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!
In this month's podcast we discuss the implications of Commissioner Hayne’s report for Australia’s banks; we reflect on whether the current lofty valuations on tech stocks can hold; we look at the implications of the Fed’s 8th rate hike on financial markets and finally, we analyse S&P’s affirmation of Australia’s AAA credit rating.
We hope you enjoy!
Today, I am joined by our CIO, Ashley Owen. In this episode we discuss the Australian reporting season; we reflect on our new Prime Minister; we discuss the outlook for bank earnings; population growth and its implications for portfolios; the growing crisis in emerging markets; and conclude with Westpac’s interest rate hike.
We hope you enjoy!
Welcome to Stanford Brown’s August Podcast! This month we talk with SB Chief Investment Officer, Ashley Owen, and discuss five key topics: what lies ahead for investors and why we remain bearish on shares; whereto for Tech stocks; why Australian companies pay such high dividends; Fairfax/Nine and vale quality journalism; and the rise of Artificial Intelligent portfolios.
We also discuss the property market with SB Home Loans Chief John Ruddick and the one key thing you must look for when choosing your mortgage provider!