89 episodes

Insight and analysis on investment markets and issues affecting your whole financial world.

SB Talks Stanford Brown

    • Business
    • 4.8 • 47 Ratings

Insight and analysis on investment markets and issues affecting your whole financial world.

    US Market Fluctuations, Inflation Insights, IMF's Outlook, and Chinese GDP Trends

    US Market Fluctuations, Inflation Insights, IMF's Outlook, and Chinese GDP Trends

    This week on the SB Talks Podcast CEO Vincent O’Neill is joined by CIO Nick Ryder as they discuss the latest economic developments shaping global markets. Vin and Nick examine the recent pullback in equity markets and the outlook for equities going forward. March’s CPI numbers are in, and they have exceeded market expectations, prompting speculation about the trajectory of inflation and monetary policy. The pair discuss the IMF's upgraded World Economic Outlook, highlighting growth projections and regional disparities, focussing on US and European economies. Lastly, they analyse China's Q1 GDP data, examining the role of government investment versus consumer sentiment in driving economic performance.
     
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    • 11 min
    RBA Minutes, House Prices & Global Manufacturing Resurgence

    RBA Minutes, House Prices & Global Manufacturing Resurgence

    Welcome back to SB Talks! In today's episode, CEO Vincent O’Neill speaks with Chief Investment Officer Nick Ryder to delve into the latest economic developments shaping global markets. The pair explore the insights gleaned from the RBA's March meeting minutes, indicating a potential easing of wage pressures and a cautious optimism regarding inflation and labour market dynamics. They also analyse the changes to the RBA’s plans for a new system of monetary policy implementation. They also discuss recent Australian housing market dynamics and the resurgence in global manufacturing activity, evidenced by robust data from the U.S., Europe, and China. Nick shares insights on the implications for equity markets and the overall economic outlook amid these developments.
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    • 17 min
    Meet the Investor Series: Jason Howes, Dexus

    Meet the Investor Series: Jason Howes, Dexus

    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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    • 17 min
    RBA shifts into neutral, Japan ditches NIRP and Stanford Brown’s Fixed Income Sector Review.

    RBA shifts into neutral, Japan ditches NIRP and Stanford Brown’s Fixed Income Sector Review.

    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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    • 18 min
    Inflation’s last mile and has the current U.S. equity rally been too fast?

    Inflation’s last mile and has the current U.S. equity rally been too fast?

    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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    • 15 min
    Meet the Investor Series: Michael Smith, Ares Global Credit Group

    Meet the Investor Series: Michael Smith, Ares Global Credit Group

    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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    • 26 min

Customer Reviews

4.8 out of 5
47 Ratings

47 Ratings

Henry.scho ,

Fantastic podcast

This podcast is a solid listen.
Excellent for Aussie investors.

Leighrigg9 ,

Wrong episode

This is the feb 2019 content uploaded as Feb 2020... something has gone wrong.

Riskman88 ,

Useful Podcast

Very useful for Stanford Brown clients to understand the thinking behind the recommended investment decisions.

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