Making Cents of it All

In this episode of our In The Black Segment, Louis is joined by Christopher Joye, Chief Investment Officer and Portfolio Manager at Coolabah Capital. Christopher is also a Contributing Editor with The Australian Financial Review and well-known as one of Australia’s leading economists, policy advisors and fund managers.    Throughout the episode, Chris articulates; his outlook for the macro economy and identifies what it means for interest rates, explores why there is tremendous downside risk to growth assets, and flags where to allocate capital in the current environment.   Should you have any questions on the content within this episode, please reach out using the details below.   Connect with Louis on ⁠⁠LinkedIn⁠⁠ Connect with Christopher on ⁠⁠LinkedIn⁠⁠   Explore Coolabah’s investment menu ⁠here⁠ Find out more about Chris & Coolabah ⁠⁠here⁠⁠   Reach out to us at: ⁠⁠Makingcentsofitall@vincents.com.au ⁠⁠or on LinkedIn with any questions, feedback or topic requests. The information contained in this podcast should not be interpreted as advice. It is general in nature and does not take into account your individual financial situation or needs and should not be relied upon. Before making any investment, insurance, tax, property or financial decision we recommend you consult with a licensed professional adviser to consider your unique circumstances.

In this episode of our In The Black Segment, Louis is joined by Jamie Hannah, Deputy Head of Investments & Capital Markets at VanEck. Jamie provides some great information regarding investing in ETFs with a focus on the value of using smart-beta investment products. If you are looking for an alternative to the traditional direct equity portfolio composition but still want to have thepotential to beat the market, this episode is for you!   Should you have any questions on the content within this episode, please reach out using the detail below. Connect with Louis on ⁠LinkedIn⁠ Connect with Jamie on ⁠LinkedIn⁠   Explore VanEck’s investment menu here Find out more about VanEck ⁠here⁠   Reach out to us at: ⁠Makingcentsofitall@vincents.com.au⁠ or on LinkedIn with any questions, feedback or topic requests. The information contained in this podcast should not be interpreted as advice. It is general in nature and does not take into account your individual financial situation or needs and should not be relied upon. Before making any investment, insurance, tax, property or financial decision we recommend you consult with a licensed professionaladviser to consider your unique circumstances.

In this episode of our In The Black Segment, Louis is joined by Anthony Doyle, Head of Investment Strategy at Firetrail Investments. Anthony provides some invaluable insights into the current macro environment with a more bullish tone than the market, identifies some opportunities being made available in light of elevated index concentration and pops the hood on Firetrail’s investment process.   Should you have any questions on the content within this episode, please reach out using the detail below.   Connect with Louis on LinkedIn Connect with Anthony on LinkedIn   Review Firetrails listed investment vehicle S3GO here Find out more about Firetrail here   Reach out to us at: Makingcentsofitall@vincents.com.au or on LinkedIn with any questions, feedback or topic requests. The information contained in this podcast should not be interpreted as advice. It is general in nature and does not take into account your individual financial situation or needs and should not be relied upon. Before making any investment, insurance, tax, property or financial decision we recommend you consult with a licensed professionaladviser to consider your unique circumstances.

In this episode of our In The Black Segment, Louis is joined by Andrew Parsons, Founder and Chief Investment Officer at Resolution Capital, to discuss the current global property market and some of the opportunities available to investors. Andrew provides some great commentary into current property valuations as well as some invaluable insights into how resolution capital approach global real estate investing.   Connect with Louis on LinkedIn Find out more about resolution capital here   Reach out to us at: Makingcentsofitall@vincents.com.au or on LinkedIn with any questions, feedback or topic requests.   The information contained in this podcast should not be interpreted as advice. It is general in nature and does not take into account your individual financial situation or needs and should not be relied upon. Before making any investment, insurance, tax, property or financial decision we recommend you consult with a licensed professional adviser to consider your unique circumstances.

We are joined by Louis Dooley, Investment Adviser from our North Quay office of Morgans Financial Limited, for another In The Black segment. In this episode, we are joined by Cameron Gleeson, Senior Investment Strategist at BetaShares to discuss the current macro-economic environment as well as a deep dive into fixed income. Cam provides some great insight into interest rate outlooks, asset class positioning and the current foreign exchange environment.   Connect with Louis on LinkedIn Connect with Cam on LinkedIn   Reach out to us at: Makingcentsofitall@vincents.com.au or on LinkedIn with any questions, feedback or topic requests.   The information contained in this podcast should not be interpreted as advice. It is general in nature and does not take into account your individual financial situation or needs and should not be relied upon. Before making any investment, insurance, tax, property or financial decision we recommend you consult with a licensed professional adviser to consider your unique circumstances.

