SB Talks

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.