OTG Capital - Blog #asset classesOTG Capital - Blog #asset classeshttps://www.otgcapital.com.au/blogs/tag/asset-classesThu, 07 May 2026 23:59:31 +1000http://zoho.com/sites/<![CDATA[What is Private Credit? - Dollars & Making Sense 8 Jul 2025]]>https://www.otgcapital.com.au/blogs/post/what-is-private-credit-dollars-making-sense-8-jul-2025What is private credit. Why is it so popular now and what are some key requirements to keep in mind when considering investing in this emerging asset class.]]>
choosing an adviser
We welcome a new guest this week, Paul Miron from MSquared Capital who will explain what is private credit.  Why is it so popular now and what are some key requirements to keep in mind when considering investing in this emerging asset class.  Private credit is not new however the growth of the sector in the past 5 years has made it a special case for increased education, one that OTG Capital and many other companies, including MSquared now participate in.

@FMRNB

@Radio Northern Beaches                                                                                              

]]>Tue, 08 Jul 2025 09:00:00 +1000<![CDATA[Ethical Investing - Dollars & Making Sense 29 Apr 2025]]>https://www.otgcapital.com.au/blogs/post/ethical-investing-dollars-making-sense-29-apr-2025IGo woke, go broke? Maybe not, Ray discusses how he listens carefully to his clients and provides avenues and opportunities to realise financial goals as well as doing the right things. Some great advice along the way as well, including "don't be a spectator",]]>
choosing an adviser
Go woke, go broke?  Maybe not, we meet Ray Kan from Daintree Wealth, an experienced financial planner that specialises in ethical investing and has a track record to show that doing the right thing can pay off, just as well as making other choices.  Even though many industries today are legal, we may not always be comfortable putting our long term faith and investments in those fields.  Ray discusses how he listens carefully to his clients and provides avenues and opportunities to realise financial goals as well as doing the right things.  Some great advice along the way as well, including "don't be a spectator", great education on Dollars & Making Sense.  The organisation mentioned in the show can be viewed at https://www.responsibleinvestment.org/.

@FMRNB

@Radio Northern Beaches                                                                                              

]]>Tue, 29 Apr 2025 09:01:00 +1000<![CDATA[Portfolio Construction - Dollars & Making Sense 8 April 2025]]>https://www.otgcapital.com.au/blogs/post/portfolio-construction-dollars-making-sense-8-april-2025Constructing a long term investment portfolio can be relatively simply if you follow some basic steps. Six of them in fact! And we're covering them off in today's show, check out the blog for references and Kerry's wise words of wisdom. If you fail to plan, you plan to fail!]]>
choosing an adviser
We welcome a new presenter to the show, Kerry Said from Wealth Creation Advisors.  Kerry is a 30 year industry veteran who specialises in SMSFs and working with clients to achieve their financial goals.  Constructing a long term investment portfolio can be relatively simply if you follow some basic steps.  Six of them in fact! And we're covering them off in today's show, check out the blog for references and Kerry's wise words of wisdom.  If you fail to plan, you plan to fail!

@FMRNB

@Radio Northern Beaches                                                                                               

]]>Tue, 08 Apr 2025 09:00:00 +1000<![CDATA[Summer #7 - Looking for Alpha - Dollars & Making Sense 28 Jan 2025]]>https://www.otgcapital.com.au/blogs/post/summer-7-looking-for-alpha-dollars-making-sense-28-jan-2025The wealth of information at Andrew's fingertips is worth a listen as we ponder the difference between alpha & beta investing, active & passive management, and where the uber wealthy are putting their money. And it's not as complex as you might think.]]>
choosing an adviser
Welcome to our Summer Series of archive blogs from the past year.  We'll be featuring our favourite shows from 2024 until we return in Feb'2025.  Thanks for watching/listening.
Andrew Inwood, CEO of Coredata is no stranger to data and statistics and today, we're teasing out some devil in the detail regarding a recent presentation about "looking for alpha", and what exactly means.  The wealth of information at Andrew's fingertips is worth a listen as we ponder the difference between alpha & beta investing, active & passive management, and where the uber wealthy are putting their money. And it's not as complex as you might think.

@FMRNB

@Radio Northern Beaches                                                                                               

]]>Tue, 28 Jan 2025 10:26:00 +1100<![CDATA[Looking for Alpha - Dollars & Making Sense 13 Aug 2024]]>https://www.otgcapital.com.au/blogs/post/looking-for-alpha-dollars-making-sense-13-aug-2024The wealth of information at Andrew's fingertips is worth a listen as we ponder the difference between alpha & beta investing, active & passive management, and where the uber wealthy are putting their money. And it's not as complex as you might think.]]>
choosing an adviser
Andrew Inwood, CEO of Coredata is no stranger to data and statistics and today, we're teasing out some devil in the detail regarding a recent presentation about "looking for alpha", and what exactly means.  The wealth of information at Andrew's fingertips is worth a listen as we ponder the difference between alpha & beta investing, active & passive management, and where the uber wealthy are putting their money. And it's not as complex as you might think.

@FMRNB

@Radio Northern Beaches                                                                                               

]]>Tue, 13 Aug 2024 09:00:00 +1000<![CDATA[What are Your Investment Options? - Dollars & Making Sense 24 Nov 2020]]>https://www.otgcapital.com.au/blogs/post/investment-optionswhat are your best investment options?]]>

Far too many new investors are not savvy enough to fully understand there are more options to investing than just cash or the share market.  Obviously what they see on TV and social media has a massive impact, soooo


This week Ray is leading the discussion on all the different asset classes you should be considering when you have some money to invest.  Both short and long term considerations come into play, and together with Karen & Lisa, we're exploring the key differences between all the different asset classes, and which may be more suitable for beginner investors compared to more seasoned players.  So will it be real estate, shares, cash, bonds or commodities, join us this week at Radio Northern Beaches. 

Click on this link to listen to the broadcast.
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