SB Talks April 17th 2024
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 October Market Report
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
SB Talks, RBA’s Decision, Inflation, US earning reports and more.
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
SB Talks Podcast- Video - Monthly Financial Update
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