Your Wealth

With both the ASX200 and the tech-heavy Nasdaq having dropped 8% from their August highs, many investors are asking if recent market falls are the beginning of the end for the longest bull market in history. Rising US interest rates, a resurgent US dollar, stretched valuations and potential trade wars all loom as potential catalysts for a correction.

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In this timely and wide-ranging conversation, Nathan Bell, portfolio manager at InvestSmart, gives his views on the significance of recent market volatility, and his thoughts on:

• Why he believes the ASX could generate returns twice as strong as the S&P500 over the next 10 years,

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

The ASX offers investors many types of instruments through which to build a diversified portfolio, but how do they differ, and which is best for your needs?

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In this educational podcast, Charmaine Breadon from the ASX joins Gemma Dale to outline:

• The different features of listed investment companies (LIC), exchange traded funds (ETF), mFunds and more,

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

Trust in financial advisers is at an all-time low, and yet good quality financial advice can be the difference between a secure future and constant struggle.

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In the latest episode of Your Wealth, host Gemma Dale speaks with SMSF guru Meg Heffron about the challenges of finding good quality advice and how to set yourself up for success. Neither Meg nor Gemma is a financial adviser, and they’ve had a wide variety of experiences. This frank discussion covers:

• What areas of their finances they seek advice for, and which bits they do themselves,

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

India is the world’s third largest economy in purchasing power parity (PPP) terms. It has the best performing stock market in the world over the last 5 and 20 years and generates GDP growth of 7.4% pa. Yet, it does not feature in the MSCI World Index, and has only a 10% weighting in the MSCI Asia. Most investors, consequently, have little to no exposure to this powerhouse economy.

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In this much anticipated episode of Your Wealth, Dr Mary Manning of Ellerston Asian Investments talks to Gemma Dale about why she believes the growth of the Indian market is too strong to ignore, covering key topics such as:

• The impact of structural reforms such as monetisation, infrastructure investment, and social schemes like housing and electricity for all

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

The dynamic of investment markets has been highly disrupted over the past two decades, with technology companies now making up 7 of the top 10 companies in the world ($ market capitalisation).  Now that these disruptors have climbed to the top of the ladder, how do investors pick tomorrow’s winner?

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In this episode, Intermede Investment Partners’ James Kim joins Gemma Dale to discuss:

• The impact technology has had on investment markets,

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

Sky Business and podcast favourite Mark Todd recently hosted the Kanga Conference: Fixed Income Beyond the Institutional Sector. This summit brought together senior Treasury executives, fund managers and investors to discuss key developments in fixed income and equity markets across the globe.

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In this discussion, Mark tells Gemma Dale some of the more fascinating insights shared by his guests, including:

• Why there’s always an asset to buy, despite peak valuations

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

Self-managed superannuation funds make up 30% of the $2.3 trillion total superannuation pool and there are more than 1.1 million SMSF members, according to the Australian Taxation Office. From gearing to renting out vintage wedding cars, SMSFs offer investors the ability to deploy a wide variety of investment strategies and the structure provides various tax and other benefits. However, investors need to understand the complexities and obligations involved in running an SMSF.

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In this episode of Your Wealth, Gemma Dale talks to Peter Hogan, Head of Technical at the SMSF Association, about:

• Investment strategies available to SMSFs,

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

With the Asian region expected to host 4 of the world’s 5 largest economies in less than 12 years, investors are starting to take note of our northern neighbours. Despite the fierce growth and positive demographics of the Asian region, global indices under-represent its key markets, and most Australian investors have little to no exposure at all.

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In the latest episode of Your Wealth, Dr Mary Manning of Ellerston Asian Investments talks to Gemma Dale about why she believes Asia is the best structural growth story on earth, and covers such diverse topics as:

• Asian vs US tech megacaps: why MAGA is the new FANG, and STAT is the new MAGA

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

Former Financial Review journalist Bianca Hartge-Hazelman created the Women’s Index in 2017 to track women’s financial progress over time – the wage gap, tertiary enrolments, board representation and more. The data isn’t positive – in one telling statistic, women in Australia retire with just 73% the superannuation balance of men, despite living an average of four years longer.

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In this episode of Your Wealth, Gemma Dale interviews Bianca about:

• The unique life experiences that affect women’s ability to create and grow wealth,

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