Relative Return: Welcome to a new era of structural inflation
In this episode of Relative Return, host James Mitchell catches up with Milford Asset Management’s Will Curtayne to find out why he believes property price growth will track wage growth over the next decade.
Listen as they discuss:
- The major impact of retiring Baby Boomers on the global economy
- Why it can be tactically beneficial to hold up to 40 per cent cash
- A new era of structurally higher wages and inflation
- Why future economic cycles will be shorter, faster and choppier
AUTHOR
James Mitchell
Recommended for you
In this episode of Relative Return Unplugged, hosts Maja Garaca Djurdjevic and Keith Ford, are joined by special guest Stephen Miller, market strategist at GSFM, to unpack the latest inflation figures and what they could mean for the RBA’s coming rate decisions.
In this episode of Relative Return Unplugged, host Maja Garaca Djurdjevic, along with Momentum Media political commentator Liam Garman and special guest Shane Oliver, chief economist at AMP, dive into the looming US election and what it means for Australia’s economy.
In this episode of Relative Return, host Maja Garaca Djurdjevic speaks with Grant Hackett, CEO of Generation Life, and Rebecca Pritchard, senior financial planner at Rising Tide Financial Services, to discuss the challenges posed by evolving superannuation and tax policies and how advisers can support clients in this shifting landscape.
In this episode of Relative Return Unplugged, hosts Maja Garaca Djurdjevic and Keith Ford, along with special guest Steve Kuper, dive into the burgeoning world of defence ETFs in Australia and take a look at what is driving this sudden emergence.
