In this episode of Pizz-Spectives, Rob Pizzichetta, founder of Mont Wealth, chats with Phil Strano, Head of Credit Research and Portfolio Manager at Yarra Capital. They discuss market outlooks for 2026, Yarra Capital's fixed income strategies, and general investment advice. Key topics include growth resumption, interest rate predictions, the impact of AI and technological investment on markets, and credit allocation strategies. Phil emphasizes the importance of forward-looking investment and managing risk appropriately. Don't miss this in-depth discussion on navigating the economic landscape and the nuanced strategies behind Yarra Capital's higher income fund.

00:00 Introduction and Welcome

00:56 General Advice Disclaimer

01:09 Overview of Yarra Capital and Fixed Income Team

02:10 Macro Economic Outlook

02:52 Monetary Policy and Interest Rates

04:02 Impact of Global Markets on Australia

06:35 Investment Strategies and AI

08:36 Credit Ratings and Risk Management

10:34 Current Investment Opportunities

16:51 Concerns and Risks in the Market

19:26 Fund Performance and Volatility

21:01 Conclusion and Wrap-Up

21:19 Legal Disclaimers and Notices

00:00 Market Insights with Phil Strano: 2026 Economic Outlook and Fixed Income Strategies

Northcape’s #1 Place To Invest In Emerging Markets And The Process Behind It

In this episode of Pizz-Spectives, host Rob Pizzichetta, founder of Mont Wealth, delves deep into the realm of emerging markets with Patrick Russell, Portfolio Manager at Northcape Capital. They discuss Northcape's history, investment philosophy, and the allure of emerging markets. Patrick shares his personal journey and passion for emerging markets, the importance of sovereign risk assessment, and the criteria for selecting top companies. The conversation also covers current market dynamics, industry consolidations, and tailwinds for the future. If you’re interested in understanding emerging markets through the lens of seasoned experts, this episode is a must-watch!

00:00 Introduction and General Advice Disclaimer

00:35 Northcape Capital: Background and Philosophy

02:09 Patrick Russell's Journey into Emerging Markets

05:07 Understanding Emerging Markets and Sovereign Risk

08:40 Investment Strategies and Valuation in Emerging Markets

17:21 Industry Consolidation and Market Opportunities

29:13 Preferred Sovereigns and Future Outlook

34:30 Conclusion and Final Thoughts

Join Rob Pizzichetta, founder of Mont Wealth, in this edition of Pizz-Spectives as he discusses the Australian small cap market with Phillip Hudak, co-portfolio manager at Maple Brown Abbott. They touch on economic cycles, global influences, market trends, and the evolving landscape of small cap investments. Key topics include the impacts of interest rate changes, geopolitical shifts, and fiscal dynamics on small caps, as well as strategies for finding growth opportunities in this sector. Learn about Maple Brown Abbott's investment philosophy and their optimistic outlook for the future of Australian small caps.

00:00 Introduction and Disclaimer

00:44 Current Economic and Financial Cycle

01:22 Impact of Global Changes on Markets

04:32 Australian Small Caps Performance

09:40 Investment Strategies and Opportunities

14:48 Outlook for Small Caps and Fund Strategy

27:59 Conclusion and Contact Information

Rob Pizzichetta | BBus MFinPlan

Founder | Chair Investment Committee | Wealth Advisor

Mobile: 0419 514 278

Email: rob@montwealth.com.au

Authorised Representative: 1267301

Mont Wealth Advisors Pty Ltd

Address: Level 22, 8 Exhibition Street, Melbourne 3001

Website: www.montwealth.com.au