Mont Wealth Investment Strategy & Performance Review FY 2025

Pizz-Spectives: Mont Wealth Investment Strategy & Performance Review FY 2025

**GENERAL ADVICE ONLY**

In this episode of Pizz-Spectives, Rob Pizzichetta, founder of Mont Wealth, reviews the FY25 performance of Mont Wealth Managed Accounts and discusses the outlook for various asset classes. He highlights the performance of the multi-asset strategic growth and income portfolios, the role of the investment committee, and the five-step investment process. Rob also examines macroeconomic trends, the impact of inflation, and future drivers of growth, including AI and infrastructure. Additionally, the episode covers the IMF's projections for global GDP, asset allocation strategies, and the importance of active management in achieving stable and optimal returns.

00:00 Introduction to Pizz-Spectives

00:14 FY 25 Performance Overview

01:01 Investment Committee Insights

01:31 Five-Step Investment Process

03:26 Historical Market Trends and Future Outlook

06:57 Mont Wealth FY 25 Performance Comparison

11:54 Asset Allocation Strategy

22:41 Superannuation Updates and Final Thoughts