SB Talks: Trade war 2.0, AI overinvestment and equity market rotation

In this episode of SB Talks, Stanford Brown CEO Vincent O’Neill speaks with Chief Investment Officer Nick Ryder to discuss:

• The potential impact of a second Trump presidency on trade and markets.

• Will the surge in AI investment generate a return?

• Why US small companies are back in favour.

• Our outlook for inflation and interest rates.

• Preview of Australian reporting season.