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