In this episode of SB Talks, CEO Vincent O'Neill speaks with incoming Chief Investment Officer, Nick Ryder, about his background and views on portfolio construction.

They discuss:

• The importance of asset allocation and the “free lunch” provided by asset class diversification
• Nick’s experience with alternative investments
• Changes to portfolios that may be forthcoming
• Views around current markets and positioning
• The Silicon Valley Bank collapse

On this month's episode of SB Talks CEO Vincent O'Neill speaks with Chief Investment Officer Ashley Owen about what is really driving investment markets. In this episode we also bid farewell to Ashley who will be stepping down as CIO to focus on research and publications.

Over the past six years, Ashley has brought us insightful views, thought-provoking discussions, and a unique perspective on the world around us. He will however remain a member of our Investment Committee.

In this month's edition they discuss:

• How the RBA and Fed have parted ways this week on monetary policy
• How this will affect interest rates, inflation, and investors in the short and medium term
• Why the Australian economy is much more sensitive to rate hikes than any other country
• Australian share market’s heavy concentration of risk – to iron ore prices and housing
• Why India could be the ‘new China’ for Australia

If you'd like to read Ashley's latest monthly report click here.