Wealth Management Podcast Network

Australia's commercial property market continues to adjust to changing lending conditions, creating a renewed focus on the role commercial real estate debt plays in diversified portfolios. In this episode of Relative Return , the discussion explores how commercial real estate debt is being actively used by advisers and wholesale investors seeking capital stability, income resilience and diversific...

In this episode of Relative Return Insider, host Keith Ford and AMP chief economist Shane Oliver break down the economic fallout from the ongoing US–Iran conflict and the second layer of blockade stopping oil from flowing through the Strait of Hormuz. Oliver explains the downstream impacts of an extended conflict, how long Australia can continue before stringent restrictions on petrol would need t...

In this episode of Relative Return Insider, host Keith Ford and AMP chief economist Shane Oliver unpack the messy US–Iran–Israel conflict, Trump's latest TACO backdown, and what the fragile ceasefire and Strait of Hormuz disruptions mean for oil prices and investors. They also explore how billionaire windfalls, housing-driven wealth inequality and gas-export profits are feeding political backlash...

In this episode of Relative Return Insider, host Keith Ford is joined by AMP deputy chief economist Diana Mousina to take a look at the latest inflation figures and whether there is anything useful to learn from the pre-Iran war figures. She explains that while February data suggested inflation had been peaking before the conflict, the coming months are likely to tell a very different story as ene...

In this episode of the Relative Return Insider podcast, host Keith Ford and AMP chief economist Shane Oliver unpack why the Strait of Hormuz chokepoint for global oil supply is the critical variable for markets. Shane warns that the longer the strait remains blocked, the higher the risk of further oil price spikes and extended economic pain, while Treasury modelling is forecasting inflation headin...

In this episode of Relative Return Insider, Keith Ford and AMP chief economist Shane Oliver discuss the market turmoil triggered by the escalating US–Iran conflict and closure of the Strait of Hormuz, which is disrupting the flow of oil and gas. Shane forecasts the impact of the increasing cost of oil on Australia's fuel prices and similarities to the 1970s oil crises, and how this could flow thro...

In this episode of Relative Return Insider, Keith Ford and AMP chief economist Shane Oliver unpack the rapidly evolving US–Israel–Iran conflict and its implications for oil markets, inflation and investors. Shane explains why Middle East conflicts matter mainly through their impact on oil supply, highlighting Iran's role as a significant producer and the critical importance of the Strait of Hormuz...

In this episode of Relative Return Insider, host Keith Ford is joined by AMP chief economist Shane Oliver to unpack a tumultuous week for global markets, led by the US Supreme Court's decision to strike down Trump's use of the International Emergency Economic Powers Act for imposing tariffs. Oliver explains how the administration has pivoted to Section 122 of the Trade Act to apply a temporary fla...

In this episode of Relative Return Insider, host Keith Ford is joined by AMP chief economist Shane Oliver to break down the latest Australian jobs and wages data, what a still ‑ tight labour market means for inflation and RBA rate hikes, and how households are really faring in the cost ‑ of ‑ living squeeze. They also look at why the ASX is hitting new highs despite valuation risks, and scan key g...

In this episode of Relative Return Insider, host Keith Ford speaks with AMP chief economist Shane Oliver about the ASX brushing record highs amid a robust profit reporting season and whether a bullish view on AI is actually a case to exit US tech stocks. Oliver broke down how strong results from miners and banks has driven the Australian market to a new high despite cost ‑ of ‑ living pressures, i...

In this episode of Relative Return Insider, host Keith Ford and AMP chief economist Shane Oliver discuss the RBA's decision to increase rates and what it signals for inflation, growth, and housing. Oliver delves into how elevated aggregate demandis colliding with capacity constraints and weak productivity, leaving Australia more inflation ‑ prone even at modest growth rates, as well as the impact...

In this episode of the Relative Return Insider podcast, AMP chief economist Shane Oliver joins host Keith Ford to unpack the latest Australian CPI print, with inflation higher than expected and above the RBA's prior forecasts. Despite a strong consensus among economists and money markets for a near-term rate hike, Oliver argues this meeting is a close call and there are certainly arguments that th...

In this episode of Relative Return Insider, Keith Ford and AMP chief economist Shane Oliver unpack Donald Trump's latest Greenland saga, the TACO pattern of bold threats and inevitable backdowns, and what it all means for markets. Oliver explains recurring tariff scares, attacks on institutions like the Fed, and broader geopolitical tensions are feeding a persistent "sell America" trade, supportin...

