In this episode of the Making Cents of it All podcast co-hosts, Kenneth Beanland and Louis Dooley unpack a volatile few weeks across global markets and break down the latest ASX reporting season. They discuss the impact of the Iran-driven oil shock, movements in gold and copper and what these signals mean for global growth and inflation.
They also examine the strength of the Australian dollar, the role of interest rate differentials and why Australia may be positioned as a relative safe haven. Finally, they outline a more defensive portfolio tilt and the importance of deploying cash during market pullbacks.
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The information contained in this podcast should not be interpreted as advice. It is general in nature and does not take into account your individual financial situation or needs and should not be relied upon. Before making any investment, insurance, tax, property or financial decision we recommend you consult with a licensed professional adviser to consider your unique circumstances. Guests appearing on this podcast may have a commercial relationship with the companies mentioned.
