Gemma Dale

Gemma Dale, the Director of SMSF and Investor Behaviour at nabtrade, shares her expertise on the current economic landscape. She delves into inflation trends and its varied impacts on renters vs. homeowners. The difficulties younger generations face in the housing market due to rising prices and interest rates are explored, along with self-managed super funds as retirement options. Also highlighted are investment strategies like dollar-cost averaging and the shift towards commercial real estate, emphasizing the need for financial literacy and strategic planning.

In a captivating chat, Gemma Dale, Director for Investor Behaviour at NAB Trade, shares her insights on investing. She emphasizes the importance of starting early and sticking to a long-term strategy. Gemma breaks down the pros and cons of investing inside versus outside superannuation, and highlights cash flow challenges for young investors. She argues that strong financial management doesn't require genius, just practical strategies. Plus, she reveals her best investments and recommends books to enhance investing knowledge.

Glen chats with Gemma Dale, Director at NAB Trade, who specializes in investor behavior and financial education. They explore how Gen Z tends to buy shares during market dips instead of panicking, shaped by their experiences during COVID-19. Gemma highlights the appeal of ETFs due to low barriers to entry. There's also discussion on rising cash holdings among younger investors, the anxieties surrounding AI investments, and her investment lessons for kids, including a unique financial literacy program.

Exploring workplace relationships, policies, and flexible work arrangements. Discussing disclosure of romantic relationships, trust in technology like 'mouse jigglers,' and managing time off for major sporting events. Addressing conflicts, employee well-being, and the evolving role of HR in supporting mental health. Emphasizing the need for clear guidelines, ethical decision-making, and aligning with organizational values.

In this campfire chat, Glen James is joined by Gemma Dale, Director of SMSF and Investor Behaviour at nabtrade. They discuss the performance of different markets, recent deals, venture capital funds, stock market performance, managed accounts vs. pooled asset vehicles, ETFs, investment structures and tax considerations, innovation in financial services, and the importance of consistency and quality decisions in investing.