What financial risks to avoid in the year ahead (with Liam Shorte)
Interest rates are set to fall in 2025 - and we may have to say goodbye to the days of 5 per cent returns for zero risk. Of course, there is no lack of opportunists standing in the wings with ideas for your money: The problem is that most of these 'opportunities' will come with a lot more risk than a bank deposit. What to do?
Liam Shorte of the Sonas Wealth group joins wealth editor James Kirby in this episode.
---------
In today's show, we cover
Preparing for lower fixed-interest returns
The risk of alternatives...especially private credit funds
Taking profits on Commonwealth Bank stock
How…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.