Relative Return: Slaying the inflation beast
In this week’s episode of Relative Return, host Maja Garaca Djurdjevic speaks to David Ashton, senior portfolio manager at Macquarie, about how long it could be until Australia sees an interest rate cut.
Listen as they discuss:
- How long interest rates could be on hold.
- Why the current market environment isn’t a repeat of the 1970s.
- The impacts of geopolitics on the economy and markets.
- The benefits of Australian government bonds in this economic climate.
- Lessons from the US and Europe.
AUTHOR
Laura Dew
Recommended for you
In this week’s special episode of Relative Return Unplugged, we present shadow treasurer Angus Taylor’s address at Momentum Media’s Election 2025 event, followed by a Q&A covering the Coalition’s plans for the financial services sector.
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 on trading partners and take a look at the way global economies are likely to be impacted.
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 debt and why it can be a compelling option for portfolio diversification.
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 cost-of-living support, and cautioning about the long-term impact of structural deficits, increased government spending, and potential risks to productivity growth.
