Thank You to Stanford Brown's (SB) Monthly Investment Markets Report for February 2024 with THE EXPATRIATE Community

The Report aims to help investors cut through all the media noise and hype and understand what drives investment markets and portfolio returns.

This month, SB’s Chief Financial Officer (CFO) Nick Ryder tackles some of the most pressing questions for longer-term investors:

What happened over the month?

Performance of major financial markets

Current investment outlook and portfolio positioning

Views on major asset classes

Current portfolios allocations

Please click on the link below to read the full Report.

CIO Nick Ryder joins SB Talks on 23rd February, along with Stanford Brown CEO Vincent O'Neill, to explore the latest trends in global investment markets. In this episode, they dissect NVIDIA's impressive earnings report, delving into its exponential revenue growth and the underlying factors driving its success in the AI chip market.

So, who is the BIGGEST financial planning firm in the UK? David Gardner takes some time to share some fast facts with us about St. James’s Place.

Thanks, Nick Ryder, Chief Investment Officer (CIO) from Stanford Brown, for sharing their latest update. The update aims to help investors cut through all the media noise and hype and understand what is really driving investment markets and portfolio returns.

This month, the SB Team tackled some of the most pressing questions for longer-term investors:

• What happened over the month

• Performance of major financial markets

• Current investment outlook and portfolio positioning

• Views on major asset classes

• Current portfolios allocations

SJP's Senior Investment Consultant, Darren Johnson, met with Ajay Krishnan, a Portfolio Manager at Wasatch Global Investors, to discuss economic conditions and provide reassurance that long-term investment strategies remain strong. Find out how our fund managers add value to our portfolios and listen to Darren and Ajay as they respond to questions from our live audience.

SB Talks - Rallying equities, productivity quandaries & property markets.

SB Talks November - SB Talks - Rallying equities, productivity quandaries & property markets.

We hope you like the latest edition of our SB Talks YouTube and Podcast for November 2023, where the SB team explores the important elements of your financial world – from investments to strategy, retirement planning, and intergenerational wealth.

Stanford Brown October Market Report

This month, SB tackled the following points;

• What happened over the month

• Performance of major financial markets

• Current investment outlook and portfolio positioning

• Views on major asset classes

• Current portfolios allocations

SB Talks - Unpacking the US 10 year Treasury Note surge

This week Stanford Brown CEO Vincent O'Neill meets again with CIO Nick Ryder to discuss the US’s 10-year Treasury note breaking the 5 percent barrier for the first time in 16 years. They delve into reasons behind this surge in long-term yields and how much further they might rise. They also discuss the upcoming September quarter CPI data and its impact on the Reserve Bank of Australia’s interest rate decisions.

Thank you, Stanford Brown, esteemed financial experts, for generously sharing their highly awaited quarterly investment market report with our community at THE EXPATRIATE. Your dedication to providing us with invaluable insights and analysis proves to be an invaluable resource for our members, helping them make informed financial decisions in an ever-evolving market landscape.

In the SB Quarterly Report, you will find:

• The unusual phenomenon is known as bear steepening

• Oil prices on the rise…AGAIN!

• Recession fears are on the way down. However, a bumpy ride awaits

• In-depth Asset Class reviews

• Current portfolio positioning as per the end of Q3 2023

We hope you enjoy it!

21st September Special Edition of SB Talks

Australia Repatriation Checklist by Senior Financial Adviser, Partner St. James’s Place Asia and Middle East, David Gardner.

The key to a successful and financially efficient repatriation is the planning process. We recommend that the repatriation planning process take place well before you return to Australia.

Here is a checklist to ensure your move back to Australia goes as smoothly as possible.

This week Stanford Brown CEO Vincent O'Neill meets again with CIO Nick Ryder to discuss:

- Australian GDP data showing we are in a per capita recession.

- RBA Governor Lowe’s closing remarks highlighting the importance of productivity growth.

- Hints that the Bank of Japan may be about to abandon its Negative Interest Rate Policy (NIRP).

- US non-farm payrolls data indicating a more balanced labour market.

- Risks of a second wave of inflation driven by rising oil prices, a strong services sector, and increased real spending power as wages rise.

Closing the Retirement Gap. Solving a 30-50-year problem by St. James’s Place Financial Adviser Sharon Calderini.

Thank you, Sharon Calderini, Managing Partner, St James’s Place Asia and Middle East for sharing your blog;

Closing the retirement gap.

“How do we solve a potential 30-50 year problem?”

The answer:

“The way we think about retirement needs to change

Know your taxes as an Australian Expat.

Thank you, Jamie Towers from Mazars, St. James’s Place Asia and Middle East Tax Partner in Australia, for the information webinar titled “Australian expat considerations in Asia and Middle East for those repatriating.” Scan the QR Code below to watch the complimentary information webinar.

Thank you, Nick Ryder, Chief Investment Officer (CIO), and the Stanford Brown Team, for taking the time to generously share your highly informative and invaluable monthly report with THE EXPATRIATE Community. We appreciate your continuous efforts in keeping our community well-informed and empowered with your expert insights and analysis.

This month, Nick tackles some of the most pressing questions for longer-term investors:

• What happened over the month

• Performance of major financial markets

• Current investment outlook and portfolio positioning

• Views on major asset classes

• Current portfolios allocations

To read the full report, click on the link below;

Thank You, Chief Investment Officer (CIO) Nick Ryder, for sharing Stanford Brown’s Monthly Investment Markets Report for July 2023.

This month Nick tackle’s some of the most pressing questions for longer-term investors:

What happened over the month

Performance of major financial markets

Current investment outlook and portfolio positioning

Views on major asset classes

Current portfolios allocations

Stanford Brown (SB) Talks is an informative conversation with SB CEO Vincent O’Neill and Chief Investment Officer (CIO) Nick Ryder in which they explore the important elements of your financial world – from investments to strategy, from retirement planning to intergenerational wealth.

They discuss:

Why the RBA’s latest rate pause might give hope that inflation is waning

Services and rent are the biggest drivers of inflation

The divergence between cashed-up and stressed homeowners

Why Europe’s inflation remains sticky

Japan’s increased flexibility surrounding bond yield caps

US earnings reporting season

Thank You, Stanford Brown CEO Vincent O’Neill and Chief Investment Officer Nick Ryder, for sharing the latest edition of the SB Talks podcast. In this podcast, the SB financial gurus explore the important elements of your financial world – from investments to strategy, from retirement planning to intergenerational wealth.

CEO Vincent O'Neill is hosting this episode of SB Talks, and his guest is Chief Investment Officer Nick Ryder.

They discuss:

The RBA’s “hawkish skip” in July

Mortgage prisoners and the housing sector

US employment and wages data - July

The bond market moves and peak cash rate pricing

Equity market decoupling and the magnificent seven US technology leaders

Thank you, Stanford Brown Chief Investment Officer Nick Ryder, for sharing the link to their Stanford Brown Quarterly Review of Investment Markets Report.

In the Stanford Brown Quarterly Report, you will find:

The ‘Magnificent Seven’ leads the charge.

Inflation – Although it seems to have peaked, why it could prove sticky?

Interest rates – Why expectations for rate cuts in 2023 and 2024 may be premature.

Recession – Why the widely forecasted global recession in 2023 is now less likely.

In-depth Asset Class reviews

Current portfolio positioning as per the end of Q2 2023

In this episode of SB Talks, CEO Vincent O'Neill is joined by Chief Investment Officer, Nick Ryder to discuss:

The US debt ceiling and financial plumbing risks The Australian labour market and potential for additional rate hikes Whether bonds are back How active management and alternative investments may fare better if equity markets track sideways over coming years