The Active Investor w/SGH

SG Hiscock and Company
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Your trusted guide to navigating the dynamic world of fund management. We dive deep into market insights, investment strategies, and the latest trends shaping the investment and financial landscape, both domestically here in Australia and globally. The podcast provides sharp information, expert interviews, and thought-provoking discussions to stay ahead in today’s fast-paced markets. Join us as we explore the nuances of investing with a distinct Australian perspective and break down complex topics and explore opportunities across asset classes, industries, and global markets.

  1. 10h ago

    Episode #23 | June 2026: From the Three bears to Goldilocks

    In this month's episode of The Active Investor with SGH podcast, CIO Rob Hogg is joined by Senior Portfolio Manager Hamish Tadgell to discuss the key themes driving markets in May. They explore the resilience of the US economy, the continued strength of AI-related investments, Australia's lagging market performance, and the outlook for interest rates, earnings and inflation. The discussion also covers opportunities emerging across commodities, infrastructure, technology and gold, as well as how portfolios are being positioned in an environment characterised by heightened volatility and ongoing geopolitical uncertainty.

    28 min

  2. May 4

    Episode #22 | May 2026: Climbing the wall of worry

    Global markets rebounded strongly in April, led by the US, despite ongoing volatility driven by the Middle East conflict and rising oil prices. While sentiment improved, markets are increasingly pricing in higher inflation, higher interest rates, and softer growth, with early signs of weakening earnings expectations and declining consumer confidence—particularly in Australia. Looking ahead, the key uncertainty remains the duration of the conflict: a near-term resolution could support markets, while a prolonged period of elevated oil prices risks a stagflationary environment.

    32 min

  3. Apr 13

    Episode #21 | April 2026: Turmoil in the markets

    In this episode of The Active Investor with SGH, Steve Hiscock is joined by CIO Rob Hogg as they unpack a turbulent March for global markets, dominated by escalating tensions in the Middle East and the resulting surge in oil prices. As volatility spiked and investor sentiment shifted, equity markets weakened, interest rates rose, and growth expectations softened. Against this uncertain backdrop, we explore what’s been driving these market movements, what investors are now pricing in, and how developments such as a potential ceasefire could shape the outlook ahead.

    31 min

  4. Feb 10

    Episode #20 | February 2026: You can't make this stuff up!

    In this episode of The Active Investor with SGH, Steve Hiscock is joined by CIO Rob Hogg to unpack the key market moves since the start of 2026—from surging precious metals and shifting rate expectations to bond market signals in Australia and Japan. They’re also joined by resources specialist Stephen Gorenstein to explore what’s driving the commodities rally, why this cycle may be more selective than past “supercycles,” and how he’s positioning the ARI fund across themes like gold, copper, and critical minerals

    33 min

  5. Feb 5

    Episode #19 | February 2026: Pre-reporting season overview

    In this episode of The Active Investor with SGH, Steve Hiscock and Hamish Tadgell, Head of Australian Equities, outline expectations for the upcoming reporting season. Despite heightened macroeconomic and geopolitical uncertainty, Hamish expects the season to be broadly resilient, supported by an improving domestic economic cycle following RBA rate cuts through 2025 and generally conservative corporate guidance.

