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Building an all-weather portfolio, CGT, RBA Governorship, 4 long-term market themes | 28 Jun 2023
Manage episode 367210287 series 2944279
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.
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
Manage episode 367210287 series 2944279
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.
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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