Stanford Brown's Market Insights

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  • Duración: 62:20:04
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Sinopsis

Listen to the best of Stanford Brown's financial, investment and economic updates.

Episodios

  • How Much Do I Need...and Will I Have Enough?

    09/09/2022 Duración: 25min

    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.

  • Inflation, Interest Rates, and how we are managing risk in portfolios.

    02/09/2022 Duración: 38min

    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.

  • Are we headed for a repeat of the 1970’s? And What it Means for Investors.

    22/07/2022 Duración: 43min

    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?

  • SB Talks: Inflation, Rate Hikes, Recessions and What it Means for Investors

    16/06/2022 Duración: 35min

    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!

  • SB Talks: Interview with former RBA Governor Ian Macfarlane

    11/05/2022 Duración: 37min

    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?

  • SB Talks: Australian Inflation, China Lockdown, Supply Shocks, and European Recession risks!

    21/04/2022 Duración: 40min

    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.

  • SB Talks: Recap on 2021, QE Tapering, 2022 rate increases and Asset Allocation outlook!

    21/12/2021 Duración: 34min

    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.

  • SB Talks Quick Take November 2021

    23/11/2021 Duración: 14min

    Is cryptocurrency a fad?

  • SB Talks: Bond Yields Jump, Interest Rates, Sustainable Investment and Asset Allocation!

    02/11/2021 Duración: 37min

    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.

  • Property market momentum, APRA lending restrictions, Evergrande and market outlook!

    13/10/2021 Duración: 48min

    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.

  • Reporting Season, Commodity Prices, China, and Stimulus Outlook!

    14/09/2021 Duración: 43min

    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.

  • Balancing Retirement and Helping Your Adult Kids

    24/08/2021 Duración: 23min

    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 f

  • Equity Market Momentum, Stimulus End Game & Stopping The Inflation Train!

    10/08/2021 Duración: 44min

    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

  • Slowing Market Momentum, Investing for Inflation Protection and Bye Bye Banana Republic!

    10/06/2021 Duración: 30min

    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.

  • Big Spending Budget, Unemployment, Inflation and Interest Rates!

    13/05/2021 Duración: 35min

    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

  • Free Money, Global Markets, Property Prices, and Investment Scams!

    14/04/2021 Duración: 35min

    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

  • Inevitable Inflation, Debt Bubbles, Equity Reporting Season, and More!

    10/03/2021 Duración: 47min

    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?

  • Democrat Clean Sweep, Inflation Fears, the GameStop Short Squeeze and More...

    11/02/2021 Duración: 01h01min

    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  

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