Wealth of Experience

Building an all-weather portfolio, CGT, RBA Governorship, 4 long-term market themes | 28 Jun 2023

June 28, 2023 Firstlinks and Morningstar Season 2 Episode 2
Building an all-weather portfolio, CGT, RBA Governorship, 4 long-term market themes | 28 Jun 2023
Wealth of Experience
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Wealth of Experience
Building an all-weather portfolio, CGT, RBA Governorship, 4 long-term market themes | 28 Jun 2023
Jun 28, 2023 Season 2 Episode 2
Firstlinks and Morningstar

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. 


Show Notes Chapter Markers

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. 


Graham Hand on CGT
Graham Hand on the RBA review and Governorship
Peter Warnes and 4 long-term themes
Dan Kemp on building a resilient investment portfolio