Government debt, interest rates, AI and private credit all take centre stage in this week's SB Talks, Vincent O'Neill and Nick Ryder discuss the warning signs emerging from France's bond market, why…
This week on SB Talks, Vincent O'Neill and Nick Ryder discuss the Fed's latest rate decision and what it means for inflation, interest rates and markets. They explore why policymakers remain focused…
Debt levels are soaring, inflation remains stubborn, and central banks are keeping markets on edge. In this episode of SB Talks, Vincent O'Neill and Nick Ryder unpack the forces pushing bond yields…
In this episode of SB Talks, Vincent O'Neill and Chief Investment Officer Nick Ryder explore whether the US economy is entering a "Goldilocks" phase, with moderating inflation, softer employment data…
In this episode of Meet the Investor, Joey Mouracadeh sits down with Candace Myung, Managing Director in Oaktree Capital Management's Special Situations Group, part of one of the world's leading…
As ever, I am joined by our CIO, Ashley Owen. This month we discuss whether a new bear market has already started, we debate whether Brexit is a sideshow and speculate that Europe's problems may stem…
In this month's episode of Stanford Brown's Market Insights podcast, Jonathan and Ashley discuss whether a new bear market has already begun, whether the world is heading for recession, why the oil…
In this month's episode we reflect on the Red October, likely scenarios ahead for the Global Economy. We also re-visit the valuation of tech stocks compared to last month, what we are worried about,…
In this month's podcast we discuss the implications of Commissioner Hayne's report for Australia's banks; we reflect on whether the current lofty valuations on tech stocks can hold; we look at the…
Today, I am joined by our CIO, Ashley Owen. In this episode we discuss the Australian reporting season; we reflect on our new Prime Minister; we discuss the outlook for bank earnings; population…
