The Morrissey Exchange

Disruptions are rife in global markets; from supply chains to unwinding derivative trades. The elation from finding not one, but four effective vaccines has taken a back seat to the world’s economies perpetual seesawing “risk-on/risk-off” stance which seems to change almost daily.

So where has value emerged for investors? And how can we block out the short-term hysteria to see the forest for the trees.

Join Morrissey Group Wealth Advisers, Ben Morrissey and Alex Henderson, as they walk through the three “D’s” that seem to be driving and dragging on our market.

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Morrissey Group Wealth Adviser Ben Morrissey speaks with Steve Gillard, CEO of GDI Property Group Ltd (GDI).

Commercial Property. The phrase has become an instant turn off to investors, but GDI is a textbook example of why you should treat each case on its merits rather than making broad assumptions about an entire sector. 

COVID has further exacerbated the divergence in the Australian commercial property market creating a two-speed economy with the West Coast firing the East Coast lagging. Clever forward planning and extensive marketplace experience has GDI’s current property portfolio skewed strongly towards the western economic growth and primed to take advantage of subdued eastern prices when value appears; so why are they trading at a 17% discount to current NTA on a 7.4% yield?

Appealing to growth and income investors alike, tune in to learn more about this high yielding, undervalued property group.

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“Interest rates are like gravity in valuation. If interest rates are nothing, values can be almost infinite. If interest rates are extremely high, that's a huge gravitational pull on value - and we had that in the early 1980s." - Warren Buffett.
 
Central banks around the world have been in chorus telling us: interest rates will remain low for the next 2-3 years, creating buoyancy in growth assets across the board.  But economic growth and recovery cannot stay subdued forever, and when interest rates do eventually move, the markets will feel that inevitable pull on value.

Join Morrissey Group Wealth Advisers, Ben Morrissey and Alex Henderson, as they unravel the intricate link between interest rates and asset pricing, and what it means for investors over the coming years.

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Morrissey Group Wealth Adviser Ben Morrissey speaks with Warren Murphy, CEO of Carbonxt Group Ltd (CG1). 

CG1 is a US based cleantech business that currently develops, produces and manufactures proprietary Activated Carbons for use in industrial pollution and emission control.

By minimising the levels of industrial pollution released into the waterways and greatly reducing the release of highly toxic pollutants, such as mercury from coal fired power stations, CG1 seems well aligned with environmentally conscious investors, but given their business relationships, is CG1 being tarred by its association with coal?

Tune in to learn more about this exciting business.

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If we thought 2020 was a remarkable year, buckle your seatbelts because 2021 looks to be ready to take off “to the moon”. 

Join Morrissey Group Wealth Advisers Ben Morrissey and Alex Henderson as they sift through the goings-on from around the globe: elections, impeachments, vaccines, bubbles, and digital insurrections. How will these events shape the investment landscape for the coming year? Or will investing take a backseat to gambling with the common man taking on Wall Street… and gaining the upper hand.

Well, what a remarkable year it has been.

With 2020 coming to a close Morrissey Group Wealth Advisers Ben Morrissey and Alex Henderson look back a what will no doubt be one of the most tumultuous years in modern history; not just for financial markets but on a political, social, and broader economic scale.

Join us as we retrace the rocky road that was 2020 and look forward to see what 2021 could possibly hold for the Australian stock market.

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Morrissey Group Wealth Adviser Ben Morrissey speaks with Robert Bulluss, CEO of Coventry Group Limited (CYG). Over the past four years Coventry Group have transformed from a loss making $150M turn-over business to a $275M turn-over business making profits. Many challenges have been overcome and this business has not only survived but flourished and grown their EBITDA by an average of 100% p.a. since 2017.

With State and Federal Governments announcing extraordinary infrastructure and construction spend as they attempt to “spend” their way out of the COVID-19 recession, learn more about Coventry Group’s unique position to leverage themselves to this opportunity over the next 5, 10, and 15 years. 

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The Australian Stock Market has recovered strongly throughout November 2020, up 10% for the month; but what comes next? The successful Stage 3 trials of multiple COVID-19 vaccines has renewed hope that life and business may return to normal in 2021, but has the market responded with overexuberance moving to this "Risk On" stance?
 
 Morrissey Group Wealth Advisers Ben Morrissey and Alex Henderson look at the primary contributors to the market recovery and which sectors have been left behind. They also explore the “Big Spend, Bigger Debt” Budget released by the Victorian State Government and the potential implications it may have on Australian business in their attempt to pull us out of the hole COVID has left in our economy.
 
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Morrissey Group Wealth Manager, Ben Morrissey, speaks with Shaw and Partners Co-Head of Income Strategies and Hybrid Securities SMA Model Manager, Steve Anagnos, about Australian Hybrid Securities.

What are they? How do they work? And why are investors turning to these debt/equity instruments in a time of record low interest rates and extreme uncertainty.

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Wealth advisors Ben Morrissey & Alex Henderson discuss supply and demand in the Oil & Iron Ore markets, the history, the outlook and the possible impact of negative a Bank-Bill-Swap- Rate (BBSW) on Debt & Hybrid Securities, and their picks for the best value space in the market for the next 18-24 months. 

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