Episode #1 | From macro to micro - 2025 themes and investment outlook

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The Active Investor w/SGH

SG Hiscock and Company

17 episodes

6 days ago

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.

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All content for The Active Investor w/SGH is the property of SG Hiscock and Company and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.

Investing

Business

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Episode #1 | From macro to micro - 2025 themes and investment outlook

The Active Investor w/SGH

30 minutes 46 seconds

10 months ago

Episode #1 | From macro to micro - 2025 themes and investment outlook

🎙️ Welcome to the first episode of The Active Investor with SGH!

Join Stephen Hiscock, Founder and Chair of SG Hiscock & Company, and Rob Hogg, Chief Investment Officer, as they explore:

* 2024 Market Recap – Key trends in Australian equities, global markets, interest rates, and inflation.

* 2025 Outlook – Dominant investment themes, including U.S. exceptionalism, China’s potential surprises, and rate cut predictions.

* Investment strategies – Insights on managing portfolios in a dynamic and uncertain environment.In this episode, we discuss the significant outperformance of banks over resources, how inflation continues to shape markets, and why staying active as an investor is critical.

💡 Whether you're an individual investor or managing institutional funds, this episode offers expert analysis to help you navigate the ever-changing financial landscape.

Website: https://sghiscock.com.au/

LinkedIn: https://www.linkedin.com/company/sg-hiscock-company/

Disclaimer: This podcast is produced by S. G. Hiscock and Company. It 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. Please refer to the podcast description for full disclosures - https://sghiscock.com.au/podcast-disclosures-and-disclaimers/.