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SB Talks

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Now displaying: Page 1
Mar 28, 2024

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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Mar 20, 2024

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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Mar 6, 2024

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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Mar 3, 2024

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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Feb 23, 2024

This week on SB Talks, Stanford Brown CEO Vincent O'Neill is joined by CIO Nick Ryder to explore the latest trends in global investment markets. In this episode, they dissect NVIDIA's impressive earnings report, delving into the company's exponential revenue growth and the underlying factors driving its success in the AI chip market. 

Transitioning to Japan, the Nikkei reached a new all-time high after 35 years, shedding light on Japan's economic resurgence and the factors propelling its stock market to new heights. From there, attention shifts to Australia’s earnings reporting season and China's surprise rate cut aimed at stabilizing the property market amidst deflationary pressures.

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Feb 7, 2024

This week Stanford Brown CEO Vincent O'Neill meets once again with CIO Nick Ryder to cast their eyes over global investment markets. This episode examines the recent RBA rate pause decision, discussing concerns about inflation and its implications for monetary policy. Shifting focus to the U.S., the pair examine the robustness of economic indicators such as non-farm payrolls and manufacturing and services PMIs. Nick provides insights into the ongoing U.S. earnings season, with a specific focus on the performance of the "Magnificent Seven" companies and their revenue growth compared to the broader S&P 500. The discussion then touches upon global market dynamics, including challenges faced by China's stock market and emerging opportunities in India, providing investors with valuable perspectives for navigating the global investment landscape.

 

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Jan 24, 2024

This week Stanford Brown CEO Vincent O'Neill meets once again with CIO Nick Ryder to discuss the early 2024 highs in the US stock market and the impact of geopolitical events on markets and asset allocation. Nick explores recent shifts in interest rate cut expectations, providing insights into disinflation and the softening in the labour market. The pair delve into oil politics and discuss the inflationary impact of Red Sea shipping disruptions. They examine China’s $278 billion stock market rescue package and weak consumer sentiment. Lastly, they turn to the upcoming US election and how that may affect markets and portfolio construction.

 

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Jan 18, 2024

Welcome to the third episode of the Meet the Investor series. In this episode, host Joey Mouracadeh, Senior Investment Director at Stanford Brown Private Wealth, sits down with Steve Byrom, Co-founder of Potentum Partners, a leading investment management firm specializing in global alternative opportunities.

Drawing on over 30 years in the private equity realm, Steve delves into the critical aspect of alignment of interest in private equity, offering a nuanced perspective on potential misalignments and the significance of evaluating managers' incentives. He discusses the concept of skill as a key driver of returns in private equity. Venturing into the future, Steve explores the dynamic state of venture capital, highlighting opportunities amid a broad innovation cycle.

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Dec 20, 2023

This week Stanford Brown CEO Vincent O'Neill meets once again with CIO Nick Ryder to revisit 2023, where they discuss economic resilience and the rollercoaster ride of bond yields. With geopolitical shifts and major elections looming in 2024, the pair analyse global growth prospects, from the US economy's exceptionalism to China's structural challenges. They then dive into nuanced views on equities, cautious bond yield projections and the outlook for real assets. Join us as we close the year with our final episode for 2023.

 

We wish you a merry holiday season and a very happy new year. See you in 2024.

 

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Dec 11, 2023

Welcome to the second episode of the Meet the Investor series. In this episode, host Joey Mouracadeh, Senior Investment Director at Stanford Brown Private Wealth, sits down with Mario Giannini, Chief Executive Officer at Hamilton Lane, one of the largest private market solutions providers in the world.

Demystifying the world of private markets, Mario unveils the essence of Hamilton Lane's growth over the past 32 years and sheds light on the strategic factors behind successful investments, from management partnerships to industry growth.

Mario discusses the risk landscape, distinguishing between venture capital's high-risk nature and the lower risk associated with diversified buyout portfolios. He explores innovative evergreen structures and investment strategies like co-investments and secondaries, and provides his opinion on enduring investment strategies for the future. 

Join us for this insightful exploration of Hamilton Lane's investment strategies.

 

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Dec 6, 2023

This week Stanford Brown CEO Vincent O'Neill meets once again with CIO Nick Ryder to discuss:

  • The RBA's recent pause post-rate hike
  • The rollercoaster of US bond yields
  • Santa Rally: what it is and what it means for investors

 

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Nov 22, 2023

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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Nov 8, 2023

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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Nov 7, 2023

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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Nov 6, 2023

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

 

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Oct 24, 2023

This week Stanford Brown CEO Vincent O'Neill meets again with CIO Nick Ryder to discuss the US’s 10-year Treasury note breaking the 5 percent barrier for the first time in 16 years. They delve into reasons behind this surge in long-term yields and how much further they might rise. They also discuss the upcoming September quarter CPI data and its impact on the Reserve Bank of Australia’s interest rate decisions.

