Thank you, Nick Ryder, Stanford Brown's Chief Investment Officer, for generously sharing Stanford Brown's insights in the Monthly Investment Markets Report for April 2024. We appreciate the valuable information you provided to our community.

The SB Monthly Report aims to help investors cut through the media noise and hype and understand what is really driving investment markets and portfolio returns.

This month, Nick tackles some of the most pressing questions for longer-term investors:

What happened over the month

Performance of major financial markets

Current investment outlook and portfolio positioning

Views on major asset classes

Current portfolios allocations

Thank you, Stanford Brown, for sharing their episode of SB Talks with host CEO Vincent O’Neill, who speaks with Chief Investment Officer Nick Ryder to delve into the latest economic developments shaping global markets.

The pair examine the following;

• The recent pullback in equity markets and the outlook for equities in the future.

• March’s CPI numbers exceed market expectations, prompting speculation about the inflation and monetary policy trajectory.

• They discuss the IMF's upgraded World Economic Outlook, highlighting growth projections and regional disparities, focusing on US and European economies.

• Lastly, they analyse China's Q1 GDP data, examining the role of government investment versus consumer sentiment in driving economic performance.

Stanford Brown Quarterly Report Q1 2024

We hope you like Stanford Brown's (SB) Quarterly Investment Markets Report for the first quarter of 2024. The primary objective is to provide investors with clear insights to navigate the complexities of investment markets, enabling a deeper understanding of the factors influencing portfolio performance amidst the constant media chatter and sensationalism.

This month, Nick Ryder, Chief Investment Officer from SB, tackles some of the most pressing questions for longer-term investors:

1. What happened over the quarter

2. Performance of major financial markets

3. Current investment outlook and portfolio positioning

4. Views on major asset classes

5. Current portfolios allocations

Thank you, Stanford Brown, for sharing your insights with THE EXPATRIATE community.

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.

This week 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 Stanford Brown’s comprehensive Fixed Income Sector Review and the intricacies of investing in cash, investment grade and high-yield credit as well as government bonds, all with an eye toward improving portfolio diversification, capital stability, liquidity and income generation.

Thank You to Stanford Brown's (SB) Monthly Investment Markets Report for February 2024 with THE EXPATRIATE Community

The Report aims to help investors cut through all the media noise and hype and understand what drives investment markets and portfolio returns.

This month, SB’s Chief Financial Officer (CFO) Nick Ryder tackles some of the most pressing questions for longer-term investors:

What happened over the month?

Performance of major financial markets

Current investment outlook and portfolio positioning

Views on major asset classes

Current portfolios allocations

Please click on the link below to read the full Report.

CIO Nick Ryder joins SB Talks on 23rd February, along with Stanford Brown CEO Vincent O'Neill, to explore the latest trends in global investment markets. In this episode, they dissect NVIDIA's impressive earnings report, delving into its exponential revenue growth and the underlying factors driving its success in the AI chip market.

Thanks, Nick Ryder, Chief Investment Officer (CIO) from Stanford Brown, for sharing their latest update. The update aims to help investors cut through all the media noise and hype and understand what is really driving investment markets and portfolio returns.

This month, the SB Team tackled some of the most pressing questions for longer-term investors:

• What happened over the month

• Performance of major financial markets

• Current investment outlook and portfolio positioning

• Views on major asset classes

• Current portfolios allocations

SB Talks - Rallying equities, productivity quandaries & property markets.

SB Talks November - SB Talks - Rallying equities, productivity quandaries & property markets.

We hope you like the latest edition of our SB Talks YouTube and Podcast for November 2023, where the SB team explores the important elements of your financial world – from investments to strategy, retirement planning, and intergenerational wealth.

Stanford Brown October Market Report

This month, SB tackled the following points;

• What happened over the month

• Performance of major financial markets

• Current investment outlook and portfolio positioning

• Views on major asset classes

• Current portfolios allocations

Thank you, Nick Ryder, Chief Investment Officer (CIO), and the Stanford Brown Team, for taking the time to generously share your highly informative and invaluable monthly report with THE EXPATRIATE Community. We appreciate your continuous efforts in keeping our community well-informed and empowered with your expert insights and analysis.