    17 min

  6. 11/30/2025

    Episode #18 | November 2025: AI, Stablecoins & Small Companies

    In this episode of The Active Investor with SGH, Steve Hiscock and Rob Hogg break reviews market activity, noting that volatility was driven mainly by shifting expectations around US interest-rate cuts, while concerns about an AI-driven tech bubble persist but appear premature. They also discuss Klarna’s upcoming USD-backed stablecoin and the growing role of stablecoins in payments. In Australia, inflation has broadened, reducing the likelihood of rate cuts and weighing on equity markets. In this episode, Steve Hiscock is joined by Rory Hunter, Co - Portfolio Manager of the SGH Australian Small Companies Fund, explains that small-cap stocks—especially in resources such as gold and critical minerals—have driven strong fund performance. He sees potential for a multi-year resources cycle supported by AI-related demand and energy transition trends and warns that rising rates could pressure small industrials. Recorded on 28 November 2025 https://sghiscock.com.au/ Follow us on LinkedIn: https://www.linkedin.com/company/sg-hiscock-company/⁠ The podcast does not constitute financial advice and assumes a certain level of knowledge. It is general information only and does not take into account the investment objectives, financial situation or needs of any person and should not be considered a recommendation. The views in this podcast are those of the contributors at the time of recording. Neither SGH nor any of its related parties provide any warranty of accuracy. Returns are not guaranteed. More information available here: https://sghiscock.com.au/podcast-disclosures-and-disclaimers/

    21 min

  7. 11/07/2025

    Episode #17 | October 2025: Reluctant Bulls and Rising Bots

    In this episode of The Active Investor with SGH, Steve Hiscock and Rob Hogg break down October’s market moves — from the U.S. government shutdown and Fed rate cuts to gold’s volatility and Australia’s inflation surprise. They discuss whether the recent surge in U.S. tech signals a bubble, why they don’t think we’re there yet, and where investors can still find opportunities amid high valuations. Recorded on 05 November 2025. https://sghiscock.com.au/ Follow us on LinkedIn: https://www.linkedin.com/company/sg-hiscock-company/⁠ The podcast does not constitute financial advice and assumes a certain level of knowledge. It is general information only and does not take into account the investment objectives, financial situation or needs of any person and should not be considered a recommendation. The views in this podcast are those of the contributors at the time of recording. Neither SGH nor any of its related parties provide any warranty of accuracy. Returns are not guaranteed. More information available here: https://sghiscock.com.au/podcast-disclosures-and-disclaimers/

    28 min

  8. 10/09/2025

    Episode #16 | September 2025: Sticky inflation - tricky situation!

    Episode #16 | September 2025: Sticky inflation - tricky situation! In this episode of The Active Investor, SG Hiscock & Company’s Executive Chair Steve Hiscock and CIO Rob Hogg unpack: 🔹 Small caps revived - relative valuation gap vs large caps began to narrow 🔹Gold on a tear - how this is boosting resources-linked small caps. 🔹Rates & inflation - despite markets still pricing multiple cuts sticky inflation remains a key risk to that path. 🔹Housing & jobs (AU) 🔹AI theme - questions remain about capex scale and ROI (echoes of dot-com timing vs ultimate transformation). 💡 Timely insights from active managers navigating shifting markets. ✅ Subscribe to The Active Investor with SGH: stay informed, stay active. Recorded on 01 October 2025. https://sghiscock.com.au/ Follow us on LinkedIn: https://www.linkedin.com/company/sg-hiscock-company/⁠ The podcast does not constitute financial advice and assumes a certain level of knowledge. It is general information only and does not take into account the investment objectives, financial situation or needs of any person and should not be considered a recommendation. The views in this podcast are those of the contributors at the time of recording. Neither SGH nor any of its related parties provide any warranty of accuracy. Returns are not guaranteed. More information available here: https://sghiscock.com.au/podcast-disclosures-and-disclaimers/

    23 min
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About

Your trusted guide to navigating the dynamic world of fund management. We dive deep into market insights, investment strategies, and the latest trends shaping the investment and financial landscape, both domestically here in Australia and globally. The podcast provides sharp information, expert interviews, and thought-provoking discussions to stay ahead in today’s fast-paced markets. Join us as we explore the nuances of investing with a distinct Australian perspective and break down complex topics and explore opportunities across asset classes, industries, and global markets.

Information

  • Creator
    SG Hiscock and Company
  • Years Active
    2025 - 2026
  • Episodes
    24
  • Rating
    Clean
  • Copyright
    © SG Hiscock and Company
  • Show Website
    The Active Investor w/SGH