SB Talks

Today Stanford Brown CEO Vincent O'Neill speaks with Chief Investment Officer Ashley Owen to take a look at the current economic environment. They cover topics including: Has inflation peaked? – why Australia is different? How many more rate hikes this year? What will cause economic slowdowns, and where will it start? Why we prefer Australian over international shares? Why we prefer 'floating rate' over 'fixed rate' bonds? What is the difference, and why is it important? Where are the opportunities, and what to avoid?

In the January edition of SB Talks, Stanford Brown CEO Vincent O'Neill speaks with Chief Investment Officer Ashley Owen to discuss: Shares off to a good start for the year – can it last? Inflation and rate hikes – are we there yet? Are we heading for a recession? How will the shrinking of China's population affect Australia? The problem with debt – what are the risks? Why we like Australian shares How we are positioned for 2023

In the December edition of SB Talks, Stanford Brown CEO Vincent O'Neill speaks with Chief Investment Officer Ashley Owen to discuss: 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?

In this episode of SB Talks, Stanford Brown CEO Vincent O'Neill is again speaking with Stanford Brown Investment Committee member, and former RBA Governor Ian Macfarlane AC to discuss: The current inflation trajectory What this means for interest rates The likely terminal rate in Australia and the US The implications for financial markets How far will Australian property prices fall?

In the November edition of SB Talks, Stanford Brown CEO Vincent O'Neill speaks with Chief Investment Officer Ashley Owen to discuss: US inflation, unemployment & wages growth - will rate hikes slow? US election results - why they are good for share markets Global share markets - still over-priced, but some sectors are cheap Collapse of FTX crypto exchange - 'the next Warren Buffett' didn't last long World population reaches 8 billion - some implications for long term investors

In October's edition of SB Talks, our CEO Vincent O'Neill speaks with Chief Investment Officer Ashley Owen, to discuss: How far will interest rates rise? What is a 'fair' or 'normal' level of interest rates for a country? How bond markets step in to dictate government spending & borrowing policy – like in Britain 2 weeks ago Why we are probably heading for recession But the good news: Why recessions are almost always good for share markets!

In September's edition of SB Talks, our CEO Vincent O'Neill speaks with Chief Investment Officer Ashley Owen, to discuss: How to make sense of the recent share market volatility and inflation numbers? Which three ASX listed companies paid out more in dividends this year than the other 2,400 companies combined? Corporate profits and dividends have recovered strongly – but how sustainable are they? Free board game! – play 'spot the war' or any other crisis or catastrophe, on a share price chart

In this episode, our CEO Vincent O'Neill speaks with Partner and Private Wealth Adviser, Andrew Griffin to discuss: Andrew's recent Whitepaper addressing the key question on everyone's lips – "How Much Do I Need and Will I Have Enough?" The huge diversity within the existing literature, and our appraisal of the more common approaches. How does Stanford Brown approach this question? What are the main levers at play to be factored into determining how much you will need? Which of these levers are inside and outside of your control – and how best to incorporate these into your future planning.

In this episode, our CEO Vincent O'Neill is speaking with Chief Investment Officer Ashley Owen, they discuss: Inflation - how it is different this time. Just how far will central banks go? Falling house prices - how serious is it? How we are diversifying and managing risk in portfolios.

In this episode, our CEO Vincent O'Neill is speaking with Chief Investment Officer Ashley Owen to discuss: Recession fears take precedence Inflation remains stubbornly high How will central banks react? Are we headed for a repeat of the 1970's? How will share markets respond?

Welcome to the latest edition of our SB Talks podcast where we explore the important elements of your financial world – from investments to strategy, from retirement planning to intergenerational wealth. In this episode, our CEO Vincent O'Neill is speaking with Chief Investment Officer Ashley Owen. We discuss: How high will interest rates go? Are we headed for recession? How far with share markets fall? Is crypto a fad or the future of money? Are you a speculator or an investor? Blueberries, Bitcoin and Beyond!

Welcome to the latest edition of our SB Talks podcast where we explore the important elements of your financial world – from investments to strategy, from retirement planning to intergenerational wealth. In this episode, our CEO Vincent O'Neill is speaking with Stanford Brown Investment Committee member, and former RBA Governor Ian Macfarlane. We discuss: Ian's path to becoming Governor of the RBA. His key learnings from 10 years in the role. The path to normalising global monetary policy settings. The short-term and longer-term outlook for inflation. Interest rate increases, how fast and how far? The implications for financial markets and Australian property?

