Private Wealth
SB Talks: Trump 2.0, New Neutral and Portfolio Tilts
20.11.2024
In this episode, Stanford Brown CEO Vincent O’Neill is again speaking with Chief Investment Officer Nick Ryder.
They 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’
Listen on Apple Podcasts
