Stanford Brown's Market Insights

In this month’s Market Insights podcast, we reflect on a stellar year for market returns with Stanford Brown’s Growth portfolios up more than 23%. But the bull market is now approaching 11 years, and we discuss the question of whether we are living on borrowed time. Finally, it’s been a horror month for Westpac and we debate whether the current banking woes are temporary or terminal.   We hope you have enjoyed our Market Insights series this year and we wish our listeners a very happy Christmas!  

Ninety years ago, in October 1929, the US stock market fell 24% in two days, the start of a slide that lasted three years and saw the Dow Jones Index fall by 89%. It took 25 years to recover its 1929 high. In this podcast, we discuss the causes of the 1929 crash and compare to conditions today. Could it happen again?

In this month’s Market Insights podcast we reflect on a stellar first nine months for portfolios and examine why nearly all asset classes are flying; we trace Communist China’s 70 year journey from the 12th poorest nation in the world to a land of BMWs; and we discuss the link between recessions and stock market returns. The data may surprise you! We hope you enjoy!

In this month’s Market Insights podcast, we discuss the Australian reporting season and unearth some concerning data; we debate whether our Treasurer, Josh Frydenberg, is right to demand greater re-investment from Australian companies; we take a look at the latest salvos in Trump’s Trade & Currency Wars; and finally, we finish with a conversation on the likelihood of an impending global recession and more importantly, whether it even matters for portfolios. We hope you enjoy!

In this month’s episode of Stanford Brown’s Market Insights, we are joined by CIO Ashley Owen as we break down the roller-coaster equity markets of the last year, and Stanford Brown’s current positions. We discuss the delayed recovery and some history of the Australian stock market, the difference between investing and gambling and more!

In this month’s podcast, we discuss all things property! We are joined by two highly experienced property specialists – Mortgage Broker, John Ruddick, and Property Buyer, Patrick Bright. We discuss whether the property market downturn is over, how to lower your mortgage rate, how to choose your new mortgage lender and the key attributes of an investment property.

This month, we discuss the surprise Coalition victory and its implications for Australian based investors in the property and share markets. We are also joined by Stanford Brown’s Chief Compliance Officer, Diana Chan, who discusses the election’s consequences for superannuation, self-managed super funds and taxation.

In this month's podcast we discuss how the Budget will impact Australian-based investors and their portfolios. We talk about yield curves, what they mean and why inverted yield curves are like inverted belly buttons. We discuss the sudden about-turn of global Central Banks and explore why investing in the next hot sector nearly always ends in tears. Finally, we discuss the terrifying Crane Index (terrifying if you own Aussie property) and ask, as always, what lies ahead…

This month, I am joined again by CIO Ashley Owen as we review the weak local economy and what that means for Australian shares. We look back at the first half reporting season, contrasting the banks with the miners, and discuss why we hold positions in Gold and Commercial Property. Finally, don’t believe in active fund managers? Then we have a new solution for you.

As always, I am joined by our Chief Investment Officer, Mr. Ashley Owen. Inevitably, we’re going to be discussing the Hayne Report, and the impact it will have on the financial services industry, in particular, the banks. We’ll be taking a quick look at a very important announcement made by the Fed in early January, the importance of a looming Brexit and finally the portfolio changes we made in January, alongside what an incoming Labor Government would mean for our portfolios.

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 closer to its French heartland, we mull over why markets are falling amidst such a positive backdrop for corporate profits, and Ashley lists his four factors that accompany most asset bubbles.   We hope you enjoy!  

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 price collapsed, the unintended effects of the Hayne Commission and some mind-blowing stats about China.   We hope you enjoy!

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, and what we think is ahead. As always, we hope you enjoy!

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 implications of the Fed’s 8th rate hike on financial markets and finally, we analyse S&P’s affirmation of Australia’s AAA credit rating.   We hope you enjoy!  

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 growth and its implications for portfolios; the growing crisis in emerging markets; and conclude with Westpac’s interest rate hike.    We hope you enjoy!

Welcome to Stanford Brown’s August Podcast! This month we talk with SB Chief Investment Officer, Ashley Owen, and discuss five key topics: what lies ahead for investors and why we remain bearish on shares; whereto for Tech stocks; why Australian companies pay such high dividends; Fairfax/Nine and vale quality journalism; and the rise of Artificial Intelligent portfolios. We also discuss the property market with SB Home Loans Chief John Ruddick and the one key thing you must look for when choosing your mortgage provider!