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Navigating turbulent markets
Manage episode 479778482 series 2948292
The current stock market is turbulent – what's the smartest way to safeguard your investments?
In this week's episode of the Friends With Money Podcast, Money Magazine's Michelle Baltazar chats with Juliana Rajkovic, investment advisor at Escala Partners, about managing investment portfolios during these uncertain times.
They explore the market shocks sparked by U.S. tariffs, the crucial practice of stress-testing and rebalancing, and strategies for incorporating defensive assets such as fixed income and gold. They also delve into how economic changes are influencing various asset classes, including global and Australian shares, property, and private debt.
00:00 Friends with Money podcast open
00:20 Meet Juliana Rajkovic, investment advisor at Escala Partners
01:23 Market uncertainty and volatility
02:15 Recession forecasts and portfolio rebalancing
06:37 Defensive assets and fixed income
09:37 Exploring private debt and credit strategies
11:04 Australian equities and property investments
14:47 Currency considerations and final advice
17:45 Recap and closing remarks
#friendswithmoney #michellebaltazar #julianarajkovic #stockmarket
Email Us: [email protected]
See omnystudio.com/listener for privacy information.
216 episodes
Manage episode 479778482 series 2948292
The current stock market is turbulent – what's the smartest way to safeguard your investments?
In this week's episode of the Friends With Money Podcast, Money Magazine's Michelle Baltazar chats with Juliana Rajkovic, investment advisor at Escala Partners, about managing investment portfolios during these uncertain times.
They explore the market shocks sparked by U.S. tariffs, the crucial practice of stress-testing and rebalancing, and strategies for incorporating defensive assets such as fixed income and gold. They also delve into how economic changes are influencing various asset classes, including global and Australian shares, property, and private debt.
00:00 Friends with Money podcast open
00:20 Meet Juliana Rajkovic, investment advisor at Escala Partners
01:23 Market uncertainty and volatility
02:15 Recession forecasts and portfolio rebalancing
06:37 Defensive assets and fixed income
09:37 Exploring private debt and credit strategies
11:04 Australian equities and property investments
14:47 Currency considerations and final advice
17:45 Recap and closing remarks
#friendswithmoney #michellebaltazar #julianarajkovic #stockmarket
Email Us: [email protected]
See omnystudio.com/listener for privacy information.
216 episodes
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