations, and who has fallen behind after a year like no other?

Morrissey Group Wealth Adviser Ben Morrissey speaks with Andrew Ronchi, CEO of Dorsavi Limited (DVL).

Wearable technology has become a global phenomenon. Fitbit and Garmin have become household names. These are low tech solutions to cater to a base level consumer. Dorsavi, however, have spent 15 years developing a solution to the multitude of physical injuries that occur throughout everyday life. With their sophisticated, wireless, medical-grade wearable tech, Dorsavi’s “Vi” products don’t just track when we move, but how we move.

Having already signed up elite sporting clubs such as Manchester United, the New England Patriots, and many AFL teams, DVL now have their sights set on the $2.5B addressable US work-place OH&S market. 

Operating with lower costs, high client retention, and a line of sight to profitability, tune in to learn more about this innovative value play.

www.morrisseygroup.net