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

Read More
SB Talks July Shona Stephenson SB Talks July Shona Stephenson

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

Read More

Stanford Brown Quartlery Review

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

Read More
Shona Stephenson Shona Stephenson

SB Talks with Host Vincent O'Neill and guest speaker Nick Ryder

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

Read More
SB Talks podcast June Shona Stephenson SB Talks podcast June Shona Stephenson

SB Talks with host Vincent and guest speaker Nick Ryder.

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

Read More

NAB Federal Budget Review 2023

NAB Federal Budget Review 2023

Thanks, Alan Oster NAB Group Chief Economist for sharing your Budget Insights for 2023.

What are the big calls?

What were the headline announcements? Read about how they could impact you.

What is the industry impact?

What are the implications for businesses large and small? Read our sector-by-sector analysis.

Where will this budget take our economy?

What will it mean for you and your business?

Read More

SB Talks - April

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

Read More

Stanford Brown Monthly Update

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?

Read More
Stanford Brown Podcast Season 2023 E1 Shona Stephenson Stanford Brown Podcast Season 2023 E1 Shona Stephenson

Stanford Brown Podcast

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.

Read More

Stanford Brown Market Report November 2022

Thank You, Ashely Owen, Chief Financial Officer from StanfordBrown, for sharing their Monthly Investment Markets Report for November 2022.

This month StanfordBrown tackle some of the most pressing questions for longer-term investors:

Inflation and interest rates – Where are we now? - and how high will they go?

Share markets – Are they cheap yet, or still expensive? – and where to from here?

Spending is slowing, but we still sitting on a huge mountain of cash to spend – where did it all come from?

The FTX collapse – is this the end for crypto? Or just a bump in the road?

Read More
Shona Stephenson Shona Stephenson

StanfordBrown Podcast - CEO Vincent O’Neil and Chief Investment Officer Ashley Owen

THE EXPATRIATE Podcast - StanfordBrown Monthly Market Report November 2022.

In this episode, CEO Vincent O’Neill of StanfordBrown’s (SB) will be speaking with SB Chief Investment Officer Ashley Owen on the following topics: Inflation and rate hikes – is the worst behind us? Share prices – are they cheap yet, or still expensive? What sectors are good value? FTX collapse – the end of crypto, or just a bump in the road? Outlook for 2023 – where are the opportunities?

Read More
James Englebrecht James Englebrecht

10 ways to maximise your wealth as an expatriate living in Singapore

10 ways to maximise your wealth as an expatriate living in Singapore

Living in a foreign country can be exciting and paying lower income tax rates can be rewarding. But, many expatriates are still faced with incredibly complex financial decisions.

As an expatriate living in Singapore, what can you do to maximise your financial position? Here are 10 ways to help you grow and preserve your financial assets.

Read More
James Englebrecht James Englebrecht

St Jame’s Place Guide to Investing in Volatile Markets

St Jame’s Place Guide to Investing in Volatile Markets

Why investing for the long-term is the way to help you achieve your goals

Investors always have a long list of things to worry about. The ongoing ramifications of the pandemic continue to play out even as the COVID-19 threat slowly recedes. The effects of the war in Ukraine, supply chain disruptions, and the biggest cost-of-living crisis in decades are creating further distress. In this uncertain and volatile time, it can be very easy to make knee-jerk decisions that might not be the best course of action.

Read More
Cris Abellar Cris Abellar

Stanford Brown July Monthly Market Report

Global financial markets snapshot This report refers to the month of June 2022, but we also include 5 July +0.50% RBA rate hike to 1.35%, which is consistent with the theme of accelerating rate hikes driving global sentiment and investment markets. June 2022, like May, was another month of two halves. In the first half, share prices rose and bond prices fell (ie yields rose) on hopes of continued economic growth, albeit with inflation. In the second half of June, share prices fell and bond prices rose (yields fell) as investors started to worry more that increasingly aggressive rate hikes would trigger economic recessions. The turning point was the US Fed’s 3rd rate hike on 15 June, raising US rates by 0.75%, following hikes of 0.25% in March and 0.50% in May. Slowdown fears in the second half of June also brought down prices of oil, gas, coal, industrial metals like copper and iron ore, and also the Australian dollar.

Read More

Stanford Brown Monthly Investment Report - May

Stanford Brown Monthly Investment Report - May was released this week.

Stanford Brown Monthly Investment May Report will help you navigate through these uncertain times. Clarity and the most current information is essential to making clear and informed decisions. It is crucial to be informed about the movements in the local and international economy.

Read More

Why do Australian Expats need to review their Wills?

It is crucial to prepare for the worst in a modern world, even though we hate to think about the inevitable for us all. Death is not a cheerful subject; therefore, we push it to the backs of our minds and put off updating or even writing a Will. A Will; must be written correctly to avoid heartache for those left behind and avoid unnecessary tax bills. Writing a Will can be a positive as it is an opportunity to protect your family for the future.

Read More