Wealth of Experience
Every fortnight, the podcast discusses key investment issues to help build your wealth. Morningstar's James Gruber hosts regular guests Graham Hand and Peter Warnes, as well as investment industry leaders and fund managers.
Graham Hand has over 40 years of experience in financial markets, including Group Treasurer and Managing Director Treasury roles at major banks. Graham is the Co-Founder (with Chris Cuffe) and Managing Editor of Firstlinks (previously Cuffelinks), a leading financial newsletter with 100,000 readers. Firstlinks was acquired by Morningstar in 2019 and Graham is now Editorial Director.
Peter Warnes is the Head of Equity Research at Morningstar and Editor of Your Money Weekly. He originally joined Aspect Huntley as Head of Research in 1992 which was acquired by Morningstar in 2006, giving him 30 years in the Morningstar stable. He is widely quoted in the media for his stock calls and deep market analysis.
Podcast host, James Gruber, is an assistant editor at Firstlinks and Morningstar. He has more than 10 years experience in finance. He was Portfolio Manager of Asian Equities at AMP for two years, and prior to that a leading sell-side analyst at CLSA across Asia for five years. He started off in TV and radio news journalism at the ABC and was the Executive Producer of the 7pm ABC TV news bulletin in Canberra.
Wealth of Experience
Building an all-weather portfolio, CGT, RBA Governorship, 4 long-term market themes | 28 Jun 2023
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.