Current investment themes for Australian investors and what should they be wary of

SB Talks

English - April 11, 2023 23:23 - 19 minutes - 16.7 MB - ★★★★★ - 1 rating
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Previous Episode: Introducing incoming Chief Investment Officer, Nick Ryder

Next Episode: Is good economic news bad news for financial markets?

In this episode of SB Talks, CEO Vincent O'Neill is joined by Nick Ryder for the first time in his formal capacity as Chief Investment Officer. Going forward we will also be bringing you more regular but shorter form podcasts.

They discuss:

The fallout from the recent banking issues in the US and Europe How bad news can sometimes be good news for bond and equity markets The three components of the current inflation spike and why unemployment may need to rise The cracks appearing in the commercial property sector Short term plans to review the asset class mix for portfolios