The Post-Budget Investing Playbook w. Hugh Robertson

Hugh Robertson reckons the world changed for Aussie investors on 12 May. For years the playbook

was simple. Earn well, borrow, negatively gear into residential property and let the market do the

rest. The budget took a fair chunk of that off the table, and now a lot of people with money to put to

work are asking the same question. What's the play now?

Hugh runs Centaur Financial Services, sits on the Barron's Top 100 adviser list, and has been a

mate of Ben's for over a decade, which means he doesn't get to be diplomatic. In this one he walks

through exactly what his firm changed in client portfolios after the budget, why they've gone

underweight Australian shares, and the asset classes they're now allocating to that they never

touched before.

We also get into the commercial property pitch flooding everyone's feed, and why two emerging

markets ETFs can hold completely different countries. Hugh explains what big tech raising debt tells

you about where the US market sits, and puts Ben through the maths question about a 50% fall that