This time last year, we spoke to NAB’s head of FX Strategy, Ray Attrill who forecasted the movement of the AUD for 2018. If we revisit that episode, we can’t help but notice his predictions were fairly accurate.

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In this much needed follow up episode, Ray covers:

• Why he believes the US is overpriced by at least 10%

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 are pressed for time, consider listening at 1.5x or 2x the usual speed – this can actually improve your retention of information while saving time.

In last week’s episode, retirement researcher and strategist Phil Augustine outlined the four pillars that contribute to retirement happiness for most Australians. 

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In this follow up, Phil outlines key strategies to improve your retirement health and happiness, and discusses:

How to get started with your financial planning for retirement,

Reputable sources for advice and guidance,

The interplay between the different pillars of a successful transition

Traps to avoid, and

How to get free support as you transition to life in retirement.

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 are pressed for time, consider listening at 1.5x or 2x the usual speed – this can actually improve your retention of information while saving time.

While many of us dream for decades of riding off into the sunset, research shows that many find the transition to retirement much more difficult than they anticipated. Drawing on hundreds of interviews, and thousands of pages of research, MLC Retirement Expert Phil Augustine believes a successful retirement boils down to four key things.

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For those nearing, in, or even just thinking about retirement, Phil explains:

• Why roughly half of us are forced into unplanned retirement

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 are pressed for time, consider listening at 1.5x or 2x the usual speed – this can actually improve your retention of information while saving time.

We’ve recently received a number of enquiries about an asset class that rarely receives any attention from investors – yet its total market value substantially exceeds the equity market. It’s one that pays you an agreed interest rate for a set period of time when you lend your money to the Government or a company. Bonds.

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In this episodes of Your Wealth, Mark Todd, fixed income guru and NAB’s Director of Investor Sales Markets, shares his expertise on Bonds, including:

• What bonds are and how they work

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 are pressed for time, consider listening at 1.5x or 2x the usual speed – this can actually improve your retention of information while saving time.

After years of relatively low volatility, market gyrations took many investors by surprise in 2018. As Fidelity International’s Managing Director, Australia Alva Devoy explains, this is really a return to more normal market conditions, presenting both challenges and opportunities for investors.

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In this timely discussion, Alva presents strategies for investors to consider for 2019, including:

• Those markets presenting best value for 2019

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

If you are pressed for time, consider listening at 1.5x or 2x the usual speed – this can actually improve your retention of information while saving time.

Despite the evidence that past performance is no guide to future performance, investors continue to seek portfolio managers and stock pickers who appear to consistently outperform the market.

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In our recent conversation with Craig Lazarra of S&P Dow Jones Indices, he explained why it is so hard for active fund managers – or any investor – to consistently outperform the market in which they invest. In this fascinating follow up, he explains:

• Why we continue to believe that past performance will persist (despite warnings and evidence to the contrary)

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

If you are pressed for time, consider listening at 1.5x or 2x the usual speed – this can actually improve your retention of information while saving time.

The outlook for US equities looks more uncertain in 2019 than it has in many years, with the withdrawal of supportive monetary policy and political tensions creating a perfect environment for increased volatility. With US stocks having delivered years of strong returns post the GFC, many are wondering whether the party can continue, or whether it’s time to pack up and go home.

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In this wide-ranging conversation, Magellan’s Chris Wheldon gives his views on:

• The outlook for US equities over the coming twelve months

Please note, this podcast was recorded prior to Christmas, so while some of the commentary may reflect that timing, the views of Chris and Magellan have not changed.

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

If you are pressed for time, consider listening at 1.5x or 2x the usual speed – this can actually improve your retention of information while saving time.

Some investors have sold off parts of their portfolio and changed their asset allocation under the assumption that the Opposition’s policy proposals have been implemented.  However, this is not the case and frankly, any announcements could take a while to reach implementation.

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With ongoing questions received about this topic, Gemma invites Peter Hogan of the SMSF Association to discuss:

How franking credits currently work and how they affect share market dynamics

How policy has changed with different governments

What the proposed changes by the Opposition are and how they could affect your portfolio, covering the removal of the ability to claim unused credits, pension eligibility and cash rebates

How long and what it would take for this change to go from proposal to implementation

Which types of structures and assets could be affected and how you can restructure your portfolio to reduce any potential impact, and

How you can use this proposal as an opportunity to reconsider your investing decisions.

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

If you are pressed for time, consider listening at 1.5x or 2x the usual speed – this can actually improve your retention of information while saving time.

Thank you for all your support in 2018 - Your Wealth will be taking a break over the Christmas period and we look forward to bringing more great insights and guests in 2019.

Many see the healthcare sector as providing ideal defensive exposure and yet some of Australia’s best growth stocks reside in this sector. As Australia’s best rated healthcare analyst, Andrew Goodsall from MST Marquee, explains, healthcare offers a wide range of fascinating and complex opportunities, from private hospitals and insurance to world class medical device manufacturers.

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In this podcast, Andrew speaks to Gemma about his views of the healthcare sector and discusses:

• How to navigate the complexity of the broader healthcare sector

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

S&P Dow Jones Indices Managing Director and Head of Global Index Investing Craig Lazzara, has dedicated his career to researching whether fund managers can consistently outperform their respective benchmarks. He and many researchers with nearly a century of studying the topic, conclude that, it is not often, and not for long.

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To learn more about index investing, and understand the fundamental principles supporting such products as ETFs and index funds, tune in to hear Craig discuss:

• How and why indices such as the S&P/ASX200 were created

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