In this episode we discuss the current property market environment with a focus on the Brisbane area. Melinda and Scott Jennison Directors of Streamline Property Buyers, a Brisbane based boutique buyer’s agency, have an on the ground perspective of the property market and share their insights on what they are seeing playout and how the market may track into the back end of 2023 and beyond. Connect with Jarred: https://www.linkedin.com/in/jarredbrooks/ Reach out to us at makingcentsofitall@vincents.com.au or on LinkedIn with any questions, feedback or topic requests. The information contained in this podcast should not be interpreted as advice. It is general in nature and does not take into account your individual financial situation or needs and should not be relied upon. Before making any investment, insurance, tax, property or financial decision we recommend you consult with a licensed professional adviser to consider your unique circumstances. Guests appearing on this podcast may have a commercial relationship with the companies mentioned.

We are joined by Louis Dooley, Investment Adviser from our North Quay office of Morgans Financial Limited, for another In The Black segment. In this episode, we talk through what investors can expect in the oncoming ASX reporting season, what our investment committee will be focussing on and which sectors pose earnings risks for the oncoming 12 months.   Connect with Louis on LinkedIn: https://www.linkedin.com/in/louisdooley/   Connect with Jarred on LinkedIn: https://www.linkedin.com/in/jarredbrooks/   Reach out to us at makingcentsofitall@vincents.com.au or on LinkedIn with any questions, feedback or topic requests.   The information contained in this podcast should not be interpreted as advice. It is general in nature and does not take into account your individual financial situation or needs and should not be relied upon. Before making any investment, insurance, tax, property or financial decision we recommend you consult with a licensed professional adviser to consider your unique circumstances.   Guests appearing on this podcast may have a commercial relationship with the companies mentioned.

In this episode of the Making Cents of it All podcast co-hosts Jarred Brooks and Louis Dooley breakdown the current Australian economic environment as we start positioning for the financial year end.  Connect with Brett on LinkedIn: https://www.linkedin.com/in/brettgriffiths/ Connect with Jarred on LinkedIn: https://www.linkedin.com/in/jarredbrooks/ Reach out to us at makingcentsofitall@vincents.com.au or on LinkedIn with any questions, feedback or topic requests. The information contained in this podcast should not be interpreted as advice. It is general in nature and does not take into account your individual financial situation or needs and should not be relied upon. Before making any investment, insurance, tax, property or financial decision we recommend you consult with a licensed professional adviser to consider your unique circumstances. Guests appearing on this podcast may have a commercial relationship with the companies mentioned.

Louis and Jarred are joined by Kenneth Beanland, Investment Adviser from our Morgans North Quay office for this months In The Black segment. For this episode, it’s a classic tale of tortoise and the hare. Louis and Ken battle it out for a 3 year, 1 stock investment competition with ITB listeners getting an insight into why they selected their respective stocks. Connect with Louis on LinkedIn: https://www.linkedin.com/in/louisdooley/ Connect with Jarred on LinkedIn: https://www.linkedin.com/in/jarredbrooks/ Connect with Kenneth on LinkedIn: https://www.linkedin.com/in/kenneth-beanland-02492b3b/ Reach out to us at makingcentsofitall@vincents.com.au or on LinkedIn with any questions, feedback or topic requests. The information contained in this podcast should not be interpreted as advice. It is general in nature and does not consider your individual financial situation or needs and should not be relied upon. Before making any investment, insurance, tax, property or financial decision we recommend you consult with a licensed professional adviser to consider your unique circumstances. Guests appearing on this podcast may have a commercial relationship with the companies mentioned.

In this episode of the Making Cents of it All podcast co-hosts Jarred Brooks and Brett Griffiths discuss the Federal Government’s proposed new superannuation tax on balances over $3m, what it may mean for you, and what steps you need to take now. Even if this much in super seems a long way off for you, as currently drafted, it will have a broader implication for the superannuation population than it currently does now. Join our hosts Brett Griffiths, Superannuation Director, and Jarred Brooks, Financial Advisory Director, each month as they help you gain insight and take control of your wealth creation journey.  Read the 'Better targeted superannuation concessions - factsheet' Connect with Brett on LinkedIn: https://www.linkedin.com/in/brettgriffiths/  Connect with Jarred on LinkedIn: https://www.linkedin.com/in/jarredbrooks/  Reach out to us at makingcentsofitall@vincents.com.au or on LinkedIn with any questions, feedback or topic requests. The information contained in this podcast should not be interpreted as advice. It is general in nature and does not take into account your individual financial situation or needs and should not be relied upon. Before making any investment, insurance, tax, property or financial decision we recommend you consult with a licensed professional adviser to consider your unique circumstances. Guests appearing on this podcast may have a commercial relationship with the companies mentioned.

