In this episode, Paige Estritori discusses potential market instability highlighted by Schroders due to trade tensions and policy surprises from the Reserve Bank. As the August reporting season approaches, strategies targeting undervalued sectors such as energy and materials are suggested. AustralianSuper faces criticism for investing in coal despite an initial pledge for net zero emissions, while they argue for a diversified approach to energy transformation. New Zealand's housing market experiences a downturn following a surge during the COVID-19 pandemic, unlike Australia where high demand keeps property prices up. Finally, the traditional credit card usage sees a decline among Generation Z, giving space to platforms like Afterpay and Klarna, thereby altering the personal finance landscape and calling for regulatory consideration for 'Buy Now, Pay Later' services.
