Season 2, Episode 14
Richard Rauch, Investment Director at Brandywine Global, gives a fascinating tour of the global economic landscape. He says economic normalisation post Covid is almost done, the inflation scare is over and there's even the possibility of deflation happening in the US in future. Rauch believes that as the economic cycle extends, the odds are increasing that the US, and the world, has a hard economic landing.
Duncan Burns, Asia Pacific CIO at Vanguard, says investors are too hung up on beating the marketing and sticking to a simple, long-term strategy can deliver hassle-free, excellent results. He describes how to allocate assets to deliver such results and the key traps to avoid.
Finally, regular guest, Peter Warnes from Morningstar's Your Money Weekly, gives us his outlook for the Australian market and economy next year.
The podcast is also available via our dedicated website page, Google Podcasts, Apple Podcasts, Spotify, and BuzzSprout.
Please share with friends and colleagues, and a favourable rating would help spread the word. We welcome questions and suggestions at firstlinks@morningstar.com.
Grab a cuppa and settle in for our chat.
James Gruber
Editorial, Firstlinks and Morningstar
