Insight and analysis on investment markets and issues affecting your whole financial world.
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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 and exceptionally strong corporate earnings easing pressure on the Federal Reserve. They discuss what the latest US and Australian inflation figures mean for interest rates, why markets have become…
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 alternative investment managers with over US$220 billion in assets under management. What exactly is a "special situation"? And why has Oaktree built one of its flagship strategies around it? Candace…
In this episode of SB Talks , Vincent O'Neill and Nick Ryder discuss the impact of renewed Middle East tensions on oil prices and interest rate expectations, the return of US tariffs under new legal frameworks, and growing investor concerns around AI spending as Nvidia and other technology giants face scrutiny over capital expenditure and free cash flow. They also explore what to watch this…
This week on SB Talks, CEO Vincent O'Neill and CIO Nick Ryder unpack the key themes driving markets, from rising geopolitical tensions in the Strait of Hormuz through to the next phase of the AI arms race. They discuss a proposed US shipping toll and what renewed instability in the region could mean for global energy markets, before turning to how major technology companies are increasingly…
In this episode of SB Talks, CEO Vincent O'Neill sits down with CIO Nick Ryder to unpack the market's latest "chipwreck" as high-flying semiconductor stocks hit a patch of turbulence after a record-breaking run. They explore what is driving the AI investment boom, why chip makers are thriving while tech giants face growing scrutiny over spending, and whether the market is due for a reality check.…
This week on SB Talks CEO Vincent O'Neill and CIO Nick Ryder, unpack a series of major developments shaping global markets. From the signing of the US-Iran ceasefire extension, potentially opening the Strait of Hormuz and easing pressure on oil prices, to SpaceX's sky-high valuation. They also explore the growing tension between innovation and regulation, as the US government steps in with bans on…
In this episode of Meet the Investor , Joey Mouracadeh speaks with Stephen Otter, Global Head of Private Market Royalties at Partners Group. They discuss an asset class that gives investors exposure to the revenue streams behind some of the world's most recognisable music, film and television franchises, as well as healthcare innovations and natural resource assets. Music provided by: Autumn…
This week on SB Talks, CEO Vincent O'Neill and CIO Nick Ryder tackle the market themes everyone is watching, from the buzz around a potential SpaceX IPO to Nvidia's powerful earnings result and the broader AI trade. They break down what's driving valuations, where caution may be warranted, and why diversification still matters in a market increasingly concentrated in a handful of names. The…
In this first episode of the Women Talk Wealth podcast, Cris Abellar, Private Wealth Adviser and Partner at Stanford Brown speaks with Emma Woolley, Chief of Partners and Head of Private Office Advisory at Hall & Wilcox, about leadership in a complex and evolving professional landscape. Emma emphasises organisational culture as the foundation for success, highlighting how incentivising…
In this special edition of SB Talks, CEO Vincent O'Neill sits down with SB Investment Committee member and former RBA Governor Ian Macfarlane to explore the increasingly complex forces shaping markets and the global economy. Against a backdrop of elevated geopolitical tensions, stubborn inflation, and ongoing uncertainty around interest rates, global equity markets, particularly in the US, have…
