Stanford Brown, SB Talks - Trump 2.0, New Neutral & Portfolio Tilts
Stanford Brown, SB Talks - Trump 2.0, New Neutral & Portfolio Tilts
SB Talks aims to help investors cut through all the media noise and hype and understand what drives investment markets and portfolio returns. In this episode of SB Talks, Stanford Brown CEO Vincent O’Neill speaks with Chief Investment Officer Nick Ryder to discuss:
What the Republican sweep in the US means for tariffs, taxes and growth
Why the Fed and RBA are in no hurry to get to ‘neutral’ rates
Recent adjustments to our equity exposures
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