Government – deficits, debtInflationInterest ratesAustralian shares International sharesAsset allocation, portfolio construction
Here's my latest webinar for the IFPA's Investment Insight series from 9 May 2025.
It's a rollicking romp through some critical issues facing long-term investors in these exciting times.
Topics include - elections - productivity - inflation - rate cuts - share market action & valuation levels - and the dreaded 'T' word! Is there a grand plan behind Trump's frenzy of policies?