60 acast.com Ground Control https://shows.acast.com/ground-control en DWA Managed Accounts DWA Managed Accounts Hear from industry thought leaders in an open and transparent discussion format. This original series was the first Ground Control channel to launch and received popular feedback and ratings. Advisers and clients found value in the insights offered by the guest panelists that were open and candid about many of the issues affecting the industry and most importantly the world. During times like COVID-19 uncertainty was at it's peak and it is reassuring to know what is going through the minds of these key thought leaders in the financial sector.


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This podcast is for entertainment purposes only and does not constitute financial advice or financial product advice. To receive personal financial advice or financial product advice you must first receive a Statement of Advice (SoA). You must also receive, read and understand the Product Disclosure Statement/s (PDS) of any products you are considering to ensure the product/s is suited to your needs before acting. Diverger may discuss products, services and answer listener questions on this podcast for entertainment & illustration purposes only. Diverger may change the name of the questioner for anonymity. It is impossible to give you personal advice on an entertainment podcast as we do not know the details of your personal financial situation.

Hosted on Acast. See acast.com/privacy for more information.

]]> Hear from industry thought leaders in an open and transparent discussion format. This original series was the first Ground Control channel to launch and received popular feedback and ratings. Advisers and clients found value in the insights offered by the guest panelists that were open and candid about many of the issues affecting the industry and most importantly the world. During times like COVID-19 uncertainty was at it's peak and it is reassuring to know what is going through the minds of these key thought leaders in the financial sector.


------

This podcast is for entertainment purposes only and does not constitute financial advice or financial product advice. To receive personal financial advice or financial product advice you must first receive a Statement of Advice (SoA). You must also receive, read and understand the Product Disclosure Statement/s (PDS) of any products you are considering to ensure the product/s is suited to your needs before acting. Diverger may discuss products, services and answer listener questions on this podcast for entertainment & illustration purposes only. Diverger may change the name of the questioner for anonymity. It is impossible to give you personal advice on an entertainment podcast as we do not know the details of your personal financial situation.

Hosted on Acast. See acast.com/privacy for more information.

]]> false Jonna info+5e7873db68dafd11426b4431@mg-eu.acast.com 5e7873db68dafd11426b4431 ground-control episodic https://assets.pippa.io/shows/5e7873db68dafd11426b4431/1721197286525-2c786261e60768b0a8b6377df21a4a4d.jpeg https://shows.acast.com/ground-control Ground Control <![CDATA[Expanding Price Earnings & Enterprise Multiples!]]> Wed, 17 Jul 2024 00:19:53 GMT 26:11 66970e29cdf860d88c4164d7 false https://shows.acast.com/ground-control/episodes/expanding-price-earnings-enterprise-multiples 66970e29cdf860d88c4164d7 5e7873db68dafd11426b4431 expanding-price-earnings-enterprise-multiples full 4 7

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]]>

Hosted on Acast. See acast.com/privacy for more information.

]]> Is There More Room to Grow? Is There More Room to Grow? Mon, 13 May 2024 05:26:27 GMT 28:15 6641a4830122a60013e78479 false https://shows.acast.com/ground-control/episodes/is-there-more-room-to-grow 6641a4830122a60013e78479 5e7873db68dafd11426b4431 is-there-more-room-to-grow full 4 4 The strong rally in equity markets, both domestically and globally, appears to have lost steam as the progress on disinflation seems to have slowed particularly in the U.S. Inflation remains a key risk to investment markets in 2024. If the downward trend in inflation continues to stall, central banks are less likely to cut interest rates. This could have significant implications for company earnings and global economic growth in the second half of the year.

 

Can equity markets continue to move higher, then?

 

In this edition, Emmanuel Calligeris, Chair of the DWA Investment Committee, and Monik Kotecha, Chief Investment Officer of Insync Funds Management, offer their outlook on market valuations. They also touch on the U.S. fiscal deficit and its implications for global financial markets in the long term. Tune into this episode to hear their insights of recent equity market movements and the economic challenges faced by Australia.

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]]> The strong rally in equity markets, both domestically and globally, appears to have lost steam as the progress on disinflation seems to have slowed particularly in the U.S. Inflation remains a key risk to investment markets in 2024. If the downward trend in inflation continues to stall, central banks are less likely to cut interest rates. This could have significant implications for company earnings and global economic growth in the second half of the year.

 

Can equity markets continue to move higher, then?

 

In this edition, Emmanuel Calligeris, Chair of the DWA Investment Committee, and Monik Kotecha, Chief Investment Officer of Insync Funds Management, offer their outlook on market valuations. They also touch on the U.S. fiscal deficit and its implications for global financial markets in the long term. Tune into this episode to hear their insights of recent equity market movements and the economic challenges faced by Australia.

Hosted on Acast. See acast.com/privacy for more information.

]]> The Dual Phases of 2024: Opportunities and Risks in a Year Divided The Dual Phases of 2024: Opportunities and Risks in a Year Divided Tue, 06 Feb 2024 04:29:42 GMT 32:11 65c1b5b64674f50016885079 false https://shows.acast.com/ground-control/episodes/the-dual-phases-of-2024 65c1b5b64674f50016885079 5e7873db68dafd11426b4431 the-dual-phases-of-2024 full 4 1 Welcome to the first Ground Control of 2024!


As we look back, 2023 ended with strong momentum, with both the equity and bond markets delivering solid returns. Just a few months ago, the investment landscape was fraught with concerns over "higher for longer" interest rates. With inflation on a downtrend, however, the spotlight has shifted towards the trajectory of rate cuts. Following a notable rally in both domestic and international equity markets as we enter 2024, we ask ourselves - what will be the forward paths of inflation and interest rates, company profits and market valuations.


