In this episode of Pizz-Spectives, Rob welcomes Reece Birtles, Chief Investment Officer of Martin Currie Australia, to discuss his extensive experience in investment cycles over the past 30 years.

They delve into the historical tech bubble, the GFC, and the current market conditions, particularly focusing on value investing, the rise of passive funds, and the concentration risks in indices. Reece provides insights into his equity income portfolio, expected returns, and the significance of active management in offering portfolio insurance. Tune in to learn more about market dynamics, valuation dispersion opportunities, and strategic portfolio construction.

00:00 Introduction to Reece Birtles

00:53 Reece's Career Journey and Market Cycles

02:25 Value Investing vs. Growth Investing

04:44 Market Concentration and Diversification

07:57 Current Portfolio Strategy and Opportunities

08:59 Active vs. Passive Management

11:49 Economic Outlook and Reporting Season

17:18 Conclusion and Fund Information

Join Rob Pizzichetta, founder of Mont Wealth, and Devin O'Keefe, Business Development Manager at ClearBridge Infrastructure, as they discuss the crucial role of infrastructure investment in driving artificial intelligence and economic growth. Explore how AI and data demand, Trump's tariffs, and various infrastructure sectors are set to impact the market. Discover the expected rate of return for infrastructure and learn about the strategies behind identifying profitable opportunities in this rapidly evolving asset class.

00:00 Introduction to Pizz-Spectives

00:39 The Importance of Infrastructure Investment

01:28 Growth in Electricity Demand

02:28 Subsectors of Infrastructure

05:10 The Rise of Data Centers and AI

08:42 Investment Strategies and Opportunities

10:16 Global vs. Australian Infrastructure

13:57 Impact of U.S. Policies on Infrastructure

16:33 Conclusion and Future Outlook

Pizz-Spectives: Pizz-Spectives: 2025 Property Market Insights with Experts Adam Vocale & John Morello

Join Rob in an insightful discussion with Victorian real estate experts Adam Vocale Jellis Craig from Sorrento and John Morello from Jellis Craig in Essendon. They delve into their respective markets, the challenges faced in 2024, including interest rate hikes and land tax issues, and their predictions and trends for 2025 and beyond.

Discover how the market dynamics vary from coastal to inner-city properties, and get a glimpse into the long-term prospects for Melbourne's real estate landscape. Don't miss out on their valuable perspectives and forecasts!

00:00 Introduction and Guest Introduction

00:25 Adam's Business Overview

01:06 John's Business Overview

02:48 Reflecting on 2024 Property Market

08:37 Looking Ahead to 2025

15:41 Long-Term Property Trends

21:47 Competitive Advantages of Jellis Craig

25:07 Conclusion and Farewell

adamvocale@jelliscraig.com.au

johnmorello@jelliscraig.com.au