In this episode of Relative Return Insider, host Keith Ford and AMP chief economist Shane Oliver unpack what 2026 might hold for investors amid escalating geopolitical risks and ongoing market volatility. Despite the noise, Shane argues that Australian growth should pick up, inflation will continue to gradually ease, and the monetary environment will remain broadly supportive of equities – with th...

In this final episode of Relative Return Insider for 2025, host Keith Ford and AMP chief economist Shane Oliver wrap-up the year, look ahead to 2026, and break down the most interesting numbers from the Mid-Year Economic and Fiscal Outlook. The last 12 months was full of challenges and volatility, but for Oliver the most important takeaway has been the resilience of markets as they were buffeted w...

In this episode of Relative Return Insider, host Keith Ford and AMP chief economist Shane Oliver unpack the RBA's decision to keep the cash rate on hold in the face of rising inflation and whether the governor's hawkish tone is a sign of things to come. Oliver also explains the Fed's move to cut rates for the third time, which he characterises as "insurance" against a softening labour market rathe...

In this episode of Relative Return Insider, host Keith Ford and AMP chief economist Shane Oliver discuss the September quarter GDP figures, which show Australia's economy regaining momentum, with annual growth lifting to 2.1 per cent, the fastest pace in two years, despite a softer-than-expected 0.4 per cent quarterly print. Oliver explains that headline GDP was dragged down by inventory run-downs...

In this episode of Relative Return Insider, host Keith Ford and AMP chief economist Shane Oliver discuss the latest shock consumer price index numbers, which rose to 3.8 per cent in October, as well as the shifting US market and calls for super funds to invest in infrastructure projects. As US equities swinging sharply before rebounding and AI-driven tech stocks continuing to propel sentiment, Oli...

In this episode of Relative Return Insider, host Keith Ford and AMP chief economist Shane Oliver discuss the Reserve Bank of Australia's cautious stance in response to persistent inflation, subdued growth prospects, and political shifts affecting the nation's journey towards net zero emissions.    The discussion also looks at the growing role of cryptocurrencies, considering whether they could hin...

In this episode of Relative Return, host Laura Dew speaks with Rachel White, head of financial adviser services at Vanguard about how advisers can help Australians to feel confident in retirement. Listen as they discuss: - The role of advisers in helping Australians feel confident in retirement. - How advice can bring benefits for wellbeing and emotions - The impact of the advice gap and how advis...

In this episode of Relative Return Insider, host Keith Ford and AMP deputy chief economist Diana Mousina take a look at the Reserve Bank's unanimous decision to leave rates on hold on Melbourne Cup Day and whether future cuts are still on the cards.   Following higher-than-expected inflation numbers last week, the RBA surprised no one as it left rates unchanged, however Mousina suggested the centr...

In this episode of Relative Return Insider, host Keith Ford and AMP deputy chief economist Diana Mousina break down the spike in inflation numbers and what it means for the possibility of a rate cut as we move into the new year. With September quarter inflation data showing trimmed mean rising by 1 per cent, considerably higher than the Reserve Bank of Australia's forecast, a near-term rate cut is...

In the latest episode of The ifa Show, MLC Expand CEO Liz McCarthy and Shadforth Financial Group CEO Terry Dillon join host Keith Ford to discuss the transformative role of AI in financial advice and how AI tools are being implemented to drive efficiency. With advice firms looking for greater automation of routine administrative tasks, AI is set to reshape the advice profession's approach to clien...

After nearly two decades, the SMSF lending market has matured into a stable and well-regulated segment – yet complexity and misconceptions persist. Bluestone Home Loans head of specialised distribution, Richard Chesworth, joins host Keith Ford to break down the nuances of limited recourse borrowing arrangements (LRBAs). From redrawing for property repairs to understanding offset structures and pre...

In this episode of Relative Return Insider, host Keith Ford and AMP economist My Bui explore Prime Minister Anthony Albanese's trip to the US and the critical minerals deal stemming from his meeting with President Donald Trump. The meeting also saw a grand announcement that Australian super fund investment in the US would reach $1.5 trillion over the next decade, and Bui unpacks whether that amoun...