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!

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.

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

 They discuss:

• The RBA’s “hawkish skip” in July
• Mortgage prisoners and the housing sector
• Last week’s US employment and wages data
• Bond market moves and peak cash rate pricing
• Equity market decoupling and the magnificent seven US technology leaders 

www.stanfordbrown.com.au

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

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

In the second April edition of SB Talks, Stanford Brown CEO Vincent O'Neill speaks with Chief Investment Officer Nick Ryder to discuss:

• What does the recent RBA review mean for interest rate policy?
• What are PMIs and what can they tell us about economic activity?
• Trimmed mean inflation and its importance in next week’s Australian inflation report.
• The UK’s recent inflation shock.
• Interest rate projections for the rest of 2023 and how we are positioned in fixed income.

If you'd like to read Nick's monthly report click here

In this episode of SB Talks, CEO Vincent O'Neill is joined by Nick Ryder for the first time in his formal capacity as Chief Investment Officer. Going forward we will also be bringing you more regular but shorter form podcasts.

They discuss:

• The fallout from the recent banking issues in the US and Europe
• How bad news can sometimes be good news for bond and equity markets
• The three components of the current inflation spike and why unemployment may need to rise
• The cracks appearing in the commercial property sector
• Short term plans to review the asset class mix for portfolios

In this episode of SB Talks, CEO Vincent O'Neill speaks with incoming Chief Investment Officer, Nick Ryder, about his background and views on portfolio construction.

They discuss:

• The importance of asset allocation and the “free lunch” provided by asset class diversification
• Nick’s experience with alternative investments
• Changes to portfolios that may be forthcoming
• Views around current markets and positioning
• The Silicon Valley Bank collapse

On this month's episode of SB Talks CEO Vincent O'Neill speaks with Chief Investment Officer Ashley Owen about what is really driving investment markets. In this episode we also bid farewell to Ashley who will be stepping down as CIO to focus on research and publications.

Over the past six years, Ashley has brought us insightful views, thought-provoking discussions, and a unique perspective on the world around us. He will however remain a member of our Investment Committee.

In this month's edition they discuss:

• How the RBA and Fed have parted ways this week on monetary policy
• How this will affect interest rates, inflation, and investors in the short and medium term
• Why the Australian economy is much more sensitive to rate hikes than any other country
• Australian share market’s heavy concentration of risk – to iron ore prices and housing
• Why India could be the ‘new China’ for Australia

If you'd like to read Ashley's latest monthly report click here.

Today Stanford Brown CEO Vincent O'Neill speaks with Chief Investment Officer Ashley Owen to take a look at the current economic environment. They cover topics including:

• Has inflation peaked? – why Australia is different?
• How many more rate hikes this year?
• What will cause economic slowdowns, and where will it start?
• Why we prefer Australian over international shares?
• Why we prefer ‘floating rate’ over ‘fixed rate’ bonds?
• What is the difference, and why is it important?
• Where are the opportunities, and what to avoid?

In the January edition of SB Talks, Stanford Brown CEO Vincent O'Neill speaks with Chief Investment Officer Ashley Owen to discuss:

• Shares off to a good start for the year – can it last?
• Inflation and rate hikes – are we there yet?
• Are we heading for a recession?
• How will the shrinking of China's population affect Australia?
• The problem with debt – what are the risks?
• Why we like Australian shares
• How we are positioned for 2023

In the December edition of SB Talks, Stanford Brown CEO Vincent O'Neill speaks with Chief Investment Officer Ashley Owen to discuss:

• Inflation and rate hikes – is the worst behind us?
• Share prices – are they cheap yet, or still expensive?
• What sectors are good value?
• FTX collapse – the end of crypto, or just a bump in the road?
• Outlook for 2023 – where are the opportunities?

In this episode of SB Talks, Stanford Brown CEO Vincent O’Neill is again speaking with Stanford Brown Investment Committee member, and former RBA Governor Ian Macfarlane AC to discuss:

• The current inflation trajectory
• What this means for interest rates
• The likely terminal rate in Australia and the US
• The implications for financial markets
• How far will Australian property prices fall?

In the November edition of SB Talks, Stanford Brown CEO Vincent O'Neill speaks with Chief Investment Officer Ashley Owen to discuss:

• US inflation, unemployment & wages growth - will rate hikes slow?
• US election results - why they are good for share markets
• Global share markets - still over-priced, but some sectors are cheap
• Collapse of FTX crypto exchange - 'the next Warren Buffett' didn't last long
• World population reaches 8 billion - some implications for long term investors

In October's edition of SB Talks, our CEO Vincent O’Neill speaks with Chief Investment Officer Ashley Owen, to discuss:

• How far will interest rates rise?
• What is a ‘fair’ or ‘normal’ level of interest rates for a country?
• How bond markets step in to dictate government spending & borrowing policy – like in Britain 2 weeks ago
• Why we are probably heading for recession
• But the good news: Why recessions are almost always good for share markets!

In September's edition of SB Talks, our CEO Vincent O’Neill speaks with Chief Investment Officer Ashley Owen, to discuss:

• How to make sense of the recent share market volatility and inflation numbers?
• Which three ASX listed companies paid out more in dividends this year than the other 2,400 companies combined?
• Corporate profits and dividends have recovered strongly – but how sustainable are they?
• Free board game! – play ‘spot the war’ or any other crisis or catastrophe, on a share price chart

In this episode, our CEO Vincent O’Neill speaks with Partner and Private Wealth Adviser, Andrew Griffin to discuss:

• Andrew’s recent Whitepaper addressing the key question on everyone’s lips – “How Much Do I Need and Will I Have Enough?”
• The huge diversity within the existing literature, and our appraisal of the more common approaches.
• How does Stanford Brown approach this question?
• What are the main levers at play to be factored into determining how much you will need?
• Which of these levers are inside and outside of your control – and how best to incorporate these into your future planning.

In this episode, our CEO Vincent O’Neill is speaking with Chief Investment Officer Ashley Owen, they discuss:

• Inflation - how it is different this time.
• Just how far will central banks go?
• Falling house prices - how serious is it?
• How we are diversifying and managing risk in portfolios.

In this episode, our CEO Vincent O’Neill is speaking with Chief Investment Officer Ashley Owen to discuss:

• Recession fears take precedence
• Inflation remains stubbornly high
• How will central banks react?
• Are we headed for a repeat of the 1970’s?
• How will share markets respond?

Welcome to the latest edition of our 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, our CEO Vincent O’Neill is speaking with Chief Investment Officer Ashley Owen.

We discuss:

• How high will interest rates go?
• Are we headed for recession?
• How far with share markets fall?
• Is crypto a fad or the future of money?
• Are you a speculator or an investor?
• Blueberries, Bitcoin and Beyond!

Welcome to the latest edition of our 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, our CEO Vincent O’Neill is speaking with Stanford Brown Investment Committee member, and former RBA Governor Ian Macfarlane.

We discuss:

• Ian’s path to becoming Governor of the RBA.
• His key learnings from 10 years in the role.
• The path to normalising global monetary policy settings.
• The short-term and longer-term outlook for inflation.
• Interest rate increases, how fast and how far?
• The implications for financial markets and Australian property?

Welcome to the latest edition of our 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, our CEO Vincent O’Neill is speaking with Chief Investment Officer Ashley Owen.

This month we discuss:

• Australian inflation expectations & rate increases.
• The pace of US interest rate increases.
• Energy price surge and European recession risks.
• China lockdown (again) & supply constraints.
• Corporate profits & Twitter’s poison pill.