Markets rallied in May, but uncertainty still looms.
In this month's update, SGH Executive Chair Steve Hiscock is joined by Chief Investment Officer Rob Hogg to unpack the equity market surge, surprising economic resilience, and the emergence of "TACO" – Trump Always Chickens Out.
They cover:
• Why global equities jumped despite lingering risks
• The significance of tariff rollbacks and Trump's negotiation tactics
• Japan's bond market moves and what it signals
• Australia's rate cut path and softer economic data
• What TACO means for volatility and investor sentiment
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Recorded on 4 June 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/.