Your Wealth NAB

InvestSmart’s Evan Lucas has written and spoken extensively about markets, the economy and financial behaviour. So what does he make of the current divergence between bond market pessimism and equity market optimism about the future of the economy?
When even the experts vehemently disagree about the outlook for everything, Evan gives his thoughts on:

Why the most predicted recession on record hasn’t arrived yet
Which sectors offer the most promise in this environment
How to understand the signals each asset class is sending, and
How to position yourself so your mistakes won’t hurt
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.

As the economy slows, the booming stocks of recent years may no longer be firing up your portfolio. So where does growth come from?
Listener favourite Roger Montgomery joins the podcast to share:

Why profitless growth is dead, but opportunities still abound
Which companies continue to offer value to investors
Why the search for yield can derail your portfolio, and
How to find diamonds in the rough
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.

As interest rates fell over the last decade, investors sold their fixed income portfolios and sought yield in property, equity and other higher risk sectors. Now rates are normalising, a defensive holding in your portfolio becomes much more attractive. 
Fixed income portfolio manager Chris Joye of Coolabah Capital joins the podcast to discuss:
How dramatic rate rises have affected fixed income and other asset classes
The 101 of investing in fixed income assets 
His outlook for rates, the property market and broader asset prices, and 
His preferred opportunities in hybrids, corporate debt 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.

As rates normalise and the world economy slows, the obvious opportunities for growth may not be right in front of you. So what should an investor be looking out for when it comes to picking the winners of the next decade?
Alison Savas from investment management boutique Antipodes Partners shares her thoughts on:
What a winner looks like in this environment,
How to employ the principles of pragmatic value when investing for the future
How to avoid value traps and other pitfalls, and
Why there are more opportunities out there for long term investors than the headlines may have you believe.
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.

The dominance of big tech is still a key market driver, but recent events have accelerated the risks for investors in this sector. When you’re looking for growth, what opportunities do new technology present, and to what extent should investors be cautious?
In this timely podcast, Alphinity Investment Management’s Mary Manning shares her thoughts on:
What the collapse of Silicon Valley Bank means for start ups, 
How artificial intelligence will change the way we live, and how to profit from it
Whether regulatory risk is the key driver behind Baba’s split
Which region has zero companies she’s interested in hearing from, and 
Where investors should really be looking to find profitable growth in a higher rate world.
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.

The Australian dollar is generally considered a risk sensitive currency, so what happens when markets are attempting to assess a US bank collapse, still hot inflation, and employment numbers that could be read two ways?
NAB’s Head of FX Strategy Ray Attrill joins the podcast to share:
His forecast for the Aussie dollar, and outlook for the USD
Why markets are rapidly repricing the likelihood of further rate rises
The impact of China’s reopening on commodities and the Australian economy, and
Whether inflation is likely to fall as quickly as central banks – and markets – are hoping.
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.