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.
Markets were rattled in April, and uncertainty remains high.
In this month's update, SGH Executive Chair Steve Hiscock is joined by Chief Investment Officer Rob Hogg to unpack the sharp market swings sparked by Trump's tariff announcements, bond market stress, and shifting investor sentiment.
They cover:
• What triggered the bond market's dramatic mid-month spike
• The role of foreign investors and policy uncertainty
• Why the US dollar is losing some of its shine
• Australia's standout performance – and what's driving it
• What to watch for in the global economy and markets
Subscribe to The Active Investor: stay informed, stay active.
Recorded on 6 May 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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