In this episode, Jessica Ellerm from HOPE Housing & Bianca Rose from Morningstar join host James Whelan to discuss the Australian residential housing market as an investible asset class. Homeownership is the longstanding Australian dream, but one which is increasingly out of reach for many. Innovation in this space has opened up a variety of new paths to homeownership, and our experts explore these new options – the benefits and potential pitfalls, as well as access paths for investors.
Morningstar: Empowering Investor Success.
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Investment Podcast #15 – Investing in AI
Described by some as a trillion-dollar solution without a trillion-dollar problem to solve, Artificial Intelligence is undoubtedly at …
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Investment Podcast #14 – Emerging Markets
In this episode, Host James Whelan is joined by Joseph Lai, Chief Investment Officer at Ox Capital, and …
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Investment Podcast #13 – Residential Real Estate
In this episode, Jessica Ellerm from HOPE Housing & Bianca Rose from Morningstar join host James Whelan to …
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Investment Podcast #12 – Longevity Risk
In this episode, host James Whelan is joined by Lukasz de Pourbaix from Fidelity, and Morningstar’s Matt Wacher, …
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Investment Podcast #11 – Active ETFs
This episode sees host James Whelan joined by Morningstar’s Matt Wacher and Macquarie ETF Investment Strategist Blair Hannon, …
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Investment Podcast #10 – Private Credit
With re-entering fixed income markets a key focus for many investors, most of the activity – and knowledge …
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Investment Podcast #9 – Fixed Income: Inefficiencies and Duration
In this episode, host James Whelan is joined by Richard Rauch, Investment Director at Brandywine Global Investment Management, …
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Investment Podcast #8 – Contrarian Investing
In this episode, host James Whelan takes a deep dive into contrarian investing, along with guests Ben Preston …
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Investment Podcast #7 – Navigating Portfolios Through Cycles
In this episode, our host James Whelan sets out with Jody Fitzgerald of Morningstar and David Macri of …
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Investment Podcast #6 – Bonds
Host James Whelan is joined by PIMCO’s Robert Mead and Morningstar’s James Foot to answer the big advisor …
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AdviceTech Podcast #99 – Annature
This week, Pat talks with Daniel Edridge, Head of Sales and Partnerships at Annature. They discuss how Annature …
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#460 Tim Townsend
Tim is a Partner at TownsendCobain Private Wealth Partners. They discuss how his practice has recently grown and …
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Investment Philosophies in Action #1
In this episode, Peita is joined by Clint Nice, Senior Financial Planner at Profacc Public Accountants. They discuss …
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Investment Philosophies in Action #2
In this installment, Peita talks with Michael Bova, Founder and Managing Director at Family Wealth Advisory. They discuss …
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Investment Philosophies in Action #3
In this final episode, Peita speaks with Leong Tang, Partner and Financial Adviser at Callaghans Accountants. They explore …
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Engine Room Podcast #48 – Unpacking Entireti
In this episode of the Engine Room, Andrew is joined by Matt Brown and Neil Younger from Entireti. …
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AdviceTech Podcast #98 – Plutosoft Update
In this episode, Pat is joined by Vincent Holland, Co-Founder at Plutosoft. He gives an update on Plutosoft …
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#459 Andrew Inwood
Andrew is the Founder at CoreData Group. He and James discuss CoreData’s research on the advice industry, the …
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Engine Room Podcast #47 – David Gibson
In this episode, Andrew talks with David Gibson, Senior Financial Adviser at Priority Advisory Group. They explore David’s …
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Investment Podcast #15 – Investing in AI
Described by some as a trillion-dollar solution without a trillion-dollar problem to solve, Artificial Intelligence is undoubtedly at …