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SB Talks

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SB Talks
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May 13, 2021

Welcome to Stanford Brown’s SB Talks podcast where we explore the important elements of your financial world – from investments to strategy, from retirement planning to intergenerational wealth.

In this episode our CEO Vincent O’Neill is speaking with Chief Investment Officer Ashley Owen.

This month we discuss:

  • Key numbers from the federal budget
  • The Government’s Iron ore free kick
  • The inflation & unemployment outlook
  • Equity portfolio positioning
  • Holding conservative assets in a rising yield environment
Apr 14, 2021

Welcome to Stanford Brown’s SB Talks podcast where we explore the important elements of your financial world – from investments to strategy, from retirement planning to intergenerational wealth.

In this episode our CEO Vincent O’Neill is speaking with Chief Investment Officer Ashley Owen.

This month we discuss:

  • How the flood of free money is lifting asset prices
  • How share markets have changed shape in 2021 versus 2020
  • How high must interest rates get to kill the housing boom
  • Investment scams of the month
Mar 10, 2021

Welcome to Stanford Brown’s SB Talks podcast where we explore the important elements of your financial world – from investments to strategy, from retirement planning to intergenerational wealth.

In this episode our CEO Vincent O’Neill is speaking with Chief Investment Officer Ashley Owen.

This month we discuss:

  • Should we be worried about inflation?
  • Why rising bond yields are mostly good for share markets!
  • Share market rotation and profit reporting season reflections.
  • The economy is surging back – but does this silver cloud have a dark lining?
Feb 11, 2021

In this episode our CEO Vincent O’Neill is speaking with Chief Investment Officer Ashley Owen to discuss share markets, economic recoveries, and growing trade tensions.

This month we discuss:

  • The Democrat clean sweep in Washington and what it means for global markets
  • Inflation fears and how they impact share and bond markets
  • When will the Fed and RBA hike rates?
  • How to tell if you’re an investor or a gambler?
  • The GameStop short squeeze – what really went on?
  • Bitcoin – is it the new ‘safe haven’ currency?
  • Outlook for company profits , dividends and share prices
  • Why we are still relatively bullish on shares

 

Dec 9, 2020

In this episode our CEO Vincent O’Neill is speaking with Chief Investment Officer Ashley Owen to discuss share markets, economic recoveries, and growing trade tensions.

This month we discuss:

  • Share market growth in November
  • Why Australian shares have been slower to recover than the US
  • Company Profit Outlook - To ‘V’ or not to ‘V’
  • The outlook for Australia-China trade relations
  • Why Australia’s reliance on China matters for investors
Nov 19, 2020

In this episode our CEO Vincent O’Neill is speaking with Private Wealth Adviser Kirsten Lynn about helping your adult children, transferring your wealth, planning for ageing and family transition.

We cover:

  • Helping your children – How do you balance your retirement needs with your hopes for helping with a property purchase or school fees?
  • Passing on your wealth – What are the big picture questions to consider before you make a will?  Should you pass on wealth earlier?
  • Planning for ageing – What appointments do you need to make?
  • Family transition – What do blended families need to think about in transferring wealth?  Are first relationship families that different?
Nov 10, 2020

Welcome to Stanford Brown's SB Talks podcast where we explore the important elements of your financial world - from investments to strategy, from retirement planning to intergenerational wealth.

In this episode our CEO Vincent O’Neill is speaking with Chief Investment Officer Ashley Owen to discuss interest rates, vaccines, US Politics, and the investment market outlook.

We cover:

  • US Election – What impact has the result on the economic outlook?
  • COVID 19 – Record case numbers in the US but emerging vaccine hopes.
  • RBA Rate Cut – What is the interest rate outlook and what risks may this pose for investors?
  • Stanford Brown Portfolio Positioning for Q4 2020.
Oct 20, 2020

Welcome to Stanford Brown's ‘SB Talks’ podcast where we explore the important elements of your financial world - from investments to strategy, from retirement planning to intergenerational wealth.

In this episode our CEO Vincent O’Neill is speaking with Chief Investment Officer Ashley Owen to discuss markets, economics, pandemics, and just a little US politics.

We cover:

  • The competing forces driving markets - Pandemic recession vs Ultra-low rates
  • Governments are running up war-time-like deficits and debts – can it last?
  • Australia’s banks – back to the good old days?
Aug 24, 2020

As always, I am joined by our Chief Investment Officer, Ashley Owen. In this edition, we discuss whether the willingness of central bankers and governments to do whatever it takes to keep the party flowing signals the death of capitalism. We reflect on why shares are rising in such a gloomy environment and discuss how we are positioned in client portfolios.

Jul 10, 2020

Welcome to Stanford Brown’s monthly podcast, Market Insights.

As always, I am joined by our Chief Investment Officer, Ashley Owen. In this edition, we reflect on the performance of the major asset classes during the financial year just passed; we discuss the explosion in share trading accounts from Gen Z; we debate whether inflation is dead for ever; we ask whether it is impossible to fight the Fed; and why the Australian share market has lagged the rally.

