Upcoming Webinars

February 2023


Elizabeth will provide a quick update on the cash rate, government bond rates and her expectations for the coming year. She’ll then consider portfolio allocation and why investors should think about including bonds in their portfolio. Finally she’ll show a sample direct bond portfolio and a range of Fixed Income ETFS and Managed Funds.

March 2023


Leading economist Paul Bloxham from HSBC shares his views and insights on where the economy and markets are heading next, following the current reporting season and latest unfolding trends for interest rates and inflation.

Past Webinars

Building a diversified portfolio goes beyond simply buying a few stocks. Does it make sense to diversify beyond Australian companies? What other investments could be included in your portfolio? And how has your portfolio really performed? Join Annika Bradley, Morningstar, to explore all these questions and provide a few handy tips and tricks when thinking about constructing a diversified portfolio.
Eliza, the Head of Residential Research Australia at CoreLogic, will look at the nature of Australia’s housing market downturn, and which markets are most affected by the rising rate environment, as well as which markets are proving more resilient. The rental market, which continues to see robust growth, will also be explored, as well as an outlook for the Australian housing market going forward.
Investment Trends to consider in FY23 and beyond
27 Sep 2022 1:00 pm AEST

Sebastian Evans, Chief Investment Officer and Managing Director, Naos
The macroeconomic environment drastically shifted in FY22, so where are we now?

We are not going back to the ‘way it was’… Certain industries are likely to see substantial benefits in this new environment whereas others will struggle to adapt.

Investing in companies behind long term tailwinds is our approach to generating returns. 

Where are we investing and why?
Our guest speaker Rudi reviews the FY22 performance results for leading ASX companies and market sectors ASX to reveal where the best opportunities lie for investors in the current market.
Roger Montgomery is the founder and Chief Investment Officer of Montgomery Investment Management, a boutique, Sydney-based Fund Manager with a dedicated team of 16 professionals. Founded in 2010, Montgomery provides investors with domestic and global equity funds, and a credit income fund. Roger is the author of the bestselling investment title Value.able, writes a fortnightly column on investing for The Australian and appears weekly on ABC TV and Radio on programs including Statewide Drive, The Business and Phil Clarke’s Nightlife.
Gemma Dale is the host of the Your Wealth podcast, a weekly podcast for investors, featuring insights and updates from market and finance experts across a range of topics.

She is a regular market and finance commentator on Your Money, Sky Business, featured on Sunrise, AFR, ABC TV and Radio, Channel Ten and other media, as well as a regular presenter at major industry events such as ASX Investor & Adviser Days and the Kanga Conference.