This month, Nick tackles some of the most pressing questions for longer-term investors:

• What happened over the month

• Performance of major financial markets

• Current investment outlook and portfolio positioning

• Views on major asset classes

• Current portfolios allocations

To read the full report, click on the link below;

Thank You, Chief Investment Officer (CIO) Nick Ryder, for sharing Stanford Brown’s Monthly Investment Markets Report for July 2023.

This month Nick tackle’s some of the most pressing questions for longer-term investors:

What happened over the month

Performance of major financial markets

Current investment outlook and portfolio positioning

Views on major asset classes

Current portfolios allocations

Stanford Brown (SB) Talks is an informative conversation with SB CEO Vincent O’Neill and Chief Investment Officer (CIO) Nick Ryder in which they explore the important elements of your financial world – from investments to strategy, from retirement planning to intergenerational wealth.

They discuss:

Why the RBA’s latest rate pause might give hope that inflation is waning

Services and rent are the biggest drivers of inflation

The divergence between cashed-up and stressed homeowners

Why Europe’s inflation remains sticky

Japan’s increased flexibility surrounding bond yield caps

US earnings reporting season

Thank You, Stanford Brown CEO Vincent O’Neill and Chief Investment Officer Nick Ryder, for sharing the latest edition of the SB Talks podcast. In this podcast, the SB financial gurus explore the important elements of your financial world – from investments to strategy, from retirement planning to intergenerational wealth.

CEO Vincent O'Neill is hosting this episode of SB Talks, and his guest is Chief Investment Officer Nick Ryder.

They discuss:

The RBA’s “hawkish skip” in July

Mortgage prisoners and the housing sector

US employment and wages data - July

The bond market moves and peak cash rate pricing

Equity market decoupling and the magnificent seven US technology leaders

Thank you, Stanford Brown Chief Investment Officer Nick Ryder, for sharing the link to their Stanford Brown Quarterly Review of Investment Markets Report.

In the Stanford Brown Quarterly Report, you will find:

The ‘Magnificent Seven’ leads the charge.

Inflation – Although it seems to have peaked, why it could prove sticky?

Interest rates – Why expectations for rate cuts in 2023 and 2024 may be premature.

Recession – Why the widely forecasted global recession in 2023 is now less likely.

In-depth Asset Class reviews

Current portfolio positioning as per the end of Q2 2023

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

We are excited to share the latest edition of the SB Talks podcast, where the financial experts explore the essential elements of your financial world – from investments to strategy, from retirement planning to intergenerational wealth.

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

Thank you, Stanford Brown, for sharing the latest edition of our SB Talks podcast with THE EXPATRIATE Community. In this podcast, the SB Team explores your financial world's critical elements – from investments to strategy, retirement planning to intergenerational wealth.

In this episode of SB Talks, CEO Vincent O'Neill is joined by newly appointed Chief Investment Officer Nick Ryder. As part of this change in office, we will also bring 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

StanfordBrown's Monthly Investment Markets Report

StanfordBrown has put together an easy-to-read report aimed to help investors cut through all the media noise and hype and understand what is really driving investment markets and portfolio returns.

This month we tackle some of the most pressing questions for long term investors:

• Outlooks for inflation and interest rates

• The ‘Stock Market Olympics’ – who are the winners and losers, and why?

• Are we headed for Recessions – and how will share markets react?

• Are share markets cheap or still expensive? – how do we measure this?

• What is your ‘personal inflation rate’? And will your investments fund it?

• The Federal government’s radical new Super tax – what’s the big deal?

Ashley Owen - Chief Investment Officer from Stanford Brown, has shared with us the SB Quarterly Market Review of Investment Markets and the SB Portfolio Changes.

Key Points from the Stanford Brown Quarterly Review are as follows:

Stanford Brown (SB) has shared the latest edition of our SB Talks podcast. The podcast explores the important elements of your financial world – investments to strategy, retirement planning, and intergenerational wealth.

In the January edition of SB Talks, Stanford Brown CEO Vincent O'Neill speaks with Chief Investment Officer Ashley Owen.