What works and what doesn’t in a world of higher rates and inflation

History may not repeat, but it can tell us a lot about the likelihood of certain outcomes, even in unusual times. Julia Lee of State Street Global Advisors has read the research, and believes it could be prophetic.

Julia shares her thoughts on:

• Which sectors have outperformed in downturns, and which haven’t
• Why the energy sector doesn’t perform the way you think it might
• What investors can learn from past performance across all asset classes, and
• Why the received wisdom about diversification needs to come with a caveat.

You can access this and previous episodes of the Your Wealth podcast now on iTunes, Podbean, Spotify or at nabtrade.com.au/yourwealth

If you’re short on time, consider listening at 1.5-2x speed, which should be shown on the screen of your device as you listen. This won’t just reduce your listening time; it has also been shown to improve knowledge retention.