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NAB Morning CallOvernight key economic and market information straight from NAB's team of expert market economists and strategists Author: Phil Dobbie
Start your day with the NAB Morning Call for the latest overnight key economic and market information straight from our team of expert market economists and strategists. This includes perspective on overnight news and market price action and the forces shaping movements in Australian and global markets in the days ahead. Hosted on Acast. See acast.com/privacy for more information. Language: en Genres: Business, Business News, News Contact email: Get it Feed URL: Get it iTunes ID: Get it |
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Weekend edition: Steady Hand, Shifting Sands
Episode 87
Thursday, 23 April, 2026
Friday 22nd April 2026Please note this communication is not a research report and has not been prepared by NAB Research analysts. Read the full disclaimer here.In this weekend edition of the NAB Morning Call, Kylie Willment, Chief Investment Officer at Mercer, joins Phil Dobbie to explain why their core investment strategy remains sound even as the global landscape becomes increasingly volatile. While Willment emphasizes that their fundamental long-term approach is right, she discusses the necessary "adjustments at the margin" being made to navigate current geopolitical firestorms and the shift toward "just-in-case" economic resilience. The discussion highlights that private and overseas investments remain valid and essential components of a modern portfolio, provided they are backed by rigorous asset-level research and robust protections against persistent inflation risk. From the "massive tailwind" from the energy transition to the relative insulation of the U.S. economy, Willment provides a deep dive into how super funds are evolving to protect member returns in a "messier" era for central banks and global trade. Hosted on Acast. See acast.com/privacy for more information.
