The Active Investor w/SGH

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.

The Active Investor w/SGH is a business podcast hosted by SGHiscock Investment Management, with 26 episodes on record and a Required Pod Score of 80.

SGHiscock Investment Management hosts The Active Investor w/SGH, a business show with 26 episodes published.

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  Episode #26

  Episode#26 | September 2026: Better than Feared

  Sep 7, 202620 min

  In this month’s Active Investor , SGHiscock's CIO Rob Hogg is joined by Hamish Tadgell, Head of Australian Equities, to unpack an August reporting season that proved better than feared , albeit against a backdrop of persistent inflation and continued market volatility. They explore the key sectors and themes shaping the Australian market, including the strength in resources and gold, the ongoing AI and data centre opportunity, pressures facing the consumer, and what it all means for portfolio positioning.

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  Episode #24

  Episode #24| July 2026: More Hawks than Doves.

  Jul 8, 202633 min

  In this month's episode of The Active Investor, CEO Steve Hiscock and Chief Investment Officer Rob Hogg unpack the key events shaping markets in June. From the impact of falling oil prices and a more hawkish US Federal Reserve to growing risks in US equity markets and Australia's diverging economic outlook, they explore what investors should be watching closely. The discussion also examines the weakening Australian housing market, interest rate expectations and why a shift in RBA policy could create opportunities for Australian equities and small caps in the months ahead.

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  Episode #23

  Episode #23 | June 2026: From the Three bears to Goldilocks

  Jun 3, 202628 minS0

  <p>In this month's episode of The Active Investor with SGH podcast, CIO Rob Hogg is joined by Senior Portfolio Manager Hamish Tadgell to discuss the key themes driving markets in May. They explore the resilience of the US economy, the continued strength of AI-related investments, Australia's lagging market performance, and the outlook for interest rates, earnings and inflation. The discussion also covers opportunities emerging across commodities, infrastructure, technology and gold, as well as how portfolios are being positioned in an environment characterised by heightened volatility and ongoing geopolitical uncertainty.</p>

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  The Active Investor w/SGH

  Episode #22 | May 2026: Climbing the wall of worry

  May 4, 202632 minS0

  <p>Global markets rebounded strongly in April, led by the US, despite ongoing volatility driven by the Middle East conflict and rising oil prices. While sentiment improved, markets are increasingly pricing in higher inflation, higher interest rates, and softer growth, with early signs of weakening earnings expectations and declining consumer confidence—particularly in Australia. Looking ahead, the key uncertainty remains the duration of the conflict: a near-term resolution could support markets, while a prolonged period of elevated oil prices risks a stagflationary environment.</p>

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  Episode #21

  Episode #21 | April 2026: Turmoil in the markets

  Apr 13, 202631 minS0

  <p>In this episode of The Active Investor with SGH, Steve Hiscock is joined by CIO Rob Hogg as they unpack a turbulent March for global markets, dominated by escalating tensions in the Middle East and the resulting surge in oil prices. As volatility spiked and investor sentiment shifted, equity markets weakened, interest rates rose, and growth expectations softened. Against this uncertain backdrop, we explore what’s been driving these market movements, what investors are now pricing in, and how developments such as a potential ceasefire could shape the outlook ahead.</p>

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