A ‘brutal’ ASX reporting season – winners, losers and what’s next
While the ASX ended the month higher, share prices were surprisingly volatile in response to even modest beats and misses. So where is the value on the ASX, and what should investors be worried about?
Atlas Funds Management Portfolio Manager Hugh Dive joins the podcast to discuss:
Which ‘reasonable’ result saw its share price smashed
The sectors really crushed by any disappointment
Why fund managers tend not to react in the heat of reporting season, and
The result of the year, from a standout performer that was already priced for perfection Â
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.
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28:59
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28:59
Nowhere but up – the S&P500 and why the index keeps winning
While some of the metrics for the world’s largest and deepest sharemarket remain extraordinary – new all-time highs, the highest level of concentration since the 1930s, company margins 50% above their long run average – the wins keep coming. So is it time to trim, add or hold?
S&P Dow Jones Indices’ Howard Silverblatt has been covering the US for 48 years, and shares:
How company sales have just hit an all time record
Whether the highs can keep coming,
Which sectors are thriving, and which are surviving
Why we can’t ignore the billions the Big Beautiful Bill will add to the economy, and
Why traders have to trade what’s in front of them, but investors have different objectives
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.
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39:49
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39:49
Global property and the next big thing
When Australians think property, they tend to think domestic housing, but the listed property market includes sectors well beyond the classic three bedroom home. With healthy yields and growth on offer, there’s a lot for investors to like – but don’t get caught in the hype for every hot sector.
Resolution Capital portfolio manager Marco Colantonio joins the podcast to discuss:
Whether the return to office push has run its course, and whether valuations reflect the fall in occupancy
Why data centres may not live up to the hype
How the development cycle affects valuations and can take years to play out, and
The opportunity presented by the blowout in construction costs.
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.
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38:53
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38:53
Gold, iron ore, lithium and more - the outlook for key resources in this market
The gold price is soaring, lithium may be staging a comeback, iron ore has somewhat disappointed. The materials sector offers a range of large and small cap opportunities for astute investors, but the outlook for each sector is diverging.
To help make sense of the landscape, MineLife’s Gavin Wendt joins the podcast to discuss:
Why the rise of the Chinese gold investor could mean even better times ahead
How supply overhangs are affecting lithium and uranium
The genuine players in the decarbonisation boom, and
Why the gold miners continue to lag the gold price, and what needs to change.
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.
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57:16
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57:16
Stock picking, banks & a home bias
From banks to resources, Australian investors continue to have a home bias. But with uncertainty around positioning on the ASX, should investors remain heavy weight local market?
Alphinity Investment Management’s Elfreda Jonker joins the podcast to discuss:
Asset classes & Opportunities
Australian listed banks and financials
Clear risks in the market particularly to do with pricing and,
Australian household wealth and the impact to investment behaviours.
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.
Australia