Podcasts about investment specialist

The postponement of sky high trade tariffs between the US and China has brought relief to financial markets. A broad de-escalation of the Trump tariff shock is anticipated, despite lack of clarity on future levels. Today we will review the latest on global trade, including prospects for an eventual US/China trade deal, as well as the real work impacts. And we will outline our tactical asset allocation response. Presented by Aymeric Forest CFA, Head of Investment Strategy, Seamus Lyons CFA, Senior Investment Manager and Thomas Vogl, Portfolio Manager. Hosted by Lorna Denny, Investment Specialist. This podcast is intended for professional investors, and must not be shared with a non-professional audience. Not for Retail distribution: This marketing communication is intended exclusively for Professional, Institutional or Wholesale Clients / Investors only, as defined by applicable local laws and regulation. Circulation must be restricted accordingly. This marketing communication does not constitute on the part of AXA Investment Managers a solicitation or investment, legal or tax advice. This material does not contain sufficient information to support an investment decision. It has been established on the basis of data, projections, forecasts, anticipations and hypothesis which are subjective. Its analysis and conclusions are the expression of an opinion, based on available data at a specific date. All information in this document is established on data made public by official providers of economic and market statistics. AXA Investment Managers disclaims any and all liability relating to a decision based on or for reliance on this document. All exhibits included in this document, unless stated otherwise, are as of the publication date of this document. Furthermore, due to the subjective nature of these opinions and analysis, these data, projections, forecasts, anticipations, hypothesis, etc. are not necessary used or followed by AXA IM's portfolio management teams or its affiliates, who may act based on their own opinions. Any reproduction of this information, in whole or in part is, unless otherwise authorised by AXA IM, prohibited. Past performance is not a guide to current or future performance, and any performance or return data displayed does not take into account commissions and costs incurred when issuing or redeeming units. References to league tables and awards are not an indicator of future performance or places in league tables or awards and should not be construed as an endorsement of any AXA IM company or their products or services. Please refer to the websites of the sponsors/issuers for information regarding the criteria on which the awards/ratings are based. The value of investments, and the income from them, can fall as well as rise and investors may not get back the amount originally invested. Exchange-rate fluctuations may also affect the value of their investment. Due to this and the initial charge that is usually made, an investment is not usually suitable as a short term holding. Issued in the UK by AXA Investment Managers UK Limited, which is authorised and regulated by the Financial Conduct Authority in the UK. Registered in England and Wales No: 01431068. Registered Office: 22 Bishopsgate London EC2N 4BQ In other jurisdictions, this document is issued by AXA Investment Managers SA's affiliates in those countries.

Radhika Das, IFN Journalist, interviews Baihaqi Azhari, Investment Specialist, Bahana TCW Investment Management, on the need to expand Islamic investment products in Indonesia and the role of collaboration with Bank Syariah Indonesia in raising public awareness.

The STI opened at 3,861 today, with movements in key stocks such as Sinarmas Land and Frasers Hospitality Trust. On the global front, Apple returned to the bond market with a $4.5 billion issuance, and Hong Kong intervened heavily to defend its currency peg. Meanwhile, Berkshire Hathaway saw a 5% dip in its stock price, sparking investor concerns. On Market View, Alexandra Parada speaks to Dan Chang, Investment Specialist and Trading Representative at PhillipCapital, to discuss the key market movements. See omnystudio.com/listener for privacy information.

Singapore stocks opened higher this morning, buoyed by a rally across Asia-Pacific markets. In the US, President Trump launched investigations into the pharmaceutical and semiconductor sectors, weighing the possibility of new tariffs, this follows his recent announcement to pause auto tariffs, offering a brief respite to global markets. Meanwhile, Hong Kong’s Hang Seng Tech Index bucked the trend, dropping 1% after five consecutive sessions of gains. Over in the luxury sector, LVMH reported weaker-than-expected Q1 results, hit by softer demand in the US and China, sparking concerns over the global luxury market. On Market View, Willie Keng speaks to Dan Chang, Investment Specialist and Trading Representative, Phillip Capital, to find out more.See omnystudio.com/listener for privacy information.

Need any advice or information, message us.Jake Alexander, an Investment Specialist and long-term resident of Costa Rica, chats to us about the current state of the BUYERS market, where he sees an opportunity to invest in Costa Rica, and where and what he would NOT invest in in 2025.Free 15 min consultation:  https://meetings.hubspot.com/jake806/crconsultContact us: info@investingcostarica.comGuest today: jake@investingcostarica.com

The US has announced sweeping import tariffs on its global trading partners. US stock markets fell sharply, as did others across the globe. Uncertainty rules, as markets attempt to reprice the prospects for global companies and economies. Today we will look at the financial market impact of US tariffs, including possible retaliatory tariffs, and examine our tactical asset allocation response. Presented by Aymeric Forest CFA, Head of Investment Strategy and Seamus Lyons CFA, Senior Investment Manager. Hosted by Lorna Denny, Investment Specialist. This podcast is intended for professional investors, and must not be shared with a non-professional audience. Not for Retail distribution: This marketing communication is intended exclusively for Professional, Institutional or Wholesale Clients / Investors only, as defined by applicable local laws and regulation. Circulation must be restricted accordingly. This marketing communication does not constitute on the part of AXA Investment Managers a solicitation or investment, legal or tax advice. This material does not contain sufficient information to support an investment decision. It has been established on the basis of data, projections, forecasts, anticipations and hypothesis which are subjective. Its analysis and conclusions are the expression of an opinion, based on available data at a specific date. All information in this document is established on data made public by official providers of economic and market statistics. AXA Investment Managers disclaims any and all liability relating to a decision based on or for reliance on this document. All exhibits included in this document, unless stated otherwise, are as of the publication date of this document. Furthermore, due to the subjective nature of these opinions and analysis, these data, projections, forecasts, anticipations, hypothesis, etc. are not necessary used or followed by AXA IM's portfolio management teams or its affiliates, who may act based on their own opinions. Any reproduction of this information, in whole or in part is, unless otherwise authorised by AXA IM, prohibited. Past performance is not a guide to current or future performance, and any performance or return data displayed does not take into account commissions and costs incurred when issuing or redeeming units. References to league tables and awards are not an indicator of future performance or places in league tables or awards and should not be construed as an endorsement of any AXA IM company or their products or services. Please refer to the websites of the sponsors/issuers for information regarding the criteria on which the awards/ratings are based. The value of investments, and the income from them, can fall as well as rise and investors may not get back the amount originally invested. Exchange-rate fluctuations may also affect the value of their investment. Due to this and the initial charge that is usually made, an investment is not usually suitable as a short term holding. Issued in the UK by AXA Investment Managers UK Limited, which is authorised and regulated by the Financial Conduct Authority in the UK. Registered in England and Wales No: 01431068. Registered Office: 22 Bishopsgate London EC2N 4BQ In other jurisdictions, this document is issued by AXA Investment Managers SA's affiliates in those countries.

