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

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

SB Talks · Stanford Brown

April 11, 202319m 42s

Audio is streamed directly from the publisher (traffic.libsyn.com) as published in their RSS feed. Play Podcasts does not host this file. Rights-holders can request removal through the copyright & takedown page.

Original episode page

Show Notes

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
← All episodes of SB Talks