Welcome to the March edition of our SB Talks podcast where we explore the important elements of your financial world – from investments to strategy, from retirement planning to intergenerational wealth.
In this episode, our CEO Vincent O’Neill is speaking with Chief Investment Officer Ashley Owen about what is really driving investment markets. We also bid farewell to Ashley who will be stepping down as CIO to focus on research and publications.
Over the past six years, Ashley has brought us insightful views, thought-provoking discussions, and a unique perspective on the world around us. He will however remain a member of our Investment Committee.
We discuss:
- How the RBA and Fed have parted ways this week on monetary policy
- How this will affect interest rates, inflation, and investors in the short and medium term
- Why the Australian economy is much more sensitive to rate hikes than any other country
- Australian share market’s heavy concentration of risk – to iron ore prices and housing
- Why India could be the ‘new China’ for Australia
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