Couverture de Mont Wealth - "Pizz-Spectives"

Mont Wealth - "Pizz-Spectives"

Mont Wealth - "Pizz-Spectives"

De : Mont Wealth Advisors
Écouter gratuitement

3 mois pour 0,99 €/mois

Après 3 mois, 9.95 €/mois. Offre soumise à conditions.

À propos de ce contenu audio

Mont Wealth Advisors founder Rob Pizzichetta offers his "Pizz-Spectives" covering a range of subjects from investment and superannuation strategies, interviews with top fund managers, and discussing the latest investment and economic trends.

At Mont Wealth, we provide personalised financial investment advice tailored to your unique wealth goals.

We work collaboratively with your tax advisor to optimise your financial strategy, ensuring your plan aligns seamlessly across all areas.

We discuss what's important to you, providing estate planning guidance to secure your legacy.

We undertake comprehensive insurance reviews for effective risk management.

And we review your mortgage to guarantee you have the best possible terms on the market.

While our guidance and insights and perspectives are general in nature, i.e. not taking your personal circumstances into consideration, we recommend you seek financial advice to help you make informed decisions on your path to being financially comfortable. Anyone acting on this advice without seeking financial advice does so at their own risk.

2024 Mont Wealth Advisors Pty Ltd
Direction Economie Finances privées Management Management et direction Politique et gouvernement
Les membres Amazon Prime bénéficient automatiquement de 2 livres audio offerts chez Audible.

Vous êtes membre Amazon Prime ?

Bénéficiez automatiquement de 2 livres audio offerts.
Bonne écoute !
    Épisodes
    • The 2026 Investment Outlook: Navigating Macro Shifts, Asset Allocation and Risk
      Dec 18 2025

      In this episode of the Pizz-Spectives Podcast, host Rob Pizzichetta, founder of Mont Wealth, is joined by the investment committee members Jay Kumar from Foresight Analytics and Vessela Tasker from Greenwood and Co. The discussion covers an extensive review of Mont Wealth's portfolio performances, which have surpassed objectives over the last year. They delve into the anticipated economic and market conditions for 2026, discussing everything from interest rate cuts by the Fed to geopolitical risks and the global financial environment. The episode explores the potential impacts of AI on the markets, emerging market growth, and strategic asset allocation. The committee also highlights the importance of active management in light of the coming year’s economic divergence, and their plans to navigate the complexities of global investment landscapes. Don’t miss the insightful analysis and future outlooks on strategic asset management.

      00:00 Introduction and Disclaimers

      00:46 Performance Summary and Market Overview

      01:54 Global Economic Insights

      05:58 Investment Strategies and Portfolio Positioning

      15:27 Key Risks and Future Outlook

      17:11 Closing Remarks and Thank Yous

      Afficher plus Afficher moins
      18 min
    • Market Insights with Phil Strano: 2026 Economic Outlook and Fixed Income Strategies
      Dec 4 2025

      In this episode of Pizz-Spectives, Rob Pizzichetta, founder of Mont Wealth, chats with Phil Strano, Head of Credit Research and Portfolio Manager at Yarra Capital. They discuss market outlooks for 2026, Yarra Capital's fixed income strategies, and general investment advice. Key topics include growth resumption, interest rate predictions, the impact of AI and technological investment on markets, and credit allocation strategies. Phil emphasizes the importance of forward-looking investment and managing risk appropriately. Don't miss this in-depth discussion on navigating the economic landscape and the nuanced strategies behind Yarra Capital's higher income fund.


      00:00 Introduction and Welcome

      00:56 General Advice Disclaimer

      01:09 Overview of Yarra Capital and Fixed Income Team

      02:10 Macro Economic Outlook

      02:52 Monetary Policy and Interest Rates

      04:02 Impact of Global Markets on Australia

      06:35 Investment Strategies and AI

      08:36 Credit Ratings and Risk Management

      10:34 Current Investment Opportunities

      16:51 Concerns and Risks in the Market

      19:26 Fund Performance and Volatility

      21:01 Conclusion and Wrap-Up

      21:19 Legal Disclaimers and Notices

      00:00 Market Insights with Phil Strano: 2026 Economic Outlook and Fixed Income Strategies

      Afficher plus Afficher moins
      25 min
    • Northcape’s #1 Place To Invest In Emerging Markets And The Process Behind It
      Nov 28 2025

      Northcape’s #1 Place To Invest In Emerging Markets And The Process Behind It

      In this episode of Pizz-Spectives, host Rob Pizzichetta, founder of Mont Wealth, delves deep into the realm of emerging markets with Patrick Russell, Portfolio Manager at Northcape Capital. They discuss Northcape's history, investment philosophy, and the allure of emerging markets. Patrick shares his personal journey and passion for emerging markets, the importance of sovereign risk assessment, and the criteria for selecting top companies. The conversation also covers current market dynamics, industry consolidations, and tailwinds for the future. If you’re interested in understanding emerging markets through the lens of seasoned experts, this episode is a must-watch!

      00:00 Introduction and General Advice Disclaimer

      00:35 Northcape Capital: Background and Philosophy

      02:09 Patrick Russell's Journey into Emerging Markets

      05:07 Understanding Emerging Markets and Sovereign Risk

      08:40 Investment Strategies and Valuation in Emerging Markets

      17:21 Industry Consolidation and Market Opportunities

      29:13 Preferred Sovereigns and Future Outlook

      34:30 Conclusion and Final Thoughts

      Afficher plus Afficher moins
      38 min
    Aucun commentaire pour le moment