SB Talks

In this episode of SB Talks, Stanford Brown CEO Vincent O'Neill is again speaking with Chief Investment Officer Nick Ryder. They discuss: The key trends shaping the European political landscape and economy What the RBA rate cut means for the future The economic impact of geopolitical uncertainty  Are we seeing a rotation away from US tech stocks?     Music provided by: Autumn Trumpet Background Co...

Welcome to the first episode of Meet the Investor for 2025. In this episode we sit down with Ben Leung, Head of Systematic Investing at Macquarie Asset Management, to explore how data and technology are reshaping investment decision-making. Ben shares how his team applies a structured, research-driven approach to identifying opportunities in the equity market, using quantitative signals to navigat...

In this episode of SB Talks, Stanford Brown CEO Vincent O'Neill is again speaking with Chief Investment Officer Nick Ryder. We discuss: What is Trump trying to achieve with his tariff threats? What does DeepSeek mean for AI and tech spending? What have we learnt from US Reporting Season? IS an RBA rate cut next week a done deal?   Music provided by: Autumn Trumpet Background Corporate by LesFM | h...

In this Special Edition of SB Talks, Stanford Brown CEO Vincent O'Neill is speaking with Director of Insurance and Benefits Advisory James McFarland. Together they discuss the latest whitepaper 'Rising Costs, Rising Concerns' which uncovers the financial challenges employees are currently facing and how employers can provide programs and benefits to support. They discuss: The importance of financi...

For the first episode of 2025, Stanford Brown CEO Vincent O'Neill is again speaking with Chief Investment Officer Nick Ryder. We discuss: President Trump sworn in The shifting interest rate outlook Currency moves around tariff fears US reporting season kicks off   Music provided by: Autumn Trumpet Background Corporate by LesFM | https://lesfm.net/ Music promoted by https://www.chosic.com/free-musi...

In this episode, Stanford Brown CEO Vincent O'Neill is again speaking with Chief Investment Officer Nick Ryder.   We discuss: What happened in major economies and investment markets in 2024? How did our predictions for this year pan out? What are the key themes investors should be focussed on for the year ahead? What are the main risks we are focussed on?   Music provided by: Autumn Trumpet Backgr...

In this episode of Meet the Investor, we're joined by Kyle McCarthy, Executive Vice President and Private Credit Strategist at PIMCO, the world's largest fixed-income manager with over $2 trillion in assets under management. Kyle takes us into the world of asset-based lending, a growing segment within private credit, where PIMCO has deployed over $190 billion in the last decade. Kyle breaks downs...

In this episode, Stanford Brown CEO Vincent O'Neill is again speaking with Chief Investment Officer Nick Ryder.   We discuss: What the Republican sweep in the US means for tariffs, taxes and growth Why the Fed and RBA are in no hurry to get to 'neutral' rates Recent adjustments to our equity exposures

In this special episode, Stanford Brown CEO Vincent O'Neill sits down with former Reserve Bank of Australia Governor Ian Macfarlane AC, an important member of the Stanford Brown Investment Committee.  Together, they dive into some of today's most pressing questions: • How will Donald Trump's election impact the global economy? • Can his policy agenda become a reality, or are there potential roadbl...

In this episode of SB Talks, Stanford Brown CEO Vincent O'Neill speaks with Chief Investment Officer Nick Ryder to discuss: • Bond market moves ahead of US election • Australian inflation and the repricing of rate cut prospects • Key takeaways from US earnings reporting season Music provided by: Autumn Trumpet Background Corporate by LesFM | https://lesfm.net/

In this episode of Meet the Investor, we're joined by Scott Radke, Chief Executive Officer and Co-Chief Investment Officer at New Holland Capital, a multi-billion dollar hedge fund manager that has been servicing a global client base of institutions and wealthy clients for nearly 20 years. Scott takes us through his career, sharing the origins and evolution of New Holland Capital, how they find, h...

In this episode of SB Talks, Stanford Brown CEO Vincent O'Neill speaks with Chief Investment Officer Nick Ryder to discuss:   The new Stanford Brown Responsible Investment (RI) Policy Strong Australian employment data dampening rate cut prospects US retail sales point to resilient consumer spending Chinese economic activity report shows some improvement   Music provided by: Autumn Trumpet Backgrou...

