Investment Fundamentals: Growth Assets and Portfolio Discipline

In this episode of Retirement Living Your Way, Greg Black is joined by Troy Theobald and Josh Nixon from RFS Advice for part two of their investment fundamentals discussion.

This episode explores growth assets and specialist investments, including international shares, thematic funds, index funds, smart beta, active management, private equity and property. The conversation focuses on understanding each investment’s role, risks, liquidity and fit within a well-constructed portfolio.

The key message is simple: good investing is not about chasing every opportunity. It is about research, discipline, transparency and knowing why each investment belongs in the portfolio.