In this edition, Emmanuel Calligeris, Chair of the DWA Investment Committee, and Grahame Evans, Director of DWA Managed Accounts, will offer their insights on the outlook for 2024. They will cover a variety of topics, including expected interest rate reductions in the U.S. and Australia; the economic implications of the U.S. election; Australia's vulnerability to global economic shifts – especially the potential impact of China's slowing growth; and India's rising significance as an economic powerhouse. We anticipate a stronger first half, followed by a more volatile second half.

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]]> Welcome to the first Ground Control of 2024!


As we look back, 2023 ended with strong momentum, with both the equity and bond markets delivering solid returns. Just a few months ago, the investment landscape was fraught with concerns over "higher for longer" interest rates. With inflation on a downtrend, however, the spotlight has shifted towards the trajectory of rate cuts. Following a notable rally in both domestic and international equity markets as we enter 2024, we ask ourselves - what will be the forward paths of inflation and interest rates, company profits and market valuations.


In this edition, Emmanuel Calligeris, Chair of the DWA Investment Committee, and Grahame Evans, Director of DWA Managed Accounts, will offer their insights on the outlook for 2024. They will cover a variety of topics, including expected interest rate reductions in the U.S. and Australia; the economic implications of the U.S. election; Australia's vulnerability to global economic shifts – especially the potential impact of China's slowing growth; and India's rising significance as an economic powerhouse. We anticipate a stronger first half, followed by a more volatile second half.

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]]> A “Pivotal” Year A “Pivotal” Year Fri, 15 Dec 2023 04:18:08 GMT 24:51 657bd3801035dd0016837db7 false https://shows.acast.com/ground-control/episodes/a-pivotal-year 657bd3801035dd0016837db7 5e7873db68dafd11426b4431 a-pivotal-year full 3 12 Good news regarding easing inflation, and bad economic news around slowing growth, continue to push share markets higher both overseas and domestically. This is a notable turnaround as more and more investors expect central banks to start cutting rates sooner than previously anticipated. Are we finally near the end to monetary policy tightening for this cycle? What is the outlook for inflation and interest rates in 2024? 
 
Tune into our final edition of Ground Control in 2023. In this episode, Emmanuel Calligeris, Chair of the DWA Investment Committee, and Grahame Evans, Director of DWA Managed Accounts, discuss key economic and market trends as we look ahead to 2024 and 2025. They also examine the impact of government policies on the housing market, particularly in Australia, discussing issues like foreign investment and the balance between immigration, job market needs, and housing availability. Emmanuel offers a balanced yet optimistic outlook for 2024, suggesting stabilising markets due to peaking inflation and declining interest rates.


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]]> Good news regarding easing inflation, and bad economic news around slowing growth, continue to push share markets higher both overseas and domestically. This is a notable turnaround as more and more investors expect central banks to start cutting rates sooner than previously anticipated. Are we finally near the end to monetary policy tightening for this cycle? What is the outlook for inflation and interest rates in 2024? 
 
Tune into our final edition of Ground Control in 2023. In this episode, Emmanuel Calligeris, Chair of the DWA Investment Committee, and Grahame Evans, Director of DWA Managed Accounts, discuss key economic and market trends as we look ahead to 2024 and 2025. They also examine the impact of government policies on the housing market, particularly in Australia, discussing issues like foreign investment and the balance between immigration, job market needs, and housing availability. Emmanuel offers a balanced yet optimistic outlook for 2024, suggesting stabilising markets due to peaking inflation and declining interest rates.


Hosted on Acast. See acast.com/privacy for more information.

]]> When Will Bond Yields Find Stability? When Will Bond Yields Find Stability? Thu, 19 Oct 2023 02:24:58 GMT 27:17 6530937a93a23600120607ce false https://shows.acast.com/ground-control/episodes/when-will-bond-yields-find-stability 6530937a93a23600120607ce 5e7873db68dafd11426b4431 when-will-bond-yields-find-stability full 3 10 Recent weeks have witnessed a substantial rise in bond yields and a noticeable retreat in equity markets, raising concerns about the future path of company earnings and economic growth.


How much longer will interest rates stay elevated as economies transition from abnormally low interest rates to a more neutral setting? Why do bond yields continue to rise? How have rising bond yields affected the performance of growth assets?


In this video, Emmanuel Calligeris, Chair of the DWA Investment Committee, and Grahame Evans, Director of DWA Managed Accounts, delve into the effects of rising bond yields. Covering topics from debt and deficits in the U.S. to equity market valuation and to inflation and interest rates, their perspective offers a balanced outlook on the economic landscape, emphasising the importance of cautious optimism in the short term.

Hosted on Acast. See acast.com/privacy for more information.

]]> Recent weeks have witnessed a substantial rise in bond yields and a noticeable retreat in equity markets, raising concerns about the future path of company earnings and economic growth.


How much longer will interest rates stay elevated as economies transition from abnormally low interest rates to a more neutral setting? Why do bond yields continue to rise? How have rising bond yields affected the performance of growth assets?


In this video, Emmanuel Calligeris, Chair of the DWA Investment Committee, and Grahame Evans, Director of DWA Managed Accounts, delve into the effects of rising bond yields. Covering topics from debt and deficits in the U.S. to equity market valuation and to inflation and interest rates, their perspective offers a balanced outlook on the economic landscape, emphasising the importance of cautious optimism in the short term.

Hosted on Acast. See acast.com/privacy for more information.

]]> The Slow Path of Normalisation The Slow Path of Normalisation Thu, 14 Sep 2023 02:02:28 GMT 23:47 650269b44b92ff001166cc38 false https://shows.acast.com/ground-control/episodes/the-slow-path-of-normalisation 650269b44b92ff001166cc38 5e7873db68dafd11426b4431 the-slow-path-of-normalisation full 3 9 August was another interesting month for markets as investors grappling with a higher for longer interest rate narrative from global central banks, softer economic data from Europe and worse-than-expected outlook of China. While the resilience of growth in the U.S. helps to support investor sentiment, the near-term outlook continues to present challenges.


