Investment Feed Insights #2

In this episode, Neil Rogan is joined by Alex Cousley, Strategist and Portfolio Manager at Russell Investments, to unpack the drivers of recent market movements, what Australia’s US beef import announcement signals about tariff diplomacy, and why the recent NVIDIA-China development could reshape strategic investment narratives. Alex also shares his outlook on interest rates, inflation, and the Australian dollar, providing a sharp, timely update for financial advisers navigating shifting macro conditions. Neil Rogan LinkedIn: https://www.linkedin.com/in/roganneil/ Alexander Cousley LinkedIn: https://www.linkedin.com/in/alexander-cousley-cfa-a10b81109/ Russell Investments Website: https://russellinvestments.com/ Recognise real-world learning as CPD: https://ensombl.com/cpd/ General Disclaimer – https://www.ensombl.com/disclaimer/