Wealth Management Podcast Network

On this episode of Relative Return Insider , host Marius Mariton speaks with My Bui, economist at AMP, about the AI investment boom and whether the current pace of spending can continue. Bui is optimistic about AI's longer-term productivity benefits, but says hyperscalers' capital expenditure is growing far faster than revenues.  She expects spending on chips, data centres and energy infrastructur...

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 benefitin...

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, geopolitic...

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 n...

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 a...

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 th...

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 yea...

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. Shan...

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...

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 infrastructur...

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 pas...

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. S...

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...

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 hou...

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 a...

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 ah...

In this episode of Relative Return Insider , Olivia Grace Curran speaks with AMP Chief Economist Shane Oliver about key global market and economic developments. They discuss Middle East tensions and their impact on oil and equity markets, the surge in major IPOs like SpaceX and OpenAI, and what this means for investor sentiment. The conversation also covers the outlook for the Reserve Bank of Aust...

In the latest episode of Relative Return, journalist Olivia Grace-Curran speaks with Ben Samuel and Ky Van Tang from First Sentier Investors Group about the shifting macro landscape, the outlook for rates, and why investors are increasingly revisiting cash strategies. The discussion begins with an overview of the business, the scale of the team, and the firm's approach to managing cash and income...

In this episode of Relative Return , Olivia Grace-Curran speaks with Haran Karunakaran from Capital Group about the changing role of fixed income in portfolios. They discuss whether bonds still provide diversification benefits, why higher yields are driving renewed interest in traditional fixed income strategies, and how active management can uncover opportunities across global markets. The conver...

This week on Relative Return, Lonsec Deputy Head of Research Darrell Clark breaks down the fund manager's research framework and assessment processes, explaining how this translates into determining the winners for Money Management's upcoming Fund Manager of the Year Awards. Darrell delves into the highly competitive nature of the funds management sector and how recognition through industry awards...

In this episode of Relative Return Insider, host Olivia Grace-Curran speaks with AMP Chief Economist Shane Oliver to unpack the latest developments in global and Australian markets. They discuss the Reserve Bank of Australia's latest minutes and what they signal for interest rates, the surprise jump in unemployment to 4.5%, and what it means for the RBA's next move. The conversation also explores...

This week on Relative Return, AMP Chief Economist Shane Oliver breaks down one of the most controversial federal budgets in years - from sweeping changes to negative gearing and capital gains tax, to what it all means for inflation, interest rates, housing, and business confidence. Shane says the budget is effectively adding more stimulus into an economy already struggling with inflation pressures...

In this episode of Relative Return Insider, host Olivia Grace-Curran sits down with AMP Chief Economist Shane Oliver to unpack the Reserve Bank's latest rate hike, the inflation outlook, geopolitical risks and what it all means for investors navigating an increasingly volatile environment. Oliver says the RBA's third consecutive rate hike reflects growing concern that inflation could become entren...

In this episode of Relative Return Insider, host Keith Ford speaks with AMP chief economist Shane Oliver about the March quarter CPI figuresand what it means for interest rates, households and markets. Shane breaks down how the impact of headline inflation jumping to 4.6 per cent over the year to March, largely driven by a surge in fuel prices linked to the US–Iran conflict, and the likelihood tha...

In this episode of Relative Return Insider, host Keith Ford and AMP chief economist Shane Oliver unpack the approaching federal budget against a backdrop of weak productivity and mounting geopolitical risk. Shane outlines the Treasurer's three-pronged agenda – savings, productivity reforms, and tax changes – while warning that genuine reform could be derailed by populist, short ‑ term cost ‑ of ‑...