After years of growth in passive ETFs and index strategies, market dynamics are shifting. Is it time to avoid the mega caps dominating the index, and look for better opportunities?
Janus Henderson’s London-based Head of Portfolio Construction and Strategy Matt Bullock joins the podcast to discuss:
why there is space for both active and passive strategies in a portfolio
what significant and permanent shifts in trade mean for markets
asset class opportunities beyond volatile equity markets, and
the huge runway for themes that are yet to realise their full potential.
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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44:51
How to get more from your investment portfolio – even in boring markets
Are you a trader, or an investor? Louise Bedford would argue that you’re both, regardless of how you categorise yourself. Ensuring you buy at a price you’re comfortable with, and have an exit strategy for a stock that loses, or wins too much, is essential to any investing strategy.
The Trading Game’s Louise Bedford joins the podcast to discuss:
Why technical analysis can assist with the tough decisions of buying and selling
Which indicators help her fall in love with a stock
The sectors that offer the most opportunity right now, and
What the data tell us about CBA’s likelihood of hitting new highs, or falling away.
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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38:13
The signal in the noise – how to focus on the numbers that matter
While those with a good story can enjoy great success in markets, numbers can reveal trends and themes that the headlines may be missing.
Talaria Capital’s Hugh Selby-Smith joins the podcasts to talk about the real data points he’s focussed on, including:
Whether US exceptionalism can continue to deliver for investors
Why markets are myopic on tariffs and more
How capital expenditure drives returns
The demographic shifts no developed nation is avoiding, and
Where he’s looking for opportunity in today’s markets.
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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31:01
Too soon to say it’s over - the outlook for tariffs, trade and chaos
Recorded 12 hours after Trump announced a 90 day ‘pause’ on global tariffs and the S&P500 staged a 10% rally in a single session, this podcast is designed to get you up to date with where we are now, and what it all could mean.
nab’s Head of FX Strategy Ray Attrill shares his thoughts on:
The facts as we currently understand them
Why China’s response is critical for Australia, and possibly the world
The good news for Australian households
How growth will falter despite the backdown, and
Investment strategies that still make sense in a rapidly changing environment
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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47:46
Cancel the cruise! An old hand on playing this market
With the ASX in correction territory and US indices in a bear market in just three days, investors could be forgiven for panicking. But many are cashing up and ready to buy the dip - is it time?
Henry Jennings from Marcus Today was on the trading floor in 1987 and has seen many crises. He shares his thoughts on:
why those who think they can predict Trump's next move are too optimistic
whether value has crept in to the market
strategies for retirees and accumulators, and
why this isn't the GFC or 1987 ... yet
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