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