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Episode 70 - WAAAXing Lyrical - the future for Australia’s tech darlings (Part 2)

Duration 29:25 | File Size 53.3 MB

Scott Phillips from the Motley Fool gives his thoughts on Australia’s tech darlings, the WAAAX stocks. Can they continue to deliver great outcomes for shareholders and customers, or will they inevitably succumb to the powers of gravity?

Previous episodes

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Episode 69 - WAAAXing Lyrical - the future of Australia's tech darlings (Part 1)

Duration 45:19 File Size 82.1 MB

The WAAAX group of companies, Australia’s answer to the US’ FAANG megacaps, has had a stellar run in 2019. With valuations far exceeding other sectors on the ASX, however, have you missed the easy gains or is there still more upside?

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Episode 68 -  Recession is Coming: the inverted yield curve and what it means

Duration 34:28 | File Size 62.5 MB

An inversion in the yield curve is one of the most respected predictors of a forthcoming recession - the last time it occurred was in 2006. Now the yield curve has inverted again; what does this mean for your portfolio?

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Episode 68 -  Recession is Coming: the inverted yield curve and what it means

Duration 34:28 | File Size 62.5 MB

An inversion in the yield curve is one of the most respected predictors of a forthcoming recession - the last time it occurred was in 2006. Now the yield curve has inverted again; what does this mean for your portfolio?

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Episode 67 - Budget in reply: the Opposition’s key financial policies in focus

Duration 29:22 | File Size 53.2 MB

With an election looming and both parties seeking to win swinging voters, the key financial policies of the Opposition are as relevant to investors as those of the current Government

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Episode 66 - The Budget in depth

Duration 41:08 | File Size 37.3 MB

This year’s Budget is unique in its timing, and also in the fact that it has been released immediately before the announcement of the next Federal Election. Voters should be aware that all of the proposals in this Budget need to be passed into law before they become effective.

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Episode 65 - Small wonder: finding gems and managing risk outside the ASX100

Duration 41:08 | File Size 37.3 MB

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?

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Episode 64 - The risk outlook for global debt markets

Duration 35:59 | File Size 32.6 MB

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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Episode 63 - The great Australian dream: outlook for the residential property market

Duration 44:34 | File Size 80.8 MB

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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Episode 62 - Battle of the tech titans: China vs US

Duration 14:07 | File Size 12.8 MB

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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Episode 61 - Crystal ball on the AUD and what it means for your portfolio

Duration 35:32 | File Size 64.5 MB

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. In this much needed follow up episode, Ray looks at the outlook of the AUD.

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Episode 60 - Preparing for a happier and more successful retirement

Duration 34:14 | File Size 31.1 MB

In last week’s episode, retirement researcher and strategist Phil Augustine outlined the four pillars that contribute to retirement happiness for most Australians. In this follow up, Phil outlines key strategies to improve your retirement health and happiness.

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Episode 59 - Four pillars of retirement happiness 

Duration 27:01 | File Size 24.5 MB

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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Episode 58 - The how and why of investing in bonds and fixed income

Duration 36:38 | File Size 33.3 MB

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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Episode 57 - Managing volatility – Strategies for 2019

Duration 42:28 | File Size 39.2 MB

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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Episode 56 - Performance trickery – an investor’s guide to understanding portfolio outcomes

Duration 34:55 | File Size 47.4 MB

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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Episode 55 - US Equities – Where to from here?

Duration 24:09 | File Size 21.9 MB

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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Episode 54 - A frank discussion about the ALP dividend proposals

Duration 48:30 | File Size 44.0 MB

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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Episode 53 - Healthcare in focus

Duration 30:35 | File Size 55.4 MB

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

Duration 35:15 | File Size 47.9 MB

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

Duration 23:39 | File Size 21.7 MB

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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Episode 50 - What savvy investors are buying

Duration 53:56 | File Size 48.9 MB

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.

Click here to view or download the presentation.

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Episode 49 - Superannuation: is it worth it?

Duration 28:13 | File Size 51.1 MB

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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Episode 48 - Are we there yet? Value finds in today's market

Duration 28:18 | File Size 25.5 MB

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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Episode 47 - Are you putting all your eggs in one basket?

Duration 34:32 | File Size 65.7 MB

You may have been told; never invest in anything that eats or that you can eat. Mark Todd thinks otherwise.

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Episode 46 - Buy now, pay later: a closer look at warrants

Duration 36:12 | File Size 65.7 MB

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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Episode 45 - How to ride an ageing bull market

Duration 48:17 | File Size 87.3 MB

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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Episode 44 - Diversified strategies: ETFs, LICs, mFund, ETMFs and more

Duration 44:26 | File Size 80.6 MB

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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Episode 43 - How to choose a financial adviser

Duration 42:42 | File Size 38.8 MB

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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Episode 42 - India: the investment opportunity too big to ignore?