Trump’s latest tariff threats are keeping global markets on edge, with investors bracing for potential disruptions across key sectors, from autos to technology. Asian markets have been treading cautiously ahead of the April 2 announcement, with fears of escalating trade tensions weighing on sentiment. Meanwhile, in Singapore, corporate moves are making headlines - Keppel’s divestment in Vietnam signals a continued shift toward asset management, while CapitaLand Ascendas Reit’s major redevelopment underscores a pivot to higher-growth sectors. On Market View, Alexandra Parada speaks to Dan Chang, Investment Specialist and Trading Representative, PhillipCapital, to find out more.See omnystudio.com/listener for privacy information.

The sharemarket has started the year with its worst quarter since 2020 - and the volatility is flowing through to our super funds.Annika Bradley, Investment Specialist at UniSuper, joins Sean Aylmer with four key tips to surviving market volatility, and why it pays to diversify.This is general information only. You should seek professional advice before making investment decisions.Find out more: https://fearandgreed.com.auSee omnystudio.com/listener for privacy information.

In this portfolio spotlight podcast Sarah Ball, our Investment Specialist, speaks with Nicola Muirhead, Equity Analyst, to discuss the outlook of some long-standing holdings within our portfolio, US cable stocks: Cable One, Comcast and Charter Communications.

We're excited to continue sharing our latest podcast in the Equity Mates network: Basis Points.Basis Points is all about finding that small improvements that compound into big outcomes. Built for financial advisers, but accessible for everyone, we hope Basis Points can be a resource for those looking to constantly find ways to improve.We're pleased to share that all launch Basis Points episodes have been accredited by the Financial Advice Association of Australia (FAAA) for CPD points. If you're an adviser looking to claim CPD points for this episode, head to the Equity Mates website here and complete the CPD Quiz for this episode. We'll then email you your certificate.----------Today we're joined by Eric Marais, Investment Specialist at Orbis Investments.The past decade has been tough for stock pickers. Active managers have struggled to keep up with the index, particularly in the US, as Big Tech pushed ever-higher and a flood of money flowed into passive ETFs. Our guest today thinks that some of these trends are reversing.We speak to Eric about:The case for reducing exposure to US Big TechSome counterintuitive ideas that form the basis of Orbis' philosophyWhy Eric believes animal spirits are backHow we could be entering a stock pickers marketTwo stocks Eric finds interesting: Nintendo (TYO: 7974) and Corpay (NYSE: CPAY)----------Orbis Investments is one of launch partners for Basis Points. If you would like to learn more about how Orbis' funds can fit in a clients portfolio, head to: https://www.orbis.com/au/adviser/homeThank you to Orbis Investments for helping us keep all of our content free and accessible.----------Want more Basis Points?Sign up to the Basis Points emailJoin the conversation on LinkedInWatch all episodes in full and relive some of our favourite clips on YouTube----------In the spirit of reconciliation, Equity Mates Media and the hosts of Basis Points acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. ----------Basis Points is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697. Hosted on Acast. See acast.com/privacy for more information.

Financial markets have seen some extraordinary moves over the last month- few of which feature in the ‘Trump Trade' playbook. Changes and postponements to new US policy have brought heightened uncertainty and market volatility. Today we will discuss whether we have reached an inflection point in the Trump Trade, since the ‘America First' agenda is boosting interest in markets elsewhere. We also consider the impact on our tactical asset allocation. Presented by Aymeric Forest CFA, Head of Investment Strategy, Andreea Condurache CFA, Portfolio Manager and Thomas Vogl CFA, FRM, Portfolio Manager. Hosted by Lorna Denny, Investment Specialist. This podcast is intended for professional investors, and must not be shared with a non-professional audience. Not for Retail distribution: This marketing communication is intended exclusively for Professional, Institutional or Wholesale Clients / Investors only, as defined by applicable local laws and regulation. Circulation must be restricted accordingly. This marketing communication does not constitute on the part of AXA Investment Managers a solicitation or investment, legal or tax advice. This material does not contain sufficient information to support an investment decision. It has been established on the basis of data, projections, forecasts, anticipations and hypothesis which are subjective. Its analysis and conclusions are the expression of an opinion, based on available data at a specific date. All information in this document is established on data made public by official providers of economic and market statistics. AXA Investment Managers disclaims any and all liability relating to a decision based on or for reliance on this document. All exhibits included in this document, unless stated otherwise, are as of the publication date of this document. Furthermore, due to the subjective nature of these opinions and analysis, these data, projections, forecasts, anticipations, hypothesis, etc. are not necessary used or followed by AXA IM's portfolio management teams or its affiliates, who may act based on their own opinions. Any reproduction of this information, in whole or in part is, unless otherwise authorised by AXA IM, prohibited. Past performance is not a guide to current or future performance, and any performance or return data displayed does not take into account commissions and costs incurred when issuing or redeeming units. References to league tables and awards are not an indicator of future performance or places in league tables or awards and should not be construed as an endorsement of any AXA IM company or their products or services. Please refer to the websites of the sponsors/issuers for information regarding the criteria on which the awards/ratings are based. The value of investments, and the income from them, can fall as well as rise and investors may not get back the amount originally invested. Exchange-rate fluctuations may also affect the value of their investment. Due to this and the initial charge that is usually made, an investment is not usually suitable as a short term holding. Issued in the UK by AXA Investment Managers UK Limited, which is authorised and regulated by the Financial Conduct Authority in the UK. Registered in England and Wales No: 01431068. Registered Office: 22 Bishopsgate London EC2N 4BQ In other jurisdictions, this document is issued by AXA Investment Managers SA's affiliates in those countries.

Singapore shares were lower today as investors continue to monitor global trade tensions. The Straits Times Index was down 0.29% at 3,897.63 points at about 2.20pm (2.24pm) with a value turnover of S$826.60M in the broader market. In terms of companies to watch today, we have Yangzijiang Shipbuilding. That’s given how customers who initiated arbitration proceedings against three of its units over alleged contractual breaches have been awarded a right to a refund of US$3.32 million in deposits. Elsewhere, from US President Donald Trump slapping more tariffs on goods from Mexico, Canada and China, to more on China’s two sessions which kicked off today – more international headlines remain in focus today. On Market View, Money Matters’ finance presenter Chua Tian Tian unpacked the developments with Dan Chang, Investment Specialist and Trading Representative, PhillipCapital.See omnystudio.com/listener for privacy information.

