Relative Return Unplugged: Understanding global trends and local impacts
In this episode of Relative Return Unplugged, hosts Maja Garaca Djurdjevic and Keith Ford are joined by special guest Shane Oliver, chief economist at AMP, to break down what’s happening with the Trump trade and the broader global economy, and what it means for Australia.
Markets reacted quickly when it became clear that Donald Trump was set to win the US presidential election, with many seeking to capitalise on the expected corporate tax cuts and tariff hikes. However, messier economic conditions than in 2016 have dampened the party in some areas.
We take a look at the potential for volatility on the back of ongoing trade tensions between the US and China, whether the global economy will fare as poorly as some forecasts indicate, and how the Australian market is reacting to events both globally and locally.
Tune in to hear:
- Why tampering with the Future Fund’s mandate could be a slippery slope that ultimately compromises returns.
- Whether the government’s big-spending budgets have hindered efforts to curb inflation.
- What to expect from the Reserve Bank of Australia ahead of the upcoming federal election.
AUTHOR
Keith Ford
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