Gemma Dale

Strategies

The Magnificent Seven's dominance poses ever-growing risks

The rise of the Magnificent Seven and their large weighting in US indices has led to debate about concentration risk in markets. Whatever your view, the crowding into these stocks poses several challenges for global investors.

30 April 2024 2 min read

Your Wealth

An intelligent investor believes we’re on the cusp of a new bull market

While many investors remain patiently – or perhaps impatiently – waiting a market pullback, another is fully invested and excited about a new bull market, just taking off.

17 April 2024 39 min listen

Your Wealth

Chris Joye on fixed income, rates and where we’re headed

With rates at current levels, investors are increasingly focused on investing for income and rebuilding their defensive portfolios. But bonds, particularly in the US, have had a rocky ride.

03 April 2024 44 min listen

Your Wealth

Tech, healthcare, lithium – ASX opportunities to consider now

With the dust settled from reporting season, and dividends starting to flow, investors are sitting on a pile of cash waiting for their next opportunity. With the economy holding up, which small to mid caps look most interesting?

20 March 2024 39 min listen

Your Wealth

China at record lows, Japan at record highs – where to from here?

While all the headlines are focussed on the Magnificent Seven in the US, other markets are making records of their own – some good, some not so much. So what can investors make of the divergence in global markets, and where do the opportunities really lie?

07 March 2024 59 min listen

Your Wealth

The Magnificent Seven and the opportunities you shouldn’t miss

Just seven stocks have driven more than 100% of the S&P500’s return so far this year – and one of them is down 22%. Can the extraordinary returns last, and can everything else catch up?

21 February 2024 30 min listen

Your Wealth

This is Money – what a former financial planner and podcaster has learned

When My Millennial Money host Glen James became a financial planner, many of his clients only needed simple advice and a good system. Now he has tens of thousands of listeners, whom he hopes to ‘gift wrap’ for more complex advice in the future.

08 February 2024 51 min listen

Your Wealth

Finding the signal in the noise – or how to find gems on the ASX in 2024

Henry Jennings from Marcus Today has worked in markets for a long time, and he believes there are reasons to be cheerful about the outlook. The key is being patient and waiting for the signal to present itself, as the pivotal moments can set you up for success – or failure.

17 January 2024 48 min listen

Your Wealth

How to invest in natural resources – for a population of 10 billion people

As the global population grows, providing that population with food, shelter and energy becomes increasingly challenging – particularly as we aspire to reduce, rather than maintain, carbon emissions. So how do we invest in resources that meet these challenges?

03 January 2024 30 min listen

Your Wealth

The world’s largest asset manager on what’s in store for 2024

2023 was expected to bring a lot of nasty surprises – but ultimately we avoided the much predicted recession, house price collapse and share market crash…. Investors can afford to go into the holiday season feeling pretty comfortable. But what’s ahead for 2024?

20 December 2023 28 min listen

Your Wealth

Why bonds have behaved so strangely – and you might want to own them anyway

As interest rates have climbed, interest in fixed income investments has returned – but those who’ve looked at recent returns could have been in for a nasty shock, with negative total returns for several benchmarks.

06 December 2023 44 min listen

Your Wealth

Why currency matters, and where the AUD is headed

As investors continue to seek offshore investment opportunities, currency becomes increasingly important. But how does one manage the risk – and potential upside – with so many variables in play?

23 November 2023 39 min listen