Description

On today's episode, hosts Luke Laretive and Dylan Pargiter Green discuss active vs passive investing with special guest Daniel Palmer.

Key points include;

• The value of active management, especially during market downturns.
• A debate on active vs. passive investment strategies and common misconceptions.
• Insights on market trends, with a focus on NVIDIA's growth and AI investment implications.
• Analysis of the Australian stock market, global indices, and the Chinese economy's potential.
• Discussion on aligning investments with clients' goals, risk tolerance, and investment horizons.
• Myths around active management and the importance of long-term investment perspectives.
• The significance of financial advisors in guiding clients through market fluctuations.
• Fee structures, investment advice value, and aligning fund managers' incentives with investors'.
• Advocacy for transparency and evaluating investment performance based on after-fee returns.

General Advice Warning: This podcast is intended and contains general information on financial strategies, investments, and products only. Whilst Luke and Dylan are both licenced Financial Advisors, we don’t know your personal circumstances, goals or objectives. We highly recommend that you reach out to your Financial Advisor or investment professional to discuss any of the topics we have covered today before taking action.

Our full disclosure, copies of our financial services guides and additional information about Seneca Financial Solutions and Bold Wealth can be found below:

https://senecafs.com.au/

https://www.boldwealth.com.au/

Hosted on Acast. See acast.com/privacy for more information.