Building a portfolio for the next decade | Superhero: Sidekick

What if your next investment move wasn’t about the next quarter, but the next decade?

In this episode, we’re joined by Chris Judd – fund manager of Cerutty Macro Fund – to unpack how macro investing helps you stay ahead of the curve. It’s a strategy built on spotting powerful long-term trends before the rest of the market catches on.

Chris reveals where smart money is positioning right now and why patient, top-down investing could be the edge retail investors need, especially in this period of volatility.

Here’s what we cover:

• Why themes like “the electrification of everything” are driving long-term opportunities
• How the U.S. is shifting focus to debt over markets and why it matters
• How trade wars, dollar strategy and the return of ‘Made-in-America’ manufacturing will be factors behind long-term investing strategies
• Why gold’s moment may not be over despite hitting historical highs
• The case for Europe and the UK after years of underperformance
• What’s really happening in the Australian economy and why it’s time to pay attention

Sidekick is brought to you by Superhero (www.superhero.com.au). 

Proudly helping over 400,000 investors and superannuation members on their wealth-building journey.

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Superhero Markets Pty Ltd and Superhero Super Pty Ltd do not provide financial advice that takes into consideration your personal objectives, financial situation or particular needs. All investments carry risk, so please consider carefully before making any investment decisions and seek independent financial advice. Past performance is not indicative of future performance. Pictures, charts and graphs are provided for illustrative purposes only.

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