Episode description

In this episode, Candice Bourke catches up with Moz Afzal, Global Chief Investment Officer for EFG, to discuss the US presidential election outcome and what this means for asset classes and portfolio construction as we head into 2025.

Candice and Moz discuss the potential winners and losers within investors' portfolios under Trump's second term in the White House.

Will his policies indeed be inflationary? And what does this mean for the outlook of interest rates as we head into 2025?

The 60/40 asset allocation could be the winning combination as we head into 2025, so you won't want to miss this conversation. tune in for some great insights!

Follow Talk Money To Me on Instagram, or send Candice and Felicity an email with all your thoughts here. 

Felicity Thomas and Candice Bourke are Senior Advisers at Shaw and Partners, and you can find out more here. 

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In the spirit of reconciliation, Equity Mates Media and the hosts of Talk Money To Me acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. 

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