Investor Digest

In the latest episode of Investor Digest, Tamikah Bretzke is joined by Ben Lam, Leroy Qian and Daniel Cheang from the Investments team to discuss one of Australia’s favourite asset classes – property – and some of the longer-term and structural shifts occurring within listed and unlisted markets.

What are some of the key indicators of inflation? Tune in as Tamikah Bretzke is joined by Scott Tully and George Lin of the Investments team for a June quarterly catch-up, where they discuss some of the key market drivers last quarter and explore inflation, its possible impacts on investments, and the signposts that may hint at the direction of inflation in future.

There’s a lot of noise surrounding Bitcoin, and it generally falls into two schools of thought. In this episode, Tamikah Bretzke is joined by crypto enthusiasts Curtis Dwyer and Ketan Gulabdas for a bull versus bear debate, where they discuss some of the risks and opportunities of Bitcoin, and address some of the common misconceptions people have about this asset.

How has portfolio construction evolved over time? Tune in to hear Curtis Dwyer, Peter Dymond and Ernest Kwok from the Investments team discuss the shift away from traditional 60/40 portfolios, and the evolution of strategic asset allocation in an ever-changing investment environment.

What was the biggest driver of investments last quarter? Tune into Investor Digest as Senior Investment Manager George Lin recaps markets over what he’s called a “transformative quarter”, and explains what the big deal is about higher inflation and the increase in global bond yields.

What is Investor Digest? Curtis Dwyer and Tamikah Bretzke of Colonial First State reveal what can you expect to hear from this all-new investments podcast and explain why your feedback is important.