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The focus for James and Jason in this episode is inflation. While considering the background of the last 2-3 years, they outline the current state of inflation domestically and in the US and consider what this could mean for interest rates, asset prices and investment portfolios.

James and Jason discuss the federal budget measures from late October and the continuing outlook for inflation and interest rates amid fears of a global recession.

They also touch on emerging themes from James' recent attendance at the JP Morgan investment conference in Singapore and Jason's US Study Tour meeting with leading US advisers and significant global firms such as Amazon and Blackrock.

James and Jason discuss the outlook for a global recession, the short and mid-term outlook for interest rates and the impact on investments, including equities and the bond markets.

As the 2022 financial year closes out, James and Jason highlight market returns across major asset classes for the year, the forward view for inflation and interest rates, and discuss recession concerns across Australia, US and Europe. They also consider the short-term implications, the outlook and the potential impacts on portfolios and client objectives.

With the war in Europe still raging and increasing talk of global recession, US markets have now recorded seven straight weeks of negative return while inflation fears persevere. James and Jason discuss the short-term implications, the outlook and the potential impacts on portfolios and client objectives.

Jem Fuller is a coach | facilitator | speaker, and author with his book The Art of Conscious Communication for Thoughtful Men, published in late 2021.Jem’s pivot from corporate sales manager coincided with, in his own words, a mid-life crisis resulting from some of the pillars of his life crumbling around him.In addition to the recent publication of Jem’s book, his TedX presentation, which is already approaching 60,000 views, can also be found here.