In this episode of SB Talks, Stanford Brown CEO Vincent O'Neill speaks with Chief Investment Officer Nick Ryder to discuss: The new Stanford Brown Responsible Investment (RI) Policy How we think about terms like RI, ESG, ethical investing and impact investments Whether incorporating RI can improve risk and returns Issues such as transparency and the implications of excluding certain investment typ...

In this episode of SB Talks, Stanford Brown CEO Vincent O'Neill speaks with Chief Investment Officer Nick Ryder to discuss: Implications of the Israel-Iran conflict for financial markets US Fed meeting minutes and the latest US jobs report China's 'whatever it takes' stimulus announcements Reflection on the last quarter and outlook for the rest of the year   Music provided by: Autumn Trumpet Backg...

In this episode of SB Talks, Stanford Brown CEO Vincent O'Neill speaks with Chief Investment Officer Nick Ryder to discuss: The implications of the US Fed's supersized 50bp rate cut Whether the RBA will follow the Fed and cut rates this year Australia's Millennial Recession The impact of lower cash rates on bond and equity valuations Music provided by: Autumn Trumpet Background Corporate by LesFM...

In this episode of Meet the Investor, we're joined by Andrew Lockhart, Managing Partner at Metrics Credit Partners, one of Australia's largest lenders outside of the major Australian banks. Andrew takes us through his career, sharing the origins and evolution of Metrics Credit Partners and the firm's role in shaping the private credit landscape in Australia. We dive deep into the world of private...

In this episode of SB Talks, Stanford Brown CEO Vincent O'Neill speaks with Chief Investment Officer Nick Ryder to discuss: • Global growth concerns resurface • Australian GDP weakness and RBA outlook • Australian earnings reporting season wrap up • Portfolio positioning for the end of 2024 Music provided by: Autumn Trumpet Background Corporate by LesFM | https://lesfm.net/

In this episode of SB Talks, Stanford Brown CEO Vincent O'Neill speaks with Chief Investment Officer Nick Ryder to discuss: • The Australian earnings reporting season including BHP's profit results • The US rate outlook following the Jackson Hole Economic Symposium • Recent global Purchasing Manager business surveys • Upcoming data to watch including Nvidia's quarterly results   Music provided by:...

In this episode of SB Talks, Stanford Brown CEO Vincent O'Neill speaks with Chief Investment Officer Nick Ryder to discuss:   What drove the volatile ride for global equity markets over the past week The Sahm rule recession indicator flashes red Unwind of the Japanese currency carry trade The outlook for local interest rates following the RBA's latest decision   Music provided by: Autumn Trumpet B...

In this episode of SB Talks, Stanford Brown CEO Vincent O'Neill speaks with Chief Investment Officer Nick Ryder to discuss: The potential impact of a second Trump presidency on trade and markets. Will the surge in AI investment generate a return? Why US small companies are back in favour. Our outlook for inflation and interest rates. Preview of Australian reporting season.

In this episode of Meet the Investor, Joey Mouracadeh sits down with Gracie Coburn, Portfolio Manager at Nuveen Real Estate, to discuss the nuances of real estate as an asset class. Understand the various types and geographies of real estate, what makes a sound real estate investment across different sectors, the potential impact of rising interest rates, the growing demand for data storage, the c...

In this episode of SB Talks, Stanford Brown CEO Vincent O'Neill speaks with Author and Philanthropic Adviser Peter Winneke to discuss the r ole of a Philanthropic Adviser, the tax incentives of Philanthropy and asking the difficult question of 'How much is enough?'.  Peter also shares concepts from his book 'Give While You Live' - A Practical Guide to More and Better Giving in Australia.   For mor...

In this episode, Stanford Brown CEO Vincent O'Neill speaks with Chief Investment Officer Nick Ryder to discuss: Guzman y Gomez's $3 billion hot initial public offering What's driving the share prices of Australian banks? Europe's Excessive Deficit Procedure Recent RBA, Bank of England and Swiss National Bank meetings The rise of NVIDIA to become the world's most valuable company

In this episode, Stanford Brown CEO Vincent O'Neill speaks with Chief Investment Officer Nick Ryder to discuss:   Domestic GDP numbers showing weak economic growth. Rising unemployment, NAIRU and the interest rate outlook. The rise of Far-Right parties in European elections. How national sovereignty is driving demand for NVIDIA's AI chips.     Music provided by: Autumn Trumpet Background Corporate...

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 ter...