Your Wealth

Despite the horrendous toll of COVID19 dominating the headlines, markets are showing surprising resilience following their initial sharp falls. Recent bounces have been some of the largest in history, illustrating the optimism of some market participants. So is all the bad news priced in?

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Not everyone agrees the worst is over. In this measured discussion, Perpetual Investment Senior Portfolio Manager Greg Stock discusses:

The likely impact of fiscal support on the economy

Which assets won’t deliver their most recent wins for the foreseeable future

How to assess creditworthiness in a cash crunch

Which industries are likely to survive and thrive, and

His views on the prediction of a further 30% fall in equity prices.

You can access this and previous episodes of the Your Wealth podcast now on iTunes, Podbean, Spotify or at nabtrade.com.au/yourwealth

If you’re short on time, consider listening at 1.5-2x speed, which should be shown on the screen of your device as you listen. This won’t just reduce your listening time; it has also been shown to improve knowledge retention.

Platinum’s Dr Bianca Ogden has a PhD in virology, and manages their Global Healthcare Fund. On this podcast, Platinum’s Julian McCormack told investors to take money off the table in 2019, saying sectors of the market were hugely overvalued. So what are they saying now?

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In this timely podcast, Bianca and Julian discuss the current market panic and what investors should consider, including:

The spread of COVID-19, and how long a vaccine is likely to take,

Why washing your hands is effective against viruses,

How markets are responding to uncertainty,

When equities will start to look safe again, and

Long term opportunities in sectors that have been crushed.

You can access this and previous episodes of the Your Wealth podcast now on iTunes, Podbean, Spotify or at nabtrade.com.au/yourwealth

If you’re short on time, consider listening at 1.5-2x speed, which should be shown on the screen of your device as you listen. This won’t just reduce your listening time; it has also been shown to improve knowledge retention.

Kochie has been a business journalist – and a business owner – covering economics and business for more than four decades. He’s seen – and survived - the Global Financial Crisis, the tech wreck, 1987’s Black Monday, the Asian Financial Crises and even the Gold Crisis of the late 1970s. So what can he tell us about how to survive as an investor and/or as a business owner about how to manage the coming weeks and months?

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In this podcast, Kochie speaks from his own experience about:

Where to find quality information in a rapidly changing environment

Why businesses need to ‘go hard and go early’ to survive a crisis

What investors, including retirees, should do to shore up their savings

How to help small business at a crucial time, and

Why this time it really is different.

You can access this and previous episodes of the Your Wealth podcast now on iTunes, Podbean, Spotify or at nabtrade.com.au/yourwealth

If you’re short on time, consider listening at 1.5-2x speed, which should be shown on the screen of your device as you listen. This won’t just reduce your listening time; it has also been shown to improve knowledge retention.

The ASX200 had its largest one day fall since the GFC this week, the S&P500 was closed to prevent a fall of more than 7% in a session, and record highs are a distant memory. Coronavirus and oil shocks are creating worldwide disruption and investors are fearing recession – or worse.

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In this timely discussion, Investor’s Mutual portfolio manager Dan Moore discusses all this and more, including:

Why valuations may still need to fall

Which companies are most likely to struggle in a downturn

Why banks are making provisions for increased delinquencies

Where to find gems in the chaos, and

How a long term investor can profit if they hold their nerve.

You can access this and previous episodes of the Your Wealth podcast now on iTunes, Podbean, Spotify or at nabtrade.com.au/yourwealth

If you’re short on time, consider listening at 1.5-2x speed, which should be shown on the screen of your device as you listen. This won’t just reduce your listening time; it has also been shown to improve knowledge retention.

No one is born a great investor, and the process of learning about money and investing can be both rewarding and painful. So what do the pros wish they had known earlier, and which of their investments paid off most handsomely?

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For our 100th episode, we spoke to tv, radio and online finance expert, Peter Switzer, and asked him:

Which investment he’s most frustrated to have missed

How he picks trends and future growth opportunities

What steps he took to build his knowledge in finance, and

How young people can build their wealth in a market that can seem stacked against them.

You can access this and previous episodes of the Your Wealth podcast now on iTunes, Podbean, Spotify or at nabtrade.com.au/yourwealth

If you’re short on time, consider listening at 1.5-2x speed, which should be shown on the screen of your device as you listen. This won’t just reduce your listening time; it has also been shown to improve knowledge retention.

