SB Talks Stanford Brown

In this episode, Stanford Brown CEO Vincent O’Neill speaks with Stanford Brown Investment Committee member and former RBA Governor Ian Macfarlane AC.
We discuss:
The current inflation picture for Australia and the United States.
How best to assess underlying inflation?
Are the recent higher inflation prints reflective of a new upward trend?
Implications for interest rates short term and medium term.
What impact will recent budget announcements have on monetary policy settings?
 
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In this episode of Meet the Investor, Joey Mouracadeh sits down with Anthony Todd, founder and CEO at Aspect Capital to discuss the systematic trading systems developed by him and his team.
Understand how Anthony left the pioneers of systematic and quantitative trading AHL, with 2 of the founders of that business (the A and the L) to set up Aspect, how the firm, their team of quantitative traders and their computers generate systems to trade the markets, which markets they trade, and how they generate returns for investors.
 
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Welcome back to a special edition of the SB Talks podcast. As we gear up for tonight’s Federal Budget CEO Vincent O’Neill is joined by CIO Nick Ryder to discuss their expectations and insights on upcoming fiscal policy changes. The pair cover the implementation of stage three tax cuts, anticipated cost of living measures and adjustments to HECS debt indexation and its implications for recent graduates. They also explore the ambitious $11 billion housing initiative aimed at constructing 1.2 million homes by 2030, along with insights into the Future Made in Australia Act and its substantial investments in renewable energy projects and technological advancements.
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Welcome back to a special edition of the SB Talks podcast! In today's episode, CEO Vincent O’Neill speaks with Chief Investment Officer Nick Ryder to explore Nick’s recent fixed income review and dissect the current economic landscape.
Australia’s inflation numbers have come in hotter than expected, opening discussions as to whether the RBA is done with rate rises yet. Nick provides valuable insights into the factors driving inflation, the impact on interest rates, and the delicate balance between preserving economic growth and taming inflation. From high-quality government bonds to investment grade and high yield corporate credit, the recent fixed income review underscores the importance of different portfolio construction tools, such as government bonds, corporate credit, and both fixed and floating rate instruments to navigate evolving market conditions.
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In this episode of Meet the Investor, Joey Mouracadeh sits down with John Seo, founder and portfolio manager at Fermat Capital Management to uncover the world of catastrophe bonds. Drawing from decades of experience, John sheds light on Fermat’s journey from Wall Street to pioneering alternative investments. John elucidates on the inception of catastrophe bonds, their role in insurance markets, and Fermat's risk management strategies. From navigating natural disasters to addressing climate change impacts, John offers valuable insights into the evolving landscape of alternative investments.
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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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