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Government debt, interest rates, AI and private credit all take centre stage in this week's SB Talks, Vincent O'Neill and Nick Ryder discuss the warning signs emerging from France's bond market, why equities continue to reach new highs, the extraordinary scale of AI investment, and what recent developments in private credit mean for investors.     Music provided by: Autumn Trumpet Background Corporate by LesFM | https://lesfm.net/ Music promoted by https://www.chosic.com/free-music/all/ Creative Commons CC BY 3.0 https://creativecommons.org/licenses/by/3.0/ Any advice contained in this publication is general advice only and does not take into consideration the reader's personal circumstances. Any reference to the reader's actual circumstances is coincidental. To avoid making a decision not appropriate to you, the content should not be relied upon or act as a substitute for receiving financial advice suitable to your circumstances. When considering a financial product please consider the Product Disclosure Statement. Stanford Brown is a Corporate Authorised Representative of The Lunar Group Pty Limited. The Lunar Group and its representatives receive fees and brokerage from the provision of financial advice or placement of financial products. The Lunar Group Pty Limited ABN 27 159 030 869 AFSL No. 470948

This week on SB Talks, Vincent O'Neill and Nick Ryder discuss the Fed's latest rate decision and what it means for inflation, interest rates and markets. They explore why policymakers remain focused on bringing inflation back to target, the growing risk that higher oil prices and Middle East tensions add further pressure, and the increasingly heated debate around AI safety, regulation and the race for technological dominance. A timely discussion on the economic and geopolitical forces shaping the investment landscape.   Music provided by: Autumn Trumpet Background Corporate by LesFM | https://lesfm.net/ Music promoted by https://www.chosic.com/free-music/all/ Creative Commons CC BY 3.0 https://creativecommons.org/licenses/by/3.0/ Any advice contained in this publication is general advice only and does not take into consideration the reader's personal circumstances. Any reference to the reader's actual circumstances is coincidental. To avoid making a decision not appropriate to you, the content should not be relied upon or act as a substitute for receiving financial advice suitable to your circumstances. When considering a financial product please consider the Product Disclosure Statement. Stanford Brown is a Corporate Authorised Representative of The Lunar Group Pty Limited. The Lunar Group and its representatives receive fees and brokerage from the provision of financial advice or placement of financial products. The Lunar Group Pty Limited ABN 27 159 030 869 AFSL No. 470948

Debt levels are soaring, inflation remains stubborn, and central banks are keeping markets on edge. In this episode of SB Talks, Vincent O'Neill and Nick Ryder unpack the forces pushing bond yields higher, examine whether another Australian rate rise is on the horizon, and discuss what market resilience reveals about the broader investment landscape.   Music provided by: Autumn Trumpet Background Corporate by LesFM | https://lesfm.net/ Music promoted by https://www.chosic.com/free-music/all/ Creative Commons CC BY 3.0 https://creativecommons.org/licenses/by/3.0/ Any advice contained in this publication is general advice only and does not take into consideration the reader's personal circumstances. Any reference to the reader's actual circumstances is coincidental. To avoid making a decision not appropriate to you, the content should not be relied upon or act as a substitute for receiving financial advice suitable to your circumstances. When considering a financial product please consider the Product Disclosure Statement. Stanford Brown is a Corporate Authorised Representative of The Lunar Group Pty Limited. The Lunar Group and its representatives receive fees and brokerage from the provision of financial advice or placement of financial products. The Lunar Group Pty Limited ABN 27 159 030 869 AFSL No. 470948

In this episode of SB Talks, Vincent O'Neill and Chief Investment Officer Nick Ryder explore whether the US economy is entering a "Goldilocks" phase, with moderating inflation, softer employment data and exceptionally strong corporate earnings easing pressure on the Federal Reserve. They discuss what the latest US and Australian inflation figures mean for interest rates, why markets have become more optimistic about the outlook for central banks, and the key risks that remain. Closer to home, they examine the RBA's latest decision, the early themes emerging from reporting season, and what weakening housing market activity and slowing mortgage demand could mean for the Australian economy in the months ahead.   Music provided by: Autumn Trumpet Background Corporate by LesFM | https://lesfm.net/ Music promoted by https://www.chosic.com/free-music/all/ Creative Commons CC BY 3.0 https://creativecommons.org/licenses/by/3.0/   Any advice contained in this publication is general advice only and does not take into consideration the reader's personal circumstances. Any reference to the reader's actual circumstances is coincidental. To avoid making a decision not appropriate to you, the content should not be relied upon or act as a substitute for receiving financial advice suitable to your circumstances. When considering a financial product please consider the Product Disclosure Statement. Stanford Brown is a Corporate Authorised Representative of The Lunar Group Pty Limited. The Lunar Group and its representatives receive fees and brokerage from the provision of financial advice or placement of financial products. The Lunar Group Pty Limited ABN 27 159 030 869 AFSL No. 470948

