Episodes

Monday May 17, 2021
Monday May 17, 2021
James and Jason discuss some of the measures contained in the federal budget and the implications on investment portfolios

Tuesday Mar 09, 2021
Tuesday Mar 09, 2021
James and Jason discuss the emerging themes from the first portfolio construction conference of 2021

Tuesday Nov 10, 2020
Tuesday Nov 10, 2020
James and Jason discuss market reaction to the US election result, the ongoing impact of COVID-19 and the latest Australian interest rate cut on portfolios and client objectives.

Friday Sep 11, 2020
Friday Sep 11, 2020
James and Jason discuss the ongoing impact of COVID-19 and the US election cycle on portfolios and client objectives.

Thursday Jun 25, 2020
Thursday Jun 25, 2020
James and Jason discuss the ongoing impact of COVID-19 and the implications of the low interest rate environment on portfolios and client objectives.

Wednesday May 13, 2020
Wednesday May 13, 2020
As COVID-19 restrictions begin to ease, James and Jason update and discuss the ever evolving market conditions.

Tuesday Apr 14, 2020
Tuesday Apr 14, 2020
Ongoing update and discussion on the ever evolving market conditions during the period of COVID-19

Saturday Mar 28, 2020
Saturday Mar 28, 2020
Ongoing update and discussion on the ever evolving market conditions during the period of COVID-19

Friday Mar 20, 2020
Friday Mar 20, 2020
A discussion of the ongoing impacts of COVID-19 on world markets and investment portfolios

Friday Mar 13, 2020
Friday Mar 13, 2020
Jason and James discuss the full blown panic on world markets, led by the US overnight on 12th March, 2020