Episode #16 | September 2025: Sticky inflation - tricky situation!

Episode #16 | September 2025: Sticky inflation - tricky situation!In this episode of The Active Investor, SG Hiscock & Company’s Executive Chair Steve Hiscock and CIO Rob Hogg unpack:🔹 Small caps revived - relative valuation gap vs large caps began to narrow🔹Gold on a tear - how this is boosting resources-linked small caps.🔹Rates & inflation - despite markets still pricing multiple cuts sticky inflation remains a key risk to that path.🔹Housing & jobs (AU) 🔹AI theme - questions remain about capex scale and ROI (echoes of dot-com timing vs ultimate transformation).💡 Timely insights from active managers navigating shifting markets.✅ Subscribe to The Active Investor with SGH: stay informed, stay active.Recorded on 01 October 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/