Singaporean investors are shunning local stocks as they seek quicker gains and better liquidity in global markets. But are there no great opportunities in the local stock market? Is it all a matter of perception?Are there any hidden gems investors are overlooking? Or is the Singapore stock market as bad as it’s made out to be?On Wealth Tracker, Hongbin Jeong speaks to Dan Chang, Investment Specialist and Trading Representative, PhillipCapital, to find out more.See omnystudio.com/listener for privacy information.

Markets have faced a whirlwind of policy announcements from the new US administration. On top of this uncertainty, vast AI infrastructure spending plans in the US have been called into question by the launch of a cheaper Chinese rival. Today we take a step back and a close look at the fundamentals for economic and corporate earnings growth, as well as outlining our tactical asset allocation. Presented by Aymeric Forest CFA, Head of Investment Strategy and Seamus Lyons CFA, Senior Investment Manager. Hosted by Lorna Denny, Investment Specialist. This podcast is intended for professional investors, and must not be shared with a non-professional audience. Not for Retail distribution: This marketing communication is intended exclusively for Professional, Institutional or Wholesale Clients / Investors only, as defined by applicable local laws and regulation. Circulation must be restricted accordingly. This marketing communication does not constitute on the part of AXA Investment Managers a solicitation or investment, legal or tax advice. This material does not contain sufficient information to support an investment decision. It has been established on the basis of data, projections, forecasts, anticipations and hypothesis which are subjective. Its analysis and conclusions are the expression of an opinion, based on available data at a specific date. All information in this document is established on data made public by official providers of economic and market statistics. AXA Investment Managers disclaims any and all liability relating to a decision based on or for reliance on this document. All exhibits included in this document, unless stated otherwise, are as of the publication date of this document. Furthermore, due to the subjective nature of these opinions and analysis, these data, projections, forecasts, anticipations, hypothesis, etc. are not necessary used or followed by AXA IM's portfolio management teams or its affiliates, who may act based on their own opinions. Any reproduction of this information, in whole or in part is, unless otherwise authorised by AXA IM, prohibited. Past performance is not a guide to current or future performance, and any performance or return data displayed does not take into account commissions and costs incurred when issuing or redeeming units. References to league tables and awards are not an indicator of future performance or places in league tables or awards and should not be construed as an endorsement of any AXA IM company or their products or services. Please refer to the websites of the sponsors/issuers for information regarding the criteria on which the awards/ratings are based. The value of investments, and the income from them, can fall as well as rise and investors may not get back the amount originally invested. Exchange-rate fluctuations may also affect the value of their investment. Due to this and the initial charge that is usually made, an investment is not usually suitable as a short term holding. Issued in the UK by AXA Investment Managers UK Limited, which is authorised and regulated by the Financial Conduct Authority in the UK. Registered in England and Wales No: 01431068. Registered Office: 22 Bishopsgate London EC2N 4BQ In other jurisdictions, this document is issued by AXA Investment Managers SA's affiliates in those countries.

Singapore shares began the day trading in the negative territory, as markets abroad finished mostly flat after US President Donald Trump’s second inauguration. In early trade, the Straits Times Index (STI) dipped 0.3 per cent to 3,796.55 points 23.1 million securities changed hands in the broader market. In terms of companies to watch today, we have Sembcorp Industries after its wholly owned subsidiary and PT PLN Nusantara Renewables yesterday launched a utility-scale integrated solar and energy storage project in Indonesia’s new capital. Elsewhere, from more on global investors’ reaction to US President Donald Trump’s first day in office, to the impact of a quake in Taiwan on semiconductor factories located on the island - more international headlines remain in focus. On Market View, Money Matters’ finance presenter Chua Tian Tian unpacked the developments with Dan Chang, Investment Specialist and Trading Representative, PhillipCapital.See omnystudio.com/listener for privacy information.

Singapore shares began trading in the positive territory today as overseas markets closed mixed. In early trade, the Straits Times Index (STI) was up 0.1 per cent at 3,826.88 points after 32.6 million securities changed hands in the broader market. In terms of companies to watch today, we have The Straits Trading Company, after the investment firm launched the second series of its three-month commercial paper in digital securities on Singapore’s Digital Assets Exchange. Elsewhere, from Tencent Singapore Depository Receipts falling nearly 7 per cent this morning to what we should know about the keynote speech by Nvidia’s CEO Jensen Huang at the CES 2025 yesterday – more corporate and international headlines remain in focus. On Market View, Money Matters’ finance presenter Chua Tian Tian unpacked the developments with Dan Chang, Investment Specialist and Trading Representative, PhillipCapital.See omnystudio.com/listener for privacy information.

Red light for “Squid Game Season 2”. Red light for stock markets. Stocks related to the highly anticipated second season of Netflix's Korean original series experienced a sharp drop, with some hitting their daily limit lows, after receiving negative reviews following its release the previous day. But was the plunge warranted for just one bad season? How should investors be playing the “Squid Game” in stock markets ahead of season 3? On Wealth Tracker, Hongbin Jeong speaks to Dan Chang, Investment Specialist and Trading Representative, PhillipCapital, to find out more. See omnystudio.com/listener for privacy information.

Watch the video version on YouTube.  The pandemic, geopolitical tension and climate change have revived industrial policy around the globe. In the U.S., the IIJA, IRA, and CHIPs act collectively represent the largest investment in infrastructure since the Cold War. In particular, there are significant opportunities in modernizing and expanding the electrical grid as decarbonization and data centers drive up demand. In addition to these secular tailwinds, core infrastructure's steady, uncorrelated cash flows make it a valuable portfolio diversifier. Today, Dr. David Kelly is joined by Chris Simard, an Investment Specialist in the J.P. Morgan Infrastructure and Investment Group, to parse through all of this and more. Resources: For more resources on Alternatives, visit our Guide to Alternatives and Principles of Alternatives Investing Subscribe to the Notes on the Week Ahead podcast for more insights from Dr. David Kelly: Apple Podcasts | Spotify