We are joined by Louis Dooley, Investment Adviser from our North Quay office of Morgans Financial Limited, for another In The Black segment. We provide a wrap up of the ASX February reporting season and an outlook for what the investment advisory team is keeping an eye on for the rest of the year. Connect with Louis on LinkedIn: https://www.linkedin.com/in/louisdooley/ Connect with Jarred on LinkedIn: https://www.linkedin.com/in/jarredbrooks/ Reach out to us at makingcentsofitall@vincents.com.au or on LinkedIn with any questions, feedback or topic requests. The information contained in this podcast should not be interpreted as advice. It is general in nature and does not take into account your individual financial situation or needs and should not be relied upon. Before making any investment, insurance, tax, property or financial decision we recommend you consult with a licensed professional adviser to consider your unique circumstances. Guests appearing on this podcast may have a commercial relationship with the companies mentioned.

We are joined by Louis Dooley, Investment Adviser from our North Quay office of Morgans Financial Limited, for the inaugural In The Black segment. We talk through key macro themes to keep top of mind and provide a high level preview of the oncoming ASX reporting season. Connect with Louis on LinkedIn: https://www.linkedin.com/in/louisdooley/ Connect with Jarred on LinkedIn: https://www.linkedin.com/in/jarredbrooks/ Reach out to us at makingcentsofitall@vincents.com.au or on LinkedIn with any questions, feedback or topic requests. The information contained in this podcast should not be interpreted as advice. It is general in nature and does not take into account your individual financial situation or needs and should not be relied upon. Before making any investment, insurance, tax, property or financial decision we recommend you consult with a licensed professional adviser to consider your unique circumstances. Guests appearing on this podcast may have a commercial relationship with the companies mentioned.

2023 will likely be a materially different investment landscape to that we have seen throughout 2022. Whilst central banks will continue to seek a contraction in inflation through monetary tightening, we believe the trailing resilience in the labour market and consumer spending will begin to show signs of moderation, as the lagging intervention of monetary policy takes shape. In our newest episode, Louis Dooley from our Morgans North Quay Financial Advisory division details his outlook for 2023 in capital markets, covering: Structural change in global monetary conditions How to position your equity exposure Why emerging markets are well placed for the year ahead How to optimise your Strategic Asset Allocation

We are joined by Louis Dooley, an investment adviser from Morgans Financial Limited, for a discussion around ethical investing. Louis provides some insights into the growth of investor interest, methods he uses to help clients align their investments with an ethical mandate and his outlook for this emerging theme of investing. Connect with Louis on LinkedIn: https://www.linkedin.com/in/louisdooley/

We are joined by Louis Dooley, an investment adviser from Morgans Financial Limited, for a discussion around the current economic environment, the state of investment markets and an outlook for the oncoming financial year. Connect with Louis on LinkedIn: https://www.linkedin.com/in/louisdooley/ Join our hosts Brett Griffiths, Superannuation Director, and Jarred Brooks, Financial Advisory Director, each month as they help you gain insight and take control of your wealth creation journey. Connect with Brett on LinkedIn: https://www.linkedin.com/in/brettgriffiths/ Connect with Jarred on LinkedIn: https://www.linkedin.com/in/jarredbrooks/ Reach out to us at makingcentsofitall@vincents.com.au or on LinkedIn with any questions, feedback or topic requests. The information contained in this podcast should not be interpreted as advice. It is general in nature and does not take into account your individual financial situation or needs and should not be relied upon. Before making any investment, insurance, tax, property or financial decision we recommend you consult with a licensed professional adviser to consider your unique circumstances. Guests appearing on this podcast may have a commercial relationship with the companies mentioned.

