Your Wealth

By NABBusiness Investing

Your Wealth episodes

January 16, 2019US Equities – Where to from here?
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
Headwinds and tailwinds for particular sectors
Where to hide if markets take a turn for the worse, and
The value of staying invested in high quality stocks during a return to volatility.
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.
24 min
December 18, 2018A frank discussion about the ALP dividend proposals
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.
49 min
December 12, 2018Healthcare in focus
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
The impact of regulation and various payment models on future demand for healthcare products and services
Growth opportunities in medical technology and Australia’s unique competitive advantages
Which healthcare companies to watch, including his key recommendation on CSL, Ramsay Healthcare and more.
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.
31 min
December 05, 2018Why indexing works - and when it doesn't
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
Why fund managers often struggle to outperform their relevant index and how out performance fails to persist
Which characteristics investors should look for when choosing an investment manager, and
Why we choose to believe that benchmarks can be consistently beaten despite 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.
35 min
November 29, 2018To hedge or not to hedge? That is the question
One of the greatest concerns for Australian investors looking to invest offshore is the impact of currency on the value of their portfolios. Magellan Asset Management Portfolio Manager Chris Wheldon offers his insights into strategies to manage currency risk and his thoughts on hedging in the current market.
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In this podcast, Chris and Gemma Dale discuss their thoughts on:
The impact of currency movements on global assets held by Australian investors
The difference between translation and transaction impacts,
Strategies for managing currency risk, and
How to determine which kind of hedging, if any, is appropriate for your portfolio.
You can access this and previous episodes of the Your Wealth podcast now on iTunes, Podbean or at nabtrade.com.au/yourwealth.
24 min
November 21, 2018 What Savvy Investors are Buying
At the ASX’s recent Investor Day, nabtrade’s Gemma Dale shared with attendees what other investors are holding in their portfolios, and what they’re buying now, both domestically and abroad. This episode is designed to show how today’s smart investor can tap into high-performing overseas markets, invest in top stocks and achieve quality portfolio diversification without leaving the ASX.
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Click here to access the slides from the ASX Investor Day presentation while you listen.
Tip: if you don’t have 50mins to listen to the full podcast, try listening at 1.5x or 2x speed, using the speed icon on your device. Research has shown this can actually increase your retention over listening at normal speed, while getting through the content in half the time.
You can access this and previous episodes of the Your Wealth podcast now on iTunes, Podbean or at nabtrade.com.au/yourwealth.
54 min
November 14, 2018Superannuation: is it worth it?
Superannuation is likely to be your second largest asset after your home, so it should be an important part of your planning, but for most people it rarely rates a mention until they’re just a few years off retirement.
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In the latest episode of Your Wealth, Gemma Dale explains why superannuation matters, and covers such topics as:
How to set yourself up for success
Why super is still the most tax effective investment vehicle for most people
Simple strategies to improve your retirement outcomes, no matter what your age, and
How to think about superannuation as an investment vehicle.
You can access this and previous episodes of the Your Wealth podcast now on iTunes, Podbean or at nabtrade.com.au/yourwealth.
28 min
November 07, 2018Are we there yet? Value finds in today’s market
With a technical correction in market values occurring in October, many investors are wondering whether it is time to snap up bargains… or wait on the sidelines for fear of further price falls. Popular market commentator and value investor Roger Montgomery of Montgomery Investment Management has long expressed concerns about high valuations; have his views changed since the recent sell off?
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In this timely podcast, Roger gives Gemma Dale his views on:
What has driven global valuations to record highs, and which asset classes still offer value
His thoughts on market darlings such as Afterpay, A2 Milk, Wisetech and Appen
His specific allocation to financials and why he’s waiting to buy more
Whether CSL, REA and Maquarie offer value to today’s investor
Which sectors are likely to face headwinds in the coming months.
Gemma will be providing insights into what savvy investors are buying at the upcoming ASX Investor Days this month in Sydney, Brisbane and Melbourne, and we’ll also be giving away a free copy of Roger’s book Value.able to attendees. Click here to register.
You can access this and previous episodes of the Your Wealth podcast now on iTunes, Podbean or at nabtrade.com.au/yourwealth.
28 min
October 31, 2018Are you putting all your eggs in one basket?
You may have been told; never invest in anything that eats or that you can eat. Mark Todd thinks otherwise.
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In this week’s episode Mark Todd, Head of Customer Direct at NAB speaks to Gemma Dale about the agriculture sector, discussing topics such as:
The impact of variables such as climate change, global commodity prices, supply chains and trading limitations on this sector
How the rise in the middle class in developing countries like China positively impact the long term trend of the agriculture sector
Investing opportunities aligned to agriculture, such as transport and infrastructure
How social trends like sustainability, a shift towards organic foods and innovations affect and benefit the sector
Things to consider before entering this field.
You can access this and previous episodes of the Your Wealth podcast now on iTunes, Podbean or at nabtrade.com.au/yourwealth.
35 min
October 24, 2018Buy now, pay later: a closer look at warrants
Warrants are a product structure that have been around for a long time but very few know about them and how they could be used as tool to manage portfolio risk.
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In this week’s episode, Liz Tian, Director of Equity Products at Citigroup joins Gemma Dale to discuss Warrants, covering topics such as:
The different types of warrants including instalments and MINIs, how they work and why investors use them,
How warrants compare to margin lending,
Where to find information about warrants and how to identify them,
The risks and costs involved with different warrants, and
How investors use warrants to strategically take positions to manage their portfolio risk.
You can access this and previous episodes of the Your Wealth podcast now on iTunes, Podbean or at nabtrade.com.au/yourwealth.
36 min