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 month's episode of The Active Investor with SGH podcast, CIO Rob Hogg is joined by Senior Portfolio Manager Hamish Tadgell to discuss the key themes driving markets in May. They explore the resilience of the US economy, the continued strength of AI-related investments, Australia's lagging market performance, and the outlook for interest rates, earnings and inflation. The discussion also covers opportunities emerging across commodities, infrastructure, technology and gold, as well as how portfolios are being positioned in an environment characterised by heightened volatility and ongoing geopolitical uncertainty.
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