Duration 28:12 | File Size 51.2 MB

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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Episode 41 - Disrupting the disruptors

Duration 25:59 | File Size 48.81 MB

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 (by 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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Episode 40 - Inner circle: opportunities and threats from the experts' perspective

Duration 39:14 | File Size 73.65 MB

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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Episode 39 - SMSF strategies, benefits and traps you need to know

Duration 40:08 | File Size 37.71 MB

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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Episode 38 - Crazy rich... the why and the how of investing in Asia

Duration 37:26 | File Size 70.17 MB

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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Episode 37 - Women and money: why gender matters and what to do about it

Duration 35:13 | File Size 66.10 MB

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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Episode 36 - The rise and rise of technology - from the DotCom bubble to FANG and more

Duration 34:41 | File Size 65.03 MB

The growth of technology stocks over the last decade has completely reshaped investment markets, and investor returns - the technology-based NASDAQ index is up an astonishing 240% over 10 years, while the tech-lite ASX200 still languishes below its pre GFC highs. The technology sector itself, however, is diverse and complex, ranging from producers of core components to disruptive innovators.

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Episode 35 - Australian interest rate outlook: what it means for your portfolio

Duration 20:55 | File Size 28.4 MB

With the official cash rate at just 1.5% for the past two years, many Australians have become used to historically low rates on their mortgages – and their deposits. In addition, at the peak, 40% of all home lending in Australia was originated on interest only terms. Warnings of rising rates may feel overblown as the RBA maintains a neutral stance, and yet the funding pressures on lenders are increasing. So what does this mean for your portfolio?

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Episode 34 - Gold, silver, platinum and palladium: investing in precious metals

Duration 34:28 | File Size 62.5 MB

In a recent podcast, a respected investment strategist said that increasing downside risks were forcing him to allocate a proportion of his investment portfolio to gold – and he hates gold! So what can precious metals offer your portfolio?

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Episode 33 - Ethical investing: how to have a positive impact with your portfolio

Duration 33:18 | File Size 60.4 MB

Appetite for ethical and sustainable investments has increased dramatically in recent years, as investors increasingly seek to avoid harmful corporate behaviour and support positive industries such as renewable energy and green alternatives to traditional waste management.  

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Episode 32 - Diversification - are you doing it right?

Duration 27:55 | File Size 25.30 MB

Most investors understand the principle that diversification reduces risk and potentially improves returns in a well-constructed investment portfolio. Yet when the whole of Asia ex-Japan represents approximately 2% of the MSCI World Index (according to MSCI data as at June 2018), are they really getting access to the opportunities they’re looking for?

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Episode 31 - The case for small and mid-cap companies for growth

Duration 27:21 | File Size 38:06 MB

Small and mid-cap companies are often overlooked by investors, as the information available to assist with investment decisions, can often be harder to find when compared with those companies in the ASX top 50. Yet many small and mid-cap stocks offer long-term growth opportunities that may exceed the mature investments that dominate investor portfolios.

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Episode 30 - Tariffs, tapering and tax Cuts – investing in interesting times

Duration 26:08 | File Size 26:08 MB

US markets have rallied strongly in recent years, shrugging off concerns about over-valuation and stretched fundamentals. The US economy is showing strong signs of growth also, buoyed by a decade-long period of low interest rates, huge tax cuts and Trump’s protectionist policy announcements. So are all lights turning green? Or will tapering and tariffs present headwinds that clash with tailwinds from Republican fiscal policy?

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Episode 29 - Top stocks for FY19 with Paul Rickard

27:53 | File Size 26.36 MB

Investors have generally been rewarded for holding – and sticking with – growth stocks throughout FY18, with the ASX delivering another year of strong portfolio returns. Many valuations look stretched, however, and headwinds are facing many popular stocks and sectors.

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Episode 28 - What did you do during the GFC? Warning signs and lessons for investors

29:43 | File Size 27.88 MB

The collapse of Lehman Brothers in 2008 is often seen as the catalyst for the Global Financial Crisis, which wiped trillions of dollars from global markets and shook confidence in financial systems across the world. According to veteran investor and commentator Graham Hand, the GFC actually started a year earlier in the global credit markets, but the equity markets ignored it. With hindsight, everyone had the chance to exit shares at elevated prices with plenty of notice, as the credit markets were screaming for all to see, in every part of the world.

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Episode 27 - Borrowing to invest 101

Duration 39:58 | File Size 56.18 MB

End of financial year is a common time for people to think about gearing – the potential deductibility of a year’s worth of interest cost can reduce your tax while borrowing to invest can boost your returns. This strategy is not without risk, however, and understanding the implications of both the strategy and the structures you use is critical.

