Our CEO, Chris Andrews, joined Ausbiz to unpack how persistent inflation, rising geopolitical risk and higher for longer interest rates are reshaping the investment landscape.
Chris explained that Australia is facing its most challenging inflationary environment since the early 1990s, with underlying pressures compounded by higher energy costs and global instability. While higher rates can lift returns for providers of capital, they also increase stress across the economy – making it a time for caution, not big portfolio swings.
From an investor perspective, Chris reinforced the importance of sticking to fundamentals, focusing on quality assets, experienced managers with proven performance through cycles, clear transparency and genuine diversification. In uncertain conditions, simplicity and scale matter more than ever, helping investors remain resilient when outcomes are difficult to predict.
La Trobe Financial Asset Management Limited ACN 007 332 363 Australian Financial Services Licence No. 222213 Australian Credit Licence No. 222213 is the responsible entity of the La Trobe Australian Credit Fund ARSN 088 178 321. It is important that you consider the Product Disclosure Statement (PDS) when deciding whether to invest or continue to invest in the fund. The PDS and Target Market Determinations are available on our website
