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Your Wealth NAB

    • Investing
    • 4.0 • 1 Rating

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

    What 2021 has in store for markets and the global economy

    What 2021 has in store for markets and the global economy

    The new year has already thrown some extraordinary developments at investors – the ‘Blue Wave’ as the Democrats secure a majority in both houses of US Congress, a resurgence of Covid in Australia and record cases in the northern hemisphere, and markets that continue to run higher. So what more should investors be watching?
    AMP Capital’s Diana Mousina shares her thoughts on:
    How low interest rates can stay, and for how long
    Which countries will return to ‘normal’ soonest post Covid, and why a vaccine may not have an impact for 18 months or more
    Why non-US markets tend to outperform during a Democratic presidency, and
    The impact of withdrawal of stimulus, including Jobkeeper and JobSeeker in Australia and around the 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.

    • 36 min
    Roger Montgomery on why he’s optimistic about markets in 2021

    Roger Montgomery on why he’s optimistic about markets in 2021

    After Covid19 cut a swathe through 2020, many are looking forward to a brighter 2021. With the S&P500, Dow Jones and Nasdaq at record highs, is this too much to hope for?
    Popular guest Roger Montgomery of Montgomery Investment Management shares his thoughts about the outlook, including:
    Whether markets have gotten ahead of themselves in pricing a return to growth
    How much demand remains in an economy with elevated unemployment
    Whether a return to normal is on the cards for office property, and
    Where he sees risks for the unwary in 2021. 


    We thank you all for listening in 2020, and can’t wait to share more great guests and insights with you in 2021. Stay safe, and have a merry Christmas and New Year!
    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.

    • 29 min
    Disruption for the decade ahead - Bitcoin, blockchain and new ways of working

    Disruption for the decade ahead - Bitcoin, blockchain and new ways of working

    Disruption has driven share prices to record highs, and assessing the major trends is key to setting your portfolio up for success over the next decade. With central banks trialling cryptocurrencies and Bitcoin closing in on record highs after falling 60%, investors are looking to technology for further growth.
     
    Fidelity Global Portfolio Manager Amit Lodha brings his thoughtful and far-reaching research to this conversation, and considers:
    Why collaboration and decentralisation will be the driving themes behind future market winners
    Which trends have been accelerated in 2020, and which will be left behind
    How blockchain technology is revolutionising markets, including the ASX, and
    Which sectors and regions will be winners and losers in the coming decade.

    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 outlook for Australian property – houses, apartments, regional and office

    The outlook for Australian property – houses, apartments, regional and office

    Lockdowns and economic uncertainty stemming from Covid resulted in predictions of falls of up to 30% in the Australian residential property market. Fears for office property were much, much worse, with only 10% of office workers returning to Melbourne’s CBD late this year. As the year ends, however, forecasts are looking much more positive.
    nab’s Chief Economist Alan Oster talks about his forecasts and:
    Why house prices are looking much more positive for 2021
    Which areas of Australia are most likely to experience price rises, and which are not
    How commercial property is fracturing as the workforce shifts and
    What to keep an eye on as an investor.
    Apologies for the reduced audio quality of this recording – remote working is sometimes dependent on less than ideal recording scenarios.

    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.

    • 32 min
    Gold - is it time for gold in your portfolio?

    Gold - is it time for gold in your portfolio?

    As the gold price has rallied, investors have started to question whether the precious metal deserves a place in a modern portfolio. Is it too late for speculators and should the lack of dividend be a dealbreaker?
    In this broad-ranging discussion, Head of Commodities Research for nab Markets, Lachlan Shaw shares his thoughts on:
    Why gold and equities are both rallying
    Whether gold has ceased to be a defensive asset – or even a store of value
    The drivers of the gold price, and how they’ve changed over time
    How to access gold (directly, through an ETF or via a gold mining stock) and
    How seriously retail investors should consider a space for gold in their portfolios.
    For your diary: Every year, nabtrade hosts its annual Charity Trading Day. This year we're supporting Rural Aid's Young Minds program and the ASX Refinitiv Charity Foundation. Find out more here. 

    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.

    • 47 min
    Investing in a post Covid world – how investing opportunities have changed

    Investing in a post Covid world – how investing opportunities have changed

    Covid has changed the world as we know it – international travel has all but stopped, central business districts have emptied and restaurants have closed. At the same time, tech stocks are at record highs and investors have enjoyed a spectacular bounce from the sharemarkets’ lows in March.
    So how much of this disruption is permanent, and how much is short term? Fidelity International Global Portfolio Manager Amit Lodha joins from London to share his thoughts on:
    Why corporate travel may never return to previous levels
    Which sectors of the economy – and market – will continue to thrive
    Technological innovation beyond the majors
    The risks of stimulus withdrawal
    Why equities continue to offer value relative to bonds and
    His greatest concerns for the economy and the market in post Covid world.
    For your diary: Every year, nabtrade hosts its annual Charity Trading Day, where 100% of all brokerage is given to a chosen charity. This year, Charity Trading Day will be held on Thursday 26 November – charity partner to be announced shortly.

    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.

    • 57 min

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