SB Talks

Welcome to a special edition of SB Talks, where we take a deep dive into the inner workings of the Stanford Brown Investment Committee. Join us as we explore our recent Strategic Asset Allocation Review with our Chief Investment Officer, Nick Ryder. We uncover the pivotal role asset allocation plays in crafting a well-balanced investment portfolio. Nick Ryder provides invaluable insights into the...

This week Stanford Brown CEO Vincent O'Neill meets again with CIO Nick Ryder to discuss: Australian GDP data showing we are in a per capita recession. RBA Governor Lowe's closing remarks highlighting the importance of productivity growth. Hints that the Bank of Japan may be about to abandon its Negative Interest Rate Policy (NIRP). US non-farm payrolls data indicating a more balanced labour market...

Welcome to our latest episode of SB Talks, CEO Vincent O'Neill is joined once again by Chief Investment Officer, Nick Ryder to discuss: The Matildas effect on consumer spending An update from Chair Powell at the Jackson Hole Symposium US job openings and labour turnover survey results Is China's growth story done?   Music provided by: Autumn Trumpet Background Corporate by LesFM | https://lesfm.ne...

This week on SB Talks, Stanford Brown CEO Vincent O'Neill speaks with CIO Nick Ryder to discuss: Rate clues in recent RBA minutes and testimony China's rising youth unemployment problem US consumer resilience and inflation's "last mile" US corporate earnings reports A reflection on our current asset allocation

Welcome to SB Talks! As always I am joined by our Chief Investment Officer Nick Ryder as we discuss the issues affecting your whole wealth world. This month we discuss: Why the RBA's latest rate pause might give hope that inflation is waning Services and rent being the biggest drivers of inflation The divergence between cashed-up and stressed home owners Why Europe's inflation remains sticky Japan...

In this episode of SB Talks, CEO Vincent O'Neill is joined by Chief Investment Officer, Nick Ryder. They discuss: What the first week of US reporting season has revealed. Are recession fears fading? Trimmed mean inflation and what this could mean for the RBA's next meeting? Analysis of China's recent politburo meeting.

In this episode of SB Talks, CEO Vincent O'Neill is joined by Chief Investment Officer, Nick Ryder.  They discuss: The RBA's "hawkish skip" in July Mortgage prisoners and the housing sector Last week's US employment and wages data Bond market moves and peak cash rate pricing Equity market decoupling and the magnificent seven US technology leaders  www.stanfordbrown.com.au

In this episode of SB Talks, CEO Vincent O'Neill is joined by Chief Investment Officer, Nick Ryder. They discuss: Hidden clues in the latest RBA meeting minutes about the path of interest rates What NAIRU is and what it means for the Australian economic outlook What investors think of the US Fed's pause and 'dot plot' projections China's underwhelming stimulus Emerging cracks in commercial propert...

In this episode of SB Talks, CEO Vincent O'Neill is joined by Chief Investment Officer Nick Ryder. They discuss: Reasons for this month's RBA rate increase The impact of the Fair Work Commission's minimum and award wage decision on the inflation outlook Why it is still too early to increase fixed interest allocations US chipmaker, Nvidia, and its exposure to the artificial intelligence revolution...

In this episode of SB Talks, CEO Vincent O'Neill is joined by Chief Investment Officer, Nick Ryder to discuss: The US debt ceiling and financial plumbing risks The Australian labour market and potential for additional rate hikes Whether bonds are back How active management and alternative investments may fare better if equity markets track sideways over coming years

In this episode, our CEO Vincent O'Neill is again speaking with Stanford Brown Investment Committee member, and former RBA Governor Ian Macfarlane AC. We discuss: Inflation higher for longer Elevated interest rates medium term The implications for the real economy home and abroad How will Australian banks fare? Ian's views on the government review into the RBA

In the first May edition of SB Talks, Stanford Brown CEO Vincent O'Neill speaks with Chief Investment Officer Nick Ryder to discuss: Recent interest rate rises in Australia and the United States Risks to the interest rate outlook from strong labour markets What to expect in the upcoming Federal Budget Recent asset allocation changes Risks related to the debt ceiling negotiations in the United Stat...

