Martin Crabb - Points to Ponder for 2023

THE MORRISSEY EXCHANGE, SHAW AND PARTNERS: Podcast #40: Martin Crabb - Points to Ponder for 2023

Welcome back.

This is our first episode for what looks to be a jam packed 2023. We’ve brought back a crowd favourite in Mr Martin Crabb, CIO of Shaw and Partners. There is already so much to consider and discuss, despite the fact the year has barely begun.

From the obvious discussion points of inflation and interest rates, to property values, Big Tech, short selling and spy balloons.

Martin Crabb is always a thought provoking listen as he is one of those blokes who is knowledgeable about all things vital AND trivial.

So set the dining table, pour some wine and imagine you’re at a dinner party with the effervescent Mr Martin Crabb.

MG Alpha Model Portfolio Update December 2022

Steady as she goes

The MG Alpha Return portfolio rose 4.6%, whilst the ASX200 rose 8.7% in the December quarter. Markets rebounded from a dismal September by rallying over 6% in both October and November, before easing in December. For the rolling 12 months the portfolio has strongly outperformed, rising 7.2% vs the ASX –5.5%.

Annual wrap for 2022 and predictions for 2023

THE MORRISSEY EXCHANGE, SHAW AND PARTNERS: ANNUAL WRAP FOR 2022, PREDICTIONS FOR 2023

This is the final pod for the year before you all disappear for a month, so you can listen as you tan yourselves.

This pod runs through our predictions from December last year, how we fared, and why. We then look forward to 2023 and what is to become of so many important global and local issues.

Thank you for listening through the year, and we look forward to providing you with further topical discussions in 2023.

Moz Afzal - The Global View, Part 2

The Morrissey Exchange, Shaw and Partners: Moz Afzal - The Global View, Part 2

In today’s podcast, Ben Morrissey continues his interview with Mr Moz Afzal, EFGAM’s Senior PM and Global CIO.

In this episode we explore; China and their long term goals, the learnings for Western society from recent political developments, battery metals, cryptocurrencies, Moz’s key picks for growth, and where he would invest $100k if he couldn’t get access to it for 10 years.

Enjoy a part 2 that makes Lethal Weapon 2 seem pedestrian.

Director ID and How to Apply

New Director ID Requirement for Directors

From 1st November 2021 Company directors need to verify their identity as part of a new director identification number.

(Director ID) requirement by ASIC. A director ID is a unique identifier that a director will apply for once and keep forever.

All Australian company directors have until 30 November 2022 to apply for a Director ID (This also applies to Company Trustees of Self-Managed Super Funds).