End in Sight; Divergence from US
Are You missing out? The Benefits of Alternative Investing.
THE MORRISSEY EXCHANGE, SHAW AND PARTNERS: Podcast #41: Are You missing out? The Benefits of Alternative Investing.
As mentioned a few weeks back, we’re going to spend the next 4 podcasts understanding and analysing the main asset classes for investors: Equities, Property, Cash and Fixed Interest and Alternative assets.
In today’s episode, Alex and Ben chat with Natasha Nankivell who is a partner and Founder of the $895m Global Alternative Funds.
Natasha discusses what alternatives are, the misconceptions, opportunities and the increasing relevance of the sector.
Globally investors continue to take larger positions in alternatives due to a number of factors- not the least of which being the unnecessarily and increasingly volatile equity markets.
Natasha is a great presenter and is clearly passionate about her role in the industry.
Financial Planning 08.03.23 - Super Sizing your SuperFund
It is no secret that planning for the future can be a daunting task, but it's essential to take a proactive approach to ensure a comfortable and stress-free retirement.
One of the most effective ways to achieve this is by contributing to your superannuation account which can provide significant tax benefits, investment growth, and wield the ultimate power; compounding returns. By taking the time to develop a financial plan, you can gain a better understanding of your financial needs and goals, and make informed decisions as you progress through life. Regardless of your investment choices, a solid financial plan can help you achieve your desired lifestyle.
Weekly Market Update - 03.03.2023
Financial Planning 01.03.23 - Legislating the Objective of Super
Weekly Market Update - 24.02.2023
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.
Weekly Market Update - 17.02.2023
Weekly Market Update - 10.02.2023
Weekly Market Update - 03.02.2023
Weekly Market Update - 27.01.2023
Weekly Market Update - 23.01.2023
Weekly Market Update - 13.01.2023
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%.
Weekly Market Update - 23.12.2022
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.
