Stanford Brown, SB Talks - Trump 2.0, New Neutral & Portfolio Tilts
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
Stanford Brown's Monthly Investment Markets Report for November.
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.
SB Talks: The Trump trade, Australian inflation and US earnings
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.
SB Talks Special Edition: Investing responsibly
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
Stanford Brown Quarterly Investments Market Report Q3, 2024
Stanford Brown Quarterly Investments Market Report Q3, 2024
Thank you, Chief Investment Officer, Nick Ryder from Stanford Brown, for sharing your Stanford Brown Quarterly Investment Markets Report for the third quarter 2024 with THE EXPATRIATE community.
This month, SB 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 portfolio allocations
SB Talks: US Fed’s 50bp rate cut. Will RBA Follow? Australia’s Millennial Recession and more.
SB Talks: US Fed’s 50bp rate cut. Will RBA Follow? Australia’s Millennial Recession and more.
In this episode of SB Talks, Stanford Brown CEO Vincent O’Neill speaks with Chief Investment Officer Nick Ryder to discuss the following:
The implications of the US Fed’s supersized 50bp rate cut
Whether the RBA will follow the Fed and cut rates this year
Australia’s Millennial Recession
The impact of lower cash rates on bond and equity valuations
SB Talks - Meet the investor: Andrew Lockhart, Managing Partner at Metrics Credit Partners
SB Talks - Meet the investor: Andrew Lockhart, Managing Partner at Metrics Credit Partners
In this episode of Meet the Investor, SB Talks host Joey Mouracadeh, Principal, Senior Investment Director, and Private Office Adviser, is joined by Andrew Lockhart, Managing Partner at Metrics Credit Partners, one of Australia's largest lenders outside of the major Australian banks. Andrew takes us through his career, sharing the origins and evolution of Metrics Credit Partners and the firm's role in shaping the private credit landscape in Australia.
Stanford Brown Talks.
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
SB Talks, July 2024
Thank you, Stanford Brown, for sharing your insightful SB Talks with our community.
In this episode of SB Talks, Stanford Brown CEO Vincent O’Neill speaks with Author and Philanthropic Adviser Peter Winneke to discuss:
The Role of a Philanthropic Adviser
Peter’s Book ‘Give While You Live’
The Difficult Question of ‘How Much is Enough?’
The Tax Incentives of Philanthropy
Reflecting on ‘Have We Done Our Best Work Yet?’
You can watch the interview on YouTube or listen to it on a podcast or your favourite audio app. The links are below.
Stanford Brown Quarterly Market Report 12th July 2024
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
SB April 2024 Market Report by CIO Nick Ryder
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
SB Talks April 17th 2024
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
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:
What happened over the quarter
Performance of major financial markets
Current investment outlook and portfolio positioning
Views on major asset classes
Current portfolios allocations
SB Talks
Thank you, Stanford Brown, for sharing your insights with THE EXPATRIATE community.
In this episode of the SB Talks podcast, CEO Vincent O’Neill sits down with CIO Nick Ryder to discuss the latest in global economics.
This week they examine the recent RBA rate pause decision and the nuanced shifts in central bank language. They delve into the Bank of Japan’s departure from its negative interest rate policy (NIRP) and the outcome of the recent Shunto wage negotiations. Lastly, they discuss Stanford Brown’s comprehensive Fixed Income Sector Review and the intricacies of investing in cash, investment grade and high-yield credit as well as government bonds, all with an eye toward improving portfolio diversification, capital stability, liquidity and income generation.
Stanford Brown February 2024 Market Report
Thank You to Stanford Brown's (SB) Monthly Investment Markets Report for February 2024 with THE EXPATRIATE Community
The Report aims to help investors cut through all the media noise and hype and understand what drives investment markets and portfolio returns.
This month, SB’s Chief Financial Officer (CFO) Nick Ryder 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
Please click on the link below to read the full Report.
SB Talks 23rd February
CIO Nick Ryder joins SB Talks on 23rd February, along with Stanford Brown CEO Vincent O'Neill, to explore the latest trends in global investment markets. In this episode, they dissect NVIDIA's impressive earnings report, delving into its exponential revenue growth and the underlying factors driving its success in the AI chip market.
Stanford Brown Monthly Update December 2023
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
SB Talks - Rallying equities, productivity quandaries & property markets.
SB Talks - Rallying equities, productivity quandaries & property markets.
SB Talks November - SB Talks - Rallying equities, productivity quandaries & property markets.
We hope you like the latest edition of our SB Talks YouTube and Podcast for November 2023, where the SB team explores the important elements of your financial world – from investments to strategy, retirement planning, and intergenerational wealth.
Stanford Brown October Market Report
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
Stanford Brown Monthly - August Report
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;