The Purposeful Investor
The Purposeful Investor is a fortnightly podcast, featuring digestible but thought-provoking and intelligent conversations about markets, leadership, psychology, and the lessons learnt along the way.
Your hosts, Aden and David are from Capital Partners Private Wealth Advisers. They support successful Australian families to create a prosperous future for themselves and those they care for.
Disclaimer: The information on this podcast is of a general nature only and may not be relevant to your particular circumstances. The circumstances of each investor are different, and you should seek advice from a professional financial adviser who can consider if the strategies and products are right for you. In any instance where information is based on historical performance, we would advise that this is not a reliable indicator of future performance. You should not rely solely on this material to make investment decisions and should seek professional advice.
© 2024 Capital Partners Consulting Pty Ltd (AFSL 227148) trading as Capital Partners Private Wealth Advisers ABN 27 086 670 788.
The Purposeful Investor
Episode 11 | Quarterly market update 2024
Ever wondered how financial experts navigate the unpredictable tides of the market? This episode promises to shine a light on the complexities of the first quarter's financial landscape with insights from David and our investment coordinator, Nick Menengola. Together, we unravel current market trends, dissect the strategies that hold the fort during tumultuous times, and discuss our approach to scaling investments for growth. Plus, we're celebrating not just financial wins but personal milestones in our 'win of the week' segment.
Step away from the noise of sensational headlines and join us for a measured analysis of what's really happening in the world of finance. We delve into the impressive climb of Perth's real estate market and break down the concepts of economic 'soft' and 'hard landings'.
This episode also tackles the resilience needed to weather market volatility and the critical importance of setting realistic expectations with clients when planning for financial success.
Closing out, we scrutinise the enigmatic nature of financial markets and dispel the myth that good years must be followed by bad, offering a perspective on investor behaviour during downturns.
We explore the 'Magnificent Seven' tech giants' outsized influence on the market and how our strategic, evidence-based investments navigate through these giants' shadows. As you immerse yourself in our discussion, we warmly invite you to join the conversation and contribute to the collective wisdom of successful families seeking true prosperity.
- 0:00-0:12 - Introduction and overview
- 0:12-0:24 - "Win of the week" segment
- 0:24-0:36 - Nick discusses his role at Capital Partners
- 0:36-1:03 - Discussion of interest rates around the world
- 1:03-1:20 - Conversation about the housing market
- 1:20-1:38 - Explaining the concepts of a "hard landing" and "soft landing"
- 1:38-1:56 - The strong markets despite inflation and the potential for an economic slowdown
For more information on Capital Partners visit capital-partners.com.au.
Have a question? Email us ask@capital-partners.com.au.
This episode provides general advice only. Always refer to your financial adviser for advice about your personal circumstances.
Capital Partners Consulting Pty Ltd AFSL 227148 trading as Capital Partners Private Wealth Advisers ABN 27 086 670 788.