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CIO market update for September 2025
In this CIO market update, Rob Hogg reviews September's key market drivers. Global equity markets recorded positive returns over the month, and Australian data led to a rethink of the…Brent Tuckerman2 October, 2025September 2025 reporting season rundown
In episode #15 of The Active Investor with SGH - September 2025 reporting season rundown, Steve Hiscock is joined by Hamish Tadgell, Head of Australian Equities, to unpack one of the…Brent Tuckerman10 September, 2025August 2025: Powell’s pivot & US housing under pressure
In episode #14 of The Active Investor with SGH – August 2025: Powell’s pivot & US housing under pressure – Steve Hiscock and Rob Hogg explore Jerome Powell’s dovish Jackson…Brent Tuckerman4 September, 2025CIO market update for August 2025
Rob Hogg unpacks August’s CIO Market Update, covering Powell’s dovish Jackson Hole tone, rising long-term bond yields, softer RBA cut prospects, and insights from reporting season.Brent Tuckerman1 September, 2025July 2025: No panic, no cuts – just GENIUS
In episode #13 of The Active Investor with SGH, Steve Hiscock and Rob Hogg explore July’s market calm, the passing of the GENIUS Act, and why investors remain cautious in…Brent Tuckerman8 August, 2025April recap: Volatility reigns supreme
Steve Hiscock and Rob Hogg discuss the impact of Trump's tariffs, bond market turmoil, and what April volatility means for markets, rates and investors.Brent Tuckerman7 August, 2025May markets & the rise of TACO
In Episode #11, Steve Hiscock and Rob Hogg unpack May’s market rally, the influence of “TACO” – Trump Always Chickens Out – and what it means for investors.Brent Tuckerman7 August, 2025June 2025: A Big Beautiful Market Review
In episode #12 of The Active Investor with SGH, Steve Hiscock and Rob Hogg discuss the market’s surprising calm in June, shifting rate expectations, and the potential impact of the…Brent Tuckerman7 August, 2025CIO market update for July 2025
Rob Hogg's CIO market update breaks down July’s major market shifts – from a surprising RBA hold and falling inflation in Australia to a stronger USD and weak US jobs…Brent Tuckerman4 August, 2025
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