If you are in a domestic violence situation with your spouse and want to know about legal rights when Selling matrimonial Home During Separation & Divorce, Real Estate Divorce Specialist Michael Shuster has your answers. Gain valuable insights into Separation and Divorce Real Estate. Learn about narcistic behaviors and challenges and support systems surrounding domestic violence in this compelling interview with Michael Shuster, Author and Divorce Real Estate Specialist. Michael shares his expertise on addressing domestic violence, dealing with narcissist disorder and spouses, supporting survivors, and navigating funding challenges. Yellow Brick House provides life-saving services and prevention programs, emphasizing diversity, equity, inclusivity, and safety while working to challenge sexism, aggression, and oppression. With a generous gift from Inventiveminds, Yellow Brick House continues to support children and families affected by domestic violence. Your contribution can make a lasting impact—donate here. Together, we can educate, inspire, and drive action in the fight against domestic violence. About Your Speakers: Michael Shuster - With 20+ yrs. of hands-on [transactional] experience & extensive training in sales, negotiating, & human behaviour enables me to provide the best advice & service to clients. Michael serves clients ranging from first-time buyers to middle-aged families, empty nesters, investors, selling a matrimonial home in Divorce, corporate executives relocating, professional athletes & seniors who are downsizing or moving to assisted living. His specialized knowledge & skills are always [combined] with my genuine empathy of how the experience of moving might affect you & of course integrity. Additional training & extensive experience as a Certified Negotiator, Investment Specialist, & Real Estate Divorce Specialist, enables me to offer specialized knowledge & unique skills to clients who require these specialties. RECE, Parent Practitioner, Parent Coordinator, Family Mediator, Child Voice Practitioner, and Collaborative Family Law Parent Expert Rose Morsh is the founder of InventiveMinds Child, Youth, and Family Support Centre, a not-for-profit organization that is licensed under the Ministry of Education and registered with IACP, OACP, and IB. Inventiveminds provides Family Law Mediation Services, I.B. International School, Early Years Childcare (Montessori), Parent and Youth Support Therapy, and community services for new moms. Parenting courses related to children include Aid Services and Mediation, Separation, and Divorce. Check out all of our Baby and Parenting Classes & Workshops here: https://inventivekidz.com/events Join The Parent Toolbox Facebook Community Group Today. If you have any questions, please contact us at inventivekidz@gmail.com

In this portfolio spotlight podcast Sarah Ball, our Investment Specialist, speaks to Hugo Capel Cure, Co-Head of Portfolio Management, to discuss the decision-making process we use when choosing a company to invest in, including why some businesses do not make the cut.

Markets have put in another strong performance in 2024, helped in no small part by euphoria at the US election result. Next year Donald Trump will take office and his campaign rhetoric on trade tariffs and immigration; tax cuts and deregulation, will be implemented to varying degrees. We look today at whether Trump policies could boost or hold back US GDP growth. Are the chances of a soft landing fading? And if so, what are the implications for financial markets? Presented by Chris Iggo, Chair of the AXA IM Investment Institute and CIO of AXA IM Core and Aymeric Forest CFA, Head of Investment Strategy. Hosted by Lorna Denny, Investment Specialist. This podcast is intended for professional investors, and must not be shared with a non-professional audience. Not for Retail distribution: This marketing communication is intended exclusively for Professional, Institutional or Wholesale Clients / Investors only, as defined by applicable local laws and regulation. Circulation must be restricted accordingly. This marketing communication does not constitute on the part of AXA Investment Managers a solicitation or investment, legal or tax advice. This material does not contain sufficient information to support an investment decision. It has been established on the basis of data, projections, forecasts, anticipations and hypothesis which are subjective. Its analysis and conclusions are the expression of an opinion, based on available data at a specific date. All information in this document is established on data made public by official providers of economic and market statistics. AXA Investment Managers disclaims any and all liability relating to a decision based on or for reliance on this document. All exhibits included in this document, unless stated otherwise, are as of the publication date of this document. Furthermore, due to the subjective nature of these opinions and analysis, these data, projections, forecasts, anticipations, hypothesis, etc. are not necessary used or followed by AXA IM's portfolio management teams or its affiliates, who may act based on their own opinions. Any reproduction of this information, in whole or in part is, unless otherwise authorised by AXA IM, prohibited. Past performance is not a guide to current or future performance, and any performance or return data displayed does not take into account commissions and costs incurred when issuing or redeeming units. References to league tables and awards are not an indicator of future performance or places in league tables or awards and should not be construed as an endorsement of any AXA IM company or their products or services. Please refer to the websites of the sponsors/issuers for information regarding the criteria on which the awards/ratings are based. The value of investments, and the income from them, can fall as well as rise and investors may not get back the amount originally invested. Exchange-rate fluctuations may also affect the value of their investment. Due to this and the initial charge that is usually made, an investment is not usually suitable as a short term holding. Issued in the UK by AXA Investment Managers UK Limited, which is authorised and regulated by the Financial Conduct Authority in the UK. Registered in England and Wales No: 01431068. Registered Office: 22 Bishopsgate London EC2N 4BQ In other jurisdictions, this document is issued by AXA Investment Managers SA's affiliates in those countries.

Singapore shares were up more than 1 per cent this afternoon, as China's central bank reiterated plans to boost the economy to promote growth in 2025. The benchmark Straits Times Index (STI) advanced 1.1 per cent, to 3,793.46 points as at 1.23 pm as 716 million shares changed hands in the broader market. In terms of companies to watch today, we have Yangzijiang Shipbuilding, after the maritime vessel maker announced yesterday that it had secured another US$2.6 billion in shipbuilding contracts, taking its order wins to US$14.3 billion in the year to date.  Elsewhere, from more on China's central bank chief signalling support for the country's economy, to ExxonMobil reportedly mulling a sale of its gas stations in Singapore – more corporate and international headlines remain in focus.  Also on deck – what we should know about the biggest actions taken by the US in its third big crackdown on China's semiconductor industry.  On Market View, Money Matters' finance presenter Chua Tian Tian unpacked the developments with Dan Chang, Investment Specialist and Trading Representative, PhillipCapital.See omnystudio.com/listener for privacy information.

Singapore stocks began trading higher this morning following a mixed performance in world indices. In early trade, the Straits Times Index (STI) rose 0.2 per cent to 3,764.11 points after 108.8 million securities changed hands in the broader market. In terms of companies to watch today, we have Keppel DC Real Estate Investment Trust, after the Reit closed its private placement at S$2.09 apiece with 334.9 million new units issued.  Elsewhere, from more on investors' sentiment against the prospect of an escalation in the Russia-Ukraine war, to how US President-elect Donald Trump is reportedly set to interview former Federal Reserve Governor Kevin Warsh and Apollo Global Management CEO Marc Rowan for the Treasury Secretary post – more international headlines remain in focus. On Market View, Money Matters' finance presenter Chua Tian Tian unpacked the developments with Dan Chang, Investment Specialist and Trading Representative, PhillipCapital.See omnystudio.com/listener for privacy information.

