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Insights

nabtrade presents Your EOY Essentials
As 2018 draws to a close, now’s the time to take stock of lessons from the year and set your portfolio for success in 2019.
News & Insights - Stay up-to-date with the latest insights, ideas and market commentary.
Your Wealth Podcast - A weekly podcast designed to help you build, manage and protect your wealth.
Executive interviews - Exclusive insights from executives of ASX listed companies.
Meet the Manager - Get the latest insights from industry fund managers.
Investing education - Here you'll find insights and ideas for managing your portfolio, investing basics and SMSF insights.
Events & webinars


News & insights

Stay up-to-date with the latest insights, ideas and market commentary.

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How could a change in government impact your portfolio?

Paul Rickard assesses some of the policies Labor has announced and the possible implications it has on your finances.

18 December 2018 Managing your portfolio
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Four quality international stock ideas

Planning international diversification in 2019? Magellan's Hamish Douglass shares some of his best ideas and his New Year’s resolution.

18 December 2018 Stocks to watch
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Three ASX stocks to buy in 2019

Tony Featherstone suggests stocks to consider in an uncertain new year, and some to discard or prune in preparation for fresh opportunities.

18 December 2018 Stocks to watch
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The best and worst IPOs of 2018

A mining stock that has delivered gold, and another that has been smashed. Amid the divergence, there are lessons for IPO enthusiasts.

18 December 2018 Managing your portfolio
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Your Wealth

A weekly podcast designed to help you build, manage and protect your wealth.

Episode 54 - A frank discussion about the ALP dividend proposals

Click above to listen to podcast

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.

Episode 53 - Healthcare in focus

Duration 30:35 minutes | File Size 55.4MB | Listen 

Episode 52 - Why indexing works - and when it doesn't

Duration 35:15 minutes | File Size 47.5 MB | Listen 

Episode 51 - To hedge or not to hedge? That is the question.

Duration 23:51 minutes | File Size 21.7 MB | Listen 

Episode 50 - What Savvy are Buying

Duration 53:56 minutes | File Size 48.9 MB | Listen 

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Listen Your Wealth Podcast on Podbean
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Executive interviews

Exclusive insights from executives of ASX listed companies.

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Boral CEO optimistic on infrastructure, dividend growth

Boral CEO Mike Kane discusses how the company is placed to capitalise on infrastructure spending in Australia and the United States, and his confidence in growing the firm’s dividend.

7 November 2018 Stocks to watch
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Afterpay gaining traction in U.S.

Afterpay Touch Group Head, David Hancock discusses the payments company’s growth strategy, competitive threats and focus on responsible spending.

4 September 2018 Stocks to watch
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Santos CEO looks to growth, further cost reductions

Santos CEO Kevin Gallagher discusses the energy company’s growth strategy, continued focus on cost, dividends and LNG demand.

3 September 2018 Stocks to watch
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Meet the Manager

Get the latest insights from industry fund managers.

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3 tips to pick resources companies

Westoz Funds Management’s Dermot Woods discusses three critical factors you need to consider when investing in commodities stocks.

7 November 2018 Meet the manager
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Spotlight on Hearts & Minds Investments Limited

Regal Funds Management’s Phil King discusses his approach to stock picking and the upcoming Hearts & Minds Investments listing.

11 October 2018 Meet the manager
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Technology incumbents vs FAANG: which is the better investment?

Antipodes' Sunny Bangia talks to NAB's Mark Todd about why he prefers incumbent technology companies and the need for investors to think about "multiple ways of winning" when selecting stocks.

9 October 2018 Meet the manager
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6 investing lessons from Fidelity’s Kate Howitt

From having extra patience with small caps to going against the pack, Fidelity International’s Kate Howitt shares her top tips with investors.

29 August 2018 Meet the manager
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Investing education

Here you'll find insights and ideas for managing your portfolio, investing basics and SMSF insights.

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How Peter Switzer runs his SMSF

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18 December 2018 Managing your portfolio
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An investing education in 33 quotes

As the year draws to a close, here are a selection of quotes from the sages of the finance world to help you become a better investor.

18 December 2018 Investing basics
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5 ways to overcome being a ‘Nervous Investor’

If you get anxious about buying shares when prices rise and nervous when they fall, here are tips on what to do about it.

7 November 2018 Investing basics
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Contributions to super – small steps to big things

nabtrade’s Gemma Dale explains how small pre- and post- tax contributions can make a huge difference to your nest egg.

7 November 2018 Managing your portfolio
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Events & webinars

What is ASX CEO Connect?

ASX CEO Connect, proudly sponsored by nabtrade, is an exciting initiative that gives retail investors direct access to the management of listed companies.

The events feature presentations and Q&A sessions with executives from selected companies. Come join like-minded investors and learn more about a diverse range of selected ASX-listed companies. 

The next ASX CEO Connect is on 30 October 2018. Follow the link below for more details and to register (it's free).

ASX CEO connect

A partnership with ASX, giving you direct access to CEOs of emerging Australian companies. 

FAR - Catherine Norman

FAR:ASX

“No guts no glory”. Managing Director of FAR, Catherine Norman, shares her business mantra and discusses why the company is a potentially high return, high risk play for oil investors.

Medibank Private - Craig Drummond

MPL:ASX

CEO of Medibank, Craig Drummond, discusses what differentiates Medibank from competitors and the company’s strategy to change the healthcare system to reduce treatment costs.

HUB24 - Andrew Alcock

HUB:ASX

Managing Director of HUB24, Andrew Alcock, outlines the company’s business model and its focussed strategy to create a leading financial services technology platform for advisers and their clients.

Videos from Sydney event, 30 October

Watch the interviews with executives from Medibank Private, HUB24, FAR and New Century.
Videos from Melbourne event, 29 March

A series of short interviews with executives from Viva Energy REIT and FAR Ltd.
Videos from Brisbane event, 27 March

We interview executives of companies like National Storage, ERM Power and New Hope Group. 
ASX CEO Connect hub

Previous webinars

Missed any of our previous webinars? You can watch the recordings here. 

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Making a positive impact with your investments webinar replay

Responsible Investment Association Australasia CEO Simon O’Connor and JBWere Executive Director Sally-Anne Campbell discuss the responsible investment market and how investors can find investment ideas that align to their values. This webinar was held on 24 July 2018. This activity has been accredited for continuing professional development by the Financial Planning Association of Australia but does not constitute FPA’s endorsement of the activity. – please refer to the attached letter from the FPA authorising the activity for CPD accreditation.

25 July 2018 Managing your portfolio
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ETFs 101 webinar replay

iShares Australia’s Head of Wealth, Alex Zaika, covers off on the basics of exchange traded funds including their history, growth, how they work, their benefits and risks and practical tips for investors interested in these products.

8 May 2018 Investing basics
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Navigating markets, risks and emerging trends webinar replay

Magellan's Head of Franchises - Portfolio Manager; Montgomery Investment Management's CIO Roger Montgomery and WaveStone Capital's Principal Catherine Allfrey share their views on markets, some of their best stock ideas and their thoughts on themes including lithium and medical marijuana. The webinar was held on 13 March 2018.

20 March 2018 Investing basics