
Markets are in turmoil, and investors are looking for clarity.
In this mid-month update, SGH Executive Chair Steve Hiscock is joined by Chief Investment Officer Rob Hogg to unpack the sharp shift in sentiment, extreme bond market volatility, and what Trump's tariff backflip means for inflation, equities, and Australia.
They cover:
• Plunging consumer and corporate sentiment
• The bond market's warning shot to policymakers
• Global reweighting away from the US
• Why Australia may be in better shape than most
• What to watch in the weeks ahead
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Recorded on 15 April 2025.
Website: https://sghiscock.com.au/
LinkedIn: https://www.linkedin.com/company/sg-hiscock-company/
*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/.