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