This week Stanford Brown CEO Vincent O'Neill meets once again with CIO Nick Ryder to revisit 2023, where they discuss economic resilience and the rollercoaster ride of bond yields. With geopolitical shifts and major elections looming in 2024, the pair analyse global growth prospects, from the US economy's exceptionalism to China's structural challenges. They then dive into nuanced views on equities, cautious bond yield projections and the outlook for real assets. Join us as we close the year with our final episode for 2023.

We wish you a merry holiday season and a very happy new year. See you in 2024.

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Welcome to the second episode of the Meet the Investor series. In this episode, host Joey Mouracadeh, Senior Investment Director at Stanford Brown Private Wealth, sits down with Mario Giannini, Chief Executive Officer at Hamilton Lane, one of the largest private market solutions providers in the world.

Demystifying the world of private markets, Mario unveils the essence of Hamilton Lane's growth over the past 32 years and sheds light on the strategic factors behind successful investments, from management partnerships to industry growth.

Mario discusses the risk landscape, distinguishing between venture capital's high-risk nature and the lower risk associated with diversified buyout portfolios. He explores innovative evergreen structures and investment strategies like co-investments and secondaries, and provides his opinion on enduring investment strategies for the future. 

Join us for this insightful exploration of Hamilton Lane's investment strategies.

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This week Stanford Brown CEO Vincent O'Neill meets once again with CIO Nick Ryder to discuss:

• The RBA's recent pause post-rate hike
• The rollercoaster of US bond yields
• Santa Rally: what it is and what it means for investors

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This week Stanford Brown CEO Vincent O'Neill meets once again with CIO Nick Ryder to discuss:

• Reasons behind the equity market rebound
• What weak labour productivity might mean for Australian interest rates
• Australia’s housing market resilience amid rising listings and prices
• Can China's developer whitelist cure its property market woes

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This week Stanford Brown CEO Vincent O'Neill meets once again with CIO Nick Ryder to discuss:

• The RBA’s widely anticipated rate hike and where to from here?
• Driving factors behind Australia’s higher-than-expected inflation numbers
• Whether geopolitical risks impact portfolio positioning?
• The potential for GLP-1 “wonder drugs” to impact different companies such as Resmed and CSL 

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Welcome to the inaugural episode of the Meet the Investor series. In this episode, host Joey Mouracadeh, Senior Investment Director at Stanford Brown Private Wealth, sits down with Justin Miller, Product Specialist at Oaktree Capital Management, one of the world’s leading alternative investment managers.

Justin offers insights into Oaktree’s distressed debt investing approach, managing over $44 billion in assets. They delve into Oaktree’s history, the essence of high-yield bonds, and the dynamics of distressed debt. The conversation concludes with a look at current market conditions and the potential of distressed debt as interest rates rise. Join us for this insightful exploration of Oaktree’s investment strategies.

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In this episode, Stanford Brown CEO Vincent O’Neill is again speaking with Stanford Brown Investment Committee member and former RBA Governor Ian Macfarlane AC.

We discuss:

• A resilient economy and elevated inflation
• No rate cuts until late 2025
• The implications for asset prices
• The transition in RBA Governor to Michele Bullock
• The far-reaching implications of the RBA Review

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This week Stanford Brown CEO Vincent O'Neill meets again with CIO Nick Ryder to discuss the US’s 10-year Treasury note breaking the 5 percent barrier for the first time in 16 years. They delve into reasons behind this surge in long-term yields and how much further they might rise. They also discuss the upcoming September quarter CPI data and its impact on the Reserve Bank of Australia’s interest rate decisions.

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In this special episode of SB Talks, CEO Vincent O'Neill welcomes Dean Crossingham, Head of Accounting at Stanford Brown, to unravel the complexities of employee share plans and their tax implications. With over two decades of experience, Dean fills in the gaps from what employers often don’t tell you and shares how to navigate those conscious investment decisions.

In this episode they discuss:

• The genesis of Dean’s Employee Share Scheme Whitepaper
• The dual taxation process affecting employee share schemes
• The application of Capital Gains Tax 
• Things to consider when receiving shares on a share plan

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Welcome to a Special Edition 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, CEO Vincent O'Neill interviews John Emerson on behalf of The Principals’ Community.

John has an impressive background including a role as deputy assistant to President Clinton where he coordinated his economic conferences, served as the president’s liaison to the nation’s governors. Additionally, he was appointed by President Obama to serve on his Advisory Committee for Trade Policy and Negotiations.

In this session Vincent interviews John on the current and future geopolitical landscape with topics including:

• The recent situation in Israel and the impact on world economics.
• The ever-evolving US political landscape, and Australia's delicate equilibrium between its alliance with the US and its economic ties with China.
• The evolving dynamics of international relations, the impact of emerging powers, with a focus on Russia, China, and other key regions, and the potential implications for global economics.

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This week Stanford Brown CEO Vincent O'Neill meets again with CIO Nick Ryder to discuss:

• The market response to the unfolding situation in Israel and the Gaza Strip
• Reasons behind the recent spike in longer term bond yields
• Why good news can be bad news for investors
• How households are managing Australia’s fixed rate mortgage cliff

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Welcome to a special edition of SB Talks, where we take a deep dive into the inner workings of the Stanford Brown Investment Committee. Join us as we explore our recent Strategic Asset Allocation Review with our Chief Investment Officer, Nick Ryder. We uncover the pivotal role asset allocation plays in crafting a well-balanced investment portfolio.