Welcome to the latest edition of our SB Talks podcast where we explore the important elements of your financial world – from investments to strategy, from retirement planning to intergenerational wealth. In this episode, our CEO Vincent O'Neill is speaking with Chief Investment Officer Ashley Owen. This month we discuss: Australian inflation expectations & rate increases. The pace of US interest rate increases. Energy price surge and European recession risks. China lockdown (again) & supply constraints. Corporate profits & Twitter's poison pill.

In this episode, our CEO Vincent O'Neill is speaking with Chief Investment Officer Ashley Owen. This month we discuss: Recap on investment markets for 2021. US QE tapering and 2022 rate rise. The impact for Australian interest rates and AUD. The threat from Omicron. Asset Allocation Outlook.

Is cryptocurrency a fad?

Welcome to the latest edition of our SB Talks podcast where we explore the important elements of your financial world – from investments to strategy, from retirement planning to intergenerational wealth. In this episode, our CEO Vincent O'Neill is speaking with Chief Investment Officer Ashley Owen. This month we discuss: The spike in the April 2024 Bond Yield. The impact for Australian Interest Rates. Sustainable long term investing. October equity market wrap. Asset Allocation for the quarter ahead.

Welcome to the latest edition of our SB Talks podcast, where we explore the important elements of your financial world – from investments to strategy, from retirement planning to intergenerational wealth. In this episode, our CEO Vincent O'Neill is speaking with Chief Investment Officer Ashley Owen. This month we discuss: What is driving Australian property market momentum? The impact of APRA lending restrictions. Update on the evolving Evergrande situation. Equity market wrap. Outlook for the quarter ahead.

Welcome to Stanford Brown's SB Talks podcast where we explore the important elements of your financial world – from investments to strategy, from retirement planning to intergenerational wealth. In this episode, our CEO Vincent O'Neill is speaking with Chief Investment Officer Ashley Owen. This month we discuss: Reporting season and rebounding corporate profitability. The factors behind recent commodity price fluctuations and the view from here. Outlook for winding back fiscal stimulus. Chinese authorities flex nationalisation muscle.

Welcome to Stanford Brown's SB Talks podcast where we explore the important elements of your financial world – from investments to strategy, from retirement planning to intergenerational wealth. In this episode our CEO Vincent O'Neill is speaking with Private Wealth Adviser Kirsten Lynn about balancing your own retirement and helping your adult kids, the topic of her recently released white paper. In this podcast we discuss: Putting your own retirement first and planning for aged care for peace of mind, even if you want to remain in your home in your later years Thinking about the bigger picture of what is important to you and to your children, so that your well-intentioned assistance does not miss the mark Considering the four potential transition points for wealth Helping your children to buy property, buying property for your children or buying property with your children Funding financial advice, insurance or estate planning advice for your children for their benefit and your own Thinking beyond purely financial help to joint experience or holidays, giving time or sharing an interest

Welcome to the latest edition of our SB Talks podcast where we explore the important elements of your financial world – from investments to strategy, from retirement planning to intergenerational wealth. In this episode, our CEO Vincent O'Neill is speaking with Chief Investment Officer Ashley Owen. This month we discuss: - Continued equity market momentum - The fiscal and monetary stimulus end game - Stopping the Inflation Train - Reducing interest rate duration in portfolios - Outlook for the quarter ahead

Welcome to Stanford Brown's SB Talks podcast where we explore the important elements of your financial world – from investments to strategy, from retirement planning to intergenerational wealth. In this episode, our CEO Vincent O'Neill is speaking with Chief Investment Officer Ashley Owen. This month we discuss: May market wrap and slowing momentum. How do share markets perform in a rising inflation environment? Investment alternatives to protect from rising inflation. Has Australia finally graduated from being a 'banana republic'? The outlook for the second half of 2021.