In the second April edition of SB Talks, Stanford Brown CEO Vincent O'Neill speaks with Chief Investment Officer Nick Ryder to discuss: What does the recent RBA review mean for interest rate policy? What are PMIs and what can they tell us about economic activity? Trimmed mean inflation and its importance in next week's Australian inflation report. The UK's recent inflation shock. Interest rate pro...

In this episode of SB Talks, CEO Vincent O'Neill is joined by Nick Ryder for the first time in his formal capacity as Chief Investment Officer. Going forward we will also be bringing you more regular but shorter form podcasts. They discuss: The fallout from the recent banking issues in the US and Europe How bad news can sometimes be good news for bond and equity markets The three components of the...

In this episode of SB Talks, CEO Vincent O'Neill speaks with incoming Chief Investment Officer, Nick Ryder, about his background and views on portfolio construction. They discuss: The importance of asset allocation and the "free lunch" provided by asset class diversification Nick's experience with alternative investments Changes to portfolios that may be forthcoming Views around current markets an...

On this month's episode of SB Talks CEO Vincent O'Neill speaks with Chief Investment Officer Ashley Owen about what is really driving investment markets. In this episode we also bid farewell to Ashley who will be stepping down as CIO to focus on research and publications. Over the past six years, Ashley has brought us insightful views, thought-provoking discussions, and a unique perspective on the...

Today Stanford Brown CEO Vincent O'Neill speaks with Chief Investment Officer Ashley Owen to take a look at the current economic environment. They cover topics including: Has inflation peaked? – why Australia is different? How many more rate hikes this year? What will cause economic slowdowns, and where will it start? Why we prefer Australian over international shares? Why we prefer 'floating rate...

In the January edition of SB Talks, Stanford Brown CEO Vincent O'Neill speaks with Chief Investment Officer Ashley Owen to discuss: Shares off to a good start for the year – can it last? Inflation and rate hikes – are we there yet? Are we heading for a recession? How will the shrinking of China's population affect Australia? The problem with debt – what are the risks? Why we like Australian shares...

In the December edition of SB Talks, Stanford Brown CEO Vincent O'Neill speaks with Chief Investment Officer Ashley Owen to discuss: Inflation and rate hikes – is the worst behind us? Share prices – are they cheap yet, or still expensive? What sectors are good value? FTX collapse – the end of crypto, or just a bump in the road? Outlook for 2023 – where are the opportunities?

In this episode of SB Talks, Stanford Brown CEO Vincent O'Neill is again speaking with Stanford Brown Investment Committee member, and former RBA Governor Ian Macfarlane AC to discuss: The current inflation trajectory What this means for interest rates The likely terminal rate in Australia and the US The implications for financial markets How far will Australian property prices fall?

In the November edition of SB Talks, Stanford Brown CEO Vincent O'Neill speaks with Chief Investment Officer Ashley Owen to discuss: US inflation, unemployment & wages growth - will rate hikes slow? US election results - why they are good for share markets Global share markets - still over-priced, but some sectors are cheap Collapse of FTX crypto exchange - 'the next Warren Buffett' didn't last lo...

In October's edition of SB Talks, our CEO Vincent O'Neill speaks with Chief Investment Officer Ashley Owen, to discuss: How far will interest rates rise? What is a 'fair' or 'normal' level of interest rates for a country? How bond markets step in to dictate government spending & borrowing policy – like in Britain 2 weeks ago Why we are probably heading for recession But the good news: Why recessio...

In September's edition of SB Talks, our CEO Vincent O'Neill speaks with Chief Investment Officer Ashley Owen, to discuss: How to make sense of the recent share market volatility and inflation numbers? Which three ASX listed companies paid out more in dividends this year than the other 2,400 companies combined? Corporate profits and dividends have recovered strongly – but how sustainable are they?...

In this episode, our CEO Vincent O'Neill speaks with Partner and Private Wealth Adviser, Andrew Griffin to discuss: Andrew's recent Whitepaper addressing the key question on everyone's lips – "How Much Do I Need and Will I Have Enough?" The huge diversity within the existing literature, and our appraisal of the more common approaches. How does Stanford Brown approach this question? What are the ma...

In this episode, our CEO Vincent O'Neill is speaking with Chief Investment Officer Ashley Owen, they discuss: Inflation - how it is different this time. Just how far will central banks go? Falling house prices - how serious is it? How we are diversifying and managing risk in portfolios.