Advertise on podcast: Wealth Management Podcast Network

In this episode, host Marius Mariton speaks with AMP Chief Economist Shane Oliver about Australia's latest interest rate hike and what it means for households, inflation and the economy. With the RBA cash rate now at 4.6%, Oliver explains why the central bank has moved to reinforce its inflation-fighting credibility, and why mortgage holders are bearing more of the burden than households benefiting from higher deposit rates. Oliver also discusses whether Australia is entering a period of stagflation, with slower economic growth and inflation likely to remain above the RBA's target for some time. He also looks at housing, with dwelling prices falling from their recent highs, and discuss whether the correction could deepen. Oliver also shares his view on the likelihood of another RBA hike in November or December, pointing to weakening household spending, labour market conditions and falling building approvals. The conversation then turns offshore, covering US inflation, the Federal Reserve, rising global bond yields and what the changing interest-rate environment means for investors. Oliver also discusses the Australian dollar, the impact of AI demand on inflation and construction costs, and the end of card surcharge fees. Finally, Marius asks Oliver about his long weekend plans, and discovers that sailing, rather than rugby or AFL, is more his thing.

Relative Return Insider: Jobs, AI and the forces shaping markets AMP Chief Economist Shane Oliver joins Olivia Grace-Curran to discuss the latest economic and market developments, including Australia's labour market, interest rate outlook and what the RBA's next move could mean for households and investors. The conversation covers US-China trade tensions, the outlook for global markets, geopolitical risks and the impact of energy markets, before turning to the economic effects of major sporting events and the pressure facing Australian households from higher interest rates and petrol prices.

In this episode of Relative Return Insider, Olivia Grace-Curran sits down with AMP Chief Economist Shane Oliver. From NVIDIA's massive AI investment in Australia and the possibility that data centres could soon rival mining as a source of investment, to the RBA's increasingly hawkish stance and the risk of interest rates climbing to 15-year highs, Shane breaks down what investors need to watch next. Meanwhile, the ASX has taken a hit as oil prices surge and bond yields climb, while geopolitical tensions put further pressure on markets. Could the correction have further to run? Shane also weighs in on the Australian property market and mortgage stress, explains why the Japanese yen could be poised for further gains, and tackles one of the biggest questions in crypto: does Bitcoin actually have fundamental value - or is it simply becoming "digital gold"?

Australia's economy is slowing, house prices are falling and yet inflation is proving stubbornly difficult to tame. So does the RBA really have to raise rates again? On this episode of Relative Return Insider, Olivia Grace-Curran sits down with AMP Chief Economist Shane Oliver to unpack the latest economic data and what it means for households, investors and markets. Shane reveals why he thinks another rate hike is increasingly likely, why September could be back on the table, and why two consecutive hikes could trigger a much deeper housing downturn - and potentially even a recession. Plus, Shane reveals the key economic numbers and central-bank decisions that could move markets next.

In this episode of Relative Return Insider, AMP chief economist Shane Oliver joins host Olivia Grace-Curran to unpack how key macro forces are shaping markets in Australia and the US. They explore what shifts in jobs data and unemployment mean for the RBA, why base effects can make inflation look better on the surface than it is underneath, and how that feeds into interest‑rate expectations and the Australian dollar. In the US, the conversation covers hawkish Fed signals, the importance of core PCE inflation, and mounting concerns over soaring government debt. The episode also looks at why gold and Bitcoin often rally as hedges when debt, inflation and policy uncertainty rise, and the market implications of geopolitical tensions and oil prices. Shane also highlights how the explosion of AI, social media, and financial commentary has amplified the noise rather than improved forecasting.

The RBA has held interest rates steady, but with inflation still above target, the path ahead remains uncertain. In this episode of Relative Return Insider, Olivia Grace-Curran is joined by AMP Chief Economist Shane Oliver to unpack the RBA's latest decision and what it means for interest rates, markets and the Australian economy. Shane discusses the possibility of another rate hike later this year, when rate cuts could begin, and what this could mean for property prices and investors in 2027. They also explore the latest Australian reporting season, why local shares are lagging the US, and the growing impact of AI on jobs, productivity and the economy.

Markets are hitting record highs, but with stretched valuations, rising bond yields and growing scrutiny of the AI boom, how much optimism is already priced in? On this episode of Relative Return Insider, Olivia Grace-Curran is joined by AMP Chief Economist Shane Oliver to unpack Australia's reporting season, the outlook for the Fed and RBA, and the wild volatility playing out in South Korea. Shane also takes a step back from the markets to explore the economics of happiness - why getting richer doesn't necessarily make us happier, the impact of social media, and whether we're all stuck on a hedonic treadmill. Plus: what AI's next phase could mean for Australian companies, why diversification matters, and where Shane sees the biggest risks and opportunities for investors.

In Super Review's latest podcast, MUFG Retirement Solutions' chief executive for ANZ, Frank Lombardo, unpacks Payday Super and the benefits it will bring for members and superannuation funds. The change means Super Guarantee contributions now need to be paid at the same time as a member's wages rather than on a quarterly schedule, a historic change after three decades. Listen as they discuss: The move away from quarterly contributions  Why Payday Super should improve member engagement What a successful implementation of Payday Super looks like Potential catalysts for broader superannuation innovation How a modern superannuation and pension system can deliver for Australians.

