
Greetings fellow investors!
Here’s my latest webinar for the IFPA* ‘Investment Insight’ series held on 9 October 2026.
https://vimeo.com/1236070826/99cfd3dcd5?share=copy&fl=sv&fe=ci
Covers FIVE hot topics from advisors and investors:
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- Private Credit – more problems ahead?
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- US bond yields – how high? Why they are important
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- Inflation – why we’re into the next rising inflation cycle
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- How inflation impacts asset and portfolio returns – why boomers got lucky, and why conditions and returns will be very different for today’s investors
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Designed to arm advisers with clear, fact-based analysis and insights to assist advisers in answering client queries about what is happening in investment markets and why.
Access to the webinar is FREE for IFPA members AND non-members. No registration or login required.
Here are the main topics with time-stamps:
- 0:00 - Intro
- 2:00 – Agenda topics – FIVE hot topics for clients and advisers
- 6:00 – (1) How high will cash rates go?
- 14:45 – Audience Question :– how high can unemployment get?
- 17:50 – Audience Q: is the workforce more flexible today than in the 1970s?
- 20:50 – Audience Q: what about fiscal policy to reduce inflation?
- 29:45 –(2) Private Credit
- 31:40 – Why Private Credit is very different to Bank lending
- 39:45 – Why Private Credit funds are the new “mortgage funds’
- 44:40 – (3) US Bond yields – how high?
- 46:00 - 5% bond yields are actually not high at all
- 49:29 – (4) Inflation – the BIG picture
- 51:00 – why inflation will keep trending up
- 54:00 - why the recent era of declining inflation is now over
- 58:20 – (5) How inflation affects investment returns
- 1:02:00 – how asset classes perform in different inflation conditions
- 1:11:30 – Audience Q: impact of higher debts today?
- 1:15:20 – Audience Q: why governments love inflation?
- 1:17:30 – Audience Q: how important is immigration
Plus don’t forget to pick up your CPD points via the link at the end!
All of the charts, analyses and underlying reports (and hundreds more) are available for free at –
Owen Analytics - https://www.owenanalytics.com.au/
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- Original fact-based research & analysis. NO ai. All Human. NOT an ‘influencer’. NOT selling or promoting anything. NO ‘revenue model’.
* IFPA (Institute of Financial Professionals Australia) is a not-for-profit membership association for tax, superannuation, and financial advice professionals, particularly in the SME sector. Established in 1919 as ‘Taxpayers Australia’ and has over 30,000 members and subscribers.
‘Till next time. . . . safe investing, and stay healthy!