The Exchange by EW&L Private Wealth

This week we released our first “partners” podcast with Craig, Tim, and Ryan. The partners sat down together and tackled some of the key issues investors have been raising with us including whether a recession is on the horizon, meaningful investment alternatives to equities, our view on what 2023 investment opportunities may look like, as well as gave an overview of the insights they had from the recent JP Morgan Global investor summit in Singapore. Specifically, they reflect on the last 12-months and what has driven markets. What the next 12-months may look like, and key considerations for investors heading into Q1, Q2 next year.  The importance of controlling investor emotion during volatile periods, and sticking to long-term asset allocation strategies. Takeaways from JP Morgan's leading asset management experts, a conference with Howard Marks and Craig announces his move back to Sydney, opening EWL in Martin Place. Disclaimer: The information in this podcast series is for general financial educational purposes only, should not be considered financial advice and is only intended for wholesale clients. That means the information does not consider your objectives, financial situation or needs. You should consider if the information is appropriate for you and your needs. You should always consult your trusted licensed professional adviser before making any investment decision.

On this week’s episode of The Exchange, Tim sat down with the exceptional Vimal Gor. Vimal has over 28 years of asset management experience. Prior to joining Trovio in July 2022 he spent 13 years at ASX listed Pendal Group as the Head of Bond, Income & Defensive Strategies (BIDS). At Pendal he raised over $10billion in FUM to manage a total of $22billion in assets. Prior to Pendal he spent 10 years at Aviva Investors in London and Scottish Mutual and Murray Johnstone in Scotland.As one of Australia’s most highly regarded investors thought leaders it was a real pleasure to discuss Vimal’s career and view on the market. In this episode Tim and Vimal discussed Vimal’s background and how he got to be so interested in the digital asset space. They discussed what is a digital asset and the difference between the two largest assets in the space, Bitcoin and Ethereum, and the challenges the emerging asset class is currently facing plus what the future might hold. Disclaimer: The information in this podcast series is for general financial educational purposes only, should not be considered financial advice and is only intended for wholesale clients. That means the information does not consider your objectives, financial situation or needs. You should consider if the information is appropriate for you and your needs. You should always consult your trusted licensed professional adviser before making any investment decision.

This week on The Exchange Podcast we had the pleasure of hosting Antonia Ruffell, CEO of Start giving, a brand new non-for profit to inspire a culture of giving amongst tech founders and executives. Antonia has been working in the philanthropy and charity space for over two decades and is a leader in the industry. She is a deeply experienced philanthropy practitioner and one of Australia’s leading experts on private ancillary funds. Antonia was CEO of Australian Philanthropic Services for nine years, during which time she supported hundreds of individuals and families with their charitable giving. Antonia serves on the Board of The Social Outfit, a social enterprise and ethical fashion company that supports refugees. She is a director of several private ancillary funds. With experience across corporate and charity sectors Antonia shared on her role and how she engages with and inspires tech founders to share a small percentage of their company to a Philanthropic Ancillary fund in the hope it grows to be a significant asset over time. In this episode Tim and Antonia discuss how Antonia got into the Australian Philanthropic sector and the current state of play. They also discussed what type of person has their own PAF and the difference between public and private funds. Finally they discussed a new way for tech founders to think about giving that she has been promoting through her new role working with renowned philanthropist Daniel Petre.  Disclaimer: The information in this podcast series is for general financial educational purposes only, should not be considered financial advice and is only intended for wholesale clients. That means the information does not consider your objectives, financial situation or needs. You should consider if the information is appropriate for you and your needs. You should always consult your trusted licensed professional adviser before making any investment decision.

Christopher Joye is a Founder, and Portfolio manager of Coolabah Capital, overseeing more than $7 Billion in fixed income investments. Chris has previously worked at Goldman Sachs in London, Sydney, and the Reserve Bank of Australia. He has also served as Director of the Menzies Research Centre, a leading Australian Thinktank, and is well-known as one of Australia's preeminent economists, policy advisors and fund managers. He is a regular contributor to the Australian Financial Review, and consults to some of the most senior decision makers in the country, including the Prime Minister and Treasurer.  In this episode, we reflect on the current market outlook, asset valuations, key risks, opportunities and considerations that all investors need to keep in mind. Chris is one of the most captivating personalities in the industry. Don't miss this episode.2:06 The last 12 months - monetary policy, valuations and different asset classes5:10 Impact of higher rates- how this changes the risk premium for all asset11:20 Central Banks - why forward guidance was so wrong?23:28 TINA: there is [was] no alternative. Now there are...33:00 New opportunities in safer assets, but risks in others41:00 What's required of central banks to control inflation?46:00 Could bad news be good news?48:00 Beware 'zombie' companies 51:00 Probabilities of global conflict55:24 Affordable home ownership59:57 Chris' asset class views1:02:49 5-minute recap/key takeawaysDisclaimer: The information in this podcast series is for general financial educational purposes only, should not be considered financial advice and is only intended for wholesale clients. That means the information does not consider your objectives, financial situation or needs. You should consider if the information is appropriate for you and your needs. You should always consult your trusted licensed professional adviser before making any investment decision.