Your Wealth

By NABBusiness Investing

Your Wealth episodes

April 26, 2023The return of fixed income – rebuilding your portfolio for yield
As interest rates fell over the last decade, investors sold their fixed income portfolios and sought yield in property, equity and other higher risk sectors. Now rates are normalising, a defensive holding in your portfolio becomes much more attractive.
Fixed income portfolio manager Chris Joye of Coolabah Capital joins the podcast to discuss:
How dramatic rate rises have affected fixed income and other asset classes
The 101 of investing in fixed income assets
His outlook for rates, the property market and broader asset prices, and
His preferred opportunities in hybrids, corporate debt 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’re short on time, consider listening at 1.5-2x speed, which should be shown on the screen of your device as you listen. This won’t just reduce your listening time; it has also been shown to improve knowledge retention.
51 min
April 19, 2023Investing for the next ten years
As rates normalise and the world economy slows, the obvious opportunities for growth may not be right in front of you. So what should an investor be looking out for when it comes to picking the winners of the next decade?
Alison Savas from investment management boutique Antipodes Partners shares her thoughts on:
What a winner looks like in this environment,
How to employ the principles of pragmatic value when investing for the future
How to avoid value traps and other pitfalls, and
Why there are more opportunities out there for long term investors than the headlines may have you believe.
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’re short on time, consider listening at 1.5-2x speed, which should be shown on the screen of your device as you listen. This won’t just reduce your listening time; it has also been shown to improve knowledge retention.
42 min
April 03, 2023What SVB’s collapse, ChatGPT and Alibaba’s break up mean for big tech
The dominance of big tech is still a key market driver, but recent events have accelerated the risks for investors in this sector. When you’re looking for growth, what opportunities do new technology present, and to what extent should investors be cautious?
In this timely podcast, Alphinity Investment Management’s Mary Manning shares her thoughts on:
What the collapse of Silicon Valley Bank means for start ups,
How artificial intelligence will change the way we live, and how to profit from it
Whether regulatory risk is the key driver behind Baba’s split
Which region has zero companies she’s interested in hearing from, and
Where investors should really be looking to find profitable growth in a higher rate world.
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’re short on time, consider listening at 1.5-2x speed, which should be shown on the screen of your device as you listen. This won’t just reduce your listening time; it has also been shown to improve knowledge retention.
26 min
March 15, 2023Outlook for the Aussie dollar and its impact on your portfolio
The Australian dollar is generally considered a risk sensitive currency, so what happens when markets are attempting to assess a US bank collapse, still hot inflation, and employment numbers that could be read two ways?
NAB’s Head of FX Strategy Ray Attrill joins the podcast to share:
His forecast for the Aussie dollar, and outlook for the USD
Why markets are rapidly repricing the likelihood of further rate rises
The impact of China’s reopening on commodities and the Australian economy, and
Whether inflation is likely to fall as quickly as central banks – and markets – are hoping.
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’re short on time, consider listening at 1.5-2x speed, which should be shown on the screen of your device as you listen. This won’t just reduce your listening time; it has also been shown to improve knowledge retention.
36 min
March 01, 2023Are markets hoping for a fairytale ending?
While many are blaming central bankers for misjudging inflation, rates and economic growth around the world, sharemarkets are hoping that they can engineer a soft landing. So how realistic is the market's current outlook?
Investors Mutual portfolio manager Dan Moore shares his thoughts on:
Why rates matter so much for shareholders
What needs to happen for analysts to achieve their forecasts
Whether a 2% fall in rates - within 2 years - is unrealistically optimistic and
What to do if you believe a miracle isn't on the horizon
You can also read Dan's thoughts 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’re short on time, consider listening at 1.5-2x speed, which should be shown on the screen of your device as you listen. This won’t just reduce your listening time; it has also been shown to improve knowledge retention.
27 min
February 16, 2023What’s going on in markets? Just look at the data
Sometimes a single statistic can tell a whole story. In a complex world, where rates and inflation are driving the narrative, 10 stats can tell you a lot about what’s going on.
Hugh Selby-Smith from Talaria Capital shares the 10 stats he thinks are most telling right now, and discusses:
Why our human bias to extrapolate can get us into trouble
How earnings expectations are diverging from the economic outlook
How Tesla is now worth more than the bottom 70 companies in the S&P500, and
What all this means for investors right now.
You can read the stats for yourself 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’re short on time, consider listening at 1.5-2x speed, which should be shown on the screen of your device as you listen. This won’t just reduce your listening time; it has also been shown to improve knowledge retention.
28 min
February 03, 2023Jun Bei Liu on why a falling economy may not mean a falling market
The ASX was one of the world’s top performing sharemarkets in 2022, and has burst out of the gates in 2023. So how do investors position themselves when the top might be in?
Jun Bei Liu of Tribeca Investment Partners shares her thoughts on:
Why the banking sector may have its best half yet
What reporting season has in store
What to buy in a sell off, and
The stocks and sectors she’s staying away from*
* Including a top pick from a favourite guest
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’re short on time, consider listening at 1.5-2x speed, which should be shown on the screen of your device as you listen. This won’t just reduce your listening time; it has also been shown to improve knowledge retention.
31 min
January 18, 2023What works and what doesn’t in a world of higher rates and inflation
History may not repeat, but it can tell us a lot about the likelihood of certain outcomes, even in unusual times. Julia Lee of State Street Global Advisors has read the research, and believes it could be prophetic.
Julia shares her thoughts on:
Which sectors have outperformed in downturns, and which haven’t
Why the energy sector doesn’t perform the way you think it might
What investors can learn from past performance across all asset classes, and
Why the received wisdom about diversification needs to come with a caveat.
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’re short on time, consider listening at 1.5-2x speed, which should be shown on the screen of your device as you listen. This won’t just reduce your listening time; it has also been shown to improve knowledge retention.
27 min
January 04, 2023What Scott Phillips wants you to know for 2023
New year is the time we all convince ourselves we’re going to be better, and getting our wealth sorted is often high on the list. So what does one of our favourite commentators wish we’d all buy, hold, sell and do for 2023?
Scott Phillips joins the podcast to discuss a bit of everything, including:
Why markets are doing what they’re doing right now
Which shares are very hard to resist at current prices
How to prepare yourself for a higher rate environment, and
The decisions you can make today to set yourself up for an awesome year.
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’re short on time, consider listening at 1.5-2x speed, which should be shown on the screen of your device as you listen. This won’t just reduce your listening time; it has also been shown to improve knowledge retention.
50 min
December 21, 2022You’ve gotta know when to fold ’em
Henry Jennings from Marcus Today has had a good 2022, but the work of an investor is never done. So, what has he learned?
Henry shares:
What worked and what didn't in 2022
Which sectors continue to have promise, and which are looking clouded
His outlook for 2023
And why - and how - you've got to be willing to buy and sell the hot stocks in order to make your gains stick.
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’re short on time, consider listening at 1.5-2x speed, which should be shown on the screen of your device as you listen. This won’t just reduce your listening time; it has also been shown to improve knowledge retention.
37 min