Episode Details

Rob Pizzichetta of Mont Wealth reflects on FY26 portfolio resiliency during March 2026 volatility, noting global market drawdowns while Mont Wealth’s strategic growth portfolio fell 2.9% and the income portfolio fell 1.8%, both top ranked in their categories, emphasizing risk-adjusted returns.

Looking to FY27, he outlines a complex landscape shaped by technological innovation, inflation, elevated government debt, and geopolitical uncertainty, and highlights three themes: the AI investment boom and valuation risk with broader beneficiaries, sticky inflation with potential but limited rate cuts, and a K-shaped recovery with uneven sector and regional outcomes. He then describes positioning across real assets, globally diversified equities (underweight Australia, high conviction India), fixed income balancing duration and floating rate income, and alternatives including private credit, private equity, gold, and measured digital asset exposure, detailing goals for both strategic growth and income portfolios.

00:00 FY26 Recap

00:46 Risk And Resilience

00:57 FY27 Outlook

01:45 AI Investment Boom

03:02 Inflation And Rates

03:52 K Shaped Recovery

04:46 Real Assets Strategy

05:15 Equities Positioning

06:02 Bonds Cash Alternatives

07:03 Portfolio Wrap Up

07:31 Final Takeaways

General information only — not personal financial advice. Please seek professional guidance before acting on any information in this episode.