Making Cents of it All Vincents

In this episode of our In The Black Segment, Louis is joined by Christopher Joye, Chief Investment Officer and Portfolio Manager at Coolabah Capital. Christopher is also a Contributing Editor with The Australian Financial Review and well-known as one of Australia’s leading economists, policy advisors and fund managers. 

 

Throughout the episode, Chris articulates; his
outlook for the macro economy and identifies what it means for interest rates, explores why there is tremendous downside risk to growth assets, and flags where to allocate capital in the current environment.

 

Should you have any questions on the content within
this episode, please reach out using the details below.

 

Connect with Louis on ⁠⁠LinkedIn⁠⁠

Connect with Christopher on ⁠⁠LinkedIn⁠⁠

 

Explore Coolabah’s investment menu ⁠here⁠

Find out more about Chris & Coolabah ⁠⁠here⁠⁠

 

Reach out to us at: ⁠⁠Makingcentsofitall@vincents.com.au ⁠⁠or on LinkedIn with any questions, feedback or topic
requests.


The information contained in this podcast should
not be interpreted as advice. It is general in nature and does not take into account your individual financial situation or needs and should not be relied upon. Before making any investment, insurance, tax, property or financial decision we recommend you consult with a licensed professional adviser to consider your unique circumstances.

In this episode of our In The Black Segment, Louis is joined by Jamie Hannah, Deputy Head of Investments & Capital Markets at VanEck. Jamie provides some great information regarding investing in ETFs with a focus on the value of using smart-beta investment products. If you are looking for an alternative to the traditional direct equity portfolio composition but still want to have thepotential to beat the market, this episode is for you!

 

Should you have any questions on the content within this episode, please reach out using the detail below.

Connect with Louis on ⁠LinkedIn⁠

Connect with Jamie on ⁠LinkedIn⁠

 

Explore VanEck’s investment menu here

Find out more about VanEck ⁠here⁠

 

Reach out to us at: ⁠Makingcentsofitall@vincents.com.au⁠ or
on LinkedIn with any questions, feedback or topic requests.



The information contained in this podcast should not be interpreted as advice. It is general in nature and does not take into account your individual financial situation or needs and should not be relied upon. Before making any investment, insurance, tax, property or financial decision we recommend you consult with a licensed professionaladviser to consider your unique circumstances.

In this episode of our In The Black Segment, Louis is joined by Anthony Doyle, Head of Investment Strategy at Firetrail Investments. Anthony provides some invaluable insights into the current macro environment with a more bullish tone than the market, identifies some opportunities being made available in light of elevated index concentration and pops the hood on Firetrail’s investment process.

 

Should you have any questions on the content within this episode, please reach out using the detail below.

 

Connect with Louis on LinkedIn

Connect with Anthony on LinkedIn

 

Review Firetrails listed investment vehicle S3GO here

Find out more about Firetrail here

 

Reach out to us at: Makingcentsofitall@vincents.com.au
or on LinkedIn with any questions, feedback or topic requests.



The information contained in this podcast should not be interpreted as advice. It is general in nature and does not take into account your individual financial situation or needs and should not be relied upon. Before making any investment, insurance, tax, property or financial decision we recommend you consult with a licensed professionaladviser to consider your unique circumstances.

In this episode of our In The Black Segment, Louis is joined by Andrew Parsons, Founder and Chief Investment Officer at Resolution Capital, to discuss the current global property market and some of the opportunities available to investors. Andrew provides some great commentary into current property valuations as well as some invaluable insights into how resolution capital approach global real estate investing.

 

Connect with Louis on LinkedIn

Find out more about resolution capital here

 

Reach out to us at: Makingcentsofitall@vincents.com.au
or on LinkedIn with any questions, feedback or topic requests.

 

The information contained in this podcast should not be
interpreted as advice. It is general in nature and does not take into account your individual financial situation or needs and should not be relied upon.

Before making any investment, insurance, tax, property or financial decision we recommend you consult with a licensed professional adviser to consider your unique circumstances.

We are joined by Louis Dooley, Investment Adviser from our
North Quay office of Morgans Financial Limited, for another In The Black segment.

In this episode, we are joined by Cameron Gleeson, Senior Investment Strategist at BetaShares to discuss the current macro-economic environment as well as a deep dive into fixed income. Cam provides some great insight into interest rate outlooks, asset class positioning and the current foreign exchange environment.

 

Connect with Louis on LinkedIn

Connect with Cam on LinkedIn
 

Reach out to us at: Makingcentsofitall@vincents.com.au or on LinkedIn with any questions, feedback or topic requests.

 

The information contained in this podcast should not be
interpreted as advice. It is general in nature and does not take into account your individual financial situation or needs and should not be relied upon.


Before making any investment, insurance, tax, property or financial decision we recommend you consult with a licensed professional adviser to consider your unique circumstances.

In this episode we discuss the current property market environment with a focus on the Brisbane area.

Melinda and Scott Jennison Directors of Streamline Property Buyers, a Brisbane based boutique buyer’s agency, have an on the ground perspective of the property market and share their insights on what they are seeing playout and how the market may track into the back end of 2023 and beyond.



Connect with Jarred: https://www.linkedin.com/in/jarredbrooks/


Reach out to us at makingcentsofitall@vincents.com.au or on LinkedIn with any questions, feedback or topic requests.



The information contained in this podcast should not be interpreted as advice. It is general in nature and does not take into account your individual financial situation or needs and should not be relied upon. Before making any investment, insurance, tax, property or financial decision we recommend you consult with a licensed professional adviser to consider your unique circumstances.



Guests appearing on this podcast may have a commercial relationship with the companies mentioned.