Quarterly Portfolio Update: Inflation, Rates & Where We're Positioned - with Ben Kemp & Jonathan Tolub | Episode #174

  Ben catches up with JT from Invest Sense on what's been driving markets and how our portfolios are positioned going forward.   They start with inflation, which has crept back up to 3-4% in Australia thanks to a mix of global pressures (like the conflict in Iran) and local ones (rents, wages), with the RBA expected to raise rates once or twice more this year. They also look at the US, where a new Fed chairman and rising government debt are pushing bond yields higher.   The message throughout: building steady, reliable portfolios that can handle whatever markets throw at them.   Questions about your portfolio? Get in touch   If you'd like to check us out: Facebook:   /   / burkebrittonfp     Instagram:   /   / burkebrittonfp     TikTok:   /   / burkebrittonfp     Spotify: https://open.spotify.com/show/5k17gfi5Kw10osJmeONLoU?si=e0d5e597d57b4f79   ... If you are seeking personal financial advice specific to your circumstances you can contact the team at Burke Britton Financial Partners on 0352217700, [email protected], visit our website at www.bbfp.com.au or book a 15min call to see how we can help you via https://app.acuityscheduling.com/sche...   You can find us on Twitter, Instagram & Facebook @BurkeBrittonFP PB Financial Solutions Pty Ltd trading as Burke Britton Financial Partners ABN 67 097 381 523. PB Financial Solutions Pty Ltd trading as Burke Britton Financial Partners are Authorised Representatives of AMP Financial Planning Pty Limited, ABN 89 051 208 327, AFS Licence No: 232706. Any advice contained in this podcast is of general nature only and does not constitute personal financial product advice. In preparing this podcast, no account was taken as to the objectives, financial situation or needs of any particular person. Therefore, before making any decision, listeners should consider the appropriateness of the advice with regard to their particular objectives, financial situation and needs.