Editorial

Relative Return Unplugged: Liberation Day hits and markets react

In this week’s episode of Relative Return Unplugged, AMP chief economist Shane Oliver joins the show to unravel the web of tariffs that US President Donald Trump launched...

Editorial

Relative Return: Exploring the growing appeal of real estate debt

In this episode of Relative Return, host Laura Dew is joined by Andrew Lockhart, managing partner at Metrics Credit Partners, to discuss the attraction of real estate deb...

Editorial

Relative Return Unplugged: Unpacking the budget: Deficits, spending, and productivity risks

In this week’s episode of Relative Return Unplugged, AMP’s chief economist, Shane Oliver, joins us to break down Labor’s budget, focusing on its re-election strategy and ...

Editorial

Relative Return: Small caps in the era of Trump 2.0

In this episode of Relative Return, host Laura Dew chats with Mark Barnes, head of investment research, and Catherine Yoshimoto, director of product management, from FTSE...

Editorial

Relative Return Unplugged: Superannuation reforms, budget pressures, and economic uncertainty

In this episode of Relative Return Unplugged, we examine the push for superannuation tax reforms aimed at saving $10 billion annually, as well as the immense pressure bei...

Editorial

Relative Return Unplugged: The ripple effects of Trump’s tariff tactics

In this episode of Relative Return Unplugged, hosts Maja Garaca Djurdjevic and Keith Ford are joined by AMP’s chief economist, Shane Oliver, to discuss the ever-evolving ...

Editorial

Relative Return Unplugged: Is ASIC making super funds enemies with private market crackdown?

In this episode of Relative Return Unplugged, hosts Maja Garaca Djurdjevic and Keith Ford discuss the corporate regulator’s recent discussion paper looking into the rapid...

Editorial

Relative Return Unplugged: RBA’s rate cut – a cautious move or necessary relief?

On this episode of Relative Return Unplugged, host Maja Garaca Djurdjevic is joined by AMP’s chief economist Shane Oliver to break down the Reserve Bank of Australia’s lo...

Editorial

Relative Return Unplugged: The growing consensus for a February rate cut

In this episode of Relative Return Unplugged, hosts Maja Garaca Djurdjevic and Keith Ford, along with special guest Liam Garman, break down the economic landscape ahead o...

Editorial

Relative Return: Climate investment goes mainstream

In this episode of Relative Return, host Laura Dew chats with David Russell, chair of the Transition Pathway Initiative, and Tony Campos, head of sustainable investment a...

Editorial

Relative Return Unplugged: What the Trump is he doing?

In this episode of Relative Return Unplugged, hosts Maja Garaca Djurdjevic and Keith Ford, along with special guest Steve Kuper, discuss a whirlwind start to US President...

Editorial

Relative Return Unplugged: What the arrival of an AI challenger means for US tech stocks

The emergence of DeepSeek, a Chinese artificial intelligence (AI) start-up that claims to have built an advanced large language model in just two months for under US$6 mi...