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

In this episode of SB Talks, Stanford Brown CEO Vincent O’Neill speaks with Chief Investment Officer Nick Ryder to discuss: &nbsp;   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   &nbsp; Music provided by: Autumn Trumpet Background Corporate by LesFM | https://lesfm.net/ Music promoted by https://www.chosic.com/free-music/all/ Creative Commons CC BY 3.0 https://creativecommons.org/licenses/by/3.0/ &nbsp; &nbsp;

SB Talks: Volatile equities, the Japanese carry trade and RBA rate cuts off the agenda

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 &nbsp; Music provided by: Autumn Trumpet Background Corporate by LesFM | https://lesfm.net/

SB Talks: Australian earnings season, what we learned from Jackson Hole and all eyes on Nvidia’s upcoming results

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/

SB Talks: Growth fears déjà vu, Australian earnings season and portfolio positioning

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 credit, a sector that has garnered significant attention in recent years. Andrew defines what private credit entails and addresses concerns surrounding its potential risks, including the notion of it being a bubble and the perceived lack of regulation. He offers his perspective on why some loans may be considered too risky for banks and how Metrics navigates these challenges.  As the private credit market continues to expand rapidly, Andrew discusses the implications of this growth, the potential for rate compression, and whether increased competition might lead to riskier lending practices. We also explore the broader factors influencing the sector, including the potential for increased regulation.  Andrew’s insights are a must listen for anyone investing or considering investing into this asset class. &nbsp;  Music provided by: Autumn Trumpet Background Corporate by LesFM | https://lesfm.net/

Meet the Investor Series: Andrew Lockhart, Metrics Credit Partners

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 | https://lesfm.net/

SB Talks: Australia’s Millennial Recession, is the US Fed worried and will rate cuts drive equities higher?

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  &nbsp; Music provided by: Autumn Trumpet Background Corporate by LesFM | https://lesfm.net/

SB Talks: Middle Eastern conflict, US employment and Chinese stimulus

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 types   How the policy impacts Stanford Brown portfolios depending on client objectives   Music provided by: Autumn Trumpet Background Corporate by LesFM | https://lesfm.net/

SB Talks Special Edition: Investing responsibly

In this episode of SB Talks, Stanford Brown CEO Vincent O’Neill speaks with Chief Investment Officer Nick Ryder to discuss: &nbsp;   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   &nbsp; Music provided by: Autumn Trumpet Background Corporate by LesFM | https://lesfm.net/

SB Talks: Australia still hiring, US keeps shopping while China continues borrowing

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, hire and retain star hedge fund managers and the outlook for the sector as we head into more uncertain times. Music provided by: Autumn Trumpet Background Corporate by LesFM | https://lesfm.net/ Music promoted by https://www.chosic.com/free-music/all/ Creative Commons CC BY 3.0 https://creativecommons.org/licenses/by/3.0/

Meet the Investor Series: Scott Radke, New Holland Capital

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/

SB Talks: The Trump trade, Australian inflation and US earnings

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