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.

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

• Recap on investment markets for 2021.
• US QE tapering and 2022 rate rise.
• The impact for Australian interest rates and AUD.
• The threat from Omicron.
• Asset Allocation Outlook.

Is cryptocurrency a fad?

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:

• The spike in the April 2024 Bond Yield.
• The impact for Australian Interest Rates.
• Sustainable long term investing.
• October equity market wrap.
• Asset Allocation for the quarter ahead.

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:

• What is driving Australian property market momentum?
• The impact of APRA lending restrictions.
• Update on the evolving Evergrande situation.
• Equity market wrap.
• Outlook for the quarter ahead.

Welcome to Stanford Brown’s 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:

• Reporting season and rebounding corporate profitability.
• The factors behind recent commodity price fluctuations and the view from here.
• Outlook for winding back fiscal stimulus.
• Chinese authorities flex nationalisation muscle.

Welcome to Stanford Brown’s 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 Private Wealth Adviser Kirsten Lynn about balancing your own retirement and helping your adult kids, the topic of her recently released white paper.

In this podcast we discuss:

• Putting your own retirement first and planning for aged care for peace of mind, even if you want to remain in your home in your later years
• Thinking about the bigger picture of what is important to you and to your children, so that your well-intentioned assistance does not miss the mark
• Considering the four potential transition points for wealth
• Helping your children to buy property, buying property for your children or buying property with your children
• Funding financial advice, insurance or estate planning advice for your children for their benefit and your own
• Thinking beyond purely financial help to joint experience or holidays, giving time or sharing an interest

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: - Continued equity market momentum - The fiscal and monetary stimulus end game - Stopping the Inflation Train

- Reducing interest rate duration in portfolios

- Outlook for the quarter ahead

Welcome to Stanford Brown’s 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:

• May market wrap and slowing momentum.
• How do share markets perform in a rising inflation environment?  
• Investment alternatives to protect from rising inflation.
• Has Australia finally graduated from being a ‘banana republic’?
• The outlook for the second half of 2021.

Welcome to Stanford Brown’s 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:

• Key numbers from the federal budget
• The Government’s Iron ore free kick
• The inflation & unemployment outlook
• Equity portfolio positioning
• Holding conservative assets in a rising yield environment

Welcome to Stanford Brown’s 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:

• How the flood of free money is lifting asset prices
• How share markets have changed shape in 2021 versus 2020
• How high must interest rates get to kill the housing boom
• Investment scams of the month

Welcome to Stanford Brown’s 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:

• Should we be worried about inflation?
• Why rising bond yields are mostly good for share markets!
• Share market rotation and profit reporting season reflections.
• The economy is surging back – but does this silver cloud have a dark lining?

In this episode our CEO Vincent O’Neill is speaking with Chief Investment Officer Ashley Owen to discuss share markets, economic recoveries, and growing trade tensions.

This month we discuss:

• The Democrat clean sweep in Washington and what it means for global markets
• Inflation fears and how they impact share and bond markets
• When will the Fed and RBA hike rates?
• How to tell if you’re an investor or a gambler?
• The GameStop short squeeze – what really went on?
• Bitcoin – is it the new ‘safe haven’ currency?
• Outlook for company profits , dividends and share prices
• Why we are still relatively bullish on shares

 

In this episode our CEO Vincent O’Neill is speaking with Chief Investment Officer Ashley Owen to discuss share markets, economic recoveries, and growing trade tensions.

This month we discuss:

• Share market growth in November
• Why Australian shares have been slower to recover than the US
• Company Profit Outlook - To ‘V’ or not to ‘V’
• The outlook for Australia-China trade relations
• Why Australia’s reliance on China matters for investors

In this episode our CEO Vincent O’Neill is speaking with Private Wealth Adviser Kirsten Lynn about helping your adult children, transferring your wealth, planning for ageing and family transition.

We cover:

• Helping your children – How do you balance your retirement needs with your hopes for helping with a property purchase or school fees?
• Passing on your wealth – What are the big picture questions to consider before you make a will?  Should you pass on wealth earlier?
• Planning for ageing – What appointments do you need to make?
• Family transition – What do blended families need to think about in transferring wealth?  Are first relationship families that different?

Welcome to Stanford Brown's 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 to discuss interest rates, vaccines, US Politics, and the investment market outlook.

We cover:

• US Election – What impact has the result on the economic outlook?
• COVID 19 – Record case numbers in the US but emerging vaccine hopes.
• RBA Rate Cut – What is the interest rate outlook and what risks may this pose for investors?
• Stanford Brown Portfolio Positioning for Q4 2020.

Welcome to Stanford Brown's ‘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 to discuss markets, economics, pandemics, and just a little US politics.

We cover:

• The competing forces driving markets - Pandemic recession vs Ultra-low rates
• Governments are running up war-time-like deficits and debts – can it last?
• Australia’s banks – back to the good old days?

As always, I am joined by our Chief Investment Officer, Ashley Owen. In this edition, we discuss whether the willingness of central bankers and governments to do whatever it takes to keep the party flowing signals the death of capitalism. We reflect on why shares are rising in such a gloomy environment and discuss how we are positioned in client portfolios.

Welcome to Stanford Brown’s monthly podcast, Market Insights.

As always, I am joined by our Chief Investment Officer, Ashley Owen. In this edition, we reflect on the performance of the major asset classes during the financial year just passed; we discuss the explosion in share trading accounts from Gen Z; we debate whether inflation is dead for ever; we ask whether it is impossible to fight the Fed; and why the Australian share market has lagged the rally.

We hope you enjoy!

In this edition we review the performance on each asset class during the March quarter and discuss their outlook for the months ahead. We end on a positive note, even as if the global recession is deep and the recovery slow, we discuss why Australia is almost uniquely well positioned.

As always, I am joined by our CIO, Ashley Owen. In this edition, we discuss the impact of the Covid-19 pandemic on corporate profitability and equity markets. We review why we have taken the decision to reduce risk and look at what would make us buy equities once again.

In our first Stanford Brown Market Insights podcast of 2020, we discuss the changes made to client portfolios as a result of our extensive January asset class review. We also review the likely implications the Coronavirus will have for markets. We hope you enjoy!

In this month’s Market Insights podcast, we reflect on a stellar year for market returns with Stanford Brown’s Growth portfolios up more than 23%. But the bull market is now approaching 11 years, and we discuss the question of whether we are living on borrowed time. Finally, it’s been a horror month for Westpac and we debate whether the current banking woes are temporary or terminal.

 

We hope you have enjoyed our Market Insights series this year and we wish our listeners a very happy Christmas!