Wealth Management Podcast Network

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 ‑...

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...