Episode #102: 9 key things for successful investing

Simplifying Investing

MP3•Pagina principale dell'episodio

22:08

Host Francesca Amiker sits down with directors Joe and Anthony Russo, producer Angela Russo-Otstot, stars Millie Bobby Brown and Chris Pratt, and more to uncover how family was the key to building the emotional core of The Electric State . From the Russos’ own experiences growing up in a large Italian family to the film’s central relationship between Michelle and her robot brother Kid Cosmo, family relationships both on and off of the set were the key to bringing The Electric State to life. Listen to more from Netflix Podcasts . State Secrets: Inside the Making of The Electric State is produced by Netflix and Treefort Media.…

circa un anno fa 13:07

Successful investing is not always easy and can be stressful, even in good times. We are all susceptible to psychological traps, however there are some basic principles that can help to avoid silly mistakes. Join AMP's chief economist Shane Oliver as he shares nine key things for investors to bear in mind when navigating the world of markets. Important information: This podcast is general in nature and hasn’t taken your circumstances into account. It’s important you consider your personal circumstances and speak to a financial adviser before deciding what’s right for you. Any general tax information provided is intended as a guide only. Remember the value of investments may go up or down and you may not get back the amount you invested. The opinions and views featured in this podcast reflect the individual’s own. Date of publication 22 November 2023. AWM Services Pty Ltd ABN 15 139 353 496, AFSL No. 366121, part of the AMP Group.

146 episodi

#Podcasting Education #Simplifying Investing

Episode #102: 9 key things for successful investing

Simplifying Investing

published circa un anno fa

MP3•Pagina principale dell'episodio

146 episodi

#Podcasting Education #Simplifying Investing

Tutti gli episodi

1
Episode #143: The only constant is tariffs 19:03

11 giorni fa19:03

19:03

In a week where the US pushed ahead with tariffs, we saw a lot of policy uncertainty with services and manufacturing companies seeing a decline in sentiment and consumer inflation expectations spiking. Join Shane and My as they look at what all these changes mean, the problems for investors, as well as whether the Department of Government Efficiency (DOGE) is really the answer for cutting red tape.Important information: This podcast is general in nature and hasn’t taken your circumstances into account. It’s important you consider your personal circumstances and speak to a financial adviser before deciding what’s right for you. Any general tax information provided is intended as a guide only. Remember the value of investments may go up or down and you may not get back the amount you invested. The opinions and views featured in this podcast reflect the individual’s own. Date of publication 06 March 2025. AWM Services Pty Ltd ABN 15 139 353 496, AFSL No. 366121, part of the AMP Group.…

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Episode #142: A hawkish or cautious cut? 15:57

25 giorni fa15:57

15:57

The RBA announced a rate cut this week for the first time since 2020, with small relief for mortgage holders after 13 consecutive hikes. while monetary policy remains restrictive. Join Shane and Diana on the pod this week as they discuss the RBA's decision, the key considerations as monetary policy remains restrictive, the outlook for inflation and what we need to see before we get another rate cut.Important information: This podcast is general in nature and hasn’t taken your circumstances into account. It’s important you consider your personal circumstances and speak to a financial adviser before deciding what’s right for you. Any general tax information provided is intended as a guide only. Remember the value of investments may go up or down and you may not get back the amount you invested. The opinions and views featured in this podcast reflect the individual’s own. Date of publication 20 February 2025. AWM Services Pty Ltd ABN 15 139 353 496, AFSL No. 366121, part of the AMP Group.…

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Episode #141: Is it "Job Done" on inflation? 16:09

6 weeks fa16:09

16:09

This week on the pod Shane and Diana catch up on: gains in markets, a look at Trumps Tariff Tango, China's new AI tech - DeepSeek and is it "Job Done" on inflation? Important information: This podcast is general in nature and hasn’t taken your circumstances into account. It’s important you consider your personal circumstances and speak to a financial adviser before deciding what’s right for you. Any general tax information provided is intended as a guide only. Remember the value of investments may go up or down and you may not get back the amount you invested. The opinions and views featured in this podcast reflect the individual’s own. Date of publication 6 February 2025. AWM Services Pty Ltd ABN 15 139 353 496, AFSL No. 366121, part of the AMP Group. Shane Oliver: LinkedIn: https://www.linkedin.com/in/shane-oliver-3209542/ X: https://twitter.com/ShaneOliverAMP Diana Mousina: LinkedIn: https://www.linkedin.com/in/diana-mousina-5a22442b/…

