Cautiously optimistic – the outlook for the Australian economy
After years of anaemic growth, the outlook for the Australian economy may have quietly but steadily improved. But what’s on the horizon?
Nab’s Chief Economist Sally Auld joins the podcast to discuss:
Areas of strength and weakness in the Australian economy
The outlook for inflation, rates and more
Global challenges and opportunities
Downside risks that investors should keep in mind, and
Why exaggerated seasonality in the data shouldn’t deter you from taking a long term view.
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.
--------
34:29
--------
34:29
Chris Joye on where next for rates and finding value in fixed income
Markets expect interest rates to trend lower, which has significant implications for equities – and the defensive and income sectors of your portfolio. With bank hybrids being phased out, where next for yield?
Coolabah Capital CIO Chris Joye joins the podcast to discuss:
The risks to the outlook for global interest rates
Why he’s ‘very bullish’ the US economy
Which sectors of the fixed income market are ‘the cheapest in history’
What looks expensive, and
How to invest as hybrids reach their maturity.
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.
--------
34:34
--------
34:34
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
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.
--------
28:59
--------
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.
--------
39:49
--------
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.
Australia