Your Wealth

As the market adjusts to higher inflation and higher rates, many investors are thinking about the ‘sleep at night factor’. But there are other sleep at night factors that may be hiding in your portfolio – are you okay with investing in tobacco, armaments or companies with holdings in Russia, for example? So how do you invest to ensure you can sleep at night? JBWere’s Head of Responsible Investing and Alternatives Gillian Gordon shares: Why the world’s wealthiest people are serious about responsible investing How to create a framework that works for you when building a portfolio What factors you should consider when building your wealth, and What to look out for with ‘greenwashing’ and other marketing strategies. 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.

With the S&P500 in firm bear market territory, investors are getting worried. Is it time to buy, and if so, what should you be looking out for? Maroun Younes, portfolio manager of the Fidelity Global Future Leaders Fund, shares his thoughts on: The single most important thing to look for in a company right now Which markets offer the safest upside Why some of the world’s best companies underperformed for a decade in the early 2000s, and What to avoid if the sell off deepens. 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

After years of ‘valuing’ businesses on sales, total addressable market and other blue sky metrics, the market is suddenly getting very serious about… profits. So should investors rethink their holdings in this new (old) world? Popular guest and fund manager, Dan Moore of Investors Mutual, shares his thoughts on: Why the days of growth at any cost are over Where to find value as the market rotates into formerly unloved sectors What to look for as the outlook remains subdued, and How to love boring stocks again. 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.

In the early 2000s, the tech-heavy Nasdaq index lost almost 77% of its value – and didn’t make another new high for 15 years. Today’s behemoths like Amazon were caught up in the sell off, and took two decades to recover. Is the recent sell off in global equities going to repeat history? Platinum Investment’s Julian McCormack shares his thoughts on: Why there’s further to go in this downward trend How to respond to a bear market Where there are pockets of value around the world worth focussing on What is driving the market lower, and Why it isn’t the end of the world – just the end of the cycle. 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.

Interest rates have been low and falling for over a decade. Rising inflation has forced the RBA to raise rates two years earlier than expected, and the implications are huge. AMP’s Shane Oliver shares his thoughts on: Why rates will go higher from here, and how quickly How rising inflation threatens the global economy The impact rising rates will have on equity and property markets, and Why taking a long term view is critical as asset prices falter. 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.