Relative Return Unplugged: The economic outlook for 2025
In this episode of Relative Return Unplugged, hosts Maja Garaca Djurdjevic and Keith Ford are joined by AMP chief economist Shane Oliver to take a look at what can be learned from 2024 as attention turns to what markets will do in the new year.
The strong share market returns of 2024 may not quite be repeated in 2025, but Oliver believes it is still set to be a solid year for markets; however, volatility is set to continue on the back of uncertainty around how much central banks are going to cut rates.
Listen as they discuss:
- Why monetary policy is still an effective tool to control inflation.
- How a Trump presidency is likely to impact the global and domestic markets.
- The key issues ahead of the federal election and how the different potential outcomes could affect the economy.
AUTHOR
Keith Ford
Recommended for you
In the latest episode of Relative Return Insider, hosts Maja Garaca Djurdjevic, Shane Oliver, and Keith Ford unpack the twists and turns of today’s markets – from credit rating agencies navigating global uncertainty to simultaneous dual IPOs.
In the latest episode of Relative Return Insider, host Maja Garaca Djurdjevic and AMP’s Shane Oliver break down US and Australian rate cuts, soaring gold, and bitcoin’s volatility.
In the latest episode of the Relative Return Insider, host Maja Garaca Djurdjevic and AMP’s chief economist Shane Oliver unpack the surprising twists in the Australian economy, diving into the latest GDP numbers, what’s really driving consumer spending, and what it all means for the Reserve Bank’s next moves.
In this episode of Relative Return, host Laura Dew chats with Roy Keenan, co-head of fixed income at Yarra Capital Management, to discuss the evolving fixed income asset class, his sector preferences, and the RBA’s rate-cutting policy.