In this episode of Meet the Investor, Joey Mouracadeh sits down with Candace Myung, Managing Director in Oaktree Capital Management's Special Situations Group, part of one of the world's leading alternative investment managers with over US$220 billion in assets under management. What exactly is a "special situation"? And why has Oaktree built one of its flagship strategies around it? Candace explains how the strategy has evolved beyond its distressed investing roots to invest across debt and equity, using bespoke structures to capitalise on opportunities created by company-specific challenges rather than relying solely on broader market cycles. The discussion also covers Oaktree's approach to downside protection, operational value creation and where special situations may sit within a private markets portfolio.   Please refer to Brookfield disclosures here.   Music provided by: Autumn Trumpet Background Corporate by LesFM | https://lesfm.net/ Music promoted by https://www.chosic.com/free-music/all/ Creative Commons CC BY 3.0 https://creativecommons.org/licenses/by/3.0/   Any advice contained in this publication is general advice only and does not take into consideration the reader's personal circumstances. Any reference to the reader's actual circumstances is coincidental. To avoid making a decision not appropriate to you, the content should not be relied upon or act as a substitute for receiving financial advice suitable to your circumstances. When considering a financial product please consider the Product Disclosure Statement. Stanford Brown is a Corporate Authorised Representative of The Lunar Group Pty Limited. The Lunar Group and its representatives receive fees and brokerage from the provision of financial advice or placement of financial products. The Lunar Group Pty Limited ABN 27 159 030 869 AFSL No. 470948

In this episode of SB Talks, Vincent O'Neill and Nick Ryder discuss the impact of renewed Middle East tensions on oil prices and interest rate expectations, the return of US tariffs under new legal frameworks, and growing investor concerns around AI spending as Nvidia and other technology giants face scrutiny over capital expenditure and free cash flow. They also explore what to watch this reporting season, expectations for the US Federal Reserve and the RBA, and the key economic data likely to influence markets in the weeks ahead.   Music provided by: Autumn Trumpet Background Corporate by LesFM | https://lesfm.net/ Music promoted by https://www.chosic.com/free-music/all/ Creative Commons CC BY 3.0 https://creativecommons.org/licenses/by/3.0/

This week on SB Talks, CEO Vincent O'Neill and CIO Nick Ryder unpack the key themes driving markets, from rising geopolitical tensions in the Strait of Hormuz through to the next phase of the AI arms race. They discuss a proposed US shipping toll and what renewed instability in the region could mean for global energy markets, before turning to how major technology companies are increasingly developing their own AI chips to reduce costs and lessen their reliance on Nvidia. The conversation also touched on growing concerns that the surge in AI infrastructure and data centre investment could add to inflation pressures in the short term, even as productivity gains remain a longer-term benefit.   Music provided by: Autumn Trumpet Background Corporate by LesFM | https://lesfm.net/ Music promoted by https://www.chosic.com/free-music/all/ Creative Commons CC BY 3.0 https://creativecommons.org/licenses/by/3.0/

In this episode of SB Talks, CEO Vincent O'Neill sits down with CIO Nick Ryder to unpack the market's latest "chipwreck" as high-flying semiconductor stocks hit a patch of turbulence after a record-breaking run. They explore what is driving the AI investment boom, why chip makers are thriving while tech giants face growing scrutiny over spending, and whether the market is due for a reality check. The conversation also turns to stubborn inflation, central banks keeping investors on their toes, and what a more unpredictable Federal Reserve could mean for markets.   Music provided by: Autumn Trumpet Background Corporate by LesFM | https://lesfm.net/ Music promoted by https://www.chosic.com/free-music/all/ Creative Commons CC BY 3.0 https://creativecommons.org/licenses/by/3.0/

This week on SB Talks CEO Vincent O'Neill and CIO Nick Ryder, unpack a series of major developments shaping global markets. From the signing of the US-Iran ceasefire extension, potentially opening the Strait of Hormuz and easing pressure on oil prices, to SpaceX's sky-high valuation. They also explore the growing tension between innovation and regulation, as the US government steps in with bans on advanced AI models. Closer to home the pair look at what central banks, including the RBA, are signalling as inflation remains too high for comfort.   Music provided by: Autumn Trumpet Background Corporate by LesFM | https://lesfm.net/ Music promoted by https://www.chosic.com/free-music/all/ Creative Commons CC BY 3.0 https://creativecommons.org/licenses/by/3.0/