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Episode #140: Trump's inauguration: a volatility that we 'have to get used to' 17:12

8 weeks fa17:12

17:12

After a stronger than expected 2024, it's been a reasonably good start to markets this year despite the US 10 year Treasury yield nearing 5% - a mark rarely seen since the GFC. This has been fuelled by higher inflation and persisting concerns over the debt ceiling issue in the US. With further details expected on tariffs and tax measures under the new administration, join Shane and Diana as they analyse the outlook for the US economy and markets under a Trump presidency, what the economic indicators mean for shares, and what we can expect in the year ahead. Important information: This podcast is general in nature and hasn’t taken your circumstances into account. It’s important you consider your personal circumstances and speak to a financial adviser before deciding what’s right for you. Any general tax information provided is intended as a guide only. Remember the value of investments may go up or down and you may not get back the amount you invested. The opinions and views featured in this podcast reflect the individual’s own. Date of publication 23 January 2025. AWM Services Pty Ltd ABN 15 139 353 496, AFSL No. 366121, part of the AMP Group.…

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Episode #139: The slowest rate of growth since the recession we 'had to have' 17:53

14 weeks fa17:53

17:53

The pace of economic growth in Australia has been on a downtrend over the last two years and annual growth is at its lowest level since the early 1990s (outside of the pandemic). Despite population growth and strong public spending, the latest quarterly GDP figures pose several key questions for the Reserve Bank as we head into the holiday period. Join Shane and Diana as they unpack the data, analyse why the economy has been struggling and ask whether we can continue to rely on the public sector to keep growth strong in the coming year. Important information: This podcast is general in nature and hasn’t taken your circumstances into account. It’s important you consider your personal circumstances and speak to a financial adviser before deciding what’s right for you. Any general tax information provided is intended as a guide only. Remember the value of investments may go up or down and you may not get back the amount you invested. The opinions and views featured in this podcast reflect the individual’s own. Date of publication 12 December 2024. AWM Services Pty Ltd ABN 15 139 353 496, AFSL No. 366121, part of the AMP Group.…

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Episode #138: What is the more sustainable trend in inflation? 17:09

15 weeks fa17:09

17:09

The rise in the cost of living over the last four years remains a persistent challenge for the RBA and the Australian economy. Inflation continues to be too high with the trimmed mean rising to 3.5% while headline inflation remains within target. But there is cause for optimism: the rate of increase is slowing down, and the rate of services inflation in Australia is lower than in other countries including the UK and seems likely to fall. Join Shane and Diana to look at the current outlook for inflation in Australia and how we should treat the latest signals and economic indicators amid both seasonality and supply chain issues. Important information: This podcast is general in nature and hasn’t taken your circumstances into account. It’s important you consider your personal circumstances and speak to a financial adviser before deciding what’s right for you. Any general tax information provided is intended as a guide only. Remember the value of investments may go up or down and you may not get back the amount you invested. The opinions and views featured in this podcast reflect the individual’s own. Date of publication 02 December 2024. AWM Services Pty Ltd ABN 15 139 353 496, AFSL No. 366121, part of the AMP Group.…

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Episode #137: What did we learn from the US election? 23:08

17 weeks fa23:08

23:08

Trump's victory in the US election came on the back of fears over the rising cost of living and concerns over immigration that dominated voter sentiment. Join Shane and My as they look at why the polls got it wrong, what it means for markets and Australia's economy, how the RBA is thinking about this and what we can expect from a Trump presidency. Important information: This podcast is general in nature and hasn’t taken your circumstances into account. It’s important you consider your personal circumstances and speak to a financial adviser before deciding what’s right for you. Any general tax information provided is intended as a guide only. Remember the value of investments may go up or down and you may not get back the amount you invested. The opinions and views featured in this podcast reflect the individual’s own. Date of publication 15 November 2024. AWM Services Pty Ltd ABN 15 139 353 496, AFSL No. 366121, part of the AMP Group.…

