Talk Investment with Mark Wenzel speaks to James Stewart & Luke Smith about global resources. They are bullish on the outlook for some commodities and are able to access focused exposure in the global universe. The fund is a long short fund which suits the commodity cycle well, allowing them to profit in rising and falling markets.

We talk about why now is a great time to invest in a long / short resources fund, how inflation might benefit resource companies and where they see opportunities over the next 12 months.

Compound your wisdom!

Disclaimer

Please note the following podcast and information discussed within it are general in nature and don’t take into account individual situations, needs or goals.

Please do your own research, speak with an adviser or other relevant professional who will be able to make a recommendation based on your specific circumstances.

This podcast shouldn’t be relied upon as advice – you will need to satisfy yourself through independent means that any decisions based on this material are appropriate.

Mark Wenzel is an Authorised Representative and John Hopkins Financial Services Pty Ltd is a Corporate Representative of WealthSure Financial Services Pty Ltd Level 1 190 Stirling Street PERTH WA 6000 ACN:130 288 578 AFSL: 326450

 

 

In this episode Mark speaks to Christopher Joye from Coolabah Capital and the Australian Financial Review about finding Alpha in Fixed Income investment. Coolabah has been successful at generating Alpha for its investors in all its funds but we focus on the Smarter Money funds and listed Hybrid Exchange Traded Fund (ASX HBRD).

Chris has been very accurate with his predictions on the property market over many years and particularly in 2020.  He correctly forecast only a small drop in house prices with a strong rebound in the second half of year. This has proven accurate and we discuss in detail his outlook for 2021 and beyond.

Compound your wisdom!

Disclaimer

Please note the following podcast and information discussed within it are general in nature and don’t take into account individual situations, needs or goals.

Please do your own research, speak with an adviser or other relevant professional who will be able to make a recommendation based on your specific circumstances.

This podcast shouldn’t be relied upon as advice – you will need to satisfy yourself through independent means that any decisions based on this material are appropriate.

Mark Wenzel is an Authorised Representative and John Hopkins Financial Services Pty Ltd is a Corporate Representative of WealthSure Financial Services Pty Ltd Level 1 190 Stirling Street PERTH WA 6000 ACN:130 288 578 AFSL: 326450