Lifewealth Group

Lifewealth Economic and Market update - July 2023

The focus for James and Jason in this episode is inflation. While considering the background of the last 2-3 years, they outline the current state of inflation domestically and in the US and consider what this could mean for interest rates, asset prices and investment portfolios.

Lifewealth Economic and Market update - November 2022

James and Jason discuss the federal budget measures from late October and the continuing outlook for inflation and interest rates amid fears of a global recession.
They also touch on emerging themes from James' recent attendance at the JP Morgan investment conference in Singapore and Jason's US Study Tour meeting with leading US advisers and significant global firms such as Amazon and Blackrock.

Lifewealth Economic and Market update - October 2022

James and Jason discuss the outlook for a global recession, the short and mid-term outlook for interest rates and the impact on investments, including equities and the bond markets.

Lifewealth Economic and Market update - July 2022

As the 2022 financial year closes out, James and Jason highlight market returns across major asset classes for the year, the forward view for inflation and interest rates, and discuss recession concerns across Australia, US and Europe. They also consider the short-term implications, the outlook and the potential impacts on portfolios and client objectives.

Lifewealth Economic Update May 2022

With the war in Europe still raging and increasing talk of global recession, US markets have now recorded seven straight weeks of negative return while inflation fears persevere. James and Jason discuss the short-term implications, the outlook and the potential impacts on portfolios and client objectives.

Pivot: Jem Fuller - from corporate sales manager to published author and leadership coach

Jem Fuller is a coach | facilitator | speaker, and author with his book The Art of Conscious Communication for Thoughtful Men, published in late 2021.Jem’s pivot from corporate sales manager coincided with, in his own words, a mid-life crisis resulting from some of the pillars of his life crumbling around him.In addition to the recent publication of Jem’s book, his TedX presentation, which is already approaching 60,000 views, can also be found here.

Lifewealth Economic Update April 2022

As the world learns to live with COVID-19, war has arrived in Europe in February. On top of this, inflation continues to cause concern as we move into a rising interest rate environment. James and Jason discuss the short-term implications, the outlook and the potential impacts on portfolios and client objectives.

Pivot: Simon Costa - from Managing Director to the United Nations World Food Programme

Simon Costa was formerly the Managing Director of Costa Group, one of Australia’s largest family-owned businesses, that is today listed on the ASX, with a market capitalisation of $1.3b. Simon’s pivot was to commence working with the United Nations World Food Program and use his skills to find sustainable solutions to the problem of food loss and its devastating impact. Simon was awarded the Pride of Australia Medal in 2016; nominated for Australian of the Year in 2018 and appointed as an Officer (AO) of the Order of Australia for his distinguished service to business and humanity in 2019.

Lifewealth Economic Update January 2022

With Australia and the world coping with the Omicron variant of COVID-19, James and Jason discuss the short-term implications, as well as the outlook for inflation and interest rates and the potential impacts on portfolios and client objectives.

Lifewealth Economic Update September 2021

James and Jason discuss current market conditions within Australia, as well as warning signs from China and the current US outlook, along with the ongoing impact of COVID-19 on portfolios and client objectives.