SB Talks

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...

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...

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 gradu...

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 insig...

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, an...

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 p...

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 t...

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 tr...

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...

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 perfor...