It’s been a while since I last recorded a video update—back then, we were in the thick of the Trump tariff tantrum and market volatility. Fast forward to now, and equity markets have surged to new highs despite ongoing concerns around inflation, tariffs, and global conflict. In this update, I share my thoughts on what’s driving this momentum, including the transformative impact of AI and why I believe inflation fears may be overstated thanks to longer term productivity gains once tariff disruption subsides.
I also touch on how our portfolios are positioned to benefit from falling interest rates, with strong performance across fixed interest, equities, commercial property, and alternatives.
I discuss this and more in our quarterly update video below.
On the operational side, I’m excited to welcome Danush Fernando to the team as we continue to grow and refine how we deliver advice. If you’re thinking about your portfolio strategy or just want to chat, I’m always happy to connect.
Rob Gilmour is the Managing Principal of Wealth Simplicity. The information provided should not be considered personal financial advice as it is intended to provide general advice only. The content has been prepared without taking into account your personal objectives, financial situations or needs. You should seek personal financial advice before making any financial or investment decisions.