In this video, Emmanuel Calligeris, Chair of the DWA Investment Committee, and Grahame Evans, Director of DWA Managed Accounts, talk to the economic development in various parts of the world as well as company earnings in both Australia and the U.S. Easing inflation pressures and the Federal Reserves' decision to leave interest rates on hold suggest that we are even closer to the end of the interest rate tightening cycle. However, with interest rates are likely to remain higher for longer whilst growth is slowing, do equity market valuations look expensive, fair, or cheap?


Tune in to this month's Ground Control as we share with you our views on investment markets from property to shares and to bonds.

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]]> August was another interesting month for markets as investors grappling with a higher for longer interest rate narrative from global central banks, softer economic data from Europe and worse-than-expected outlook of China. While the resilience of growth in the U.S. helps to support investor sentiment, the near-term outlook continues to present challenges.


In this video, Emmanuel Calligeris, Chair of the DWA Investment Committee, and Grahame Evans, Director of DWA Managed Accounts, talk to the economic development in various parts of the world as well as company earnings in both Australia and the U.S. Easing inflation pressures and the Federal Reserves' decision to leave interest rates on hold suggest that we are even closer to the end of the interest rate tightening cycle. However, with interest rates are likely to remain higher for longer whilst growth is slowing, do equity market valuations look expensive, fair, or cheap?


Tune in to this month's Ground Control as we share with you our views on investment markets from property to shares and to bonds.

Hosted on Acast. See acast.com/privacy for more information.

]]> Reflections and Forecasts and staying focused in volatile markets Reflections and Forecasts and staying focused in volatile markets Wed, 14 Jun 2023 01:58:41 GMT 28:31 64891ed204a0b1001153e53f false https://shows.acast.com/ground-control/episodes/reflections-and-forecasts-and-staying-focused-in-volatile-ma 64891ed204a0b1001153e53f 5e7873db68dafd11426b4431 reflections-and-forecasts-and-staying-focused-in-volatile-ma full 3 5 In our recent updates, we engaged in extensive discussions regarding interest rate rises, share market valuations, and long-term government bond yields in both Australia and the U.S. These discussions involved deep dives into topics such as inflation expectations, economic indicators, and global macroeconomic trends at that time.


As we look ahead, the near-term outlook continues to present challenges. In this video, Emmanuel Calligeris, Chair of the DWA Investment Committee, and Grahame Evans, Director of DWA Managed Accounts, talk about various risk factors that contribute to the current elevated market volatility.


Don’t miss out on this Ground Control. Discover why rising labour costs and slowing demand could pose challenges for company earnings and gain valuable perspective on the growth of Chinese economy as well as other investment opportunities in the emerging markets.

Hosted on Acast. See acast.com/privacy for more information.

]]> In our recent updates, we engaged in extensive discussions regarding interest rate rises, share market valuations, and long-term government bond yields in both Australia and the U.S. These discussions involved deep dives into topics such as inflation expectations, economic indicators, and global macroeconomic trends at that time.


As we look ahead, the near-term outlook continues to present challenges. In this video, Emmanuel Calligeris, Chair of the DWA Investment Committee, and Grahame Evans, Director of DWA Managed Accounts, talk about various risk factors that contribute to the current elevated market volatility.


Don’t miss out on this Ground Control. Discover why rising labour costs and slowing demand could pose challenges for company earnings and gain valuable perspective on the growth of Chinese economy as well as other investment opportunities in the emerging markets.

Hosted on Acast. See acast.com/privacy for more information.

]]> Are the debt markets telling us something the equity markets are missing? Are the debt markets telling us something the equity markets are missing? Mon, 01 May 2023 00:49:58 GMT 40:42 644f0cb630540d00112c34d0 false https://shows.acast.com/ground-control/episodes/are-the-debt-markets-telling-us-something-the-equity-markets 644f0cb630540d00112c34d0 5e7873db68dafd11426b4431 are-the-debt-markets-telling-us-something-the-equity-markets full 3 4 The debt markets, often referred to as the bond markets, can be seen as the collective name given to all trades and issues of debt securities, in which Governments are usually the largest part. Governments typically issue bonds in order to raise capital to fund spending including ports, hospitals and roads. Businesses issue debt securities when they need to finance business expansion projects or maintain ongoing operations.


We have experienced one of the fastest interest rate tightening cycles in history, that has created uncertainties for consumers and businesses including banks that have lent and invested money that has not incurred an adequate return. The collapse of Silicon Valley Bank, Signature Bank in the US and Swiss banking giant Credit Suisse in Europe exposed weakness following the interest rate increases. Debt markets seem to have painted a more dire outlook of global economic growth, whilst share markets seem to have held up fairly well.


In our April Ground Control, Andrew Papageorgiou, Managing Partner at Realm Investment House, Emmanuel Calligeris, Chair of the DWA Investment Committee, and Grahame Evans, Director of DWA Managed Accounts, had an in-depth discussion around debt markets. More importantly, has there been any disconnection between what has been priced in the debt markets and that of the equity markets? If so, what might be the implications for our investors and their investments?

Hosted on Acast. See acast.com/privacy for more information.

]]> The debt markets, often referred to as the bond markets, can be seen as the collective name given to all trades and issues of debt securities, in which Governments are usually the largest part. Governments typically issue bonds in order to raise capital to fund spending including ports, hospitals and roads. Businesses issue debt securities when they need to finance business expansion projects or maintain ongoing operations.


We have experienced one of the fastest interest rate tightening cycles in history, that has created uncertainties for consumers and businesses including banks that have lent and invested money that has not incurred an adequate return. The collapse of Silicon Valley Bank, Signature Bank in the US and Swiss banking giant Credit Suisse in Europe exposed weakness following the interest rate increases. Debt markets seem to have painted a more dire outlook of global economic growth, whilst share markets seem to have held up fairly well.


