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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
Indhold leveret af Firstlinks and Morningstar. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Firstlinks and Morningstar eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.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

Kapitler

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 episoder

Artwork
iconDel
 
Manage episode 367210287 series 2944279
Indhold leveret af Firstlinks and Morningstar. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Firstlinks and Morningstar eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.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

Kapitler

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 episoder

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