We hope you enjoy!

Apr 9, 2020

In this edition we review the performance on each asset class during the March quarter and discuss their outlook for the months ahead. We end on a positive note, even as if the global recession is deep and the recovery slow, we discuss why Australia is almost uniquely well positioned.

Mar 26, 2020

As always, I am joined by our CIO, Ashley Owen. In this edition, we discuss the impact of the Covid-19 pandemic on corporate profitability and equity markets. We review why we have taken the decision to reduce risk and look at what would make us buy equities once again.

Feb 24, 2020

In our first Stanford Brown Market Insights podcast of 2020, we discuss the changes made to client portfolios as a result of our extensive January asset class review. We also review the likely implications the Coronavirus will have for markets. We hope you enjoy!

Dec 8, 2019

In this month’s Market Insights podcast, we reflect on a stellar year for market returns with Stanford Brown’s Growth portfolios up more than 23%. But the bull market is now approaching 11 years, and we discuss the question of whether we are living on borrowed time. Finally, it’s been a horror month for Westpac and we debate whether the current banking woes are temporary or terminal.

 

We hope you have enjoyed our Market Insights series this year and we wish our listeners a very happy Christmas!  

Nov 12, 2019

Ninety years ago, in October 1929, the US stock market fell 24% in two days, the start of a slide that lasted three years and saw the Dow Jones Index fall by 89%. It took 25 years to recover its 1929 high. In this podcast, we discuss the causes of the 1929 crash and compare to conditions today. Could it happen again?

Oct 9, 2019

In this month’s Market Insights podcast we reflect on a stellar first nine months for portfolios and examine why nearly all asset classes are flying; we trace Communist China’s 70 year journey from the 12th poorest nation in the world to a land of BMWs; and we discuss the link between recessions and stock market returns. The data may surprise you! We hope you enjoy!

Sep 5, 2019

In this month’s Market Insights podcast, we discuss the Australian reporting season and unearth some concerning data; we debate whether our Treasurer, Josh Frydenberg, is right to demand greater re-investment from Australian companies; we take a look at the latest salvos in Trump’s Trade & Currency Wars; and finally, we finish with a conversation on the likelihood of an impending global recession and more importantly, whether it even matters for portfolios. We hope you enjoy!

Aug 8, 2019

In this month’s episode of Stanford Brown’s Market Insights, we are joined by CIO Ashley Owen as we break down the roller-coaster equity markets of the last year, and Stanford Brown’s current positions. We discuss the delayed recovery and some history of the Australian stock market, the difference between investing and gambling and more!

Jun 4, 2019

In this month’s podcast, we discuss all things property! We are joined by two highly experienced property specialists – Mortgage Broker, John Ruddick, and Property Buyer, Patrick Bright. We discuss whether the property market downturn is over, how to lower your mortgage rate, how to choose your new mortgage lender and the key attributes of an investment property.

May 21, 2019

This month, we discuss the surprise Coalition victory and its implications for Australian based investors in the property and share markets. We are also joined by Stanford Brown’s Chief Compliance Officer, Diana Chan, who discusses the election’s consequences for superannuation, self-managed super funds and taxation.

Apr 9, 2019

In this month's podcast we discuss how the Budget will impact Australian-based investors and their portfolios. We talk about yield curves, what they mean and why inverted yield curves are like inverted belly buttons. We discuss the sudden about-turn of global Central Banks and explore why investing in the next hot sector nearly always ends in tears. Finally, we discuss the terrifying Crane Index (terrifying if you own Aussie property) and ask, as always, what lies ahead

Mar 8, 2019

This month, I am joined again by CIO Ashley Owen as we review the weak local economy and what that means for Australian shares. We look back at the first half reporting season, contrasting the banks with the miners, and discuss why we hold positions in Gold and Commercial Property. Finally, don’t believe in active fund managers? Then we have a new solution for you.

Feb 18, 2019

As always, I am joined by our Chief Investment Officer, Mr. Ashley Owen. Inevitably, we’re going to be discussing the Hayne Report, and the impact it will have on the financial services industry, in particular, the banks. We’ll be taking a quick look at a very important announcement made by the Fed in early January, the importance of a looming Brexit and finally the portfolio changes we made in January, alongside what an incoming Labor Government would mean for our portfolios.

Jan 17, 2019

As ever, I am joined by our CIO, Ashley Owen. This month we discuss whether a new bear market has already started, we debate whether Brexit is a sideshow and speculate that Europe’s problems may stem closer to its French heartland, we mull over why markets are falling amidst such a positive backdrop for corporate profits, and Ashley lists his four factors that accompany most asset bubbles.

 

We hope you enjoy!

 

Dec 4, 2018

In this month's episode of Stanford Brown's Market Insights podcast, Jonathan and Ashley discuss whether a new bear market has already begun, whether the world is heading for recession, why the oil price collapsed, the unintended effects of the Hayne Commission and some mind-blowing stats about China.

 

We hope you enjoy!

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