Episode #16 | September 2025: Sticky inflation

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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 #16 | September 2025: Sticky inflation - tricky situation!

The Active Investor w/SGH

23 minutes 14 seconds

1 month ago

Episode #16 | September 2025: Sticky inflation - tricky situation!

In this episode of The Active Investor, SG Hiscock & Company’s Executive Chair Steve Hiscock and CIO Rob Hogg unpack:

🔹 Small caps revived - relative valuation gap vs large caps began to narrow

🔹Gold on a tear - how this is boosting resources-linked small caps.

🔹Rates & inflation - despite markets still pricing multiple cuts sticky inflation remains a key risk to that path.

🔹Housing & jobs (AU)

🔹AI theme - questions remain about capex scale and ROI (echoes of dot-com timing vs ultimate transformation).

💡 Timely insights from active managers navigating shifting markets.

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Recorded on 01 October 2025.

https://sghiscock.com.au/

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/