In this episode of Relative Return, host Olivia Grace-Curran and EQT Partners' managing director, Sam Franklin, discuss how the perception of infrastructure has shifted from a defensive asset class built around essential assets such as ports, toll roads and airports, to something much broader, capturing modern opportunities on the back of the global energy transition and expanding AI infrastructure. Delving deeper, they explore why infrastructure is becoming increasingly important in portfolio construction and how investors are accessing new sources of growth while maintaining downside protection.  Listen as Sam discusses:  Why infrastructure has moved into the mainstream  The changing face of infrastructure investing  Balancing protection and performance  Why active management matters  The long-term themes shaping the sector  Infrastructure for the next 50 years

In this episode of Relative Return, host Olivia Grace-Curran and Macquarie Asset Management's head of ETFs, Blair Hannon, discuss the evolving narrative around diversification, as well as how passive ETFs have transformed investing by providing greater access, lower cost and simple exposure to broad markets. Blair explores how concentration risk is changing the way investors should think about passive strategies, active ETFs and portfolio construction and how investors can navigate the next phase of index investing. In this episode, Blair discusses:  The changing nature of index investing  Why diversification may not look the way investors expect  Moving beyond the active versus passive debate  The role of active ETFs in modern portfolios  Why fixed income requires a different approach

From the AI boom and the future of data centres to rising energy demand, commodity exports, living standards and interest rates, AMP Chief Economist Shane Oliver joins Relative Return Insider to unpack the economic trends shaping Australia's outlook. They discuss Australia's AI ambitions, the opportunities and risks of expanding data centres, and how renewable energy could support future growth. Shane also explores the outlook for mining exports, oil prices, household living standards, economic reform, AI's impact on creative industries, and the rise of prediction markets.

In this episode of Relative Return Insider, host Olivia Grace-Curran is joined by AMP Chief Economist Shane Oliver to unpack the biggest economic themes influencing investors and markets. The pair discuss the IMF's latest global and Australian growth forecasts, exploring why the world economy continues to hold up despite ongoing shocks - from geopolitical tensions and oil market uncertainty to the accelerating AI investment boom. Shane shares his insights on the inflation risks emerging from the massive build-out of data centres, semiconductors and AI infrastructure - and what this could mean for central banks, interest rates and Australia's economic outlook. The conversation also covers the RBA's concerns around a more inflation-prone global environment, including deglobalisation, trade fragmentation, climate-related pressures and slowing productivity growth. Shane explains why the economic landscape has shifted from the disinflationary trends of previous decades to one where policymakers face increasingly complex trade-offs. Plus, the discussion turns to global central banks, including the Reserve Bank of New Zealand's latest rate move and the Federal Reserve's review of its communication strategy, balance sheet and inflation framework. Wrapping up, Olivia and Shane look ahead to the key economic data investors will be watching - including US inflation, Chinese growth figures, Australian confidence surveys and ongoing geopolitical risks - before taking a lighter detour into astrology, market cycles and whether the stars might have anything to say about the future.

In this episode of Relative Return Insider, host Olivia Grace-Curran sits down with AMP chief economist Shane Oliver to unpack whether the "good old days" really were better - and what today's economic pressures mean for Australians. Shane explores AMP's recent research comparing life in the mid-1970s, around the year 2000, and today. While many Australians feel worse off amid rising costs and housing affordability challenges, the data tells a more complicated story.  The discussion also covers: * What the RBA's latest minutes reveal about interest rates and inflation risks * Whether Australia could see another rate hike * The outlook for US inflation and the Federal Reserve * How oil prices, geopolitics and tariffs are shaping global markets * The impact of social media on economic sentiment and public frustration * The future of financial markets, including the move to T+1 settlement and faster payments

In this episode of Relative Return, host Laura Dew and Signal Advisory managing director Anthony Caneva discuss how financial advice firms are using technology and AI to tackle some of the profession's biggest operational challenges, from client onboarding and advice implementation to document generation and workflow management.   Anthony outlines the governance considerations that come with AI adoption, including data management, privacy and regulatory expectations while sharing his views on how advisers should assess new technology, why transparency is essential when AI interacts with clients, and the risks of using AI for tasks better suited to traditional automation.   Tune in to hear:  How advisers should be utilising AI in their businesses.  The importance of maintaining human touch in advice.  Where technology is delivering the greatest efficiency benefits.

*]:pointer-events-auto R6Vx5W_threadScrollVars scroll-mb-[calc(var(--scroll-root-safe-area-inset-bottom,0px)+var(--thread-response-height))] scroll-mt-[calc(var(--header-height)+min(200px,max(70px,20svh)))]" dir="auto" data-turn-id= "request-WEB:0c99ac78-f4a2-445e-b7fa-30ff2ac5b205-0" data-turn-id-container= "request-WEB:0c99ac78-f4a2-445e-b7fa-30ff2ac5b205-0" data-testid= "conversation-turn-2" data-turn="assistant"> In this week's Relative Return Insider, host Olivia Grace Curran is joined by AMP Chief Economist Shane Oliver for a deep dive into the key forces shaping markets in Australia and globally. The conversation unpacks the Reserve Bank of Australia's latest decision to hold the cash rate at 4.35%, and what rising inflation pressures, wage dynamics, and slowing growth signals could mean for the path ahead - including whether further rate hikes are still on the table. The discussion then shifts to the United States, where a new Federal Reserve leadership approach signals a shift in communication strategy, reduced forward guidance, and a potentially more volatile outlook for markets as policy signals become less predictable. Shane also explores the geopolitical ripple effects of developments in the Middle East, including the potential impact of easing tensions on oil prices, inflation, and household fuel costs in Australia.