Charlie Viola

speaker

337 appearances 1 recordings 1 series first heard Jun 2026 last heard 1 Jun

Charlie Viola’s voice in public audio — every appearance, attributed to the second.

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Recordings per month over the last 12 months — 1 in all, peaking in Jun 2026 with 1.

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Equity Mates Investing Podcast · Beyond the Budget: How Charlie Viola is approaching building wealth | Ask an Adviser · 1 Jun 2026 podcast

We still think that global equities will

perform reasonably well over the medium to long term.

There's lots of sort of discussion around AI and disruption and whatever else.

All we think that AI does over time, if you think about the US as an example, as a company or one big business, all it's doing is growing its earnings generally.

All it is, is a positive impact to GDP growth.

Individual stock selection over time, I think, will be difficult.

I also think sector selection might be difficult.

But generally, US equities and global equities, we think, will actually perform quite well.

We then like to balance that out.

We're big ones, obviously, for the private market space.

We think infrastructure will continue to perform really well over a period of time.

So we're also, you know, we're big ones for private market allocations.

So we like portfolios to have that equity market risk within them.

So we believe in global growth, but we also believe in infrastructure.

We like it.

We like putting client monies into it.

It punches income into the bank account.

It's all weather.

It protects us from downside and drawdown risk on markets.

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