In our April Ground Control, Andrew Papageorgiou, Managing Partner at Realm Investment House, Emmanuel Calligeris, Chair of the DWA Investment Committee, and Grahame Evans, Director of DWA Managed Accounts, had an in-depth discussion around debt markets. More importantly, has there been any disconnection between what has been priced in the debt markets and that of the equity markets? If so, what might be the implications for our investors and their investments?

Hosted on Acast. See acast.com/privacy for more information.

]]> Dancing with the Markets: Getting the Sequence Right Dancing with the Markets: Getting the Sequence Right Thu, 16 Mar 2023 06:01:40 GMT 23:56 6412b0a16c26870011197ad7 false https://shows.acast.com/ground-control/episodes/dancing-with-the-markets-getting-the-sequence-right 6412b0a16c26870011197ad7 5e7873db68dafd11426b4431 dancing-with-the-markets-getting-the-sequence-right full 3 3 Market volatility persists as inflation remains uncomfortably high and interest rates to rise further. Regardless of how disciplined, investors sometimes act on emotion in a volatile market and make decisions that are susceptible to behavioural biases. We often panic and sell after market declines, and we often fear of missing out and buy after asset prices have increased.


In our March Ground Control, Emmanuel Calligeris, Chair of Investment Committee, and Grahame Evans, Director of DWA Managed Accounts, had in-depth discussion around share market valuations, inflation, and interest rate expectations. How have these movements impacted accumulators and retirees, and existing and new investors differently? More importantly, how could investors minimise the impact of poor investor behaviour while maximising the opportunity to achieve their long-term investment objectives?

Hosted on Acast. See acast.com/privacy for more information.

]]> Market volatility persists as inflation remains uncomfortably high and interest rates to rise further. Regardless of how disciplined, investors sometimes act on emotion in a volatile market and make decisions that are susceptible to behavioural biases. We often panic and sell after market declines, and we often fear of missing out and buy after asset prices have increased.


In our March Ground Control, Emmanuel Calligeris, Chair of Investment Committee, and Grahame Evans, Director of DWA Managed Accounts, had in-depth discussion around share market valuations, inflation, and interest rate expectations. How have these movements impacted accumulators and retirees, and existing and new investors differently? More importantly, how could investors minimise the impact of poor investor behaviour while maximising the opportunity to achieve their long-term investment objectives?

Hosted on Acast. See acast.com/privacy for more information.

]]> Economics or Medianomics - Who do you believe Economics or Medianomics - Who do you believe Wed, 08 Feb 2023 05:06:55 GMT 29:14 63e2ea4e8d897900115060eb false https://shows.acast.com/ground-control/episodes/economics-or-medianomics-who-do-you-believe 63e2ea4e8d897900115060eb 5e7873db68dafd11426b4431 economics-or-medianomics-who-do-you-believe Ground Control full 3 2

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]]>

Hosted on Acast. See acast.com/privacy for more information.

]]> Steadying the ship after a Covid Tsunami Steadying the ship after a Covid Tsunami Fri, 26 Nov 2021 04:46:04 GMT 33:17 61a0689ec655d2001247aeb4 false https://shows.acast.com/ground-control/episodes/steadying-the-ship-after-a-covid-tsunami 61a0689ec655d2001247aeb4 5e7873db68dafd11426b4431 steadying-the-ship-after-a-covid-tsunami Ground Control full 2 2

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]]>

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]]> Episode #1 - Are we inflating the bubble or pumping the tyres? Episode #1 - Are we inflating the bubble or pumping the tyres? Fri, 19 Feb 2021 02:11:00 GMT 22:40 602f1e34a64bc25795275676 false https://shows.acast.com/ground-control/episodes/episode-1-are-we-inflating-the-bubble-or-pumping-the-tyres 602f1e34a64bc25795275676 5e7873db68dafd11426b4431 episode-1-are-we-inflating-the-bubble-or-pumping-the-tyres Ground Control Season 2 full 2 1 Welcome to episode 1 of our 2021 Ground Control Series! We invited Emmanuel Calligeris (Chairman of Investment Committee) to provide an update from an economic perspective especially discussion around interest rates remaining low, the impact of these interest rates and some of the bond issues that will possibly involve a move to some inflation. A great session and provides a good understanding for what to expect in the year 2021!


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]]> Welcome to episode 1 of our 2021 Ground Control Series! We invited Emmanuel Calligeris (Chairman of Investment Committee) to provide an update from an economic perspective especially discussion around interest rates remaining low, the impact of these interest rates and some of the bond issues that will possibly involve a move to some inflation. A great session and provides a good understanding for what to expect in the year 2021!


Hosted on Acast. See acast.com/privacy for more information.

]]> Rising from the depths of recession! How will we handle the way out? Rising from the depths of recession! How will we handle the way out? Thu, 17 Dec 2020 04:21:22 GMT 21:25 5fdadcc346923745ecbbbc4c false https://shows.acast.com/ground-control/episodes/rising-from-the-depths-of-recession-how-will-we-handle-the-w 5fdadcc346923745ecbbbc4c 5e7873db68dafd11426b4431 rising-from-the-depths-of-recession-how-will-we-handle-the-w Ground Control full 1 11

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]]>

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]]> Episode #10 - Property -10% to 10%! How did the banks get it so wrong? Episode #10 - Property -10% to 10%! How did the banks get it so wrong? Thu, 17 Dec 2020 04:08:21 GMT 22:31 5fdad9b54e6b6633bf64aed9 false https://shows.acast.com/ground-control/episodes/episode-10-property-10-to-10-how-did-the-banks-get-it-so-wro 5fdad9b54e6b6633bf64aed9 5e7873db68dafd11426b4431 episode-10-property-10-to-10-how-did-the-banks-get-it-so-wro Ground Control full 1 10

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]]>

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]]> Special Edition - Constructing and managing client portfolios in these extraordinary times Special Edition - Constructing and managing client portfolios in these extraordinary times Wed, 07 Oct 2020 05:17:03 GMT 38:51 5f7d4f4fb9d0d809139317db false https://shows.acast.com/ground-control/episodes/special-edition-constructing-and-managing-client-portfolios- 5f7d4f4fb9d0d809139317db 5e7873db68dafd11426b4431 special-edition-constructing-and-managing-client-portfolios- Ground Control full 1 Upon receiving the many feedback of our recent Success Days, we would like to provide you a client-friendly edition of the interview between Emmanuel Calligeris and Malcolm Palmer on investing in the Australian share market in a Covid-19 affected world.