Kimberley Dondo, digital content manager at Money Marketing, chats with Catriona McInally, Investment Specialist at M&G Wealth, about the complexities of long-term investing in today's market. They explore how advisers can guide clients through volatility, prioritise "real" returns over short-term gains, and adapt strategies in a changing investment landscape. Tune in for valuable insights on empowering clients to achieve their long-term financial goals.

Donald Trump and the Republican party have achieved an emphatic victory in the US elections. In the weeks beforehand, the ‘Trump trade' had been gathering momentum in financial markets, boosting the dollar and Treasury bond yields. Today we will dive deeper into the prospects for a second Trump presidency. In particular, the likelihood of the rhetoric becoming reality and the impact on financial markets. Presented by Aymeric Forest CFA, Head of Investment Strategy and Seamus Lyons CFA, Senior Investment Manager. Hosted by Lorna Denny, Investment Specialist. This podcast is intended for professional investors, and must not be shared with a non-professional audience. Not for Retail distribution: This marketing communication is intended exclusively for Professional, Institutional or Wholesale Clients / Investors only, as defined by applicable local laws and regulation. Circulation must be restricted accordingly. This marketing communication does not constitute on the part of AXA Investment Managers a solicitation or investment, legal or tax advice. This material does not contain sufficient information to support an investment decision. It has been established on the basis of data, projections, forecasts, anticipations and hypothesis which are subjective. Its analysis and conclusions are the expression of an opinion, based on available data at a specific date. All information in this document is established on data made public by official providers of economic and market statistics. AXA Investment Managers disclaims any and all liability relating to a decision based on or for reliance on this document. All exhibits included in this document, unless stated otherwise, are as of the publication date of this document. Furthermore, due to the subjective nature of these opinions and analysis, these data, projections, forecasts, anticipations, hypothesis, etc. are not necessary used or followed by AXA IM's portfolio management teams or its affiliates, who may act based on their own opinions. Any reproduction of this information, in whole or in part is, unless otherwise authorised by AXA IM, prohibited. Past performance is not a guide to current or future performance, and any performance or return data displayed does not take into account commissions and costs incurred when issuing or redeeming units. References to league tables and awards are not an indicator of future performance or places in league tables or awards and should not be construed as an endorsement of any AXA IM company or their products or services. Please refer to the websites of the sponsors/issuers for information regarding the criteria on which the awards/ratings are based. The value of investments, and the income from them, can fall as well as rise and investors may not get back the amount originally invested. Exchange-rate fluctuations may also affect the value of their investment. Due to this and the initial charge that is usually made, an investment is not usually suitable as a short term holding. Issued in the UK by AXA Investment Managers UK Limited, which is authorised and regulated by the Financial Conduct Authority in the UK. Registered in England and Wales No: 01431068. Registered Office: 22 Bishopsgate London EC2N 4BQ In other jurisdictions, this document is issued by AXA Investment Managers SA's affiliates in those countries.

Singapore shares began the day trading in positive territory, mirroring overnight gains in markets abroad. The STI ended the day in the green as well, closing up 0.6%.  With investors taking a close a look at the US presidential election, which is in full swing, how will the Singapore markets be impacted by the ongoing US elections? And what's driving AI startup valuations? On Market View, Willie Keng speaks to Dan Chang, Investment Specialist and Trading Representative, PhillipCapital, to find out more on the latest market movements.  See omnystudio.com/listener for privacy information.

Featuring: Elfreda Jonker, Client Portfolio Manager and Investment Specialist at Alphinity Investment Management Pat Gelsinger, Chief Executive Officer at Intel Maribel Lopez, Founder and Principal Analyst at Lopez Research What would YOU like to hear about on Bloomberg? Help make shows like ours even better by taking our Bloomberg audience survey. Apple: https://podcasts.apple.com/us/podcast/bloomberg-daybreak-asia/id1663863437Spotify: https://open.spotify.com/show/0Ccfge70zthAgVfm0NVw1bTuneIn: https://tunein.com/podcasts/Asian-Talk/Bloomberg-Daybreak-Asia-Edition-p247557/?lang=es-es  See omnystudio.com/listener for privacy information.

Singapore shares began trading in positive territory this morning as overseas markets saw mixed results overnight. And it ended the day in the green as well, closing up 0.4%. In global markets, China and Hong Kong markets continue to see an uptick in trading volume, while Nvidia is on investors' radar with share prices hitting a record this week. On Market View, Hongbin Jeong speaks to Dan Chang, Investment Specialist and Trading Representative, PhillipCapital to find out more about the latest market movements.See omnystudio.com/listener for privacy information.

The Straits Times Index finally went on a rally above the 3600 level, notching up a weekly gain of almost 1.9%, in the aftermath of the stimulus measures from China, The “assault” on the 17-year high of 3,906 continues, and if that 3,906 number is taken out, it would be the highest level that the STI has been in 17 years.  Dan Chang, Investment Specialist and Trading Representative at PhillipCapital, shares with us more about the velocity of this rally, discusses if breaking the 17-year high is possible and if Singapore markets are set for the end-year 'Santa Claus' rally.   See omnystudio.com/listener for privacy information.

Nvidia's shares hit a record high of $138.07 on October 14, 2024, driven by strong AI chip demand and positive analyst reports. In addition, Nvidia's top customers, such as Microsoft, Meta, Google and Amazon, have been unveiling technologies and products that require hefty investment in the chip maker's products. With demand for Nvidia's Hopper and Blackwell platforms remaining strong, many analysts have maintained their "buy" ratings, raising price targets on Nvidia with expectations for more success.  Dan Chang, Investment Specialist and Trading Representative at PhillipCapital, gives his take about this explosion to the upside, and includes a technical analysis as well as his suggested trading plan.     See omnystudio.com/listener for privacy information.

