The Morrissey Exchange, Shaw and Partners: Moz Afzal - The Global View, Part 2
The Morrissey Exchange
by The Morrissey Group
5d ago
In today’s podcast, Ben Morrissey continues his interview with Mr Moz Afzal, EFGAM’s Senior PM and Global CIO. In this episode we explore; China and their long term goals, the learnings for Western society from recent political developments, battery metals, cryptocurrencies, Moz’s key picks for growth, and where he would invest $100k if he couldn’t get access to it for 10 years. Enjoy a part 2 that makes Lethal Weapon 2 seem pedestrian. Tune in fortnightly for the latest economic commentary and ideas, and find more information on our website at www.morrisseygroup.net ..read more
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The Morrissey Exchange, Shaw and Partners: Moz Afzal - The Global View, Part 1
The Morrissey Exchange
by The Morrissey Group
3w ago
In today’s podcast, Ben Morrissey interviews Mr Moz Afzal, EFGAM’s Senior PM and Global CIO. We’re extremely fortunate to pick the brain of such an informed and well-connected economic talent. Moz is EFGAM’s Senior PM and Global CIO; one of those role’s would be insanely demanding, let alone contending with both.  For those who don’t know, EFG is a global private banking and asset management group headquartered in Zurich and listed on the Swiss Stock exchange. EFG operates in around 40 locations worldwide with 3000 employees, boasts $260 billion funds under management, but most important ..read more
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The Morrissey Exchange, Shaw and Partners: Everything you wanted to know about what’s going on in this crazy world - Part 1
The Morrissey Exchange
by The Morrissey Group
4M ago
In today’s podcast Ben Morrissey interviews Mr Martin Crabb, Chief Investment Officer at Shaw and Partners.  The topic of discussion is: Everything you wanted to know about what’s going on in this crazy world- Part 1.  In this first offering of a two part discussion, we traverse key talking points and areas of interest such as comparative market performance  and why, market direction, Chinese influence on our market, inflation, interest rate direction, gold performance (under) and more. This is an illuminating discussion between two men with over 60 years of combined market expe ..read more
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The Morrissey Exchange, Shaw and Partners: Market meltdown
The Morrissey Exchange
by The Morrissey Group
5M ago
Markets around the world are getting toasted. For the calendar year to date: Dow Jones is down 17.8% NASDAQ is down 31% Bitcoin is down 53.6% ASX200 is down 12.4%. Why is this happening and what does it all mean? Join Wealth advisors Ben Morrissey and Alex Henderson as they discuss the current predicament in which the markets are placed, where we should hide and what we shouldn’t do. Contact us on 03 9268 1117 or find more information on our website www.morrisseygroup.net  ..read more
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Assessing the Climate; a Top Down Economic Overview with Martin Crabb
The Morrissey Exchange
by
1y ago
Regardless of investment style, before deploying one's hard earned savings it helps to asses the economic environment by keeping and eye on potential catalysts, and what lies ahead. Morrissey Group Advisors Ben Morrissey & Alex Henderson are joined by Shaw and Partners' Chief Investment Officer, Martin Crabb, as they take an aerial tour of the current global and domestic economies.  Covering socio-political issues such as China's Evergrande, Climate Change, and Vaccinations Rates, through to the Australian Property Market, Gold and Energy Prices, Martin's breadth of knowledge is imp ..read more
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Deemed Green, or into the Red: A Market Catch-up
The Morrissey Exchange
by
1y ago
Oil prices have popped up to their highest level in three years, and LNG is on a tear, and thermal coal seems to be rising daily. Does this push the door open further for green energy to become the environmentally AND economically superior alternative? "The transition from a  fossil fuel dominated energy system to one with zero emissions will require more than $4 trillion investment per year until 2030." - International Energy Agency. Elsewhere around the globe, the Chinese Property market is suffering from overextend developers who can't pay their bills. While Evergrande may be grippin ..read more
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Supply, Demand, and the BBSW
The Morrissey Exchange
by The Morrissey Group
1y ago
Wealth advisors Ben Morrissey & Alex Henderson discuss supply and demand in the Oil & Iron Ore markets, the history, the outlook and the possible impact of negative a Bank-Bill-Swap- Rate (BBSW) on Debt & Hybrid Securities, and their picks for the best value space in the market for the next 18-24 months.  www.morrisseygroup.net ..read more
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The Art Of Investment, with Tony Smith from Cashel Family Office
The Morrissey Exchange
by The Morrissey Group
1y ago
There is a belief that investment is just a science; numbers, figures, profits, and bottom lines. In amongst all the data, however, there is a scope for artists and visionaries to roll up their sleeves and help businesses get the most out of what they’re doing and realise their potential.   Tony Smith, Cashel Family Office’s Senior Portfolio Manager and Investment Committee Member, speaks with Ben Morrissey exploring the process of transforming companies from within and walks us through a few of his recent projects; IODM Limited (IOD) and Energy Technologies Limited (EGY).  ..read more
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2020 Hindsight, 2021 Vision
The Morrissey Exchange
by
1y ago
Well, what a remarkable year it has been. With 2020 coming to a close Morrissey Group Wealth Advisers Ben Morrissey and Alex Henderson look back a what will no doubt be one of the most tumultuous years in modern history; not just for financial markets but on a political, social, and broader economic scale. Join us as we retrace the rocky road that was 2020 and look forward to see what 2021 could possibly hold for the Australian stock market. www.morrisseygroup.net ..read more
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The Nuclear Alternative
The Morrissey Exchange
by
1y ago
The future is green; but is it glowing?  Uranium. The dirty, radio-active, disaster starting, glowing green villain of energy sector is getting a P.R. make over and is now presenting as a sustainable green energy solution for the world has been searching. The Paris Agreement set the long-term objective of stabilising “greenhouse gas concentrations in the atmosphere" by reducing carbon emissions to zero by 2050. To date, the only sensible, long-term decarbonisation forecasts have uranium demand doubling over the next 30 years through to 2050; but what does this mean for investors? Join ..read more
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