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SB Talks: Trump 2.0, New Neutral and Portfolio Tilts
Manage episode 450939874 series 1456832
In this episode, Stanford Brown CEO Vincent O’Neill is again speaking with Chief Investment Officer Nick Ryder.
We discuss:
What the Republican sweep in the US means for tariffs, taxes and growth
Why the Fed and RBA are in no hurry to get to ‘neutral’ rates
Recent adjustments to our equity exposures
135 episodes
Manage episode 450939874 series 1456832
In this episode, Stanford Brown CEO Vincent O’Neill is again speaking with Chief Investment Officer Nick Ryder.
We discuss:
What the Republican sweep in the US means for tariffs, taxes and growth
Why the Fed and RBA are in no hurry to get to ‘neutral’ rates
Recent adjustments to our equity exposures
135 episodes
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