Your Wealth

Markets around the world have been rocked by Trump’s tariffs and concerns about Chinese retaliation. But how much does this really have to do with Australia? When two of our biggest trading partners start limiting trade, are we likely to win or lose?

----more----Nab Markets Global Head of Research, Ivan Colhoun, speaks to Gemma Dale about:

What tariffs have been imposed and proposed by the US and how China has responded

The likely global impact of these barriers and who bears the cost

The major drivers of the Australian economy and how these are likely to be affected, and

What circumstances must arise in order for the domestic outlook to darken.

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’d like a regular snapshot of the major developments in world finance, Nab Markets produces a hugely popular daily podcast, The Morning Call, which you can access here.

Australian official interest rates are now at 1%, and markets predict them to go lower. While this is a first for Australia, other developed countries have lived with zero or even negative interest rates for a decade now (much longer in the case of Japan). So how can investors respond to this environment?

----more----This week, Gemma Dale speaks with Anthony Doyle, Global Cross Asset Investment Specialist at Fidelity, about the outlook for investors, including:

What negative real interest rates look like in practice

How investors around the world have responded to falling and zero interest rates

Which investment opportunities look compelling in this context, and

What lower rates could mean for the Australian property market.

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.

Despite the numbers and the headlines, markets are simply comprised of individual buyers and sellers making decisions about where to place their money. The choice to buy or sell a stock can be as much an emotional one as a rational one, and the ability to manage our feelings can greatly improve our financial outcomes.

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Bestselling author Louise Bedford of The Trading Game shares her thoughts on how your emotions can affect your finances, including:

Why scared money never wins

How to assess the credibility of an investment before you hand over your money

What female traders do differently, that can make them more successful than men

How long you need to invest for, and

How to seek out quality education to improve your decision making and understanding of markets.

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 Australia’s tech darlings have achieved spectacular share price growth, the global tech behemoths continue to dominate markets. These ‘growth’ companies are trading on eye watering multiples in many cases, while less glamorous companies languish on valuations well below their long run averages. The divergence in valuation between growth and value stocks has not been this great since 1999.

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So what is an investor to do? In this informative podcast, Julian McCormack of Platinum International discusses:

Why investors continue to buy growth, despite the decreasing likelihood their investment will pay off

Historical comparisons when markets reached such a wide dispersion of valuations

The concept of the ‘new normal’ in a world of zero interest rates

A reality check for investors on the Nasdaq, which dropped 75% in 2000 and didn’t make a new high for 15 years, and

Thoughts on how to seek out companies with a strong track record of delivering value.

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 adulation for high growth sectors such as technology, many investors holding old faithfuls such as Telstra often wonder whether the market will ever reward their patience. In a market where growth is good, how do we invest for the long term?  

----more----This week, Kyle McIntyre of Firetrail Investments makes the case for building a core Australian equities portfolio around ‘boring’ principles, and discusses:

What falling interest rates mean for equity markets

Why Qantas, Telstra and other Australian icons still have much to offer investors

How to assess the quality of a company’s earnings in a tough environment, and

Why an earnings surprise is a better predictor of a valuation change than macro or other factors.

As a Your Wealth listener, we're pleased to offer you complimentary tickets to this highly entertaining and informative conference. View the full agenda and register here.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.

Disruption has affected most industries and fortunes are made and lost where investors are most able to position themselves for trends and themes that shape our world. This year’s Kanga conference hosts a line-up of professionals who are thinking about investing in the future.

----more----Fixed income guru Mark Todd talks to Gemma Dale about this year’s line up, including such topics as:

How cities will work in the future, and what that means for industries such as construction and materials,

The infrastructure challenges of climate change

Changing work patterns and what this means for retirement funding, and

The work of ensuring your investments are ready for tomorrow.

As a Your Wealth listener, we're pleased to offer you complimentary tickets to this highly entertaining and informative conference. View the full agenda and register here.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.

Many investors are reluctant to enter the share market despite higher potential returns than other assets due to their lack of knowledge and experience. If you’re one of them, you’re probably asking yourself: where to start, how much money is needed and what to buy.

----more----The Australian Securities Exchange’s (ASX) Rory Cunningham joins us to answer these questions and summarise:

The basics of the share market and the ASX’s role

Different types of orders investors can place

How to keep track of your securities, and

Why our regulatory structure makes Australia a respected place to invest.

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.

Whether you rolled over your super fund or have excess cash available, the big question is: how to invest your next dollar? The question is especially pertinent for investors who experienced poor returns from assets they had little knowledge of during the global financial crisis.

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In this episode, fixed income expert and NAB’s Mark Todd shares his insights on:

What questions you need to ask yourself before you decide where to invest next

How option protection works and investing in a well-researched growth asset can be used as leverage

The correlation between the property market and financial stocks and how to avoid overexposure, and

His opinion on the inverted yield curve.

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 the resources boom that saved Australia from the GFC may have subsided, there is no question that global demand for Australian resources will continue. Trends can be tricky though; those who joined the lithium bandwagon have experienced a wild ride.

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To discuss some diamonds in the resource sector, Dermot Woods of WestOz Funds Management joins Gemma Dale and shares his thoughts on:

How he does his research and how investors can gain exposure to this

His macro view on opportunities in the resource sector and how he believes you can use it as a form of insurance on your cash

Why he thinks investing in metal stocks are opportunistic due to worldly trends and scarcity of certain resources like Nickel, and

Why he thinks the lithium boom isn’t over.

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.

Most Australians are surprised -even shocked -to discover that their superannuation is not covered by their Will, and decisions about who receives it upon death can be made by a trustee whom they’ve never met. Given super is often a person’s largest financial asset, investing a little bit of time to ensure it goes to those you love can be critical.

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Superannuation expert Meg Heffron helps to break down this complex topic into simple, actionable steps including:

Why you can’t direct your super fund to leave your super to your parents*

How to ensure your funds go to the people you love,

How to save a little bit of tax by directing benefits through your estate

Why and how the tax treatment of your super will differ depending on who it goes to – and how old they are, and

Why SMSFs give flexibility but may create risks for your benefits.

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.