PODCAST · business
The Active Investor w/SGH
by SGHiscock Investment Management
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.
Episodes
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Episode #27 | October 2026: Three Stocks, Three Catalysts
In this month’s Active Investor, SGHiscock's CIO Rob Hogg is joined by Rory Hunter, Head of Emerging Companies, to discuss three very different companies that have recently caught the team’s attention. From rare earths developer Viridis Mining and Minerals to online furniture retailer Koala and...
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Episode#26 | September 2026: Better than Feared
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...
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Episode#25 | August 2026: TIPS and tricks
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 July from surging global bond yields and sharp swings in technology stocks to improving global growth prospects. Closer to home, they examine…
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Episode #24| July 2026: More Hawks than Doves.
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…
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Episode #23 | June 2026: From the Three bears to Goldilocks
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...
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Episode #22 | May 2026: Climbing the wall of worry
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...
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Episode #21 | April 2026: Turmoil in the markets
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...
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Episode #20 | February 2026: You can't make this stuff up!
In this episode of The Active Investor with SGH, Steve Hiscock is joined by CIO Rob Hogg to unpack the key market moves since the start of 2026—from surging precious metals and shifting rate expectations to bond market signals in Australia and Japan. They’re also joined by resources specialist...
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Episode #19 | February 2026: Pre-reporting season overview
In this episode of The Active Investor with SGH, Steve Hiscock and Hamish Tadgell, Head of Australian Equities, outline expectations for the upcoming reporting season. Despite heightened macroeconomic and geopolitical uncertainty, Hamish expects the season to be broadly resilient, supported by an...
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Episode #18 | November 2025: AI, Stablecoins & Small Companies
In this episode of The Active Investor with SGH, Steve Hiscock and Rob Hogg break reviews market activity, noting that volatility was driven mainly by shifting expectations around US interest-rate cuts, while concerns about an AI-driven tech bubble persist but appear premature. They also discuss...
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Episode #17 | October 2025: Reluctant Bulls and Rising Bots
In this episode of The Active Investor with SGH, Steve Hiscock and Rob Hogg break down October’s market moves — from the U.S. government shutdown and Fed rate cuts to gold’s volatility and Australia’s inflation surprise. They discuss whether the recent surge in U.S. tech signals a bubble, why…
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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...
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Episode #15 | September 2025 reporting season rundown
Record volatility. Small caps soar. Gold shines. But the standout story? A once-in-a-generation reporting season. In this episode of The Active Investor, SG Hiscock & Company’s Executive Chair Steve Hiscock and Head of Australian Equities Hamish Tadgell unpack: 🔹 Why the September 2025 reporting...
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Episode #14 | August 2025: Powell’s pivot & US housing under pressure
Powell surprised. Bonds steepened. Small caps surged.But the headline act? US housing feeling the strain.In this episode of The Active Investor, SG Hiscock & Company's Executive Chair Steve Hiscock and CIO Rob Hogg unpack:🔹 Powell's dovish turn at Jackson Hole and its impact on rate…
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Episode #13 | July 2025: No panic, no cuts - just GENIUS
Episode #13 | July 2025: No panic, no cuts – just GENIUS Equities 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: 🔹...
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Episode #12 | June 2025: A Big Beautiful Market Review
Equities held firm. Volatility stayed low. Risks? Quietly re-priced. But the biggest talking point? The Big Beautiful Bill. In this episode of The Active Investor, SG Hiscock & Company's Executive Chair Steve Hiscock and CIO Rob Hogg explore: 🔹 The implications of the Big Beautiful Bill on...
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Episode #11 | May markets & the rise of TACO
Markets rallied in May, but uncertainty still looms. In this month's update, SGH Executive Chair Steve Hiscock is joined by Chief Investment Officer Rob Hogg to unpack the equity market surge, surprising economic resilience, and the emergence of "TACO" – Trump Always Chickens Out. They cover: •…
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Episode #10 | April recap: Volatility reigns supreme
Markets were rattled in April, and uncertainty remains high. In this month's update, SGH Executive Chair Steve Hiscock is joined by Chief Investment Officer Rob Hogg to unpack the sharp market swings sparked by Trump's tariff announcements, bond market stress, and shifting investor sentiment.…
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Episode #9 | Market update: What on earth is going on?
