Episode #13 | July 2025: No panic, no cuts - just GENIUS

Episode #13 | July 2025: No panic, no cuts – just GENIUSEquities stayed strong. Central banks held steady. Inflation remained contained.But the headline act? The GENIUS Act.In this episode of The Active Investor, SG Hiscock & Company's Executive Chair Steve Hiscock and CIO Rob Hogg unpack:🔹 What the passing of the GENIUS Act means for stablecoins and digital finance🔹 Why markets remained calm despite trimmed rate cut expectations🔹 Resilience in economic data and what it signals for the outlook🔹 Investor positioning in an environment of rising valuations🔹 Whether complacency is setting in as risks get repriced🔹 Global central bank dynamics and the steady hand approach💡 Timely insights from active managers navigating a resilient yet cautious market.✅ Subscribe to The Active Investor with SGH: stay informed, stay active.Recorded on 06 August 2025.https://sghiscock.com.au/Follow us on 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/.