Private Wealth

What’s driving the US stock market to fresh highs, Red Sea disruptions & China’s stock market rescue

Person image

This week Stanford Brown CEO Vincent O’Neill meets once again with CIO Nick Ryder to discuss the early 2024 highs in the US stock market and the impact of geopolitical events on markets and asset allocation. Nick explores recent shifts in interest rate cut expectations, providing insights into disinflation and the softening in the labour market. The pair delve into oil politics and discuss the inflationary impact of Red Sea shipping disruptions. They examine China’s $278 billion stock market rescue package and weak consumer sentiment. Lastly, they turn to the upcoming US election and how that may affect markets and portfolio construction.


Click here to listen!

Click here to watch!

How Much Do I Need… and Will I Have Enough?

Read more

Ten Golden Rules of Retiring Retirement

Read more

How to divide wealth without dividing your blended family

Read more