SB Talks

In this episode of Meet the Investor, Joey Mouracadeh sits down with Abigail Glerum, Principal at GoldenTree Asset Management, a global credit investment powerhouse managing over $58 billion USD in assets.

Abby takes us inside the firm's multi-strategy credit platform, explaining how GoldenTree goes far beyond traditional bonds. From high-yield bonds and leveraged loans to structured credit, distressed debt, real estate debt, and emerging marketing credit, the firm's reach spans the full spectrum of credit opportunities.

They also unpack the differences between credit instrument. What exactly is structured credit? How does distressed investing work in practice? And how does GoldenTree's collaborative, asset-class-agnostic process allow them to pivot across market cycles and seize opportunities others may miss?

Music provided by: Autumn Trumpet Background Corporate by LesFM | https://lesfm.net/ Music promoted by https://www.chosic.com/free-music/all/ Creative Commons CC BY 3.0 https://creativecommons.org/licenses/by/3.0/

In this episode of SB Talks, CEO Vincent O'Neill and CIO Nick Ryder, unpack the latest US jobs shock, where a massive downward revision of 258,000 jobs has not only rattled markets, but also led President Trump to fire the head of the Bureau of Labor Statistics - raising fresh concerns about political interference in official data. They explore what this means for the Fed, as a key resignation opens the door for a Trump-aligned appointee, and fuels speculation ahead of the September rate decision.

Closer to home, where softer inflation and signs of labour market weakness have markets fully pricing in a rate cut at tomorrow's RBA meeting.

Music provided by: Autumn Trumpet Background Corporate by LesFM | https://lesfm.net/ Music promoted by https://www.chosic.com/free-music/all/ Creative Commons CC BY 3.0 https://creativecommons.org/licenses/by/3.0/

In this episode of SB Talks, CEO Vincent O'Neill and CIO Nick Ryder unpack the latest US-EU trade deal and what it could mean for international markets. They break down the highlights from US earnings season, who is outperforming and where the cracks are showing.

Over in Australia, fresh employment data could shake up the Reserve Bank's next decision. Plus, we're gearing up for a big week of economic releases: US GDP, a closely watched Fed meeting, and Australia's inflation readout.

Music provided by: Autumn Trumpet Background Corporate by LesFM | https://lesfm.net/ Music promoted by https://www.chosic.com/free-music/all/ Creative Commons CC BY 3.0 https://creativecommons.org/licenses/by/3.0/

In this special edition of SB Talks, Stanford Brown Private Wealth Adviser, Anita Vallelonga, sits down with Elise McKay, Portfolio Manager at Pendal Group's Horizon Fund, to break down the evolving world of ethical investing. Together they explore what ethical investing really means, how it differs from ESG and impact investing, and why more Australians are aligning their money with their values.

Elise shares her practical framework for responsible investing, explains how Horizon Fund balances performance with purpose, and addresses common misconceptions about greenwashing and underperformance. A must must listen for anyone looking to make an impact without sacrificing returns.

Music provided by: Autumn Trumpet Background Corporate by LesFM | https://lesfm.net/ Music promoted by https://www.chosic.com/free-music/all/ Creative Commons CC BY 3.0 https://creativecommons.org/licenses/by/3.0/

In this episode of SB Talks, Stanford Brown CEO Vincent O'Neill speaks with Chief Investment Officer Nick Ryder.

They discuss:

• RBA Rate Moves - Direction or Timing?
• July 9th US Deadline Passes, Now What?
• NVIDIA Breaks Records, Again

Music provided by: Autumn Trumpet Background Corporate by LesFM | https://lesfm.net/ Music promoted by https://www.chosic.com/free-music/all/ Creative Commons CC BY 3.0 https://creativecommons.org/licenses/by/3.0/

In this episode of SB Talks, Stanford Brown CEO Vincent O'Neill speaks with Chief Investment Officer Nick Ryder.

They discuss:

• Where to After the Israel-Iran Ceasefire?
• NATO Ramps Up Defence Spending
• Trump's 'One Big, Beautiful Bill' Scraps the Revenge Tax
• Will Trump Nominate Jerome Powell's Successor Early to Pressure the Fed?
• Market Wrap-up: Financial Year in Review

Music provided by: Autumn Trumpet Background Corporate by LesFM | https://lesfm.net/ Music promoted by https://www.chosic.com/free-music/all/ Creative Commons CC BY 3.0 https://creativecommons.org/licenses/by/3.0/

In this episode of Meet the Investor, host Joey Mouracadeh speaks with Regina Liu, APAC Head of Investment Specialists for International Equities at J.P. Morgan Asset Management. As one of the world's largest and most established investment managers, J.P. Morgan Asset Management oversees more than US$1 trillion in equities globally, backed by a deep research platform and a long track record in active investing.

Regina outlines the firm's Global Research Enhanced Index (REI) strategy — a benchmark-aware, fundamentally driven approach to equity investing that blends passive index construction with the insights of J.P. Morgan's global research team. She explains how the REI strategy draws on the work of over 90 analysts covering 2,500 companies worldwide, whilst avoiding top-down sector and region bets, instead relying on bottom-up insights to seek incremental alpha while remaining closely aligned to the benchmark.

Joey and Regina also discuss how portfolio managers use proprietary tools and data analytics to support decision-making, why local, on-the-ground research remains essential even in an AI-driven world, and how volatility and macro uncertainty can create opportunities for active investors.

Music provided by: Autumn Trumpet Background Corporate by LesFM | https://lesfm.net/ Music promoted by https://www.chosic.com/free-music/all/ Creative Commons CC BY 3.0 https://creativecommons.org/licenses/by/3.0/

In this episode of SB Talks, Stanford Brown CEO Vincent O'Neill speaks with Chief Investment Officer Nick Ryder.

They discuss:

• Escalating Middle East Conflict and the impact on oil prices
• G7 Summit in the Canadian Rockies
• Section 899 of Trump's 'One Big, Beautiful Bill'
• Australia's Q1 GDP report

Music provided by: Autumn Trumpet Background Corporate by LesFM | https://lesfm.net/ Music promoted by https://www.chosic.com/free-music/all/ Creative Commons CC BY 3.0 https://creativecommons.org/licenses/by/3.0/

In this episode of SB Talks, Stanford Brown CEO Vincent O'Neill speaks with Chief Investment Officer Nick Ryder.

They discuss:

• RBA's dovish shift and weaker growth outlook
• Trump's 'One Big Beautiful Bill' (OB3)
• US Trade Court decision
• May's strong equity returns

Music provided by: Autumn Trumpet Background Corporate by LesFM | https://lesfm.net/ Music promoted by https://www.chosic.com/free-music/all/ Creative Commons CC BY 3.0 https://creativecommons.org/licenses/by/3.0/

In this special episode, Stanford Brown CEO Vincent O'Neill sits down with former Reserve Bank of Australia Governor Ian Macfarlane AC, an important member of the Stanford Brown Investment Committee.

Together, they discuss:

• The shockwaves of Trump's April 2 "Liberation Day" tariff announcement
• Why the bond market has become the key check on US presidential power
• The inflation vs recession debate - or are we staring at stagflation?
• Risks to the US dollar's global standing
• What it all means for investors - and for Australia

Join us for a compelling discussion packed with insights into how international shifts could shape our financial future.

Music provided by: Autumn Trumpet Background Corporate by LesFM | https://lesfm.net/ Music promoted by https://www.chosic.com/free-music/all/ Creative Commons CC BY 3.0 https://creativecommons.org/licenses/by/3.0/