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Market crash! Japanese Interest Rates + US employments indicators
In this episode of "Wealth and Toil," Luke Laretive and Dylan Pargiter-Green discuss a rare Japanese interest rate rise, bad employment indicators out of the US and the effect on global markets.
Bonds are back
Despite predictions of its demise, bonds still an important tool for a balanced portfolio. They highlight the resilience of a traditional 60/40 portfolio (60% stocks, 40% bonds) amid market fluctuations, with bonds providing diversification benefits.
U.S. non-farm payrolls and ISM manufacturing data
Implications of recent U.S. non-farm payrolls and ISM manufacturing data, which suggested a slowing economy. This leads into a discussion on potential Federal Reserve actions and the impact on bond yields.
Japanese Monetary Policy
Japan's decision to raise interest rates from zero to 0.25% for the first time since 2007, having global effects on hedge funds and investment strategies.
Investment Strategies
The merits of various investment approaches during volatile times, with balanced and diversified portfolios delivering good numbers during this recent period. Tactical advice on managing investments in small caps, Australian equities, and emerging markets.
Infrastructure and Property Investments
Potential of infrastructure and property investments in the current economic climate, highlighting how these assets can offer stable returns even during downturns due to their essential nature and often inflation-linked returns.
Long-term Investment Perspective
The importance of long-term planning and rebalancing portfolios according to changing market conditions, cautioning against reactionary moves based on short-term market news.
General Advice Warning: This podcast is intended and contains general information on financial strategies, investments, and products only. Whilst Luke and Dylan are both licenced Financial Advisors, we don’t know your personal circumstances, goals or objectives. We highly recommend that you reach out to your Financial Advisor or investment professional to discuss any of the topics we have covered today before taking action.
Our full disclosure, copies of our financial services guides and additional information about Seneca Financial Solutions and Bold Wealth can be found below:
https://senecafs.com.au/
https://www.boldwealth.com.au
Hosted on Acast. See acast.com/privacy for more information.
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By Luke LaretiveIn this episode of "Wealth and Toil," Luke Laretive and Dylan Pargiter-Green discuss a rare Japanese interest rate rise, bad employment indicators out of the US and the effect on global markets.
Bonds are back
Despite predictions of its demise, bonds still an important tool for a balanced portfolio. They highlight the resilience of a traditional 60/40 portfolio (60% stocks, 40% bonds) amid market fluctuations, with bonds providing diversification benefits.
U.S. non-farm payrolls and ISM manufacturing data
Implications of recent U.S. non-farm payrolls and ISM manufacturing data, which suggested a slowing economy. This leads into a discussion on potential Federal Reserve actions and the impact on bond yields.
Japanese Monetary Policy
Japan's decision to raise interest rates from zero to 0.25% for the first time since 2007, having global effects on hedge funds and investment strategies.
Investment Strategies
The merits of various investment approaches during volatile times, with balanced and diversified portfolios delivering good numbers during this recent period. Tactical advice on managing investments in small caps, Australian equities, and emerging markets.
Infrastructure and Property Investments
Potential of infrastructure and property investments in the current economic climate, highlighting how these assets can offer stable returns even during downturns due to their essential nature and often inflation-linked returns.
Long-term Investment Perspective
The importance of long-term planning and rebalancing portfolios according to changing market conditions, cautioning against reactionary moves based on short-term market news.
General Advice Warning: This podcast is intended and contains general information on financial strategies, investments, and products only. Whilst Luke and Dylan are both licenced Financial Advisors, we don’t know your personal circumstances, goals or objectives. We highly recommend that you reach out to your Financial Advisor or investment professional to discuss any of the topics we have covered today before taking action.
Our full disclosure, copies of our financial services guides and additional information about Seneca Financial Solutions and Bold Wealth can be found below:
https://senecafs.com.au/
https://www.boldwealth.com.au
Hosted on Acast. See acast.com/privacy for more information.