SB Talks

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.