Welcome to Stanford Brown's SB Talks podcast where we explore the important elements of your financial world – from investments to strategy, from retirement planning to intergenerational wealth. In this episode our CEO Vincent O'Neill is speaking with Chief Investment Officer Ashley Owen. This month we discuss: Key numbers from the federal budget The Government's Iron ore free kick The inflation & unemployment outlook Equity portfolio positioning Holding conservative assets in a rising yield environment

Welcome to Stanford Brown's SB Talks podcast where we explore the important elements of your financial world – from investments to strategy, from retirement planning to intergenerational wealth. In this episode our CEO Vincent O'Neill is speaking with Chief Investment Officer Ashley Owen. This month we discuss: How the flood of free money is lifting asset prices How share markets have changed shape in 2021 versus 2020 How high must interest rates get to kill the housing boom Investment scams of the month

Welcome to Stanford Brown's SB Talks podcast where we explore the important elements of your financial world – from investments to strategy, from retirement planning to intergenerational wealth. In this episode our CEO Vincent O'Neill is speaking with Chief Investment Officer Ashley Owen. This month we discuss: Should we be worried about inflation? Why rising bond yields are mostly good for share markets! Share market rotation and profit reporting season reflections. The economy is surging back – but does this silver cloud have a dark lining?

In this episode our CEO Vincent O'Neill is speaking with Chief Investment Officer Ashley Owen to discuss share markets, economic recoveries, and growing trade tensions. This month we discuss: The Democrat clean sweep in Washington and what it means for global markets Inflation fears and how they impact share and bond markets When will the Fed and RBA hike rates? How to tell if you're an investor or a gambler? The GameStop short squeeze – what really went on? Bitcoin – is it the new 'safe haven' currency? Outlook for company profits , dividends and share prices Why we are still relatively bullish on shares

In this episode our CEO Vincent O'Neill is speaking with Chief Investment Officer Ashley Owen to discuss share markets, economic recoveries, and growing trade tensions. This month we discuss: Share market growth in November Why Australian shares have been slower to recover than the US Company Profit Outlook - To 'V' or not to 'V' The outlook for Australia-China trade relations Why Australia's reliance on China matters for investors

In this episode our CEO Vincent O'Neill is speaking with Private Wealth Adviser Kirsten Lynn about helping your adult children, transferring your wealth, planning for ageing and family transition. We cover: Helping your children – How do you balance your retirement needs with your hopes for helping with a property purchase or school fees? Passing on your wealth – What are the big picture questions to consider before you make a will? Should you pass on wealth earlier? Planning for ageing – What appointments do you need to make? Family transition – What do blended families need to think about in transferring wealth? Are first relationship families that different?

Welcome to Stanford Brown's SB Talks podcast where we explore the important elements of your financial world - from investments to strategy, from retirement planning to intergenerational wealth. In this episode our CEO Vincent O'Neill is speaking with Chief Investment Officer Ashley Owen to discuss interest rates, vaccines, US Politics, and the investment market outlook. We cover: US Election – What impact has the result on the economic outlook? COVID 19 – Record case numbers in the US but emerging vaccine hopes. RBA Rate Cut – What is the interest rate outlook and what risks may this pose for investors? Stanford Brown Portfolio Positioning for Q4 2020.

Welcome to Stanford Brown's 'SB Talks' podcast where we explore the important elements of your financial world - from investments to strategy, from retirement planning to intergenerational wealth. In this episode our CEO Vincent O'Neill is speaking with Chief Investment Officer Ashley Owen to discuss markets, economics, pandemics, and just a little US politics. We cover: The competing forces driving markets - Pandemic recession vs Ultra-low rates Governments are running up war-time-like deficits and debts – can it last? Australia's banks – back to the good old days?

As always, I am joined by our Chief Investment Officer, Ashley Owen. In this edition, we discuss whether the willingness of central bankers and governments to do whatever it takes to keep the party flowing signals the death of capitalism. We reflect on why shares are rising in such a gloomy environment and discuss how we are positioned in client portfolios.

Welcome to Stanford Brown's monthly podcast, Market Insights. As always, I am joined by our Chief Investment Officer, Ashley Owen. In this edition, we reflect on the performance of the major asset classes during the financial year just passed; we discuss the explosion in share trading accounts from Gen Z; we debate whether inflation is dead for ever; we ask whether it is impossible to fight the Fed; and why the Australian share market has lagged the rally. We hope you enjoy!

In this edition we review the performance on each asset class during the March quarter and discuss their outlook for the months ahead. We end on a positive note, even as if the global recession is deep and the recovery slow, we discuss why Australia is almost uniquely well positioned.

As always, I am joined by our CIO, Ashley Owen. In this edition, we discuss the impact of the Covid-19 pandemic on corporate profitability and equity markets. We review why we have taken the decision to reduce risk and look at what would make us buy equities once again.

In our first Stanford Brown Market Insights podcast of 2020, we discuss the changes made to client portfolios as a result of our extensive January asset class review. We also review the likely implications the Coronavirus will have for markets. We hope you enjoy!

