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SB Talks

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Now displaying: 2020
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!

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