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

They discuss:

• Whether countries negotiate or reciprocate
• Rising recession risks
• Chances of tax and rate cuts
• Navigating markets through uncertainty
• The value of diversification

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In this episode of Meet the Investor, we sit down with Kelli Marti, Senior Managing Director and Portfolio Manager at Churchill Asset Management, a leading US private credit firm with over $50 billion in committed capital. Kelli shares her insights in the traditional US middle market - businesses with $50 million EBITDA on average - and why this segment can offer attractive yields, conservative capital structures, and tight covenants. We unpack how Churchill leverages its deep relationships with top-tier private equity sponsors, the benefits of being a lead agent, and how they manage risk.

We also explore the differences between private and public lending markets, the growing interest in private credit from investors, and discuss potential market saturation and the impact of increased regulatory scrutiny.

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

They discuss:

• US economic and immigration data
• European growth outlook
• Reciprocal tariffs expected on 'US Liberation Day' (April 2nd)
• Australian Federal budget and April RBA meeting expectations
• What to look out for in private credit investing

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

They discuss:

• Recent volatility in equity markets
• Evolving US trade policies
• Looking beyond weak sentiment, at the fundamental health of the US & global economy
• Benefits of a diversified portfolio

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

They discuss:

• The key trends shaping the European political landscape and economy
• What the RBA rate cut means for the future
• The economic impact of geopolitical uncertainty
• Are we seeing a rotation away from US tech stocks?

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Welcome to the first episode of Meet the Investor for 2025. In this episode we sit down with Ben Leung, Head of Systematic Investing at Macquarie Asset Management, to explore how data and technology are reshaping investment decision-making.

Ben shares how his team applies a structured, research-driven approach to identifying opportunities in the equity market, using quantitative signals to navigate market complexities and investor behaviour. He explains how systematic investing differs from traditional fundamental analysis and why understanding human psychology — such as herd mentality and loss aversion — can provide an edge.

We also discuss how AI and machine learning are driving the next evolution in quantitative strategies, the importance of risk management, and how investors can think about blending systematic approaches with other investment styles.

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

We discuss:

• What is Trump trying to achieve with his tariff threats?

• What does DeepSeek mean for AI and tech spending?

• What have we learnt from US Reporting Season?

• IS an RBA rate cut next week a done deal?

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In this Special Edition of SB Talks, Stanford Brown CEO Vincent O'Neill is speaking with Director of Insurance and Benefits Advisory James McFarland. Together they discuss the latest whitepaper 'Rising Costs, Rising Concerns' which uncovers the financial challenges employees are currently facing and how employers can provide programs and benefits to support.

They discuss:

• The importance of financial wellbeing and the opportunities for employers in this space
• A declining trend in financial confidence and security
• Diminishing confidence in the ability for individuals to retire - Data and insights from our Financial Risk Assessment Tool - FinFit

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For the first episode of 2025, Stanford Brown CEO Vincent O'Neill is again speaking with Chief Investment Officer Nick Ryder.

We discuss:

• President Trump sworn in

• The shifting interest rate outlook

• Currency moves around tariff fears

• US reporting season kicks off

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In this episode, Stanford Brown CEO Vincent O'Neill is again speaking with Chief Investment Officer Nick Ryder.

We discuss:

• What happened in major economies and investment markets in 2024?

• How did our predictions for this year pan out?

• What are the key themes investors should be focussed on for the year ahead?

• What are the main risks we are focussed on?

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