Stanford Brown's Market Insights

In this episode of SB Talks, CEO Vincent O'Neill and CIO Nick Ryder, dive into a pivotal moment for global markets as 16 central banks, led by the U.S. Federal Reserve, prepare for critical policy decisions. With rate cuts back on the table, inflation still sticky, and labor markets showing cracks, what lies ahead for monetary policy? They unpack the political tension behind the Fed's independence, the looming U.S. government shutdown, and the uncertain future of U.S.-China trade talks, starting with TikTok.  Meanwhile, Wall Street's AI euphoria shows no signs of slowing, with tech giants surging past $3 trillion valuations. 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, 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/lic

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 su

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/

In this episode of SB Talks, Stanford Brown CEO Vincent O'Neill speaks with Chief Investment Officer Nick Ryder. They discuss: What to expect from the RBA this week 'Geneva Prevention' averts US-China trade embargo Large retailers pressured to 'eat' higher tariffs Are markets assuming Trump Always Chickens Out ('TACO')?   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 Dan Barker, Founder of APIS Capital Advisors, a global long/short equity firm managing over A$1 billion for institutional and private clients. Dan details their process around how APIS has been taking a benchmark-agnostic, bottom-up approach to uncovering opportunities across global small- and mid-cap markets for over 20 years, and how the firm was built to invest without borders - going whevever value and growth intersect. He explains how one of their strategies constructs low net exposure portfolios through high-conviction long and short ideas, and how deep research and a global network power their process. Joey and Dan also discuss the mechanics of short selling, how APIS identifies niche winners - like a Japanese supplier tied to GLP-1 drug production - and how they manage risk in today's volatile macro and geopolitical environment.   Music provided by: Autumn Trumpet Background Corporate by LesFM | https://lesfm.net/ Music promoted by

In this episode of SB Talks, Stanford Brown CEO Vincent O'Neill speaks with Chief Investment Officer Nick Ryder. They discuss: Aftermath of ALP's big election win US earnings season amid rising uncertainty Recent 'hard' and 'soft' economic data Market moves since Liberation Day 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: US President attacks Fed Chair What ‘hard’ versus ‘soft’ economic data is telling us Will countries have to pick sides in an escalating US-China trade war? Upcoming US earnings season   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 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   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, 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. Kelly 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.    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/licens

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   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 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   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 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?     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/