100 episodes

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Your Wealth NAB

    • Investing
    • 4.0, 1 Rating

Join nabtrade for a weekly series, outlining strategies to build your wealth.

    Capital raisings and opportunities outside the ASX100

    Capital raisings and opportunities outside the ASX100

    Small cap stocks have lagged large caps over the last twelve months, and are often forgotten as investors look to big names in times of trouble. Many Australian smaller companies have come to market seeking capital to ensure they can stay profitable post Covid19 and into a recovery.



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    In this timely podcast, Marcus Burns from Spheria Asset Management discusses:



    How smaller companies have fared since Covid, including winners and losers
    Which companies are raising capital and why
    Where to look for future growth in smaller companies, and
    Which little Aussie company was featured in the hit US show Billions.

    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.

    • 26 min
    Dividends, franking and the new normal - a 40% decline?

    Dividends, franking and the new normal - a 40% decline?

    With major Australian companies cutting and deferring dividends, investors relying on equities for income are facing a challenging year ahead. Martin Currie’s Australian equity team have crunched the numbers and estimate a cut of 40% in yield for the ASX200 in 2020.



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    So what are investors to do? In this timely conversation, investment specialist Eu-Jene Teng outlines:


    The expected fall in earnings from Covid19, and how quickly investors can expect a bounce back
    How dividends are likely to fare
    Whether payout ratios are likely to be reduced permanently and what that means for equity investors
    Which sectors offer the most promising outlook for yield, and
    How to position your portfolio to minimise the damage of an economic downturn.
    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.

    • 31 min
    Emerging Markets – mega cities and technology leadership in the COVID-19 era

    Emerging Markets – mega cities and technology leadership in the COVID-19 era

    Please note, this podcast was recorded in early March. Much has changed, however the investment thesis and ideas contained in this podcast are long term trends that remain relevant for investors.
    Prior to the COVID-19 crisis, the rise of China was one of the driving growth opportunities behind many Australian companies and global mega-caps (think Tencent and Alibaba). Yet many other emerging markets offer similar trends – technological prowess, an educated and increasingly wealthy middle class, and rapid urbanisation.



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    The long term numbers are staggering. Eu-Jene Teng of Martin Currie, a Legg Mason business, discusses emerging market investment opportunities arising from:


    the rise of mega-cities (125 million people or more)
    increasing urbanisation and education
    technological sophistication outside the US, and
    niche trends such as Korean beauty, and more.
    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.

    • 42 min
    Downturn and recovery – how the economy and markets can respond to the pandemic

    Downturn and recovery – how the economy and markets can respond to the pandemic

    Precipitous falls on global markets have been followed by thrilling bounces, while economic data is weak and getting weaker. Australia has so far avoided the worst of the health crisis, but its economic fortunes appear much less optimistic, with predictions of recession and even depression. So are share markets looking complacent?



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    InvestSmart’s Chief Market Strategist Evan Lucas shares his insights on:


    How often bear market rallies are followed by further falls
    Recent volatility and its historical context
    Likely outcomes for unemployment, exports and consumption
    Long term behavioural changes post the Covid19 shutdown, and
    U, J, V shaped recoveries, and what this means for the sharemarket.
    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.

    • 54 min
    The bear case - how bad can it get?

    The bear case - how bad can it get?

    Despite the horrendous toll of COVID19 dominating the headlines, markets are showing surprising resilience following their initial sharp falls. Recent bounces have been some of the largest in history, illustrating the optimism of some market participants. So is all the bad news priced in?



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    Not everyone agrees the worst is over. In this measured discussion, Perpetual Investment Senior Portfolio Manager Greg Stock discusses:


    The likely impact of fiscal support on the economy
    Which assets won’t deliver their most recent wins for the foreseeable future
    How to assess creditworthiness in a cash crunch
    Which industries are likely to survive and thrive, and
    His views on the prediction of a further 30% fall in equity prices.
    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.

    • 40 min
    A virologist and portfolio manager talks COVID-19, healthcare stocks and what the future holds

    A virologist and portfolio manager talks COVID-19, healthcare stocks and what the future holds

    Platinum’s Dr Bianca Ogden has a PhD in virology, and manages their Global Healthcare Fund. On this podcast, Platinum’s Julian McCormack told investors to take money off the table in 2019, saying sectors of the market were hugely overvalued. So what are they saying now?



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    In this timely podcast, Bianca and Julian discuss the current market panic and what investors should consider, including:


    The spread of COVID-19, and how long a vaccine is likely to take,
    Why washing your hands is effective against viruses,
    How markets are responding to uncertainty,
    When equities will start to look safe again, and
    Long term opportunities in sectors that have been crushed.
    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.

    • 44 min

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