In this video, Malcolm shared his insights of stock valuations in different sectors and industries, ranging from material and energy to travel, banking and healthcare. Emmanuel and Malcolm also discussed the many risk events in a market that is still dominant with uncertainties around economic recovery and geopolitical conflicts and how they will manifest themselves in performance of the share market in the long-run.

Hosted on Acast. See acast.com/privacy for more information.

]]> Upon receiving the many feedback of our recent Success Days, we would like to provide you a client-friendly edition of the interview between Emmanuel Calligeris and Malcolm Palmer on investing in the Australian share market in a Covid-19 affected world.


In this video, Malcolm shared his insights of stock valuations in different sectors and industries, ranging from material and energy to travel, banking and healthcare. Emmanuel and Malcolm also discussed the many risk events in a market that is still dominant with uncertainties around economic recovery and geopolitical conflicts and how they will manifest themselves in performance of the share market in the long-run.

Hosted on Acast. See acast.com/privacy for more information.

]]> Platforms : removing the invisible cost of financial administration Platforms : removing the invisible cost of financial administration Fri, 02 Oct 2020 05:09:56 GMT 20:39 5f76b6233d7b6744ac08e6f0 false https://shows.acast.com/ground-control/episodes/platforms-removing-the-invisible-cost-of-financial-administr 5f76b6233d7b6744ac08e6f0 5e7873db68dafd11426b4431 platforms-removing-the-invisible-cost-of-financial-administr Ground Control full 1 9

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]]>

Hosted on Acast. See acast.com/privacy for more information.

]]> A COVID world - seen through the eyes of insurers A COVID world - seen through the eyes of insurers Tue, 18 Aug 2020 04:23:13 GMT 33:25 5f3b57b0594fbb4e676398cd false https://shows.acast.com/ground-control/episodes/a-covid-world-seen-through-the-eyes-of-insurers 5f3b57b0594fbb4e676398cd 5e7873db68dafd11426b4431 a-covid-world-seen-through-the-eyes-of-insurers Ground Control full 1 8 In this episode we invite Kristen Lennis-Harvey – (General Manager of Retail Distribution in AIA Australia) to provide some insights around what is going on in the insurance world during these extraordinary times. Kristen talks about how COVID-19 has impacted life insurance and how it provides some analysis around the state of health of Australians. We all know lockdown has provided challenges around our physical activity and physical health, however we also consider the importance of mental health and how AIA are supporting people in this area. We discuss the benefits and challenges of working from home and where we think this may lead to in a future post COVID-19 world. We also consider what others are doing to avoid blending their work with personal life, how they get their energy levels up and avoid the pitfalls of feeling flat especially when their job requires motivating a team. 



-----------------------------------------------



This podcast is for entertainment purposes only and does not constitute financial advice or financial product advice. To receive personal financial advice or financial product advice you must first receive a Statement of Advice (SoA). You must also receive, read and understand the Product Disclosure Statement/s (PDS) of any products you are considering to ensure the product/s is suited to your needs before acting. Easton Wealth may discuss products, services and answer listener questions on this podcast for entertainment & illustration purposes only. Easton Wealth may change the name of the questioner for anonymity. It is impossible to give you personal advice on an entertainment podcast as we do not know the details of your personal financial situation.

Hosted on Acast. See acast.com/privacy for more information.

]]> In this episode we invite Kristen Lennis-Harvey – (General Manager of Retail Distribution in AIA Australia) to provide some insights around what is going on in the insurance world during these extraordinary times. Kristen talks about how COVID-19 has impacted life insurance and how it provides some analysis around the state of health of Australians. We all know lockdown has provided challenges around our physical activity and physical health, however we also consider the importance of mental health and how AIA are supporting people in this area. We discuss the benefits and challenges of working from home and where we think this may lead to in a future post COVID-19 world. We also consider what others are doing to avoid blending their work with personal life, how they get their energy levels up and avoid the pitfalls of feeling flat especially when their job requires motivating a team. 



-----------------------------------------------



This podcast is for entertainment purposes only and does not constitute financial advice or financial product advice. To receive personal financial advice or financial product advice you must first receive a Statement of Advice (SoA). You must also receive, read and understand the Product Disclosure Statement/s (PDS) of any products you are considering to ensure the product/s is suited to your needs before acting. Easton Wealth may discuss products, services and answer listener questions on this podcast for entertainment & illustration purposes only. Easton Wealth may change the name of the questioner for anonymity. It is impossible to give you personal advice on an entertainment podcast as we do not know the details of your personal financial situation.

Hosted on Acast. See acast.com/privacy for more information.

]]> Uncover, Discover, Recover the Road Through Recession Uncover, Discover, Recover the Road Through Recession Thu, 18 Jun 2020 01:28:43 GMT 23:04 5eeac34cf26ef1231b7aef42 false https://shows.acast.com/ground-control/episodes/episode-7-uncover-discover-recover-the-road-through-recessio 5eeac34cf26ef1231b7aef42 5e7873db68dafd11426b4431 episode-7-uncover-discover-recover-the-road-through-recessio Ground Control full 1 7 Our Ground Control sessions have been focused around the impacts of COVID-19 and the major oil shock on the markets. Now it’s time to start the conversation about recession and the road through recession. With the official confirmation from the treasurer that we are in recession, Emmanuel Calligeris unpacks the related issues we are now confronted with. What is the definition of this recession – should we be worried? Where will some of the opportunities rise from. How are our markets responding to this announcement of recession and how current world events such as our trade with China and the civil unrest in USA are impacting the economy. 


