{"version":"1.0","type":"rich","provider_name":"Acast","provider_url":"https://acast.com","height":250,"width":700,"html":"<iframe src=\"https://embed.acast.com/$/61e618c9d9ce8600126e77fa/67d39a5a901b9ce97f029fe8?\" frameBorder=\"0\" width=\"700\" height=\"250\"></iframe>","title":"How to invest in a post-tariff world","description":"<p>This episode focuses on tarriffs - how investors should think about them, how they should position their portfolios, and the types of companies that will continue to prosper.</p><p><br></p><p>Industry super funds have turned to private assets to invest the retirement savings of millions of Australians. In <a href=\"https://www.morningstar.com.au/insights/retirement/261852/unconventional-wisdom-the-myth-of-better-risk-adjusted-returns-in-industry-super-funds\" rel=\"noopener noreferrer\" target=\"_blank\">this week's Unconventional Wisdom</a> column, Mark explores whether they live up to the hype.</p><p>&nbsp;</p><p>The proposed $3 million super cap was originally seen as a tax for the wealthy. With no adjustment for inflation, with time it will impact more and more Australians. <a href=\"https://www.morningstar.com.au/insights/personal-finance/261853/future-focus-should-i-stop-salary-sacrificing-to-my-super\" rel=\"noopener noreferrer\" target=\"_blank\">Shani's Future Focus column </a>looks at whether investors should stop contributing to their super, and the ways in which they can approach the problem.</p><p>&nbsp;</p><p>Warren Buffett often cites Phil Fisher as one of his biggest investing influences. <a href=\"https://www.morningstar.com.au/insights/personal-finance/261854/bookworm-look-for-fishers-x-factor-in-long-term-holdings\" rel=\"noopener noreferrer\" target=\"_blank\">In this week's Bookworm</a>, Joseph explores one of Fisher's essential criteria for a long-term holding. As Joseph shows, this 'X factor' can be the difference between owning a company that fizzles out after an initial success and one that continues to thrive for many years.</p><p>&nbsp;</p><p>Australia’s obsession with homeownership is constantly increasing, as first home buyers rush to get on the ladder. Last week, Sim explored whether you should save for a deposit or invest in shares. It appears that amongst the shares vs housing debate, there emerges a third, enigmatic wildcard <a href=\"https://www.morningstar.com.au/insights/personal-finance/261908/young-and-invested-should-you-rent-vest\" rel=\"noopener noreferrer\" target=\"_blank\">that is ‘Rent-vesting’.</a></p><p><br></p><p>To submit any questions or feedback, please email mark.lamonica1@morningstar.com or leave us a voicemail to feature on the podcast&nbsp;<a href=\"https://www.speakpipe.com/Investing_Compass\" rel=\"noopener noreferrer\" target=\"_blank\">here.</a></p><p>Additional resources from our episodes are available&nbsp;<a href=\"https://www.morningstar.com.au/learn/article/podcast-investing-compass/206215\" rel=\"noopener noreferrer\" target=\"_blank\">via our</a>&nbsp;<a href=\"https://www.morningstar.com.au/learn/article/podcast-investing-compass/206215\" rel=\"noopener noreferrer\" target=\"_blank\">website.</a></p><p>Audio Producer and mixer:&nbsp;<a href=\"https://open.acast.com/shows/61e618c9d9ce8600126e77fa/episodes/www.willton.me\" rel=\"noopener noreferrer\" target=\"_blank\">William Ton.</a></p><p><br></p>","author_name":"Morningstar Australia"}