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Building an all-weather portfolio, CGT, RBA Governorship, 4 long-term market themes | 28 Jun 2023

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Manage episode 367210287 series 2944279
Content provided by Firstlinks and Morningstar. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Firstlinks and Morningstar or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Graham Hand discusses the ins and outs of capital gains tax, and whether the RBA Governor should keep his job.
Peter Warnes outlines four of his favourite long-term market themes.
And special guest, Morningstar global CIO Dan Kemp, suggests how investors can build an 'all-weather' portfolio, including having the right asset mix, good advice, and staying the course.

  continue reading

Chapters

1. Building an all-weather portfolio, CGT, RBA Governorship, 4 long-term market themes | 28 Jun 2023 (00:00:00)

2. Graham Hand on CGT (00:02:25)

3. Graham Hand on the RBA review and Governorship (00:09:49)

4. Peter Warnes and 4 long-term themes (00:24:51)

5. Dan Kemp on building a resilient investment portfolio (00:39:32)

23 episodes

Artwork
iconShare
 
Manage episode 367210287 series 2944279
Content provided by Firstlinks and Morningstar. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Firstlinks and Morningstar or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Graham Hand discusses the ins and outs of capital gains tax, and whether the RBA Governor should keep his job.
Peter Warnes outlines four of his favourite long-term market themes.
And special guest, Morningstar global CIO Dan Kemp, suggests how investors can build an 'all-weather' portfolio, including having the right asset mix, good advice, and staying the course.

  continue reading

Chapters

1. Building an all-weather portfolio, CGT, RBA Governorship, 4 long-term market themes | 28 Jun 2023 (00:00:00)

2. Graham Hand on CGT (00:02:25)

3. Graham Hand on the RBA review and Governorship (00:09:49)

4. Peter Warnes and 4 long-term themes (00:24:51)

5. Dan Kemp on building a resilient investment portfolio (00:39:32)

23 episodes

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