Nick Ryder provides invaluable insights into the art and science of asset allocation. He emphasizes the importance of diversification as the "free lunch" of portfolio construction, explaining how blending different asset classes can lead to smoother returns and enhanced overall performance.

If you would like a copy of the Assets Allocation paper, please do not hesitate to reach out to your adviser.

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This week Stanford Brown CEO Vincent O'Neill meets again with CIO Nick Ryder to discuss:

• Australian GDP data showing we are in a per capita recession.
• RBA Governor Lowe’s closing remarks highlighting the importance of productivity growth.
• Hints that the Bank of Japan may be about to abandon its Negative Interest Rate Policy (NIRP).
• US non-farm payrolls data indicating a more balanced labour market.
• Risks of a second wave of inflation driven by rising oil prices, a strong services sector, and increased real spending power as wages rise. 

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Welcome to our latest episode of SB Talks, CEO Vincent O'Neill is joined once again by Chief Investment Officer, Nick Ryder to discuss:

• The Matildas effect on consumer spending
• An update from Chair Powell at the Jackson Hole Symposium
• US job openings and labour turnover survey results
• Is China’s growth story done?

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This week on SB Talks, Stanford Brown CEO Vincent O'Neill speaks with CIO Nick Ryder to discuss:

• Rate clues in recent RBA minutes and testimony
• China’s rising youth unemployment problem
• US consumer resilience and inflation’s “last mile”
• US corporate earnings reports
• A reflection on our current asset allocation

Welcome to SB Talks! As always I am joined by our Chief Investment Officer Nick Ryder as we discuss the issues affecting your whole wealth world.

This month we discuss:

• Why the RBA’s latest rate pause might give hope that inflation is waning
• Services and rent being the biggest drivers of inflation
• The divergence between cashed-up and stressed home owners
• Why Europe’s inflation remains sticky
• Japan’s increased flexibility surrounding bond yield caps
• US earnings reporting season

We hope you enjoy!

In this episode of SB Talks, CEO Vincent O'Neill is joined by Chief Investment Officer, Nick Ryder.

They discuss:

• What the first week of US reporting season has revealed.
• Are recession fears fading?
• Trimmed mean inflation and what this could mean for the RBA’s next meeting?
• Analysis of China’s recent politburo meeting.

In this episode of SB Talks, CEO Vincent O'Neill is joined by Chief Investment Officer, Nick Ryder.

 They discuss:

• The RBA’s “hawkish skip” in July
• Mortgage prisoners and the housing sector
• Last week’s US employment and wages data
• Bond market moves and peak cash rate pricing
• Equity market decoupling and the magnificent seven US technology leaders 

www.stanfordbrown.com.au

In this episode of SB Talks, CEO Vincent O'Neill is joined by Chief Investment Officer, Nick Ryder.

They discuss:

• Hidden clues in the latest RBA meeting minutes about the path of interest rates
• What NAIRU is and what it means for the Australian economic outlook
• What investors think of the US Fed’s pause and ‘dot plot’ projections
• China’s underwhelming stimulus
• Emerging cracks in commercial property

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

In this episode of SB Talks, CEO Vincent O'Neill is joined by Chief Investment Officer, Nick Ryder to discuss:

• The US debt ceiling and financial plumbing risks
• The Australian labour market and potential for additional rate hikes
• Whether bonds are back
• How active management and alternative investments may fare better if equity markets track sideways over coming years

In this episode, our CEO Vincent O’Neill is again speaking with Stanford Brown Investment Committee member, and former RBA Governor Ian Macfarlane AC.

We discuss:

• Inflation higher for longer
• Elevated interest rates medium term
• The implications for the real economy home and abroad
• How will Australian banks fare?
• Ian’s views on the government review into the RBA

In the first May edition of SB Talks, Stanford Brown CEO Vincent O'Neill speaks with Chief Investment Officer Nick Ryder to discuss:

• Recent interest rate rises in Australia and the United States
• Risks to the interest rate outlook from strong labour markets
• What to expect in the upcoming Federal Budget
• Recent asset allocation changes
• Risks related to the debt ceiling negotiations in the United States

If you'd like to read Nick's quarterly report click here

In the second April edition of SB Talks, Stanford Brown CEO Vincent O'Neill speaks with Chief Investment Officer Nick Ryder to discuss:

• What does the recent RBA review mean for interest rate policy?
• What are PMIs and what can they tell us about economic activity?
• Trimmed mean inflation and its importance in next week’s Australian inflation report.
• The UK’s recent inflation shock.
• Interest rate projections for the rest of 2023 and how we are positioned in fixed income.

If you'd like to read Nick's monthly report click here

In this episode of SB Talks, CEO Vincent O'Neill is joined by Nick Ryder for the first time in his formal capacity as Chief Investment Officer. Going forward we will also be bringing you more regular but shorter form podcasts.

They discuss:

• The fallout from the recent banking issues in the US and Europe
• How bad news can sometimes be good news for bond and equity markets
• The three components of the current inflation spike and why unemployment may need to rise
• The cracks appearing in the commercial property sector
• Short term plans to review the asset class mix for portfolios