Quarterly Portfolio Update: Inflation, Rates & Where We're Positioned - with Ben Kemp & Jonathan Tolub | Episode #174
Ben catches up with JT from Invest Sense on what's been driving markets and how our portfolios are positioned going forward.
They start with inflation, which has crept back up to 3-4% in Australia thanks to a mix of global pressures (like the conflict in Iran) and local ones (rents, wages), with the RBA expected to raise rates once or twice more this year. They also look at the US, where a new Fed chairman and rising government debt are pushing bond yields higher.
The message throughout: building steady, reliable portfolios that can handle whatever markets throw at them.
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