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’ over ‘fixed rate’ bonds? What is the difference, and why is it important? Where are the opportunities, and what to avoid?

One year into the Inflation and Interest rates journey – Are we there yet?

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 world around us. He will however remain a member of our Investment Committee. In this month's edition they discuss:   How the RBA and Fed have parted ways this week on monetary policy  How this will affect interest rates, inflation, and investors in the short and medium term  Why the Australian economy is much more sensitive to rate hikes than any other country  Australian share market’s heavy concentration of risk – to iron ore prices and housing  Why India could be the ‘new China’ for Australia   If you'd like to read Ashley's latest monthly report

The RBA and Fed are on different paths to attack inflation – who will get it right?

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:  ·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; The importance of asset allocation and the “free lunch” provided by asset class diversification  ·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Nick’s experience with alternative investments  ·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Changes to portfolios that may be forthcoming  ·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Views around current markets and positioning  ·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; The Silicon Valley Bank collapse

Introducing incoming Chief Investment Officer, Nick Ryder

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 and positioning The Silicon Valley Bank collapse

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 current inflation spike and why unemployment may need to rise The cracks appearing in the commercial property sector Short term plans to review the asset class mix for portfolios

Current investment themes for Australian investors and what should they be wary of

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 projections for the rest of 2023 and how we are positioned in fixed income.  &nbsp; If you'd like to read Nick's monthly report

Is good economic news bad news for financial markets?

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 States  If you'd like to read Nick's quarterly report&nbsp;

Why economic resilience is creating a dilemma for central banks

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

Update from former RBA Governor Ian Macfarlane AC

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

The US debt ceiling negotiations are a high stakes poker game

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   Why Japanese shares have performed strongly in 2023

All aboard the AI hype train

We're just a few days into June and carriers have been able to keep pressure on the spot markets - good news for them after months of declining rates. But how long will that last? Plus, Justin Maze has the scoop on West Coast port negotiations and the next season to be on the look out for in the Southeast. This and more on our weekly #TransfixTake.

Disclaimer: All views and opinions expressed in this podcast are those of the speakers and do not necessarily reflect the views or positions of Transfix, Inc. or any parent companies or affiliates or the companies with which the participants are affiliated, and may have been previously disseminated by them. The views and opinions expressed in this podcast are based upon information considered reliable, but neither Transfix, Inc. nor its affiliates, nor the companies with which such participants are affiliated, warrant its completeness or accuracy, and it should not be relied upon as such. All such views and opinions are subject to change.

Transfix Take Podcast: Ep. 101 - Week of June 7

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 property

Hawks vs Doves

In this episode of SB Talks, CEO Vincent O'Neill is joined by Chief Investment Officer, Nick Ryder. &nbsp;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&nbsp;  www.stanfordbrown.com.au

The Magnificent Seven Ride Again

The future of AI may be uncertain, but one thing is clear, it will fundamentally transform how we do business and deliver value to clients. The technology is constantly evolving, pushing boundaries and challenging our preconceived notions. This rapid evolution sparks a sense of anticipation and enthusiasm across industries. But it also raises concerns and uncertainties about how to adapt to these changes effectively and responsibly.

In the insights industry, AI has the potential to revolutionize the process of gathering and analyzing data. AI-powered tools and algorithms can enable researchers to derive valuable insights from data faster. This newfound efficiency allows for quicker and more confident decision-making. Testing and evaluating multiple opportunities in a fraction of the time through AI is another advantage that can lead to new innovative strategies that drive market success.

Despite the advantages that AI brings, there are also legitimate concerns. Some industry professionals worry about AI replacing human panelists and the potential biases embedded within AI systems that may lead to "hallucinations" or false interpretations. The fear of losing the human touch and intuition in favor of automated processes creates uneasiness and resistance to adopting AI solutions, prompting calls for cautious integration to ensure AI technologies are designed to augment human capabilities, not replace them.

On this episode of The New Mainstream podcast, Rick Kelly, Chief Strategy Officer at Fuel Cycle, discusses the impact of AI on the insights industry and Fuel Cylce’s new partnership with ThinkNow to amplify multicultural audiences.

Will AI Modernize the Insights Industry? Here Are the Pros and Cons with Rick Kelly

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.

Immaculate Disinflation

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’s increased flexibility surrounding bond yield caps US earnings reporting season  We hope you enjoy!

Inflation drivers, central bank watch, reporting season and much more!

In E244, Andrew Hines, engages in a conversation with guest Andrew Parashis about real estate investment strategies.

E244 From Wholesaling to Flipping with Andrew Parashis

Expert Networks: Bridging Knowledge Gaps in the Modern Business Landscape" explores how specialized networks connect professionals, fostering collaboration and sharing expertise. In today's dynamic business environment, these networks play a crucial role in overcoming informational barriers, enabling swift decision-making, and driving innovation.

For in-depth knowledge about the topic visit:https://www.astuteconnect.com/blog/bridging-knowledge-gaps-in-the-modern-business-landscape

Expert Networks Bridging Knowledge Gaps In The Modern Business Landscape

In E263, we delve into Ontario's real estate investment landscape, exploring its challenges and opportunities with Josh Findlay.

E263 Empowering Investors to Thrive in Ontario's Dynamic Real Estate Market with Josh Findlay

Astute Connect is a leading expert network company that specializes in connecting businesses, professionals, and decision-makers with industry experts and thought leaders. With a commitment to facilitating insightful conversations and fostering meaningful collaborations, Astute Connect serves as the bridge between those seeking valuable insights and those possessing deep industry knowledge.

The New Mainstream podcast features real conversations about the cultural nuances impacting multicultural communities in the U.S. and its influence on brand marketing and the importance of DEI in strategic marketing conversations.

Insight and analysis on investment markets and issues affecting your whole financial world.

Welcome to the Transfix Take On, a show for the logistics and supply chain world where we switch gears into the hot topics of trucking. For more information, visit: www.transfix.io

New tracks tagged #Market Insights