In this episode of Meet the Investor, Joey Mouracadeh speaks with Stephen Otter, Global Head of Private Market Royalties at Partners Group. They discuss an asset class that gives investors exposure to the revenue streams behind some of the world's most recognisable music, film and television franchises, as well as healthcare innovations and natural resource assets.   Music provided by: Autumn Trumpet Background Corporate by LesFM | https://lesfm.net/ Music promoted by https://www.chosic.com/free-music/all/ Creative Commons CC BY 3.0 https://creativecommons.org/licenses/by/3.0/

This week on SB Talks, CEO Vincent O'Neill and CIO Nick Ryder tackle the market themes everyone is watching, from the buzz around a potential SpaceX IPO to Nvidia's powerful earnings result and the broader AI trade. They break down what's driving valuations, where caution may be warranted, and why diversification still matters in a market increasingly concentrated in a handful of names. The episode also looks at the latest Australian jobs and inflation data, and how that is influencing expectations for the RBA.    Music provided by: Autumn Trumpet Background Corporate by LesFM | https://lesfm.net/ Music promoted by https://www.chosic.com/free-music/all/ Creative Commons CC BY 3.0 https://creativecommons.org/licenses/by/3.0/

In this first episode of the Women Talk Wealth podcast, Cris Abellar, Private Wealth Adviser and Partner at Stanford Brown speaks with Emma Woolley, Chief of Partners and Head of Private Office Advisory at Hall & Wilcox, about leadership in a complex and evolving professional landscape. Emma emphasises organisational culture as the foundation for success, highlighting how incentivising collaboration fosters trust, reduces silos, and encourages openness around mistakes. The discussion also covers the importance of deliberate action to achieve meaningful diversity, including leadership targets and supportive workplace initiatives such as supporting career transitions and parental leave programs. Looking ahead, Emma notes that leaders must stay curious and adaptable to navigate disruption and emerging technologies like AI.   Music provided by: Autumn Trumpet Background Corporate by LesFM | https://lesfm.net/ Music promoted by https://www.chosic.com/free-music/all/ Creative Commons CC BY 3.0 https://creativecommons.org/licenses/by/3.0/

In this special edition of SB Talks, CEO Vincent O'Neill sits down with SB Investment Committee member and former RBA Governor Ian Macfarlane to explore the increasingly complex forces shaping markets and the global economy. Against a backdrop of elevated geopolitical tensions, stubborn inflation, and ongoing uncertainty around interest rates, global equity markets, particularly in the US, have continued to show remarkable resilience. Vincent and Ian unpack whether this strength reflects genuine economic fundamentals or the growing influence of optimism surrounding artificial intelligence and future productivity gains. The conversation also examines the difficult balancing act facing central banks, the divergence emerging between markets and monetary policy, and what investors should be paying closest attention to as the second half of the year unfolds. Drawing on decades of experience at the centre of economic policymaking, Ian offers a measured and highly candid perspective on the challenges ahead.   Music provided by: Autumn Trumpet Background Corporate by LesFM | https://lesfm.net/ Music promoted by https://www.chosic.com/free-music/all/ Creative Commons CC BY 3.0 https://creativecommons.org/licenses/by/3.0/

In this episode of SB Talks, CEO Vincent O'Neill and CIO Nick Ryder unpack a complex global backdrop where geopolitical tensions and resilient markets are moving in tandem. Drawing on the latest developments in the Middle East and recent diplomatic activity between the US and China, they explore how prolonged uncertainty is reshaping energy prices and inflation expectations. The conversation delves into shifting central bank outlooks, including the growing likelihood that interest rates may remain higher for longer. The pair also provide insight into what's driving market strength, from AI-fuelled earnings growth to broader economic resilience, and what risks investors should be watching closely. Music provided by: Autumn Trumpet Background Corporate by LesFM | https://lesfm.net/ Music promoted by https://www.chosic.com/free-music/all/ Creative Commons CC BY 3.0 https://creativecommons.org/licenses/by/3.0/

In this episode of SB Talks, CEO Vincent O'Neill and CIO Nick Ryder discuss the ongoing tensions in the Middle East, with the Strait of Hormuz closed, then opened, only to be closed again. They discuss the rebound in markets with US equities hitting record highs while uncertainty remains over whether the ceasefire and US-Iran negotiations may end this week or be extended. Attention then turns to likely central bank moves in coming weeks and when the next Chair of the US Federal Reserve may start in the role. They finish by discussing the recent gating of semi-liquid private credit funds, and whether this represents a "shoot first ask questions later" response to media headlines about the disruption of software companies by artificial intelligence tools, or the early stages of a credit default cycle.   Music provided by: Autumn Trumpet Background Corporate by LesFM | https://lesfm.net/ Music promoted by https://www.chosic.com/free-music/all/ Creative Commons CC BY 3.0 https://creativecommons.org/licenses/by/3.0/