
Episode #28
Lifespan Investment Series, Episode 13 : Iran, Energy, and the New Inflation Reality
Join Lifespan CEO Eugene Ardino and Jonathan Pain, publisher and author of The Pain Report, as they unpack the forces shaping markets this quarter. They open with active manager dispersion, looking at how AI's growing weight in the global index is driving a disparity in active manager performance. From there, the conversation turns to Iran and what a new geopolitical reality means for the future of global oil supply, and the inflationary pressure that an energy crisis of this scale is driving. Eugene and Jonathan discuss inflation and interest rates, both globally and closer to home, and they dig into where Australian rates are headed next, and the tension between stubborn inflation and rising house prices. They also update the positioning of the Lifespan Managed Portfolios in light of all of the above

