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Episode #116: How to invest in the current macro environment

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Inhoud geleverd door Simplifying Investing. Alle podcastinhoud, inclusief afleveringen, afbeeldingen en podcastbeschrijvingen, wordt rechtstreeks geüpload en geleverd door Simplifying Investing of hun podcastplatformpartner. Als u denkt dat iemand uw auteursrechtelijk beschermde werk zonder uw toestemming gebruikt, kunt u het hier beschreven proces https://nl.player.fm/legal volgen.
Global markets have had a strong start to 2024 with US markets at a record high and a similar uplift seen in Australia. But, the macroeconomic backdrop remains complicated and downside risks are high which makes for an interesting investing environment. Join AMP's Deputy Chief Economist Diana Mousina and SMA Lead Portfolio Manager Brad Creighton as they take a closer look at the current macroeconomic outlook, the probability of risks, as well as how our funds are positioning their asset allocation in response. Important information: This podcast is general in nature and hasn’t taken your circumstances into account. It’s important you consider your personal circumstances and speak to a financial adviser before deciding what’s right for you. Any general tax information provided is intended as a guide only. Remember the value of investments may go up or down and you may not get back the amount you invested. The opinions and views featured in this podcast reflect the individual’s own. Date of publication 05 April 2024. AWM Services Pty Ltd ABN 15 139 353 496, AFSL No. 366121, part of the AMP Group.
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iconDelen
 
Manage episode 410748102 series 2950157
Inhoud geleverd door Simplifying Investing. Alle podcastinhoud, inclusief afleveringen, afbeeldingen en podcastbeschrijvingen, wordt rechtstreeks geüpload en geleverd door Simplifying Investing of hun podcastplatformpartner. Als u denkt dat iemand uw auteursrechtelijk beschermde werk zonder uw toestemming gebruikt, kunt u het hier beschreven proces https://nl.player.fm/legal volgen.
Global markets have had a strong start to 2024 with US markets at a record high and a similar uplift seen in Australia. But, the macroeconomic backdrop remains complicated and downside risks are high which makes for an interesting investing environment. Join AMP's Deputy Chief Economist Diana Mousina and SMA Lead Portfolio Manager Brad Creighton as they take a closer look at the current macroeconomic outlook, the probability of risks, as well as how our funds are positioning their asset allocation in response. Important information: This podcast is general in nature and hasn’t taken your circumstances into account. It’s important you consider your personal circumstances and speak to a financial adviser before deciding what’s right for you. Any general tax information provided is intended as a guide only. Remember the value of investments may go up or down and you may not get back the amount you invested. The opinions and views featured in this podcast reflect the individual’s own. Date of publication 05 April 2024. AWM Services Pty Ltd ABN 15 139 353 496, AFSL No. 366121, part of the AMP Group.
  continue reading

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