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Portfolio Adjustments for the New Financial Year & The Changing Investment Landscape
Description
**GENERAL ADVICE ONLY**
Join Rob Pizzichetta, founder of Mont Wealth, in this episode of Pizz-Spectives as he explores the structural shifts redefining the global investment landscape. With fiscal policy taking center stage, geopolitical fragmentation altering trade flows, and demographic changes creating new growth engines, Rob discusses the implications for inflation, bond yields, and sector leadership. He provides a detailed macroeconomic outlook for the US and Australia, shares asset class insights, and outlines strategic portfolio positioning to navigate the evolving market conditions. Learn why Mont Wealth is underweight on US large caps, shifting focus towards active management, global small caps, emerging markets like India, and private credit. Discover how their diversified approach aims to balance growth with resilience amidst uncertainty.
00:00 Introduction and Disclaimer
00:31 Shifting Investment Landscape
02:35 Macroeconomic Outlook
04:07 Asset Class Analysis
06:55 Strategic Portfolio Positioning
10:32 Focus on India
15:45 Private Credit Opportunities
19:37 Conclusion and Final Thoughts
montwealth.com.au