Reap what you sow. Global ramifications and outcomes of rapid rate rises

THE MORRISSEY EXCHANGE, SHAW AND PARTNERS: Podcast #42: Reap what you sow. Global ramifications and outcomes of rapid rate rises

Although we are currently working our way through the different asset classes, we’ve decided to interrupt this series of podcasts given the potential banking crisis unfolding before our eyes. 

In today’s podcast Ben Morrissey chats with Mr Jonathon Rawicz, Senior Portfolio Manager at Global Bank EFG and Portfolio Manager for the New Capital Equity Conviction Fund. 

Markets are extremely turbulent around the world due to the fear of a collapsing banking sector, so we take time to ask a true global investor his views of where markets are headed and why.

In many ways what is happening now is quite complex, it is also very simple and predictable; a rapid escalation in interest rates will have dramatic, unavoidable results.

Jonathon is an experienced and knowledgeable operator, so we’re fortunate enough to have him with us to unwrap it all.

Financial Planning 22.03.23 - Now that you’ve Retired

Financial Planning 22.03.23 - Now that you’ve Retired

As we go through life, there comes a time where we start getting serious about retirement and what that might look like. For some, retirement gives the opportunity to kick back and enjoy the fruits of labour. For others, it can be a daunting thought, leaving them wondering; are there are enough funds to last the rest of my life? For most, starting early and staying consistent are the keys to a successful retirement.

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

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.

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.

Request a Consultation

Speak with one of our friendly team members today.