AI, War, Debt and Disorder - featuring Shane Coleman
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Markets have changed. Most portfolios haven’t.
The disinflationary world that made 60–40 work is gone. Debt is extreme, valuations are stretched and correlations are unstable. With the addition of an AI bubble and market volatility as geopolitical events dominate the news, this webinar breaks down in detail how investors can prepare for a new market regime.
In Episode 1, Alan Dunne is hosted by Newstalk's Shane Coleman for an in-depth look at how to invest in an unpredictable world.
Shane takes Alan through:
-What the new macro regime means for long-term investors
-Why most portfolios aren't built for the world we're now in
-How to construct portfolios that adapt as the economic landscape shifts
This episode will especially appeal to investors, finance professionals and those with self-directed pensions.