 

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Oct 18, 2023

In this special episode of SB Talks, CEO Vincent O'Neill welcomes Dean Crossingham, Head of Accounting at Stanford Brown, to unravel the complexities of employee share plans and their tax implications. With over two decades of experience, Dean fills in the gaps from what employers often don’t tell you and shares how to navigate those conscious investment decisions.

 

In this episode they discuss:

  • The genesis of Dean’s Employee Share Scheme Whitepaper
  • The dual taxation process affecting employee share schemes
  • The application of Capital Gains Tax 
  • Things to consider when receiving shares on a share plan

 

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Oct 13, 2023

Welcome to a Special Edition SB Talks podcast, where we explore the important elements of your financial world – from investments to strategy, from retirement planning to intergenerational wealth.

In this episode, CEO Vincent O'Neill interviews John Emerson on behalf of The Principals’ Community.

 

John has an impressive background including a role as deputy assistant to President Clinton where he coordinated his economic conferences, served as the president’s liaison to the nation’s governors. Additionally, he was appointed by President Obama to serve on his Advisory Committee for Trade Policy and Negotiations.

 

In this session Vincent interviews John on the current and future geopolitical landscape with topics including:

  • The recent situation in Israel and the impact on world economics.
  • The ever-evolving US political landscape, and Australia's delicate equilibrium between its alliance with the US and its economic ties with China.
  • The evolving dynamics of international relations, the impact of emerging powers, with a focus on Russia, China, and other key regions, and the potential implications for global economics.

 

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Oct 12, 2023

This week Stanford Brown CEO Vincent O'Neill meets again with CIO Nick Ryder to discuss:

  • The market response to the unfolding situation in Israel and the Gaza Strip
  • Reasons behind the recent spike in longer term bond yields
  • Why good news can be bad news for investors
  • How households are managing Australia’s fixed rate mortgage cliff

 

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Sep 21, 2023

Welcome to a special edition of SB Talks, where we take a deep dive into the inner workings of the Stanford Brown Investment Committee. Join us as we explore our recent Strategic Asset Allocation Review with our Chief Investment Officer, Nick Ryder. We uncover the pivotal role asset allocation plays in crafting a well-balanced investment portfolio.

Nick Ryder provides invaluable insights into the art and science of asset allocation. He emphasizes the importance of diversification as the "free lunch" of portfolio construction, explaining how blending different asset classes can lead to smoother returns and enhanced overall performance.

If you would like a copy of the Assets Allocation paper, please do not hesitate to reach out to your adviser.

 

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Sep 12, 2023

This week Stanford Brown CEO Vincent O'Neill meets again with CIO Nick Ryder to discuss:

  • Australian GDP data showing we are in a per capita recession.
  • RBA Governor Lowe’s closing remarks highlighting the importance of productivity growth.
  • Hints that the Bank of Japan may be about to abandon its Negative Interest Rate Policy (NIRP).
  • US non-farm payrolls data indicating a more balanced labour market.
  • Risks of a second wave of inflation driven by rising oil prices, a strong services sector, and increased real spending power as wages rise. 

 

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Aug 30, 2023

Welcome to our latest episode of SB Talks, CEO Vincent O'Neill is joined once again by Chief Investment Officer, Nick Ryder to discuss:

  • The Matildas effect on consumer spending
  • An update from Chair Powell at the Jackson Hole Symposium
  • US job openings and labour turnover survey results
  • Is China’s growth story done?

 

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Aug 16, 2023

This week on SB Talks, Stanford Brown CEO Vincent O'Neill speaks with CIO Nick Ryder to discuss:

  • Rate clues in recent RBA minutes and testimony
  • China’s rising youth unemployment problem
  • US consumer resilience and inflation’s “last mile”
  • US corporate earnings reports
  • A reflection on our current asset allocation
Aug 2, 2023

Welcome to SB Talks! As always I am joined by our Chief Investment Officer Nick Ryder as we discuss the issues affecting your whole wealth world.

This month we discuss:

  • Why the RBA’s latest rate pause might give hope that inflation is waning
  • Services and rent being the biggest drivers of inflation
  • The divergence between cashed-up and stressed home owners
  • Why Europe’s inflation remains sticky
  • Japan’s increased flexibility surrounding bond yield caps
  • US earnings reporting season

We hope you enjoy!

Jul 26, 2023

In this episode of SB Talks, CEO Vincent O'Neill is joined by Chief Investment Officer, Nick Ryder.

They discuss:

  • What the first week of US reporting season has revealed.
  • Are recession fears fading?
  • Trimmed mean inflation and what this could mean for the RBA’s next meeting?
  • Analysis of China’s recent politburo meeting.
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