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Episode 26 - Pre 30 June strategies to boost your wealth

Duration 28:13 | File Size 53.05 MB

The end of the financial year offers an ideal opportunity to review your financial position, and to take advantage of tax concessions and strategies that are offered to help you grow and protect your wealth. This year offers significant new benefits for many investors, as well as pitfalls to avoid, so the time to prepare is now

This podcast provides a general overview only and should be consumed in conjunction with the article 9 strategies for make the most of 2018.

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Episode 25 - The impacts of rising bond yields

Duration 35:13 minutes | File Size 66.00 MB

With a decade of record-low interest rates, retail investors have previously steered away from the bond market and have focused their capital on equity markets. Now that the Federal Reserve has announced a rise in rates, should we be worried? Considering the current level of global household debt, a small rise in rates could have a dramatic impact on the Australian and global economies. 

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Episode 24 - Buy, sell and hold with Morningstar’s Adam Fleck

Duration 35:39 minutes | File Size 50.08 MB

A great company in a great market doesn’t always present a great investment opportunity; the value of a stock is often determined by how much you pay for it. As Morningstar’s equity expert Adam Fleck explains, valuations can vary dramatically with sentiment, market movements and changes in sector and company fundamentals.

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Episode 23 - How to help your kids own their first home 

Duration 38:51 minutes | File Size 36.51 MB

With capital city house prices having doubled in the last five years, many parents despair of their children ever being able to afford their first home, and wonder if they should be reaching into their own pockets to help. According to Digital Finance Analytics, the ‘Bank of Mum and Dad’ is providing up to $85,000 each to nearly 56% of first home buyers, and most of those buyers are already in their thirties1.

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Episode 22 - Federal Budget 2018: opportunities and considerations

Duration 17:50 minutes | File Size 16.75 MB

Treasurer Scott Morrison’s third budget features personal tax cuts as one of the Government’s core measures. Gemma Dale, discusses the key takeaways from the Budget announcement and specifically takes a deep dive into the proposed changes to the taxation, superannuation and pension systems.

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Episode 21 - Market threats and opportunities with Jack Lowenstein

Duration 27:16 minutes | File Size 38.34 MB

What do French trams, the Bank of Internet and a Pakinstani cement company have in common? They’ve all found their way into the global equity portfolios managed by Morphic Asset Management’s Jack Lowenstein. Morphic’s portfolios are global, ethically screened and allow for shorting, representing an expansive view of the world’s current investment opportunities.

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Episode 20 - What’s ahead for the Australian property market

Duration 27:20 minutes | File Size 38.45 MB

After five years of unprecedented growth in house prices in some of Australia’s largest cities, many investors are more exposed to residential property values than ever before. Others who may be looking to buy a first home or investment property are hopeful price growth has moderated.

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Episode 19 - How to create your own financial plan with Paul Clitheroe - part 2

Duration 19:45 minutes | File Size 36.1 MB

In part 1 of this must-listen podcast, renowned finance expert Paul Clitheroe, Chair of InvestSmart and the Government’s Financial Literacy Board, outlined the critical steps for creating your own financial plan – and achieving your goal of financial independence.

In part 2 of this two part series, Paul goes further to explain some of the critical concepts of building wealth.

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Episode 18 - How to create your own financial plan with Paul Clitheroe – part 1

Duration 25:30 minutes | File Size 47.83 MB

Most Australians know that a good financial plan will set them up for the life they dream of, but are nervous about seeking advice from a financial planner. Renowned finance expert Paul Clitheroe, Chair of InvestSmart and the Government’s Financial Literacy Board, is passionate about helping all Australians reach their financial goals – the smart way.

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Episode 17 - Don't let tariffs Trump Your portfolio

Duration 36:45 minutes | File Size 34.48 MB

The U.S. argues that trade barriers are warranted in order to reduce its deficits against its trading partners as well as to protect American jobs and intellectual property. However, the risk is that as other countries retaliate against tariffs, there could be unintended consequences for various industries and workers and global growth is impacted.

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Episode 16 - Top 5 mistakes with SMSF borrowing

Duration 23:21 minutes | File Size 21.96 MB

For many SMSF experts, the number one question they get from prospective and current SMSF trustees is ‘Can I use my super to borrow to buy property?’ The legislation governing SMSF borrowing is complex and fraught with pitfalls for the unwary investor, and yet there is plenty of potential to use this strategy to grow your retirement savings.

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Episode 15 - Currency outlook for 2018 – how the dollar could affect your portfolio

Duration 29:35 minutes | File Size 27.1 MB

The Australian dollar is renowned as a volatile currency, having traded as high as $US1.10 and as low as $US0.49 over the last two decades. Over the last two years, however, it has traded in a relatively narrow range – is this lulling investors into a false sense of security?

