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 the following:

• 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

Thank You, Nick Ryder, Stanford Brown CIO, for sharing the latest Stanford Brown Monthly Investment Markets Report for November 2024.4.

The report aims to help investors navigate the media noise and hype and understand what drives investment markets and portfolio returns.

This month, Nick and the Stanford Brown Teamtackle some of the most pressing questions for longer-term investors:

• Key developments over the month

• Performance of major financial markets

• Current investment outlook and portfolio positioning

• Views on major asset classes

If you have any questions, please do not hesitate to contact your Adviser.

In this episode of SB Talks, Stanford Brown CEO Vincent O’Neill speaks with Chief Investment Officer Nick Ryder to discuss:

• Bond market moves ahead of US election

• Australian inflation and the repricing of rate cut prospects

• Key takeaways from the US earnings reporting season

To listen to the update you can download the audio as a podcast below or listen on spotify.

In this episode of SB Talks, Stanford Brown CEO Vincent O’Neill speaks with Chief Investment Officer Nick Ryder to discuss the following:

• The new Stanford Brown Responsible Investment (RI) Policy

• How we think about terms like RI, ESG, ethical investing and impact investments

• Whether incorporating RI can improve risk and returns 

• Issues such as transparency and the implications of excluding certain investment types

• How the policy impacts Stanford Brown portfolios depending on client objectives

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 the following:

• The Australian earnings reporting season, including BHP’s profit results

• The US rate outlook following the Jackson Hole Economic Symposium

• Recent global Purchasing Manager business surveys

• Upcoming data to watch, including Nvidia’s quarterly results

We are lucky to have Stanford Brown's Quarterly Investment Markets Report for the second quarter 2024.

The report aims to help investors cut through all the media noise and hype and understand what drives investment markets and portfolio returns.

In the report, Stanford Brown Cheif Financial Officer Nick Ryder tackles some of the most pressing questions for longer-term investors:

• What happened over the quarter

• Performance of major financial markets

• Current investment outlook and portfolio positioning

• Views on major asset classes

• Current portfolios allocations

Thank you, Nick Ryder, Stanford Brown's Chief Investment Officer, for generously sharing Stanford Brown's insights in the Monthly Investment Markets Report for April 2024. We appreciate the valuable information you provided to our community.

The SB Monthly Report aims to help investors cut through the media noise and hype and understand what is really driving investment markets and portfolio returns.

This month, Nick tackles some of the most pressing questions for longer-term investors:

What happened over the month

Performance of major financial markets

Current investment outlook and portfolio positioning

Views on major asset classes

Current portfolios allocations

Thank you, Stanford Brown, for sharing their episode of SB Talks with host CEO Vincent O’Neill, who speaks with Chief Investment Officer Nick Ryder to delve into the latest economic developments shaping global markets.

The pair examine the following;

• The recent pullback in equity markets and the outlook for equities in the future.

• March’s CPI numbers exceed market expectations, prompting speculation about the inflation and monetary policy trajectory.

• They discuss the IMF's upgraded World Economic Outlook, highlighting growth projections and regional disparities, focusing on US and European economies.

• Lastly, they analyse China's Q1 GDP data, examining the role of government investment versus consumer sentiment in driving economic performance.

Stanford Brown Quarterly Report Q1 2024

We hope you like Stanford Brown's (SB) Quarterly Investment Markets Report for the first quarter of 2024. The primary objective is to provide investors with clear insights to navigate the complexities of investment markets, enabling a deeper understanding of the factors influencing portfolio performance amidst the constant media chatter and sensationalism.

This month, Nick Ryder, Chief Investment Officer from SB, tackles some of the most pressing questions for longer-term investors:

1. What happened over the quarter

2. Performance of major financial markets

3. Current investment outlook and portfolio positioning

4. Views on major asset classes

5. Current portfolios allocations

Thanks, Nick Ryder, Chief Investment Officer (CIO) from Stanford Brown, for sharing their latest update. The update aims to help investors cut through all the media noise and hype and understand what is really driving investment markets and portfolio returns.