We are joined by Vincent Lending Solutions Director, Phil Ringuet, for a discussion around the changing interest rate environment and how this may impact the property market.  Join our hosts Brett Griffiths, Superannuation Director, and Jarred Brooks, Financial Advisory Director, each month as they help you gain insight and take control of your wealth creation journey. Connect with Brett on LinkedIn: https://www.linkedin.com/in/brettgriffiths/ Connect with Jarred on LinkedIn: https://www.linkedin.com/in/jarredbrooks/ Reach out to us at makingcentsofitall@vincents.com.au or on LinkedIn with any questions, feedback or topic requests. The information contained in this podcast should not be interpreted as advice. It is general in nature and does not take into account your individual financial situation or needs and should not be relied upon. Before making any investment, insurance, tax, property or financial decision we recommend you consult with a licensed professional adviser to consider your unique circumstances. Guests appearing on this podcast may have a commercial relationship with the companies mentioned.

In this episode we are joined by Kenneth Beanland, Investment Advisor at Morgans North Quay, to discuss the current state of equity markets and what he saw in the recent reporting season. Join our hosts Brett Griffiths, Superannuation Director, and Jarred Brooks, Financial Advisory Director, each month as they help you gain insight and take control of your wealth creation journey. Connect with Brett on LinkedIn: https://www.linkedin.com/in/brettgriffiths/ Connect with Jarred on LinkedIn: https://www.linkedin.com/in/jarredbrooks/ Reach out to us at makingcentsofitall@vincents.com.au or on LinkedIn with any questions, feedback or topic requests. The information contained in this podcast should not be interpreted as advice. It is general in nature and does not take into account your individual financial situation or needs and should not be relied upon. Before making any investment, insurance, tax, property or financial decision we recommend you consult with a licensed professional adviser to consider your unique circumstances. Guests appearing on this podcast may have a commercial relationship with the companies mentioned.

This week we are joined by Vincents Superannuation Advisory Director, Mailene Wheeler, for a discussion around the superannuation environment and what you can be doing to optimize your super for the long term.  Join our hosts Brett Griffiths, Superannuation Director, and Jarred Brooks, Financial Advisory Director, each month as they help you gain insight and take control of your wealth creation journey. Connect with Brett on LinkedIn: https://www.linkedin.com/in/brettgriffiths/ Connect with Jarred on LinkedIn: https://www.linkedin.com/in/jarredbrooks/ Reach out to us at makingcentsofitall@vincents.com.au or on LinkedIn with any questions, feedback or topic requests. The information contained in this podcast should not be interpreted as advice. It is general in nature and does not take into account your individual financial situation or needs and should not be relied upon. Before making any investment, insurance, tax, property or financial decision we recommend you consult with a licensed professional adviser to consider your unique circumstances. Guests appearing on this podcast may have a commercial relationship with the companies mentioned.

This week we are joined by Vincent Lending Solutions Director, Phil Ringuet, for a discussion around the property market and how the APRA regulation changes will impact lenders Join our hosts Brett Griffiths, Superannuation Director, and Jarred Brooks, Financial Advisory Director, each month as they help you gain insight and take control of your wealth creation journey. Connect with Brett on LinkedIn: https://www.linkedin.com/in/brettgriffiths/ Connect with Jarred on LinkedIn: https://www.linkedin.com/in/jarredbrooks/ Reach out to us at makingcentsofitall@vincents.com.au or on LinkedIn with any questions, feedback or topic requests. The information contained in this podcast should not be interpreted as advice. It is general in nature and does not take into account your individual financial situation or needs and should not be relied upon. Before making any investment, insurance, tax, property or financial decision we recommend you consult with a licensed professional adviser to consider your unique circumstances. Guests appearing on this podcast may have a commercial relationship with the companies mentioned.

This week in the Making Cents of it All podcast, co-hosts Jarred Brooks and Brett Griffiths welcome senior investment adviser Kenneth Beanland from Morgans Financial Limited into the studio to discuss the winners and losers from the recent EOFY, ASX reporting season. Tune in to hear some macro commentary on markets, the economy and what we can expect in the coming 12 months.  Join our hosts Brett Griffiths, Superannuation Director, and Jarred Brooks, Financial Advisory Director, each month as they help you gain insight and take control of your wealth creation journey. Connect with Brett on LinkedIn: https://www.linkedin.com/in/brettgriffiths/ Connect with Jarred on LinkedIn: https://www.linkedin.com/in/jarredbrooks/ Reach out to us at makingcentsofitall@vincents.com.au or on LinkedIn with any questions, feedback or topic requests. The information contained in this podcast should not be interpreted as advice. It is general in nature and does not take into account your individual financial situation or needs and should not be relied upon. Before making any investment, insurance, tax, property or financial decision we recommend you consult with a licensed professional adviser to consider your unique circumstances. Guests appearing on this podcast may have a commercial relationship with the companies mentioned.