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Investment Podcast #7 - Navigating Portfolios Through Cycles

Investment Podcast #7 - Navigating Portfolios Through Cycles

Ensombl Advice Australia · Ensombl

January 28, 202443m 3s

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Show Notes

In this episode, our host James Whelan sets out with Jody Fitzgerald of Morningstar and David Macri of Mason Stevens to navigate a way through the current economic cycle. With rapid interest rate increases failing to quell economic activity as anticipated, our experts look at how market expectations are being reset and the implications for different asset classes.

Jody Fitzgerald LinkedIn: https://www.linkedin.com/in/jody-fitzgerald/ David Macri LinkedIn: https://www.linkedin.com/in/david-macri-cfa-30a2902/ James Whelan LinkedIn: https://www.linkedin.com/in/james-whelan-68146036/

Morningstar: Empowering Investor Success. https://ensombl.com/go/1-20240129

To learn more about Mason Stevens Outsourced CIO services, contact us: https://ensombl.com/go/2-20240129

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