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This podcast is for entertainment purposes only and does not constitute financial advice or financial product advice. To receive personal financial advice or financial product advice you must first receive a Statement of Advice (SoA). You must also receive, read and understand the Product Disclosure Statement/s (PDS) of any products you are considering to ensure the product/s is suited to your needs before acting. Easton Wealth may discuss products, services and answer listener questions on this podcast for entertainment & illustration purposes only. Easton Wealth may change the name of the questioner for anonymity. It is impossible to give you personal advice on an entertainment podcast as we do not know the details of your personal financial situation.

Hosted on Acast. See acast.com/privacy for more information.

]]> Our Ground Control sessions have been focused around the impacts of COVID-19 and the major oil shock on the markets. Now it’s time to start the conversation about recession and the road through recession. With the official confirmation from the treasurer that we are in recession, Emmanuel Calligeris unpacks the related issues we are now confronted with. What is the definition of this recession – should we be worried? Where will some of the opportunities rise from. How are our markets responding to this announcement of recession and how current world events such as our trade with China and the civil unrest in USA are impacting the economy. 


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This podcast is for entertainment purposes only and does not constitute financial advice or financial product advice. To receive personal financial advice or financial product advice you must first receive a Statement of Advice (SoA). You must also receive, read and understand the Product Disclosure Statement/s (PDS) of any products you are considering to ensure the product/s is suited to your needs before acting. Easton Wealth may discuss products, services and answer listener questions on this podcast for entertainment & illustration purposes only. Easton Wealth may change the name of the questioner for anonymity. It is impossible to give you personal advice on an entertainment podcast as we do not know the details of your personal financial situation.

Hosted on Acast. See acast.com/privacy for more information.

]]> The Rollercoaster is over: Now for the Road Bumps! The Rollercoaster is over: Now for the Road Bumps! Thu, 21 May 2020 01:39:23 GMT 25:36 5ec5dbcff1080338c3cadbb3 false https://shows.acast.com/ground-control/episodes/the-rollercoaster-is-over-now-for-the-road-bumps 5ec5dbcff1080338c3cadbb3 5e7873db68dafd11426b4431 the-rollercoaster-is-over-now-for-the-road-bumps Ground Control full 1 6 The rollercoaster may have slowed down but there are likely to be many road-bumps along the way. Emmanuel Calligeris shares his insights into how companies will report in a Covid 19 environment , including such things as asset write-downs. He discusses the need to look for total return not dividends, the timing of when the stimulus will get to wallets and impacts on trade with other countries. He discusses the internal road-bumps such as the resumption of consumption and employment .


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This podcast is for entertainment purposes only and does not constitute financial advice or financial product advice. To receive personal financial advice or financial product advice you must first receive a Statement of Advice (SoA). You must also receive, read and understand the Product Disclosure Statement/s (PDS) of any products you are considering to ensure the product/s is suited to your needs before acting. Easton Wealth may discuss products, services and answer listener questions on this podcast for entertainment & illustration purposes only. Easton Wealth may change the name of the questioner for anonymity. It is impossible to give you personal advice on an entertainment podcast as we do not know the details of your personal financial situation.

Hosted on Acast. See acast.com/privacy for more information.

]]> The rollercoaster may have slowed down but there are likely to be many road-bumps along the way. Emmanuel Calligeris shares his insights into how companies will report in a Covid 19 environment , including such things as asset write-downs. He discusses the need to look for total return not dividends, the timing of when the stimulus will get to wallets and impacts on trade with other countries. He discusses the internal road-bumps such as the resumption of consumption and employment .


-----------------


This podcast is for entertainment purposes only and does not constitute financial advice or financial product advice. To receive personal financial advice or financial product advice you must first receive a Statement of Advice (SoA). You must also receive, read and understand the Product Disclosure Statement/s (PDS) of any products you are considering to ensure the product/s is suited to your needs before acting. Easton Wealth may discuss products, services and answer listener questions on this podcast for entertainment & illustration purposes only. Easton Wealth may change the name of the questioner for anonymity. It is impossible to give you personal advice on an entertainment podcast as we do not know the details of your personal financial situation.

Hosted on Acast. See acast.com/privacy for more information.

]]> Client Behaviour in an Asymmetric Financial World Client Behaviour in an Asymmetric Financial World Thu, 07 May 2020 02:26:02 GMT 19:49 5eb371ba5a441f752b9d4c34 false https://shows.acast.com/ground-control/episodes/client-behaviour-in-an-asymmetric-financial-world 5eb371ba5a441f752b9d4c34 5e7873db68dafd11426b4431 client-behaviour-in-an-asymmetric-financial-world Ground Control full 1 5 This edition of Ground Control we have special guest Andrew Inwood from CoreData Research who provides some valuable insights based on the research CoreData have been doing. Specifically around the adviser sentiment, how are the advisers really feeling during these times of uncertainty…Positive? Optimistic or Pessimistic? Andrew also explains how client sentiment is travelling with a huge drop on 1st April, but what have the statistics shown thereafter?


Have you heard of the term “The Hammer and the dance”? The biggest question people are searching for is what happens in the second wave of the Corona Virus? We find out the relevance of the Hammer and the dance and explore the three potential scenarios of economic recovery that we are potentially faced with. 


