Macro insights & where to strategically allocate your assets | Jason Coggins
Join us to hear Jason discuss where markets are going and what to think about when allocating your investment assets.
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Quarterly Insights with Jason Coggins. In today’s ROCAST, we’re bringing you something a little different. For those unfamiliar with Jason, he is one of the industry's leading minds in strategic asset allocation, wealth management, and macroeconomics. He’s worked with some of the biggest names in the industry—ANZ, CBA, Koda —and currently advises five major institutions and family offices. He is a Chief Investment Officer, and I think you’re really going to benefit from his perspectives.
This Insights series focuses on strategic asset allocation and macroeconomic themes. If you're a York client and were lucky enough to join us live last week, I hope you found Jason’s insights as valuable as we did. If you're not a client and would like to attend future sessions as this current episode will always be a delayed release, feel free to reach out—we’d love to have you at our next quarterly live broadcast.
We're also pleased to introduce our soon-to-be wholesale client adviser and associate, Anthony Adlam, who will be introducing and organising the Insights series going forward.
Before we get into the conversation, please remember this ROCast is made for entertainment purposes only. Past performance is not a reliable indicator of future returns, and today’s discussion is intended to help you better understand Macro Insights & Where to Strategically Allocate Your Assets. It is not in any shape or form personal investment advice.
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Murdoch Gatti is the founder of York Wealth Management and a private wealth adviser to families, business owners and professionals.
York helps clients make better long-term decisions about how their capital is invested, structured and passed on. That covers portfolio construction, retirement and superannuation strategy, and planning for the transfer of wealth between generations.
Murdoch also hosts The Rate of Change, a podcast where he interviews fund managers, investors and business leaders, then tests what he hears against the data.
Outside work, Murdoch and his wife Yasmin have two young children.
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York Wealth Management Pty Ltd ABN 46 605 610 679 is a Corporate Authorised Representative (No. 001007972) of AD Advisory Services Pty Ltd ABN 68 005 830 802, AFSL No. 237058. Murdoch Gatti is an Authorised Representative (No. 001007979) of AD Advisory Services Pty Ltd.
This article contains general advice only. It has been prepared without taking into account your objectives, financial situation or needs. Before acting on it, you should consider whether it is appropriate to you in light of your objectives, financial situation and needs, and seek professional advice where appropriate. If a financial product is referred to, you should obtain and consider the relevant Product Disclosure Statement and Target Market Determination before making any decision about it.
Every reasonable effort has been made to ensure the information is accurate at the time of publication, but no representation or warranty is given as to its accuracy, completeness or currency. Views of podcast guests and other third parties are their own. Links to third-party websites are provided for convenience only; we do not endorse and are not responsible for their content. Past performance is not a reliable indicator of future performance.
York Wealth Management, AD Advisory Services and their representatives may receive fees or other benefits in relation to financial products and services. Please refer to our Financial Services Guide, available from York Wealth Management, for more information.
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Murdoch Gatti is the founder of York Wealth Management and a private wealth adviser to families, business owners and professionals. York helps clients make better long-term decisions about how their capital is invested, structured and passed on....
Murdoch Gatti is the founder of York Wealth Management and a private wealth adviser to families, business owners and professionals. York helps clients make better long-term decisions about how their capital is invested, structured and passed on....
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