The Active Investor w/SGH
Podcast Description
Your trusted guide to navigating the dynamic world of fund management. We dive deep into market insights, investment strategies, and the latest trends shaping the investment and financial landscape, both domestically here in Australia and globally. The podcast provides sharp information, expert interviews, and thought-provoking discussions to stay ahead in today’s fast-paced markets.
Join us as we explore the nuances of investing with a distinct Australian perspective and break down complex topics and explore opportunities across asset classes, industries, and global markets.
Podcast Insights
Content Themes
Focuses on fund management, investment strategies, and market analysis with episodes exploring topics like global market trends, the impact of economic shifts on investments, and sector-specific insights such as Australian equities and corporate earnings.
Your trusted guide to navigating the dynamic world of fund management. We dive deep into market insights, investment strategies, and the latest trends shaping the investment and financial landscape, both domestically here in Australia and globally. The podcast provides sharp information, expert interviews, and thought-provoking discussions to stay ahead in today’s fast-paced markets.
Join us as we explore the nuances of investing with a distinct Australian perspective and break down complex topics and explore opportunities across asset classes, industries, and global markets.
Equities held firm. Volatility stayed low. Risks? Quietly re-priced.
But the biggest talking point? The Big Beautiful Bill.
In this episode of The Active Investor, SG Hiscock & Company's Executive Chair Steve Hiscock and CIO Rob Hogg explore:
🔹 The implications of the Big Beautiful Bill on earnings and sentiment
🔹 Why markets shrugged off rising geopolitical tension
🔹 Shifting global flows and the evolving safe-haven role of the US dollar
🔹 Strong economic data and the market's growing optimism
🔹 Whether investor complacency is starting to creep in
🔹 The Reserve Bank of Australia's June pivot and its ripple effects
💡 Timely insights from active managers navigating a complex, resilient market.
✅ Subscribe to The Active Investor: stay informed, stay active.
Recorded on 02 July 2025.
*The podcast does not constitute financial advice and assumes a certain level of knowledge. It is general information only and does not take into account the investment objectives, financial situation or needs of any person and should not be considered a recommendation. The views in this podcast are those of the contributors at the time of recording. Neither SGH nor any of its related parties provide any warranty of accuracy. Returns are not guaranteed. More information available here: https://sghiscock.com.au/podcast-disclosures-and-disclaimers/.
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