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.
Powell surprised. Bonds steepened. Small caps surged.But the headline act? US housing feeling the strain.In this episode of The Active Investor, SG Hiscock & Company's Executive Chair Steve Hiscock and CIO Rob Hogg unpack:🔹 Powell's dovish turn at Jackson Hole and its impact on rate expectations🔹 Why US housing is under renewed pressure as 30-year yields rise🔹 The global bond market steepening and what it signals for investors🔹 Key takeaways from Australia's reporting season – volatility at the top end🔹 The AI hype cycle and whether returns are living up to the narrative🔹 Valuations at the high end and the case for investor caution💡 Timely insights from active managers navigating shifting markets.✅ Subscribe to The Active Investor with SGH: stay informed, stay active.Recorded on 01 September 2025.https://sghiscock.com.au/Follow us on LinkedIn: https://www.linkedin.com/company/sg-hiscock-company/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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