Diving into the market and investor behaviour, Andrew reinforces that today’s financial world currently is going to be asymmetric, there is hard work involved in understanding what is happening right now. Communication is vital and Andrew introduces a post Jungian (Karl) Behavioural Framework and how you can use it to break down clients into 4 distinct behavioural segments. Understanding this, helps you to understand and communicate effectively during times where nervous tension is very much prevalent. 



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This podcast is for entertainment purposes only and does not constitute financial advice or financial product advice. To receive personal financial advice or financial product advice you must first receive a Statement of Advice (SoA). You must also receive, read and understand the Product Disclosure Statement/s (PDS) of any products you are considering to ensure the product/s is suited to your needs before acting. Easton Wealth may discuss products, services and answer listener questions on this podcast for entertainment & illustration purposes only. Easton Wealth may change the name of the questioner for anonymity. It is impossible to give you personal advice on an entertainment podcast as we do not know the details of your personal financial situation.

Hosted on Acast. See acast.com/privacy for more information.

]]> This edition of Ground Control we have special guest Andrew Inwood from CoreData Research who provides some valuable insights based on the research CoreData have been doing. Specifically around the adviser sentiment, how are the advisers really feeling during these times of uncertainty…Positive? Optimistic or Pessimistic? Andrew also explains how client sentiment is travelling with a huge drop on 1st April, but what have the statistics shown thereafter?


Have you heard of the term “The Hammer and the dance”? The biggest question people are searching for is what happens in the second wave of the Corona Virus? We find out the relevance of the Hammer and the dance and explore the three potential scenarios of economic recovery that we are potentially faced with. 


Diving into the market and investor behaviour, Andrew reinforces that today’s financial world currently is going to be asymmetric, there is hard work involved in understanding what is happening right now. Communication is vital and Andrew introduces a post Jungian (Karl) Behavioural Framework and how you can use it to break down clients into 4 distinct behavioural segments. Understanding this, helps you to understand and communicate effectively during times where nervous tension is very much prevalent. 



--------


This podcast is for entertainment purposes only and does not constitute financial advice or financial product advice. To receive personal financial advice or financial product advice you must first receive a Statement of Advice (SoA). You must also receive, read and understand the Product Disclosure Statement/s (PDS) of any products you are considering to ensure the product/s is suited to your needs before acting. Easton Wealth may discuss products, services and answer listener questions on this podcast for entertainment & illustration purposes only. Easton Wealth may change the name of the questioner for anonymity. It is impossible to give you personal advice on an entertainment podcast as we do not know the details of your personal financial situation.

Hosted on Acast. See acast.com/privacy for more information.

]]> The Road Out: Tread Carefully The Road Out: Tread Carefully Mon, 27 Apr 2020 05:12:31 GMT 24:29 5ea669bfe629becd370907aa false https://shows.acast.com/ground-control/episodes/the-road-out-tread-carefully 5ea669bfe629becd370907aa 5e7873db68dafd11426b4431 the-road-out-tread-carefully Ground Control full 1 4 In this fourth edition of Ground Control Emmanuel Calligeris the Chair of the Easton Wealth Investment Committee discusses the RBA forecasts, his views on the relationship of the Australian Dollar to the US Dollar, provides an explanation on how we can get to 'negative' oil prices, the liquidity crisis faced by some large super funds and what he sees as the road out with the warning signs we need to be cognizant of. Grahame Evans CEO of Easton Wealth also discusses early access of Superannuation for those impacted by the economic damage of COVID-19.




This podcast is for entertainment purposes only and does not constitute financial advice or financial product advice. To receive personal financial advice or financial product advice you must first receive a Statement of Advice (SoA). You must also receive, read and understand the Product Disclosure Statement/s (PDS) of any products you are considering to ensure the product/s is suited to your needs before acting. Easton Wealth may discuss products, services and answer listener questions on this podcast for entertainment & illustration purposes only. Easton Wealth may change the name of the questioner for anonymity. It is impossible to give you personal advice on an entertainment podcast as we do not know the details of your personal financial situation.



Hosted on Acast. See acast.com/privacy for more information.

]]> In this fourth edition of Ground Control Emmanuel Calligeris the Chair of the Easton Wealth Investment Committee discusses the RBA forecasts, his views on the relationship of the Australian Dollar to the US Dollar, provides an explanation on how we can get to 'negative' oil prices, the liquidity crisis faced by some large super funds and what he sees as the road out with the warning signs we need to be cognizant of. Grahame Evans CEO of Easton Wealth also discusses early access of Superannuation for those impacted by the economic damage of COVID-19.




This podcast is for entertainment purposes only and does not constitute financial advice or financial product advice. To receive personal financial advice or financial product advice you must first receive a Statement of Advice (SoA). You must also receive, read and understand the Product Disclosure Statement/s (PDS) of any products you are considering to ensure the product/s is suited to your needs before acting. Easton Wealth may discuss products, services and answer listener questions on this podcast for entertainment & illustration purposes only. Easton Wealth may change the name of the questioner for anonymity. It is impossible to give you personal advice on an entertainment podcast as we do not know the details of your personal financial situation.



Hosted on Acast. See acast.com/privacy for more information.

]]> The next 3 months and beyond: The future has a future The next 3 months and beyond: The future has a future Thu, 09 Apr 2020 07:39:31 GMT 16:24 5e8ed017505723bc553702b6 false https://shows.acast.com/ground-control/episodes/the-next-3-months-and-beyond-the-future-has-a-future 5e8ed017505723bc553702b6 5e7873db68dafd11426b4431 the-next-3-months-and-beyond-the-future-has-a-future Ground Control full 1 3 In our 3rd edition of Ground Control we look at the upcoming few months and how it may play out as well as consider the more medium to long term future. Emmanuel Calligeris, Chair of our Investment Committee and Approved Product Committee, outlines potential scenarios as we continue to try and flatten the curve.