Markets are in turmoil, and investors are looking for clarity. In this mid-month update, SGH Executive Chair Steve Hiscock is joined by Chief Investment Officer Rob Hogg to unpack the sharp shift in sentiment, extreme bond market volatility, and what Trump's tariff backflip means for inflation,...
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Episode #8 | Markets shift. Momentum adapts. The market anomaly powering nimble portfolios
Is your portfolio built to adapt? In this episode of The Active Investor w/SGH, host Alastair McKibbin is joined by Travis Prentice, CIO of IMC and portfolio manager for the IMC Global Small Companies Fund, for a deep dive into one of the most underutilised but compelling forces in investing:...
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Episode #7 | Tariffs, tipping points and butterfly effects: Trade turbulence hits global markets
In this episode of The Active Investor with SGH, Steve Hiscock is joined by Chief Investment Officer Rob Hogg to unpack the global impact of the sweeping US tariff announcements made overnight, and what they mean for investors. With new tariffs targeting not just China (up 54%) but also key…
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Episode #6 | Inside $90bn under management: Where LaSalle allocates in global property?
In this episode, Steve Hiscock is joined by Matt Sgrizzi, Chief Investment Officer of LaSalle Global Solutions—part of LaSalle Investment Management, a firm with over 900 professionals operating across every major region of the world. With firsthand insight into local markets and real-time...
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Episode #5 | From valuations to volatility – Breaking down the ASX reporting season and what comes next?
In this episode of The Active Investor w/SGH, Rob Hogg (CIO) and Hamish Tadgell (Head of Australian Equities, and Portfolio Manager of the SGH High Conviction Fund) analyse: ✔️ Corporate Earnings and Market Trends ✔️ Sector Analysis: Consumer discretionary volatility - JB Hi-Fi, Bunnings, Kmart;...
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Episode #4 | From optimism to caution: US, Australia and China. What’s changing in global markets?
In this episode of The Active Investor w/SGH, we take a data-driven approach to analysing the key forces impacting markets and what investors should be watching. Are markets heading for a downturn, or is this just a temporary shift? As inflation remains persistent and central banks struggle to...
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Episode #3 | RBA decision: Rates, stocks, geopolitics and other shifts
RBA decision: Rates, stocks, geopolitics and other shifts Host Rob Hogg (Head of Individual Portfolios & CIO at SGH) is joined by portfolio managers Tim Gough and Stratton Bell from the SGH Individual Portfolios team to break down the latest market-moving events and what they mean for investors....
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Episode #2 | Politics and markets collide: Exec orders, tariffs, Tik-Tok and DeepSeek
In this episode of the Active Investor w/SGH podcast, we dive into the whirlwind first week of President Trump's second term and its immediate impact on markets, policy, and global trade. From a flurry of executive orders reversing Biden-era policies to aggressive tariff threats and a renewed...
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Episode #1 | From macro to micro - 2025 themes and investment outlook
🎙️ Welcome to the first episode of The Active Investor with SGH! Join Stephen Hiscock, Founder and Chair of SG Hiscock & Company, and Rob Hogg, Chief Investment Officer, as they explore: * 2024 Market Recap – Key trends in Australian equities, global markets, interest rates, and inflation. *…
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ABOUT THIS SHOW
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.
HOSTED BY
SGHiscock Investment Management
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Frequently Asked Questions
How many episodes does The Active Investor w/SGH have?
The Active Investor w/SGH currently has 27 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.
What is The Active Investor w/SGH about?
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...
How often does The Active Investor w/SGH release new episodes?
The Active Investor w/SGH has 27 episodes. Check the episode list to see recent publication dates and frequency.
Where can I listen to The Active Investor w/SGH?
You can listen to The Active Investor w/SGH on PodParley by clicking any episode. We provide an embedded audio player for direct listening, and you can also subscribe via your preferred podcast app using the RSS feed.
Who hosts The Active Investor w/SGH?
The Active Investor w/SGH is created and hosted by SGHiscock Investment Management.
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