When searching for businesses that can generate excess returns on a sustainable basis, the concept of a moat can be invaluable. How wide is the barrier between you and your competitors, and can it be maintained?

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In this engaging and entertaining conversation, Morningstar equity analyst Matt Hodge covers:

The five key characteristics of a valuable moat

Stock picks that offer the most attractive moats for each characteristic

Why he thinks Afterpay has no moat to defend, and

Why ‘when a bad business and a great manager meet, it’s usually the bad business that wins’.

You can access this and previous episodes of the Your Wealth podcast now on iTunes, Podbean, Spotify or at nabtrade.com.au/yourwealth

If you’re short on time, consider listening at 1.5-2x speed, which should be shown on the screen of your device as you listen. This won’t just reduce your listening time; it has also been shown to improve knowledge retention.

It is said you can’t avoid death and taxes, but how do taxes affect your earnings, and what can you do about it? Listeners regularly ask us to discuss franking, the 45 day rule, deductions and other tax rules that affect how much of your investment returns you keep.

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NAB's Chief Tax Officer Steve Southon explains in simple language:

The key taxes you need to consider when making an investment

What deductions are available to share investors (and others)

How to ensure you don’t fall foul of the ATO’s extensive data networks, and

The simplest ways to ensure you keep more of your investment earnings over time.

You can access this and previous episodes of the Your Wealth podcast now on iTunes, Podbean, Spotify or at nabtrade.com.au/yourwealth

If you’re short on time, consider listening at 1.5-2x speed, which should be shown on the screen of your device as you listen. This won’t just reduce your listening time; it has also been shown to improve knowledge retention.

One of the questions we most frequently get asked is how to build an investment portfolio. If you’re just starting out, or you’ve decided to review your portfolio, what are the key principles you can use to build a suite of investments you’ll want to hold for the long term?

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The Motley Fool’s Scott Phillips shares his key principles for building a share portfolio, and thoughts including:

Why buying a portfolio of ETFs isn’t for everyone

How to assess your goals and plan a portfolio accordingly

How to layer your stocks to manage your risk

Where to deploy your unique expertise, and

How to ensure you don’t sell your best stocks in a panic, and planning when and how to sell… as well as some of his favourite stock picks for 2020.

You can access this and previous episodes of the Your Wealth podcast now on iTunes, Podbean, Spotify or at nabtrade.com.au/yourwealth

If you’re short on time, consider listening at 1.5-2x speed, which should be shown on the screen of your device as you listen. This won’t just reduce your listening time; it has also been shown to improve knowledge retention.

As we enter the 2020s, there are signs of the end of globalisation, trade liberalisation and capitalism as we know it. Critical technology and demographic trends will arise, presenting both opportunities and threats for your portfolio.

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In this thought-provoking conversation, Fidelity International Global Portfolio Manager Amit Lodha joins Gemma Dale to discuss:

Why equities still have value and why you need to reconsider the fixed income market

How political tensions affects how he positions his portfolios and how he’s adjusting, with a US election in 2020

Trends that will drive performance in the coming decade and one sector he predicts will thrive, and

How to assess the management of a company in a changing world.

You can access this and previous episodes of the Your Wealth podcast now on iTunes, Podbean, Spotify or at nabtrade.com.au/yourwealth

If you’re short on time, consider listening at 1.5-2x speed, which should be shown on the screen of your device as you listen. This won’t just reduce your listening time; it has also been shown to improve knowledge retention.

Equities have traditionally been seen as a ‘growth’ investment, but investors have increasingly become dependent on dividends and franking credits for their income. A dividend bonanza in early 2019 has rewarded many income investors, however some have hurt badly with unexpected dividend cuts from former blue chips. So how to manage an income-focussed equity portfolio?

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Dr Don Hamson from Plato Investment Management manages investors’ funds explicitly for equity income, and shares his thoughts on:

Why he often avoids the highest yielding stocks

How to avoid dividend traps, where both income and share prices fall

Where to find a 20% yield and a rising share price, and

Whether dividends are likely to trend lower over the coming year.

You can access this and previous episodes of the Your Wealth podcast now on iTunes, Podbean, Spotify or at nabtrade.com.au/yourwealth

If you’re short on time, consider listening at 1.5-2x speed, which should be shown on the screen of your device as you listen. This won’t just reduce your listening time; it has also been shown to improve knowledge retention.