Lifewealth Group: Recent Episodes
Jason Harwood
Lifewealth Group's Investment Committee Head, James Vandeloo, and CEO, Jason Harwood discuss current issues on global markets and the outlook for investment portfolios.
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.
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.
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.
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.
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.
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.
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.
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.
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.
James and Jason discuss some of the measures contained in the federal budget and the implications on investment portfolios
James and Jason discuss the emerging themes from the first portfolio construction conference of 2021
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.
James and Jason discuss the ongoing impact of COVID-19 and the US election cycle on portfolios and client objectives.
James and Jason discuss the ongoing impact of COVID-19 and the implications of the low interest rate environment on portfolios and client objectives.
As COVID-19 restrictions begin to ease, James and Jason update and discuss the ever evolving market conditions.
Ongoing update and discussion on the ever evolving market conditions during the period of COVID-19
Ongoing update and discussion on the ever evolving market conditions during the period of COVID-19
A discussion of the ongoing impacts of COVID-19 on world markets and investment portfolios
Jason and James discuss the full blown panic on world markets, led by the US overnight on 12th March, 2020
Jason and James discuss the coronavirus and the beginning of negative impacts on world markets.
In this special edition of the podcast, friends of Lifewealth, Nick Dal Santo and Lisa Morgan, discuss the genuine positive impact a good financial adviser can have for someone uncomfortable with financial affairs.
Discussion of emerging themes from the second portfolio construction conference of 2019