The Active Investor w/SGH

In this month’s Active Investor, SGHiscock's CIO Rob Hogg is joined by Rory Hunter, Head of Emerging Companies, to discuss three very different companies that have recently caught the team’s attention.

From rare earths developer Viridis Mining and Minerals to online furniture retailer Koala and communications technology company Codan, Rory explores the recent catalysts shaping the investment case for each and what the team is watching from here.

Recorded on 6 October 2026

https://sghiscock.com.au/

Follow us on LinkedIn: https://www.linkedin.com/company/sg-hiscock-company/⁠

The podcast does not constitute financial advice and assumes a certain level of knowledge. It is general information only and does not take into account the investment objectives, financial situation or needs of any person and should not be considered a recommendation. The views in this podcast are those of the contributors at the time of recording. Neither SGH nor any of its related parties provide any warranty of accuracy. Returns are not guaranteed. More information available here: https://sghiscock.com.au/podcast-disclosures-and-disclaimers/

In this month’s Active Investor, SGHiscock's CIO Rob Hogg is joined by Hamish Tadgell, Head of Australian Equities, to unpack an August reporting season that proved better than feared, albeit against a backdrop of persistent inflation and continued market volatility.

They explore the key sectors and themes shaping the Australian market, including the strength in resources and gold, the ongoing AI and data centre opportunity, pressures facing the consumer, and what it all means for portfolio positioning.

In this month's episode of The Active Investor, CEO Steve Hiscock and Chief Investment Officer Rob Hogg unpack the key events shaping markets in July from surging global bond yields and sharp swings in technology stocks to improving global growth prospects. Closer to home, they examine Australia’s challenging mix of sticky inflation, a slowing housing market and uncertainty around the next move in interest ratesand what it all could mean for investors from here.

In this month's episode of The Active Investor, CEO Steve Hiscock and Chief Investment Officer Rob Hogg unpack the key events shaping markets in June. From the impact of falling oil prices and a more hawkish US Federal Reserve to growing risks in US equity markets and Australia's diverging economic outlook, they explore what investors should be watching closely. The discussion also examines the weakening Australian housing market, interest rate expectations and why a shift in RBA policy could create opportunities for Australian equities and small caps in the months ahead.

In this month's episode of The Active Investor with SGH podcast, CIO Rob Hogg is joined by Senior Portfolio Manager Hamish Tadgell to discuss the key themes driving markets in May. They explore the resilience of the US economy, the continued strength of AI-related investments, Australia's lagging market performance, and the outlook for interest rates, earnings and inflation. The discussion also covers opportunities emerging across commodities, infrastructure, technology and gold, as well as how portfolios are being positioned in an environment characterised by heightened volatility and ongoing geopolitical uncertainty.

Global markets rebounded strongly in April, led by the US, despite ongoing volatility driven by the Middle East conflict and rising oil prices. While sentiment improved, markets are increasingly pricing in higher inflation, higher interest rates, and softer growth, with early signs of weakening earnings expectations and declining consumer confidence—particularly in Australia. Looking ahead, the key uncertainty remains the duration of the conflict: a near-term resolution could support markets, while a prolonged period of elevated oil prices risks a stagflationary environment.

In this episode of The Active Investor with SGH, Steve Hiscock is joined by CIO Rob Hogg as they unpack a turbulent March for global markets, dominated by escalating tensions in the Middle East and the resulting surge in oil prices. As volatility spiked and investor sentiment shifted, equity markets weakened, interest rates rose, and growth expectations softened. Against this uncertain backdrop, we explore what’s been driving these market movements, what investors are now pricing in, and how developments such as a potential ceasefire could shape the outlook ahead.

In this episode of The Active Investor with SGH, Steve Hiscock is joined by CIO Rob Hogg to unpack the key market moves since the start of 2026—from surging precious metals and shifting rate expectations to bond market signals in Australia and Japan. They’re also joined by resources specialist Stephen Gorenstein to explore what’s driving the commodities rally, why this cycle may be more selective than past “supercycles,” and how he’s positioning the ARI fund across themes like gold, copper, and critical minerals

In this episode of The Active Investor with SGH, Steve Hiscock and Hamish Tadgell, Head of Australian Equities, outline expectations for the upcoming reporting season. Despite heightened macroeconomic and geopolitical uncertainty, Hamish expects the season to be broadly resilient, supported by an improving domestic economic cycle following RBA rate cuts through 2025 and generally conservative corporate guidance.

In this episode of The Active Investor with SGH, Steve Hiscock and Rob Hogg break reviews market activity, noting that volatility was driven mainly by shifting expectations around US interest-rate cuts, while concerns about an AI-driven tech bubble persist but appear premature. They also discuss Klarna’s upcoming USD-backed stablecoin and the growing role of stablecoins in payments.

In Australia, inflation has broadened, reducing the likelihood of rate cuts and weighing on equity markets.

In this episode, Steve Hiscock is joined by Rory Hunter, Co - Portfolio Manager of the SGH Australian Small Companies Fund, explains that small-cap stocks—especially in resources such as gold and critical minerals—have driven strong fund performance. He sees potential for a multi-year resources cycle supported by AI-related demand and energy transition trends and warns that rising rates could pressure small industrials.

Recorded on 28 November 2025

https://sghiscock.com.au/

Follow us on LinkedIn: https://www.linkedin.com/company/sg-hiscock-company/⁠

The podcast does not constitute financial advice and assumes a certain level of knowledge. It is general information only and does not take into account the investment objectives, financial situation or needs of any person and should not be considered a recommendation. The views in this podcast are those of the contributors at the time of recording. Neither SGH nor any of its related parties provide any warranty of accuracy. Returns are not guaranteed. More information available here: https://sghiscock.com.au/podcast-disclosures-and-disclaimers/