This month, the SB Team tackled some of the most pressing questions for longer-term investors:

• What happened over the month

• Performance of major financial markets

• Current investment outlook and portfolio positioning

• Views on major asset classes

• Current portfolios allocations

Stanford Brown October Market Report

This month, SB tackled the following points;

• What happened over the month

• Performance of major financial markets

• Current investment outlook and portfolio positioning

• Views on major asset classes

• Current portfolios allocations

21st September Special Edition of SB Talks

Thank you, Nick Ryder, Chief Investment Officer (CIO), and the Stanford Brown Team, for taking the time to generously share your highly informative and invaluable monthly report with THE EXPATRIATE Community. We appreciate your continuous efforts in keeping our community well-informed and empowered with your expert insights and analysis.

This month, Nick tackles some of the most pressing questions for longer-term investors:

• What happened over the month

• Performance of major financial markets

• Current investment outlook and portfolio positioning

• Views on major asset classes

• Current portfolios allocations

To read the full report, click on the link below;

Stanford Brown (SB) Talks is an informative conversation with SB CEO Vincent O’Neill and Chief Investment Officer (CIO) Nick Ryder in which they explore the important elements of your financial world – from investments to strategy, from retirement planning to intergenerational wealth.

They discuss:

Why the RBA’s latest rate pause might give hope that inflation is waning

Services and rent are the biggest drivers of inflation

The divergence between cashed-up and stressed homeowners

Why Europe’s inflation remains sticky

Japan’s increased flexibility surrounding bond yield caps

US earnings reporting season

Thank You, Stanford Brown CEO Vincent O’Neill and Chief Investment Officer Nick Ryder, for sharing the latest edition of the SB Talks podcast. In this podcast, the SB financial gurus explore the important elements of your financial world – from investments to strategy, from retirement planning to intergenerational wealth.

CEO Vincent O'Neill is hosting this episode of SB Talks, and his guest is Chief Investment Officer Nick Ryder.

They discuss:

The RBA’s “hawkish skip” in July

Mortgage prisoners and the housing sector

US employment and wages data - July

The bond market moves and peak cash rate pricing

Equity market decoupling and the magnificent seven US technology leaders

Thank you, Stanford Brown Chief Investment Officer Nick Ryder, for sharing the link to their Stanford Brown Quarterly Review of Investment Markets Report.

In the Stanford Brown Quarterly Report, you will find:

The ‘Magnificent Seven’ leads the charge.

Inflation – Although it seems to have peaked, why it could prove sticky?

Interest rates – Why expectations for rate cuts in 2023 and 2024 may be premature.

Recession – Why the widely forecasted global recession in 2023 is now less likely.

In-depth Asset Class reviews

Current portfolio positioning as per the end of Q2 2023

In this episode of SB Talks, CEO Vincent O'Neill is joined by Chief Investment Officer, Nick Ryder to discuss:

The US debt ceiling and financial plumbing risks The Australian labour market and potential for additional rate hikes Whether bonds are back How active management and alternative investments may fare better if equity markets track sideways over coming years

We are excited to share the latest edition of the SB Talks podcast, where the financial experts explore the essential elements of your financial world – from investments to strategy, from retirement planning to intergenerational wealth.

In this episode of SB Talks, CEO Vincent O'Neill is joined by Chief Investment Officer Nick Ryder.

They discuss:

• Reasons for this month’s RBA rate increase

• The impact of the Fair Work Commission’s minimum and award wage decision on the inflation outlook

• Why it is still too early to increase fixed-interest allocations

• US chipmaker, Nvidia, and its exposure to the artificial intelligence revolution

• Why Japanese shares have performed strongly in 2023

Thank you, Stanford Brown, for sharing the latest edition of our SB Talks podcast with THE EXPATRIATE Community. In this podcast, the SB Team explores your financial world's critical elements – from investments to strategy, retirement planning to intergenerational wealth.

In this episode of SB Talks, CEO Vincent O'Neill is joined by newly appointed Chief Investment Officer Nick Ryder. As part of this change in office, we will also bring you more regular but shorter-form podcasts.

They discuss:

The fallout from the recent banking issues in the US and Europe

How bad news can sometimes be good news for bond and equity markets

The three components of the current inflation spike and why unemployment may need to rise

The cracks appearing in the commercial property sector

Short-term plans to review the asset class mix for portfolios