In this week's episode of Talk Money To Me, Candice and Felicity explore why infrastructure is fast becoming a cornerstone of resilient investment portfolios in 2025 and beyond.

They deep dive into:

• How infrastructure assets provide stable income, inflation protection, and lower volatility.
• Why infrastructure tends to outperform during market downturns.
• How tariffs, inflation and slower growth are making defensive assets more important than ever.
• How the ClearBridge Developed Markets Infrastructure Income SMA offers diversified exposure to global infrastructure — and why it's a top pick right now.
• Breakdown of key holdings like E.ON, Crown Castle, NextEra, and TC Energy.

If you're looking for ways to add stability, income, and global growth opportunities to your portfolio, this episode is a must-listen.

Connect with Us:

📲 Follow us on Instagram: @talkmoneytomepodcast and Youtube @talkmoneytomepodcast

💼 Reach out via tmtm@equitymates.com

🎧 Subscribe and leave a review if you enjoyed the episode!

Felicity Thomas and Candice Bourke are Senior Advisers at Shaw and Partners, and you can find out more here.

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In the spirit of reconciliation, Equity Mates Media and the hosts of Talk Money To Me acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.

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Talk Money To Me is a product of Equity Mates Media.

This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives.

Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.

Equity Mates Media operates under Australian Financial Services Licence 540697.

Talk Money To Me is part of the Acast Creator Network.

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

Ever heard of debt recycling and wondered how it works?

In this episode of Talk Money To Me, Felicity and Candice break down the powerful financial strategy that savvy homeowners are using to grow their wealth and build investment portfolios – all while paying down their mortgage.

Join us as we unpack:

• What is debt recycling and how it works
• Real-life examples using home equity and offset accounts
• The tax benefits
• Risks and when this strategy may not be suitable
• How to structure your loans effectively
• Why high-income earners and long-term investors are embracing it

Whether you’re planning for early retirement, looking to invest more tax-effectively, or simply want to make your money work smarter — this episode is packed with practical insights and financial planning tips.

Follow and subscribe for more expert insights on markets, financial strategies, and investing!

Follow Talk Money To Me on Instagram, or send Candice and Felicity an email with all your thoughts here.

Felicity Thomas and Candice Bourke are Senior Advisers at Shaw and Partners, and you can find out more here.

*****

In the spirit of reconciliation, Equity Mates Media and the hosts of Talk Money To Me acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.

*****

Talk Money To Me is a product of Equity Mates Media.

This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives.

Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.

Equity Mates Media operates under Australian Financial Services Licence 540697.

Talk Money To Me is part of the Acast Creator Network.

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

In a special bonus episode - Candice, dialling in from the US, & Felicity, dive into the big topic shaking global markets: tariffs, trade tensions, and what they mean for the US economy- and your portfolio.

Follow and subscribe for more expert insights on markets, financial strategies, and investing!

Follow Talk Money To Me on Instagram, or send Candice and Felicity an email with all your thoughts here.

Felicity Thomas and Candice Bourke are Senior Advisers at Shaw and Partners, and you can find out more here.

*****

In the spirit of reconciliation, Equity Mates Media and the hosts of Talk Money To Me acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.

*****

Talk Money To Me is a product of Equity Mates Media.

This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives.

Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.

Equity Mates Media operates under Australian Financial Services Licence 540697.

Talk Money To Me is part of the Acast Creator Network.

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