money money money 847b the 2-speed economy, managing big super money, market trends + more with Jody Fitzgerald
Nov 26, 2025
Jody Fitzgerald, General Manager at Australian Retirement Trust and experienced portfolio manager, dives into the complexities of the two-speed economy shaped by post-COVID shifts and global events. She shares insights on managing super funds, AI’s role in investing, and emerging market trends. Jody gives practical advice for women entering finance and discusses resolutions for engaging with superannuation. Plus, hear her take on the MAG7 stocks and the current landscape of tariffs and inflation.
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Two-Speed Economy Explains Market Disconnect
- The economy is running at two speeds: asset-rich consumers drive headline demand while middle and lower-income groups lag behind.
- This creates a disconnect where market returns look strong despite rising delinquencies and real stress for many households.
Build A Liquidity Ladder
- Manage liquidity deliberately with term structures and a liquidity ladder to meet capital calls and member payments.
- Keep cash in varied term deposits and liquid instruments so you can earn returns while staying ready for obligations.
Data And Quant Power Portfolio Decisions
- Investment decisions increasingly rely on structured and unstructured data, so funds build data and quant capabilities.
- Portfolio intelligence programs enable faster insights and are stepping stones toward ethical, governed AI use.
