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