The Fed's rate cutting cycle has kicked off, a soft landing still looks likely and China has finally pressed the stimulus button. It feels like we could almost be set for a Goldilocks scenario. Today we will examine whether more positive data and more stimulus can outweigh the backdrop of persistent uncertainty for financial markets. Presented by Aymeric Forest CFA, Head of Investment Strategy and Thomas Vogl CFA, FRM, Portfolio Manager. Hosted by Lorna Denny, Investment Specialist. This podcast is intended for professional investors, and must not be shared with a non-professional audience. Not for Retail distribution: This marketing communication is intended exclusively for Professional, Institutional or Wholesale Clients / Investors only, as defined by applicable local laws and regulation. Circulation must be restricted accordingly. This marketing communication does not constitute on the part of AXA Investment Managers a solicitation or investment, legal or tax advice. This material does not contain sufficient information to support an investment decision. It has been established on the basis of data, projections, forecasts, anticipations and hypothesis which are subjective. Its analysis and conclusions are the expression of an opinion, based on available data at a specific date. All information in this document is established on data made public by official providers of economic and market statistics. AXA Investment Managers disclaims any and all liability relating to a decision based on or for reliance on this document. All exhibits included in this document, unless stated otherwise, are as of the publication date of this document. Furthermore, due to the subjective nature of these opinions and analysis, these data, projections, forecasts, anticipations, hypothesis, etc. are not necessary used or followed by AXA IM's portfolio management teams or its affiliates, who may act based on their own opinions. Any reproduction of this information, in whole or in part is, unless otherwise authorised by AXA IM, prohibited. Past performance is not a guide to current or future performance, and any performance or return data displayed does not take into account commissions and costs incurred when issuing or redeeming units. References to league tables and awards are not an indicator of future performance or places in league tables or awards and should not be construed as an endorsement of any AXA IM company or their products or services. Please refer to the websites of the sponsors/issuers for information regarding the criteria on which the awards/ratings are based. The value of investments, and the income from them, can fall as well as rise and investors may not get back the amount originally invested. Exchange-rate fluctuations may also affect the value of their investment. Due to this and the initial charge that is usually made, an investment is not usually suitable as a short term holding. Issued in the UK by AXA Investment Managers UK Limited, which is authorised and regulated by the Financial Conduct Authority in the UK. Registered in England and Wales No: 01431068. Registered Office: 22 Bishopsgate London EC2N 4BQ In other jurisdictions, this document is issued by AXA Investment Managers SA's affiliates in those countries.

In this episode of The Agricoach Wealth and Wisdom Podcast, we're joined by Libby Newman, a seasoned investment specialist from Vanguard Australia with over 25 years of experience in the financial markets. For those of you focused on building off-farm wealth through managed funds and index investing, this conversation is a must-listen. Libby breaks down the performance of major investment markets in the US and Australia over the past year, highlighting key drivers behind the returns and whether these trends are likely to persist. She also shares Vanguard's outlook on future returns and discusses the impact of AI on the tech sector, offering valuable insights on whether investors should consider upping their exposure to US tech stocks. Additionally, Libby explains Vanguard's approach to currency and hedging strategies and reveals which markets have caught her by surprise recently. Whether you're a DIY investor or work closely with financial advisors, this episode offers practical advice to help you navigate your investment journey with confidence.-----------------------Ben spent over 20 years working with successful business owners and farming families which allowed him to unearth the timeless principles on how to successfully grow, protect and maintain wealth.If you want to learn the principles of how to grow your family's wealth throughout the generations, then you might consider joining The AgriCoach Podcast each fortnight for more Wealth & Wisdom.Disclaimer: The information contained in this podcast is general in nature and for education purposes only. It is not financial advice. It is not legal advice. No one should act on the information without appropriate specific advice for your particular circumstances. Ben Law is a former financial advisor but is no longer licensed and cannot and will not give you specific or personal advice in this podcast. The Financial Bloke Group Pty Ltd accepts no responsibility for any loss or damage occasioned by any person acting or refraining from action as a result of reliance on the information in this podcast.https://thefinancialbloke.com.au/

Need any advice or information, message us.We chatted with Jake Alexander, an investment specialist and long-term CR resident, about his advice for anyone looking to make an investment in Costa Rica.  He explains the biggest mistakes he's made, the worst investments, and where he sees opportunity in Costa Rica in the future.Free 15 min consultation:  https://meetings.hubspot.com/jake806/crconsultContact us: info@investingcostarica.comGuest today:Jake Alexander: jake@investingcostarica.com

Featuring: Danny Lee, Bloomberg Asia Transport Reporter Elfreda Jonker, Client Portfolio Manager and Investment Specialist at Alphinity Investment Management Chuck Cumello, President & Chief Executive Officer at Essex Financial See omnystudio.com/listener for privacy information.

Need any advice or information, message us.We talked to Jake Alexander, an Investment Specialist with Costa Rica Investments, about the market's current state, what he thinks will happen in 2024, and where he sees opportunities going forward in Costa Rica.Free 15 min Consultation: https://meetings.hubspot.com/jake806/crconsultContact Us: info@investingcostarica.comGuestJake Alexander: jake@investingcostarica.com

If you are looking to move to Costa Rica, understanding the best way to find a long-term rental, buy/rent a car and how to move here with or without residency is vital.  We talk to Ana Brenes, Relocation and Investment Specialist at Costa Rica Investments, about her experiences with clients.Free Consultation: https://meetings.hubspot.com/jake806/crconsultE-mail us: ana@investingcostarica.com

I love the concept that perhaps our subconscious programming is the thing that is holding us back.   I also like the concept that money is just a tool to give us what we want in life.   However, I believe that many of us have a SCARCITY or ABUNDANCE mindset toward money.   I like the idea of visualising money as ‘fun tickets' to be used and enjoyed for me and others, now and in the future.   Throughout my journey, I have gotten comfortable with the fact that money:   Is not hard to come by Is not beyond my control Is not the ‘root of all evil' and that it CAN ‘grow on trees!'   How is your mindset toward money serving you?   In this episode, I call on Investment Specialist and Freedom Trader Terry Tran, to explore:   How his attitude toward money has changed. Where the previous money mindset he inherited might have taken him. How to think like an INVESTOR rather than a worker. His beliefs around and approach to making money and investing now. What it means to create a truly abundant, fulfilled and wealthy life.   As a first-generation Aussie who came here as a refugee on a boat as a child, I feel Terry is a true example of how we CAN change our lives by changing our psychology. He has a great insight into what is holding the ‘average Aussie farmer' back from creating off-farm wealth.   Terry has a FREE LIVE online training exclusive for our Farm Owners community called ‘How to Create Off-Farm Wealth Consistently and Safely' on Tuesday the 5th of March. I recommend you make this a priority – register here: https://www.thefreedomtrader.com/farmownersacademy/   It is always great to connect with Terry, have him on our podcast, and see him support farming families across our community. I hope there is something in this episode of substance for those of you who enjoy it with us.   Thank you.   Jeremy Hutchings & The Farm Owners Academy Team   P.S. - a reminder about Terry's upcoming webinar ‘How to Create Off-Farm Wealth Consistently and Safely' - register here: https://www.thefreedomtrader.com/farmownersacademy/   P.P.S - We warmly invite you to join us for our FREE webinar “Simple Budgeting for a Profitable Farm” on the 13th of March to equip yourself with the tools and knowledge for creating an accurate budget - that you can actually stick to! Reserve Your Seat Now. https://www.farmownersacademy.com/simple-budgeting-for-a-profitable-farm

Does wine investing seem too complicated for you? There are accessible advisory solutions such as those offered by @WineCap.We spoke to their experienced investment specialist @Martin about the market performance in 2023 and what to expect in the still young 2024.