In this month's Market Insights podcast, we reflect on a stellar year for market returns with Stanford Brown's Growth portfolios up more than 23%. But the bull market is now approaching 11 years, and we discuss the question of whether we are living on borrowed time. Finally, it's been a horror month for Westpac and we debate whether the current banking woes are temporary or terminal. We hope you have enjoyed our Market Insights series this year and we wish our listeners a very happy Christmas!

Ninety years ago, in October 1929, the US stock market fell 24% in two days, the start of a slide that lasted three years and saw the Dow Jones Index fall by 89%. It took 25 years to recover its 1929 high. In this podcast, we discuss the causes of the 1929 crash and compare to conditions today. Could it happen again?

In this month's Market Insights podcast we reflect on a stellar first nine months for portfolios and examine why nearly all asset classes are flying; we trace Communist China's 70 year journey from the 12th poorest nation in the world to a land of BMWs; and we discuss the link between recessions and stock market returns. The data may surprise you! We hope you enjoy!

In this month's Market Insights podcast, we discuss the Australian reporting season and unearth some concerning data; we debate whether our Treasurer, Josh Frydenberg, is right to demand greater re-investment from Australian companies; we take a look at the latest salvos in Trump's Trade & Currency Wars; and finally, we finish with a conversation on the likelihood of an impending global recession and more importantly, whether it even matters for portfolios. We hope you enjoy!

In this month's episode of Stanford Brown's Market Insights, we are joined by CIO Ashley Owen as we break down the roller-coaster equity markets of the last year, and Stanford Brown's current positions. We discuss the delayed recovery and some history of the Australian stock market, the difference between investing and gambling and more!

In this month's podcast, we discuss all things property! We are joined by two highly experienced property specialists – Mortgage Broker, John Ruddick, and Property Buyer, Patrick Bright. We discuss whether the property market downturn is over, how to lower your mortgage rate, how to choose your new mortgage lender and the key attributes of an investment property.

This month, we discuss the surprise Coalition victory and its implications for Australian based investors in the property and share markets. We are also joined by Stanford Brown's Chief Compliance Officer, Diana Chan, who discusses the election's consequences for superannuation, self-managed super funds and taxation.

In this month's podcast we discuss how the Budget will impact Australian-based investors and their portfolios. We talk about yield curves, what they mean and why inverted yield curves are like inverted belly buttons. We discuss the sudden about-turn of global Central Banks and explore why investing in the next hot sector nearly always ends in tears. Finally, we discuss the terrifying Crane Index (terrifying if you own Aussie property) and ask, as always, what lies ahead…

This month, I am joined again by CIO Ashley Owen as we review the weak local economy and what that means for Australian shares. We look back at the first half reporting season, contrasting the banks with the miners, and discuss why we hold positions in Gold and Commercial Property. Finally, don't believe in active fund managers? Then we have a new solution for you.

As always, I am joined by our Chief Investment Officer, Mr. Ashley Owen. Inevitably, we're going to be discussing the Hayne Report, and the impact it will have on the financial services industry, in particular, the banks. We'll be taking a quick look at a very important announcement made by the Fed in early January, the importance of a looming Brexit and finally the portfolio changes we made in January, alongside what an incoming Labor Government would mean for our portfolios.

As ever, I am joined by our CIO, Ashley Owen. This month we discuss whether a new bear market has already started, we debate whether Brexit is a sideshow and speculate that Europe's problems may stem closer to its French heartland, we mull over why markets are falling amidst such a positive backdrop for corporate profits, and Ashley lists his four factors that accompany most asset bubbles. We hope you enjoy!

In this month's episode of Stanford Brown's Market Insights podcast, Jonathan and Ashley discuss whether a new bear market has already begun, whether the world is heading for recession, why the oil price collapsed, the unintended effects of the Hayne Commission and some mind-blowing stats about China. We hope you enjoy!

In this month's episode we reflect on the Red October, likely scenarios ahead for the Global Economy. We also re-visit the valuation of tech stocks compared to last month, what we are worried about, and what we think is ahead. As always, we hope you enjoy!

In this month's podcast we discuss the implications of Commissioner Hayne's report for Australia's banks; we reflect on whether the current lofty valuations on tech stocks can hold; we look at the implications of the Fed's 8th rate hike on financial markets and finally, we analyse S&P's affirmation of Australia's AAA credit rating. We hope you enjoy!