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Episode 14 - Going global in 2018

Duration 24:01 minutes | File Size 22.39 MB

Australian listed companies represent approximately only 2% of world share market capitalisation according to MSCI and many great investment opportunities, particularly in sectors such as technology and pharmaceuticals, are available only in markets such as the US and Europe. As a result, Australian investors are increasingly looking offshore to diversify and grow their portfolios.

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Episode 13 - Is an SMSF right for me?

Duration 27:19 minutes | File Size 25.45 MB

There are now over 600,000 SMSFs in Australia, with over 1.1million investors having chosen to manage their own retirement savings. SMSFs offer unprecedented control, flexibility and investment choice, but also come with a long list of responsibilities and obligations, so it’s worth giving considerable thought to whether it’s the right structure for you.

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Episode 12 - Should you consider the new downsizing contribution to Super?

Duration 17:52 minutes | File Size 16.65 MB

Recent legislation gives older Australians the opportunity to contribute up to $300,000 each to superannuation if they sell their homes. This sounds like a great way to increase your super and free up some capital for a more comfortable retirement, but do the benefits really stack up?

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Episode 11 - How much can I afford to spend in retirement?

Duration 15:09 minutes | File Size 14.24 MB

While many of us long for leisurely days playing golf and gardening, or perhaps travelling the world, the reality of retirement presents many challenges for older Australians. Making your savings last a lifetime is a tricky proposition, and both spending too much, and too little, during this stage of life can hugely affect the quality of your post working life.

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Episode 10 - ETFs: behind the hype

Duration 34:34 minutes | File Size 32.17 MB

Exchange Traded Funds, or ETFs, have become one of the most popular products for investors who are wishing to create long term wealth. Once just simple index trackers, they now offer exposure to currencies, sectors such as robotics and biotechnology, and even allow investors to short or leverage their market exposure.

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Episode 9 - The great disconnect: portfolio risks in 2018

Duration 32:50 minutes | File Size 30.8 MB

In early 2018, US equity markets had reached their highest levels on record, the ASX had shrugged off the shroud of the 5000s and volatility was at all-time lows. Yet for those who closely watch Treasury markets and geopolitics, there was great uncertainty unheeded by exuberant equity investors.

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Episode 8 - Preparing for earnings season

Duration 27:29 minutes | File Size 25.8 MB

February earnings season offers an opportunity for investors to get a greater insight into company performance, compare results within sectors and re-balance their portfolios. If you are new to investing or just want to update your market knowledge, earnings season also brings a wealth of insights and commentary to retail investors – but it’s important not to get overwhelmed.

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Episode 7 - Busting the $1million retirement myth

Duration 21:06 minutes | File Size 19.67MB

To provide for a reasonable retirement, many pundits will tell you that you need a superannuation balance of $1m or more. Others believe such estimates are unhelpful and assert that you may need only a fraction of that amount to enjoy a long and comfortable retirement.

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Episode 6 - Investing in a low yield environment

Duration 28:05 minutes | File Size 26.36MB

With interest rates at historical lows around the world, investors who rely on income from their portfolios have been forced to seek yield from other assets or suffer a real decline in their standard of living. For many retirees, and others, this is a real and persistent problem, and alternative portfolio solutions are needed.

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Episode 5 - Understanding IPOs and capital raisings

Duration 21:04 minutes | File Size 19.6MB

Many of the biggest investment success stories in recent times have listed in the last several months. Australian IPOs outperformed the overall ASX by over 25% in the first three quarters of 2017*. For investors, however, the decision to buy stock in a company that has previously been private can be a challenging one.

* OnMarket Third Quarter IPO Report, October 2017


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Episode 4 - Understanding hybrid securities

Duration 27:23 minutes | File Size 25.45MB

Hybrid securities have become a popular choice among investors seeking income in the current low yield environment. But hybrids are not without risks. In this episode, we take you through many of the essentials that investors should understand about hybrids including their history, why banks issue them and how they work.

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Episode 3 - Saving for retirement, without using super

Duration 22:39 minutes | File Size 21.07MB

In this episode, we look at strategies to save for your retirement outside superannuation. Superannuation continues to be the most popular and tax effective vehicle for saving for retirement, but the reduced contribution caps and Transfer Balance Cap have now limited its effectiveness for many people, leaving many investors wondering what alternatives will assist them to achieve their retirement savings objectives.

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Episode 2 - Super vs the mortgage

Duration 15:09 minutes | File Size 14.11MB

In this episode, we look at two of the most popular strategies to build wealth: paying off non-deductible debt and saving through super, and do the maths on which is most likely to give you the best financial outcome.

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Episode 1 - Saving for your kids’ education

Duration 23:17 minutes | File Size 21.35MB

Welcome to Your Wealth. In our pilot episode, we look at strategies to save for your children’s education expenses – a serious topic for many parents and grandparents with young kids. I interview finance expert Katie Whiffen about when to start saving, how much you need, saving vs investing and whether borrowing can help.