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

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

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.

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 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

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