**GENERAL ADVICE ONLY**

Join Rob Pizzichetta, founder of Mont Wealth, in this episode of Pizz-Spectives as he explores the structural shifts redefining the global investment landscape. With fiscal policy taking center stage, geopolitical fragmentation altering trade flows, and demographic changes creating new growth engines, Rob discusses the implications for inflation, bond yields, and sector leadership. He provides a detailed macroeconomic outlook for the US and Australia, shares asset class insights, and outlines strategic portfolio positioning to navigate the evolving market conditions. Learn why Mont Wealth is underweight on US large caps, shifting focus towards active management, global small caps, emerging markets like India, and private credit. Discover how their diversified approach aims to balance growth with resilience amidst uncertainty.

00:00 Introduction and Disclaimer

00:31 Shifting Investment Landscape

02:35 Macroeconomic Outlook

04:07 Asset Class Analysis

06:55 Strategic Portfolio Positioning

10:32 Focus on India

15:45 Private Credit Opportunities

19:37 Conclusion and Final Thoughts

montwealth.com.au

In this episode of Pizz-Spectives, Rob Pizzichetta, founder of Mont Wealth, sits down with Brett Craig from Aura Private Credit. They discuss Brett's journey in finance, the intricacies of the private credit market, and the impact of market changes such as the GFC and COVID-19 on lending strategies. Brett explains the unique opportunities in SME lending, the importance of asset-backed loans, and the gap filled by private lenders as banks pull back from SME financing. He also highlights the factors that contribute to the resilience and robust performance of Aura's funds during economic downturns. Stay tuned for insights on market trends, the role of securitization, and the dual objectives of Aura's investment strategy: capital protection and strong returns.

00:00 Introduction and Disclaimer

00:32 Brett Craig's Journey in Finance

04:55 Impact of Economic Downturns on Private Credit

10:26 Understanding the Private Credit Market

17:50 Quality Assurance in Lending

24:20 Current Economic Climate and Defensive Strategies

27:32 Investment Opportunities with Aura

28:32 Conclusion and Contact Information

www.montinvest.com

Economic Insights & Investment Strategies | Pizz-Spectives with Rob Pizzichetta

In this edition of Pizz-Spectives, Rob Pizzichetta, founder of Mont Wealth, and the investment committee, including Shane Lee, Vessela Tasker, and Jay Kumar, delve into the economic outlook for the upcoming year. The discussion covers topics like economic growth, interest rates, inflation, currency trends, earnings valuations, and asset allocation strategies. They analyse the US and Australian markets, highlight the impact of AI on earnings growth, and explore the potential benefits of investing in European and Japanese markets. The episode also touches on tariff impacts, central banks' policies, and the structural down path of the US dollar. Join us for a comprehensive analysis and strategic investment advice for the year ahead.

00:00 Introduction and Disclaimer

00:55 US Economic Outlook

01:23 Australian Economic Insights

02:40 Global Market Analysis

04:05 Inflation and Policy Adjustments

06:56 Currency Trends and Predictions

09:09 Emerging Markets and Trade Tariffs

12:20 Investment Strategies and Bond Market

14:06 Conclusion and Contact Information