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    1. BT Academy
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    4. Investment strategies podcasts
    BT Academy Strategies & technical resources Investing Investment strategies podcasts

    InvestTalk: CoreSeries managed portfolios’ three year anniversary

    14 Dec 2021
    Podcast

    Information for advice professionals only.

    In this episode, Portfolio Manager Joel Grosvenor, reflects on the first three years of the CoreSeries portfolios.  Joel discusses how the portfolios have performed, key changes he has made since inception and his areas of focus for 2022.  As part of this, Joel explains a unique feature of CoreSeries, the ability to transition mangers off platform, and the advantages this brings.

    You can also access this podcast via Sound­cloud.

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    weekly economic update podcast for 4th May 2020

    Questions in review from 2021 to 2022

    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
    BT Technical podcast #

    Will Code changes deliver certainty?

    With FASEA’s consultation on proposed changes to Standard 3 of the Code of Ethics underway, we look at the options proposed to see whether they deliver the certainty advisers are looking for.
    Pod­cast
    BT Technical podcast #

    InvestTalk: It happens in threes

    We discuss three recent developments that impact the world of financial advice and financial advising. These are the passage of the Better Advice Bill, the introduction of legislation around the 2021 Federal Budget superannuation announcements, and the current FASEA led consultation on Standard 3 of the FASEA Code of Ethics.
    Pod­cast

    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. 

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