Your Wealth

Your Wealth

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Your Wealth episodes

  • Small wonder: finding gems and managing risk outside the ASX100

    With many large cap sectors under pressure or fully valued, investors seek growth potential in small and micro-cap stocks. With this end of the market less well researched and therefore subject to less scrutiny, how does one avoid the blow ups and seek out the next big thing?

    ----more----

    Experienced small cap manager Matt Booker of Spheria Asset Management outlines his views on:

    • The sectors that offer the greatest potential outside the ASX50
  • Why cash flow is king
  • How to avoid paying too much, and
  • His thoughts on Investor favourites Blackmores, Afterpay and more.
  • 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.

    41 min
  • The risk outlook for global debt markets

    There has been recent commentary on the quality of global credit currently being issued and the risks involved, with fears that GFC-like mistakes may be repeated. Other concerns include the spectacular rise of passively managed bond portfolios and fears of a vicious cycle should the market turn.

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    To help you understand the implications of current risks in the global debt market, Gemma Dale speaks to NAB’s fixed income guru Mark Todd, who shares his view on:

    • Global corporate bonds issues by companies and how they’re rated
  • How to identify high quality credit and why bundled bonds aren’t always as has high quality as you think
  • Where to find high quality yield instruments
  • The true risks of passive bond structures and the role of fund managers in this space, and
  • The challenges associated with rising rates and why investing on the basis of fear is not a good idea.
  • 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.

    36 min
  • The great Australian dream: outlook for the residential property market

    Residential property remains the asset class that most Australians aspire to own, both as owner occupiers and investors. After five years of astonishing growth in our largest cities, house prices are falling in some areas, with potential consequences for the wider economy.

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    NAB Markets’ Chief Economist Ivan Colhoun gives his views on the outlook for residential property in Australia, including:

    • The drivers behind the growth in prices over the last five years
  • Potential consequences of the ‘interest only cliff’, as investors have to start paying principal and interest on outstanding loans
  • Impacts of the ‘wealth effect’ on the wider economy during price increases and falls
  • Regional hot spots for higher vacancies and potential forced sales, and
  • His preferred indicators for price trends over the next twelve months.
  • 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.

    45 min
  • Battle of the tech titans: China vs US

    Nine out of ten international stocks purchased by nabtrade investors are technology based including Apple, Amazon and Alphabet. Recently however, investors have started looking toward the Asian tech giants such as Tencent, Alibaba and Baidu for diversification and growth opportunities. So which region holds the greatest opportunity for investors?

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    In this short but highly actionable podcast, Jon Tringale of WCM Investment Management outlines:

    • WCM’s preferred stocks in both Asia and the US
  • Why they've recently started selling Amazon
  • Which stocks they’re avoiding, and
  • Which companies are best positioned for longer term growth opportunities in areas such as payments.
  • 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.

    14 min
  • Crystal ball on the AUD and what it means for your portfolio

    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%
  • Likely movements for the AUD over 2019 and how they could impact your investments
  • The influence of trade wars, Brexit and the housing market on the AUD this year and
  • Why the British pound will not be where it is now in two months’ 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 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.

    36 min
  • Preparing for a happier and more successful retirement

    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.

    34 min
  • Four pillars of retirement happiness

    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
  • Why finances are just one factor that lead to a successful retirement
  • The factors that enhance each other to improve your transition, and
  • Where to go to start planning.
  • 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.

    27 min
  • The how and why of investing in bonds and fixed income

    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
  • How “capital guarantee” products work and when are they too good to be true
  • Factors to consider when choosing a bond, such as; term, rate, the quality of the borrower, likelihood of the company repaying you
  • How to get exposure to bonds, and
  • How do they compare to other securities.
  • 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.

    37 min
  • Managing volatility - strategies for 2019

    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
  • How to spot opportunities in the midst of chaos
  • The strategy of least effort with the lowest risk profile, and
  • The case for professional active management in interesting times.
  • 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.

    43 min
  • Performance trickery – an investor’s guide to understanding portfolio outcomes

    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)
  • The challenges that face all investors when they seek to beat the market
  • How to spot marketing and advertising that implies consistent outperformance, and
  • His preferred (index) strategy to outperform the big indices.
  • 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.

     

    35 min

About Your Wealth

From the publisher's feed

Join nabtrade for a fortnightly series, outlining strategies to build your wealth. For more insights, visit nabtrade.com.au/insights.

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