Inside the Investment Committee: Bonds Are Back, Gold and AI Drives the Narrative

(General advice disclaimer: This is general in nature and does not consider your personal circumstances. Please seek professional advice before acting on any information.)

Join Rob Pizzichetta, founder of Mont Wealth, in this edition of Pizz-Spectives as he delves into the key takeaways from the October investment committee meeting. Discover detailed discussions on the latest performances of various portfolios, the evolving landscape of global and US labor markets, and the implications of recent trends in gold and bond markets. Rob also explores potential future scenarios for the economy, driven by AI growth, inflation trajectories, and geopolitical risks. Remember, all advice is general in nature. Subscribe for more insights and updates.

00:00 Introduction and Overview
00:58 September Performance Review
02:52 Global Market Trends and Scenarios
05:03 RBA and Federal Reserve Insights
10:11 US Labor Market Analysis
11:08 AI and Its Economic Impact
12:09 Trade Tensions and Fiscal Policies
13:23 Portfolio Positioning and Strategy
17:25 Conclusion and Future Outlook

📩 For tailored financial advice, contact Mont Wealth Advisors — details below.

(General advice disclaimer: This is general in nature and does not consider your personal circumstances. Please seek professional advice before acting on any information.)

Rob Pizzichetta | BBus MFinPlan

Founder | Chair Investment Committee | Wealth Advisor

Email: [email protected]

Authorised Representative: 1267301

Mont Wealth Advisors Pty Ltd

Address: Level 22, 8 Exhibition Street, Melbourne 3001

Website: www.montwealth.com.au