Private Wealth

Inflation’s last mile and has the current U.S. equity rally been too fast?

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This week Stanford Brown CEO Vincent O’Neill meets once again with CIO Nick Ryder to discuss the key takeaways from the Australian reporting season, focusing on dividends, cost control, property sector dynamics, and broader corporate sentiment. Nick provides insights into China’s growth targets amidst economic challenges, including discussions on fiscal policies. The pair examine the strong performance of U.S. equities and recent inflation trends. Lastly, Apple reported a significant drop in sales in China, reflecting broader economic weakness. Join us for an insightful view of global markets.

 

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Meet Nick Ryder

Nick draws on an expansive career built over 30+ years in the investment management and financial services industries. With him, he brings significant and hands-on experience across asset classes, including domestic and global equities, fixed income and Nick’s particular expertise in alternatives and private assets. We look forward to formally introducing Nick to you.

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