Ed Stoddard, journalist at Business Maverick and Peter Major, mining analyst on how the Department of Mineral Resources and Energy's delays in issuing mining applications is impacting the industry.    Prof Adrian Saville, Investment Specialist at Genera Capital & Professor of economics and finance at GIBS on whether SA can still sell itself as a FDI destination at the WEF in 2024.    Alan Committie, comic actor and qualified high school teacher was our guest in How I Make Money. He explained why he transitioned from being a teacher to a comedian.See omnystudio.com/listener for privacy information.

Caroline Gaynor is the Vice President, Relationship Director, and Investment Specialist at Avantis Investors®. She is passionate about serving the advisor community.  She has more than 17 years of experience in financial services and is a sought-after public speaker. Her stories and presentations draw from ongoing volunteer work as a sighted guide for blind and visually impaired athletes.  Caroline is an accomplished endurance athlete who has been competing in triathlons for over two decades. Caroline devotes much of her free time to guiding blind and visually impaired triathletes through Ironman triathlons.  Caroline shares what she's learned as a triathlete guide and how it's impacted her personally in this episode of Mitlin Money Mindset®.  You will want to hear this episode if you are interested in... Learn more about Caroline Gaynor and her passion for sports [3:03] How sports have shaped Caroline's life [5:06] Why Caroline decided to run her first triathlon/Ironman [7:43] Why Caroline became a triathlon guide in 2008 [12:36]  Check out our book “Financial Planning Made Personal” [17:19]  How they identify the athlete they pair you with [19:04]  What Caroline has learned from the athletes she guides [20:55] How Caroline got involved in the world of finance [23:39]  How can we get more women in the finance profession? [29:29] What Caroline did today that put her in the right mindset for success [33:00] Resources & People Mentioned Financial Planning Made Personal Achilles International Excell Represent American Century Investments® Connect with Caroline Gaynor The website On Linkedin On Instagram On Twitter Connect With Mitlin Financial podcast*at*mitlinfinancial(dot)com - email us with your suggestions for topics or guests If you would like to learn more schedule a call: https://mitlin.us/FitCall https://mitlinfinancial.com  Follow on Twitter Follow on Instagram Subscribe on Youtube Follow on Linkedin Follow on Facebook Guests on the Mitlin Money Mindset Show are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site. Subscribe to Mitlin Money Mindset® on Apple Podcasts, Spotify, Google Podcasts

Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Paul Kluskowski, EA Paul Kluskowski is an experienced financial advisor and tax consultant with expertise spanning over 20 years. As an Investment Specialist and EA (Enrolled Agent) at TR Financial Management Group, he helps nuclear power plant workers and self-employed clients achieve financial success. Kluskowski began his career in the nuclear energy industry, obtaining his reactor operator license at the young age of 22 and advancing to Senior Reactor Operator by 25. After nine years working in plant operations, he left to pursue a college degree, earning a BA in Physics from Andrews University. Kluskowski then expanded his skillset into the financial sector as a Financial Advisor at Morgan Stanley, where he ranked in the top 10% of his peer group and earned multiple National Sales Awards. Today, he leverages his unique background to serve niche clientele through wealth management and tax preparation services. Kluskowski actively shares his expertise through publications like The Game Changer's Guide to a Better Financial Life. In this episode of Building the Premier Accounting Firm, host Roger Knecht has an insightful discussion with Paul Kluskowski, an experienced financial advisor and tax consultant with expertise spanning over 20 years.  They explore how Paul leveraged his diverse experience to build a successful tax and financial planning practice. Paul shares the story of how he made the transition into accounting and tax preparation services. After nearly a decade working in operations at a nuclear power plant, he returned to college to obtain a physics degree. Paul then became a Financial Advisor at Morgan Stanley where he ranked in the top tier before making the leap into tax services by earning his Enrolled Agent credential.  Roger and Paul discuss Paul's valuable insights, strategies, and lessons around purchasing established tax practices, structuring win-win deals with retention clauses, building referral relationships, specializing in niche markets, developing efficient remote workflows, and effectively utilizing client portal technologies. The catalyst for Paul's transition was recognizing the high demand in the market and seizing the opportunity to add bookkeeping, accounting and tax services by becoming an Enrolled Agent. His story provides inspiration for professionals considering a switch into the accounting field later in their careers. Based on lessons learned from two purchases, Paul shares recommendations around valuation, retention planning, obtaining past tax returns, and avoiding platform transfer issues.  Paul advocates for purchase terms with retention clauses and revenue thresholds to create wins for both buyers and sellers over the long term. These kinds of deals enable smooth transitions when buying remotely. Paul understood the value of developing symbiotic referral relationships with professionals who provide complementary services. By establishing connections with a bankruptcy attorney and tax resolution specialist, Paul was able to benefit from steady sources of new client referrals. The bankruptcy attorney began regularly referring Paul to new clients who needed assistance getting their tax filings up to date.  Early in his career, Paul worked for almost a decade as a diesel mechanic. This hands-on industry experience gave him in-depth familiarity with tools and supply franchise models. So when the opportunity arose for Paul to acquire a tax practice with multiple Snap On Tools franchisee clients, he leveraged his unique background knowledge to quickly build rapport and craft tailored offerings.  By specializing in providing bookkeeping, tax preparation, and advisory services for franchisees in tool distribution, Paul and his team gained efficiencies through dealing with repetitive client situations. They were able to streamline and systematize their processes to enable smoother operations and higher profitability within this niche target market. Paul highlights the game-changing capabilities of client portals coupled with tools like Quickbooks Online for smoothly exchanging documents and keeping projects on track in virtual engagements. Paul Kluskowski's unique professional background has fueled his ability to deliver specialized services in accounting and tax preparation for niche client groups. His insights around identifying opportunities, purchasing and building successful practices, leveraging referral networks, niching effectively, streamlining remote operations, and integrating technologies can help accounting professionals grow and enhance their own firms. For more insights like this, subscribe and follow The Premier Accounting Firm podcast. Remember, if it's  about accounting it's universal. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers: Speak with Paul Kluskowski, EA.  Reach out to him via Linkedin, mention this podcast and he's happy to discuss with you the following: Purchasing a practice Creating a referral relationship   Become a Professional Tax Preparer, PTP.  Get the training to offer quality tax planning and preparation services for individuals and businesses.  Have the confidence and competence to do the work efficiently and profitably.   Get a FREE copy of these books all accounting professionals should use to work on their business and become profitable.  These are a must-have addition to every accountant's library to provide quality CFO & Advisory services as a Profit & Growth Expert today: “Red to BLACK in 30 days – A small business accountant's guide to QUICK turnarounds” – the how-to-guide e-book for accounting professionals “in the BLACK, nine principles to make your business profitable” – e-book Learn what it is you can do to become an author, leveraging your expertise to market effectively your services and get the clients you deserve.  This is a webinar you don't want to miss.  Learn from Mike Capuzzi what a Shook is and how you can use it to position yourself as the Premier Accounting Firm in your area.  This is a must-see presentation so get ready to take some great notes.   In addition to becoming an author, see what you can do to follow the Turnkey Business plan for accounting professionals.  After more than 40 years we've identified the best practices of successful accountants and this is a presentation we are happy to share.  Check it out and see what you can do to be in business for yourself but not by yourself with Universal Accounting Center.   For Additional FREE Resources for accounting professionals check out this collection HERE!   Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don't want to miss.   Remember this, Accounting Success IS Universal. Listen to our next episode and be sure to subscribe.   Also, let us know what you think of the podcast and please share any suggestions you may have.  We look forward to your input: Podcast Feedback For more information on how you can apply these principles to start and build your accounting, bookkeeping & tax business please visit us at www.universalaccountingschool.com or call us at 8012653777

