What Will Drive Investment Returns Over The Next 5 Years?

Podcast: Mont Wealth - "Pizz-Spectives" - Investing & Wealth Creation Strategies · Mont Wealth Advisors

Opublikowano: 2026-09-03

Rob Pizzichetta of Mont Wealth recaps the firm’s investment committee meeting and argues that power demand from the AI build-out is becoming a dominant market force. After a discussion with PIMCO’s Lily Feng, he notes core inflation around 2.5% trending lower, cooling consumption and wages, and expectations for only 1–2 rate cuts, while Australia’s CPI ran hot and markets price possible further RBA tightening; near-term rates are murky but “higher for longer” remains. Earnings are supporting equities despite near two-decade-high global yields: Australia’s season was fine but unspectacular, while S&P 500 profits rose about 33%. Citing Matt King, he links resil...