Invest Talk with Matt Harvey, Eu Joe Chan and Jay Sivapalan


Information for advice professionals only.

Matt Harvey is joined by two fixed Interest portfolio managers,  Eu Joe Chan (BT Investment Solutions) and Jay Sivapalan (Janus Henderson) to discuss the recent volatility in bond markets.  Eu Joe explains the cause for negative returns over the first quarter of this year while Jay provides his outlook for inflation and opportunities for active management in the year ahead.

You can also access this podcast via Soundcloud.

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This week the Financial Services Counsel released its Financial Advice Green Paper, which has proposed a number of possible reforms to the way advice is delivered to clients, including changes to the best interests duty and documentation requirements. In this week’s podcast, we sit down with Blake Briggs, Deputy CEO of the Financial Services Council to discuss the green paper and these important issues.
Podcast & PDF
Matt Harvey & Joel Grosvenor discuss the major changes implemented across the portfolios since inception, areas of focus in the year ahead and take a deeper dive into a piece of research Joel recently published, highlighting the unusually large dispersion in active returns amongst Australian Equity managers over 2020.
Podcast & PDF

This podcast explores how this calendar year has seen global equities drop 35.8% from their pre-pandemic high but have since recovered 52.4%, a drop from the February high of 2.4%.

Podcast & PDF

Things you should know: This commentary has been prepared by Westpac Financial Services Limited for use by advisers and must not be made available to any client. The commentary provides an overview only and should not be considered a comprehensive statement on any matter or relied upon as such. Projections given are predicative in character and whilst every effort has been taken to ensure that the assumptions on which the projections are based are reasonable, the projections may be based on incorrect assumptions or may not take into account known or unknown risks and uncertainties. The results ultimately achieved may differ materially from these projections. This commentary may also contain material provided by third parties derived from sources believed to be accurate at its issue date. While such material is published with necessary permission, Westpac Financial Services Limited does not accept any responsibility for the accuracy or completeness of, or endorses any such material.