In this episode of Meet the Manager, host Joey sits down with Jason Howes, Senior Fund Manager at Dexus, to delve into the intricacies of the Australian property market. With over 25 years of experience, Jason shares valuable insights into the evolving landscape, from structural shifts to cyclical opportunities. They explore the impact of rising interest rates, disruptions caused by remote work trends, and the dichotomy between residential and commercial sectors. From identifying cyclical opportunities to leveraging Dexus' capabilities, Jason provides a comprehensive outlook on navigating disruptions and seizing investment prospects in Australia's dynamic property market.
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In this episode of the SB Talks podcast, CEO Vincent O’Neill sits down with CIO Nick Ryder to discuss the latest in global economics. They examine the recent RBA rate pause decision and the nuanced shifts in central bank language. They delve into the Bank of Japan’s departure from its negative interest rate policy (NIRP) and the outcome of the recent Shunto wage negotiations. Lastly, they discuss Stanford Brown’s comprehensive Fixed Income Sector Review and the intricacies of investing in cash, investment grade and high-yield credit as well as government bonds, all with an eye toward improving portfolio diversification, capital stability, liquidity and income generation.
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This week Stanford Brown CEO Vincent O'Neill meets once again with CIO Nick Ryder to discuss the key takeaways from the Australian reporting season, focusing on dividends, cost control, property sector dynamics, and broader corporate sentiment. Nick provides insights into China's growth targets amidst economic challenges, including discussions on fiscal policies. The pair examine the strong performance of U.S. equities and recent inflation trends. Lastly, Apple reported a significant drop in sales in China, reflecting broader economic weakness. Join us for an insightful view of global markets.
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In this episode of the Meet the Investor podcast, host Joey Mouracadeh sits down with Michael Smith, Partner and Co-Head at Ares Global Credit Group. From his extensive experience spanning 25 years, Michael offers a deep dive into the evolution of private credit and Ares' pivotal role within it. Discover how Ares strategically shifted towards financing leveraged buyouts, gaining unparalleled expertise in direct lending. Explore the nuances of this dynamic asset class, including portfolio integration and future trends.
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