23/06/2023 Podcasts 55 mins to read Back to all News & Insights

The Road Ahead

At the precipice of a new financial year, Damian Cilmi assembled a panel of investment experts to discuss what lies ahead for markets. Discussing key topics like demographics, deglobalisation, the energy transition, and the persistent issues of inflation and interest rates, this podcast brings the future into focus.

Drawing upon the wisdom of Tim Toohey (Head of Macro Strategy at Yarra Capital) John Mulquiney (Portfolio Manager/Analyst on the Global Listed Infrastructure and Global Equity Franchise teams at Lazard) and Blake Henricks (Deputy Managing Director and Portfolio Manager for Firetrail's Australian High Conviction Fund), it delivers a comprehensive understanding of the factors that could be driving the 2024 market while helping to unravel the complex challenges and opportunities that lie ahead.

Whether you are trying to understand the impact of shifting birth rates on the bond market or comprehend the implications of deglobalisation on Australian equities, this podcast leaves no stone unturned.  Listen now for practical insights into the road ahead. 


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