This podcast is for entertainment purposes only and does not constitute financial advice or financial product advice. To receive personal financial advice or financial product advice you must first receive a Statement of Advice (SoA). You must also receive, read and understand the Product Disclosure Statement/s (PDS) of any products you are considering to ensure the product/s is suited to your needs before acting. Easton Wealth may discuss products, services and answer listener questions on this podcast for entertainment & illustration purposes only. Easton Wealth may change the name of the questioner for anonymity. It is impossible to give you personal advice on an entertainment podcast as we do not know the details of your personal financial situation.



Hosted on Acast. See acast.com/privacy for more information.

]]> In our 3rd edition of Ground Control we look at the upcoming few months and how it may play out as well as consider the more medium to long term future. Emmanuel Calligeris, Chair of our Investment Committee and Approved Product Committee, outlines potential scenarios as we continue to try and flatten the curve.



This podcast is for entertainment purposes only and does not constitute financial advice or financial product advice. To receive personal financial advice or financial product advice you must first receive a Statement of Advice (SoA). You must also receive, read and understand the Product Disclosure Statement/s (PDS) of any products you are considering to ensure the product/s is suited to your needs before acting. Easton Wealth may discuss products, services and answer listener questions on this podcast for entertainment & illustration purposes only. Easton Wealth may change the name of the questioner for anonymity. It is impossible to give you personal advice on an entertainment podcast as we do not know the details of your personal financial situation.



Hosted on Acast. See acast.com/privacy for more information.

]]> Defensive Assets: True to label in volatile times! Defensive Assets: True to label in volatile times! Sun, 29 Mar 2020 22:00:13 GMT 31:18 5e80293f8dc644b1036d501d false https://shows.acast.com/ground-control/episodes/defensive-assets-true-to-label-in-volatile-times 5e80293f8dc644b1036d501d 5e7873db68dafd11426b4431 defensive-assets-true-to-label-in-volatile-times Ground Control full 1 2 In session 2, Andrew Papageorgiou Joint Managing Partner of Realm shares with us his view on how the current environment initially played out, how it impacts the defensive assets markets and what Realm is doing to manage this and take advantage of the liquidity needs in the market. He also shares his personal view on how people should best deal with the crisis.




This podcast is for entertainment purposes only and does not constitute financial advice or financial product advice. To receive personal financial advice or financial product advice you must first receive a Statement of Advice (SoA). You must also receive, read and understand the Product Disclosure Statement/s (PDS) of any products you are considering to ensure the product/s is suited to your needs before acting. Easton Wealth may discuss products, services and answer listener questions on this podcast for entertainment & illustration purposes only. Easton Wealth may change the name of the questioner for anonymity. It is impossible to give you personal advice on an entertainment podcast as we do not know the details of your personal financial situation.



Hosted on Acast. See acast.com/privacy for more information.

]]> In session 2, Andrew Papageorgiou Joint Managing Partner of Realm shares with us his view on how the current environment initially played out, how it impacts the defensive assets markets and what Realm is doing to manage this and take advantage of the liquidity needs in the market. He also shares his personal view on how people should best deal with the crisis.




This podcast is for entertainment purposes only and does not constitute financial advice or financial product advice. To receive personal financial advice or financial product advice you must first receive a Statement of Advice (SoA). You must also receive, read and understand the Product Disclosure Statement/s (PDS) of any products you are considering to ensure the product/s is suited to your needs before acting. Easton Wealth may discuss products, services and answer listener questions on this podcast for entertainment & illustration purposes only. Easton Wealth may change the name of the questioner for anonymity. It is impossible to give you personal advice on an entertainment podcast as we do not know the details of your personal financial situation.



Hosted on Acast. See acast.com/privacy for more information.

]]> Making sense of the nonsensical! Making sense of the nonsensical! Mon, 23 Mar 2020 08:32:33 GMT 37:14 5e7874218da2e8cf0557fd2a false https://shows.acast.com/ground-control/episodes/making-sense-of-the-nonsensical 5e7874218da2e8cf0557fd2a 5e7873db68dafd11426b4431 making-sense-of-the-nonsensical Ground Control full 1 1 Malcolm, with his enormous experience including the 1987 share market crash, shares with us how he sees the global economy, the recent stimulus especially in light of recent rate cuts and the new stimulus package in Australia and the support announced from other central banks. He discusses his views on the stock level and their valuations after the recent sell-off including the good, the bad and the ugly.




This podcast is for entertainment purposes only and does not constitute financial advice or financial product advice. To receive personal financial advice or financial product advice you must first receive a Statement of Advice (SoA). You must also receive, read and understand the Product Disclosure Statement/s (PDS) of any products you are considering to ensure the product/s is suited to your needs before acting. Easton Wealth may discuss products, services and answer listener questions on this podcast for entertainment & illustration purposes only. Easton Wealth may change the name of the questioner for anonymity. It is impossible to give you personal advice on an entertainment podcast as we do not know the details of your personal financial situation.



Hosted on Acast. See acast.com/privacy for more information.

]]> Malcolm, with his enormous experience including the 1987 share market crash, shares with us how he sees the global economy, the recent stimulus especially in light of recent rate cuts and the new stimulus package in Australia and the support announced from other central banks. He discusses his views on the stock level and their valuations after the recent sell-off including the good, the bad and the ugly.




This podcast is for entertainment purposes only and does not constitute financial advice or financial product advice. To receive personal financial advice or financial product advice you must first receive a Statement of Advice (SoA). You must also receive, read and understand the Product Disclosure Statement/s (PDS) of any products you are considering to ensure the product/s is suited to your needs before acting. Easton Wealth may discuss products, services and answer listener questions on this podcast for entertainment & illustration purposes only. Easton Wealth may change the name of the questioner for anonymity. It is impossible to give you personal advice on an entertainment podcast as we do not know the details of your personal financial situation.



Hosted on Acast. See acast.com/privacy for more information.

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