Equities held firm. Volatility stayed low. Risks? Quietly re-priced.
But the biggest talking point? The Big Beautiful Bill.
In this episode of The Active Investor, SG Hiscock & Company's Executive Chair Steve Hiscock and CIO Rob Hogg explore:
🔹 The implications of the Big Beautiful Bill on earnings and sentiment
🔹 Why markets shrugged off rising geopolitical tension
🔹 Shifting global flows and the evolving safe-haven role of the US dollar
🔹 Strong economic data and the market's growing optimism
🔹 Whether investor complacency is starting to creep in
🔹 The Reserve Bank of Australia's June pivot and its ripple effects
💡 Timely insights from active managers navigating a complex, resilient market.
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Recorded on 02 July 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/.