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.
Recommended for you
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 Donald Trump’s second term that all but kicked off a trade war.
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 million, sent shockwaves through the AI world and cratered US tech stocks.
Donald Trump’s presidency has already begun reshaping the corporate and political landscape in the US, with executive orders rolling back diversity, equity, and inclusion (DEI) initiatives and clean energy efforts.
Join us for a special episode of Relative Return Unplugged as hosts Maja Garaca Djurdjevic and Keith Ford are joined by shadow financial services minister Luke Howarth to discuss the Coalition’s goals for financial advice.