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SB Talks: Trump 2.0, New Neutral and Portfolio Tilts
Monday, 18 November, 2024

In this episode, Stanford Brown CEO Vincent O’Neill is again speaking with Chief Investment Officer Nick Ryder.   We discuss: What the Republican sweep in the US means for tariffs, taxes and growth Why the Fed and RBA are in no hurry to get to ‘neutral’ rates Recent adjustments to our equity exposures

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