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

Music provided by: Autumn Trumpet Background Corporate by LesFM | https://lesfm.net/ Music promoted by https://www.chosic.com/free-music/all/ Creative Commons CC BY 3.0 https://creativecommons.org/licenses/by/3.0/