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.
In this episode of The Active Investor with SGH, Steve Hiscock is joined by CIO Rob Hogg to unpack the key market moves since the start of 2026—from surging precious metals and shifting rate expectations to bond market signals in Australia and Japan. They’re also joined by resources specialist Stephen Gorenstein to explore what’s driving the commodities rally, why this cycle may be more selective than past “supercycles,” and how he’s positioning the ARI fund across themes like gold, copper, and critical minerals
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