Wealth of Experience

In this week's episode, we welcome special guest, John Abernethy. John is the Founder and Chairman of Clime Investment Management. He's seemingly done it all across 40-plus years in investing, from managing multi-asset portfolios, to venture capital, and now overseeing a sizeable investment portfolio and financial advice business. John tells us that super funds aren't admitting to their biggest problem: having too much money is driving them into alternative assets. In a broad-ranging interview, he also outlines why bonds aren't great value right now and Aussie equities look good in comparison, as well as how the current government isn't doing enough to help reduce inflation.

Regular guest, Peter Warnes, has a different take to John's on super funds and unlisted assets. And he's scratching his head at a recent scathing review into APRA and its supervision of super. Finally, Graham Hand discusses why homeowning retirees should never run out of money, even though many fear they will. 

In this week's episode, we cover the hot topic of real estate. Our special guest is global listed property expert, Andrew Parsons of Resolution Capital, who's turned from sector bear to optimist. As the market marks down the sector, Andrew sees contrarian opportunities opening up, especially in retail property. Meanwhile, Firstlinks' Graham Hand discusses residential property and why he believes owning a home beats super in retirement. Lastly, Peter Warnes looks at why interest rates in Australia won’t be cut for some time and what areas that could impact over the next 12 months.

In this week's episode, author and speaker, Peter Thornhill, is our special guest, and he'll discuss his secrets to beating the market, including owning high quality industrials and LICs, and holding them forever. Firstlinks' Graham Hand addresses the question of why ETFs receive blanket media coverage when they're small fry compared with managed funds, and Morningstar's Peter Warnes, will give his latest outlook for our economy and market. 

Graham Hand discusses the ins and outs of capital gains tax, and whether the RBA Governor should keep his job.

Peter Warnes outlines four of his favourite long-term market themes.

And special guest, Morningstar global CIO Dan Kemp, suggests how investors can build an 'all-weather' portfolio, including having the right asset mix, good advice, and staying the course. 

Graham discusses how the $3m super tax will work and how it changes the investment options for investors with large amounts.

Meanwhile, Peter outlines the headwinds for large-cap banks and miners and where to look outside the sectors. He also speaks of the energy challenges for Australia and the potential opportunities for investors. 

Graham and Peter buy into the moves to control house prices, massive debate on age pension assets test, interview with Antipodes Jacob Mitchell, buyers chase long-term assets.

Peter checks Stockland, Scentre, Qantas and Flight Centre, we discuss what 12-month highs and lows show, asset allocation of Jerome Powell, a couple of grumps plus interview with Sean Fenton of Sage Capital.

Who won and who lost in August reporting, missing the point on franking, tax reform picks favourites, two grumps, Christian Baylis interview .

Company profits, Emma Fisher full interview, your views on retirement, buying houses and financial advice.

Top 20 stocks then and now, Brambles, defining income, performance fees, Nick Griffin’s outlook.