• Why Shani uses managed funds

  • Mar 1 2025
  • Length: 22 mins
  • Podcast

Why Shani uses managed funds

  • Summary

  • In a listener requested episode, Shani goes through why she uses managed funds and how she chose to use the investment product for the problems that it solves for her.


    Mark's Unconventional Wisdom column takes readers on a trip to Monte Carlo this week. He looks at the levers that investors can pull to have a more secure retirement, reducing uncertainty for investors.

    Shani's Future Focus column explores the trade offs that parents are making with private school. In an Investing Compass listener requested column, Shani explores the costs of Government, Catholic and Independent schools, and the impact that these costs can have on your financial outcomes.

    The concept of economic moats is central to how our analysts weigh up companies. In this week's Bookworm, Joseph taps a classic investing article on the idea of "legacy" versus "reinvestment" moats. As it turns out, the differences could explain why some companies are able to compound in value far faster than others.


    Australia is undoubtedly in a housing crisis with young, prospective homeowners feeling betrayed by our governments. This frustration can be attributed to appalling public policy failures that have proliferated demand in an already overpriced housing market. This week Sim explores the issue of housing affordability by looking at proposed solutions and their implications.


    To submit any questions or feedback, please email mark.lamonica1@morningstar.com or leave us a voicemail to feature on the podcast here.

    Additional resources from our episodes are available via our website.

    Audio Producer and mixer: William Ton.


    Hosted on Acast. See acast.com/privacy for more information.

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