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Prof Adrian Saville, Investment Specialist at Genera Capital & Professor of Economics and Finance at GIBS discusses the economics and price of sports euphoria as the Rugby World Cup comes to a close with Springboks and All Bals in the final   The Money Show Explainer: Unveiling Rugby World Cup Prize Money 2023  with Nqobile Ndlovu, Director and sports business researcher at Cash N Sport.   Friday File - Schoonhuid - Luxury beauty products with owner Quintin Van Rensburg  See omnystudio.com/listener for privacy information.

Chris Simard, Executive Director, is an Investment Specialist in the Infrastructure Investments Group. In this role, he is responsible for capital raising and advising clients for the firm's infrastructure investment platform. Chris works with a variety of Institutions, with a specific focus on the United Kingdom, Northern Europe, the Middle East and the United States. Chris has spent the past 10 years working at J.P Morgan in both Asset Management and the Investment Bank. The fund is a diversified open-ended strategy that invests in private infrastructure equity and focuses on core assets where most of the return is cash yield. The IIF Team has over 15 years of operating experience, using scale, control positions and existing portfolio construction to reduce volatility and deliver stable cash yield. The fund has 26.8 billion in assets with 20 portfolio companies (783 assets).

In this episode, I speak with Mustafa Ammar on the topic of being stuck in a job you hate, following your passion, changing your career as you change and excuses to not change your job.★ Mustafa's' Bio: ★ I'm Mustafa Ammar, Founder and CEO of The Passion MBA, a global coaching company that helped hundreds of professionals around the world to find their dream career. Originally from Egypt, I lived in dozens of countries across 5 continents from the US, the UK, Italy, China, UAE and many others. I'm currently building an online platform that envisions helping professionals who are stuck in their career and need to reinvent themselves. I am the author of “Time to Move On”, that I wrote recently to help professionals to bust the common, yet hidden, career myths before they find their dream career.In the past, I worked as an Investment Specialist at the Asian Infrastructure Investment Bank (AIIB), where I was in charge of business development of infrastructure development in several regions including Asia, Middle East, Africa and Latin America.Before that I worked as an Egyptian diplomat in China, Malawi and the United Nations in New York. Prior to that I worked as a pharmacist.I have an MBA from Alliance Manchester Business School, a master in negotiations skills and bachelor degree in pharmaceutical sciences.Connect with Mustafa:https://www.instagram.com/thepassionmba/https://thepassionmba.com/https://mustafaammar.com/

Jorge Canavati is originally from Monterrey, Mexico, and has been living in Austin for the past 11 years. His growing portfolio currently has 5 properties ranging from Austin to Houston and in different stages of entitlement processes. Jorge has worked on the development side of land investing with various companies over the years and is currently the managing principal at the real estate investment company, ATX Capital. He prides himself on specializing in land investments, and has spent the majority of the past decade honing his investment knowledge & strategies.  For more on Jorge:  https://www.linkedin.com/company/atx-capital-1/  Atxcapital.com  The Moorhead Team is excited to bring you information about investing in real estate in the Central Texas area! More information can be found at our website at www.themoorheadteam.com and our YouTube page The Moorhead Team. We're always aiming to bring you great free content about investing in real estate in Austin, TX!   Make sure to sign up for our email list for off market properties and market updates!  

Mustafa has worked as an investment banker, a diplomat, and pharmacist, and now as an author and coach (https://thepassionmba.com/). He has intentionally chosen to change careers, or be a career shapeshifter, because he believes that is what life is about. As he said it, "we are not on this earth to pay bills and die." It only makes sense to push yourself to try different things and maximize the value you bring to the world. Not only does Mustafa think it is better for the individual to approach life this way, but he thinks it is better for society. We've gotten too caught up in specialization and it is not our natural state as humans. We are meant to explore, be curious, and experience new things. I don't necessarily disagree with Mustafa's views, but they certainly brought up some interesting questions. If we are not meant to specialize, why does it seemed to have worked so well to advance society? It is an objective truth that everyone is meant to push themselves to have multiple careers in their life? And is the grind it takes to be a career shapeshifter actually worth it? See below for a more complete bio for Mustafa- Mustafa is the Founder and CEO of The Passion MBA, a global coaching company that helped hundreds of professionals around the world to find their dream career. Originally from Egypt, he has lived in dozens of countries across 5 continents from the US, the UK, Italy, China, UAE and many others. He's currently building an online platform that envisions helping professionals who are stuck in their career and need to reinvent themselves. He is also the author of “Time to Move On”, that wrote recently to help professionals to bust the common, yet hidden, career myths before they find their dream career. In the past, he's worked as an Investment Specialist at the Asian Infrastructure Investment Bank (AIIB), an Egyptian diplomat in China, Malawi and the United Nations in New York. Prior to that he worked as a pharmacist.

Sebastian Mainegra, Investment Specialist, UBS Asset Management, spoke with UBS On-Air host Dan Cassidy about the importance of year-round tax management and how the Personalized Tax Management solution from UBS Asset Management seeks to offset the impact of capital gains taxes