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Episode #136: Market Updates - Peering through a 'wall of worry' 18:36

22 weeks fa18:36

18:36

Join Shane and Diana for a quick update on: Shares at record highs, war conflict and oil prices. Is it a clear crystal ball for RBA rate cuts in Feb 2025? The 50/50 run-up to the US election and Queensland primary school kids to get a free lunch. But who really pays? Important information: This podcast is general in nature and hasn’t taken your circumstances into account. It’s important you consider your personal circumstances and speak to a financial adviser before deciding what’s right for you. Any general tax information provided is intended as a guide only. Remember the value of investments may go up or down and you may not get back the amount you invested. The opinions and views featured in this podcast reflect the individual’s own. Date of publication 17 October 2024. AWM Services Pty Ltd ABN 15 139 353 496, AFSL No. 366121, part of the AMP Group.…

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Episode #135: Alan Kohler - Why it's really tough to have a recession now 48:27

23 weeks fa48:27

48:27

Since the 1987 crash, the evolving role of central banks has fundamentally changed the way the economy and markets work over the past few decades. Shane and Diana are joined by special guest Alan Kohler this week as they discuss the role of central banks today in the face of uncertainty, looming fears over a recession and geopolitical tensions in the Middle East. Important information: This podcast is general in nature and hasn’t taken your circumstances into account. It’s important you consider your personal circumstances and speak to a financial adviser before deciding what’s right for you. Any general tax information provided is intended as a guide only. Remember the value of investments may go up or down and you may not get back the amount you invested. The opinions and views featured in this podcast reflect the individual’s own. Date of publication 09 October 2024. AWM Services Pty Ltd ABN 15 139 353 496, AFSL No. 366121, part of the AMP Group.…

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Episode #134: China’s economy - Special 22:44

26 weeks fa22:44

22:44

Join Diana and special guests Brad Creighton - SMA lead portfolio manager at AMP and Stuart Eliot - Head of portfolio management at AMP as they take a deeper look into the past, present and future of China’s economy. Important information: This podcast is general in nature and hasn’t taken your circumstances into account. It’s important you consider your personal circumstances and speak to a financial adviser before deciding what’s right for you. Any general tax information provided is intended as a guide only. Remember the value of investments may go up or down and you may not get back the amount you invested. The opinions and views featured in this podcast reflect the individual’s own. Date of publication 18 September 2024. AWM Services Pty Ltd ABN 15 139 353 496, AFSL No. 366121, part of the AMP Group. Shane Oliver: LinkedIn: https://www.linkedin.com/in/shane-oliver-3209542/ X: https://twitter.com/ShaneOliverAMP Diana Mousina: LinkedIn: https://www.linkedin.com/in/diana-mousina-5a22442b/…

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Episode #133: Brad Creighton - How markets have moved and why. 21:01

28 weeks fa21:01

21:01

Generative AI, decarbonisation and re-onshoring are three key themes that have created fertile ground for investing in recent months. Join Diana and our special guest Brad Creighton - SMA lead portfolio manager at AMP - as they discuss how these themes have shaped the outlook for the US market, why share markets around the world have proven to be resilient, and whether we can expect this resilience to continue over the coming years. Important information: This podcast is general in nature and hasn’t taken your circumstances into account. It’s important you consider your personal circumstances and speak to a financial adviser before deciding what’s right for you. Any general tax information provided is intended as a guide only. Remember the value of investments may go up or down and you may not get back the amount you invested. The opinions and views featured in this podcast reflect the individual’s own. Date of publication 04 September 2024. AWM Services Pty Ltd ABN 15 139 353 496, AFSL No. 366121, part of the AMP Group.…

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Episode #132: Eliza Owen - What is going on in the property market right now? 23:34

30 weeks fa23:34

23:34

This week on Simplifying Investing Eliza Owen - Head of Research Australia for CoreLogic drops in on Shane and Diana to chat all things - Property Markets. Important information: This podcast is general in nature and hasn’t taken your circumstances into account. It’s important you consider your personal circumstances and speak to a financial adviser before deciding what’s right for you. Any general tax information provided is intended as a guide only. Remember the value of investments may go up or down and you may not get back the amount you invested. The opinions and views featured in this podcast reflect the individual’s own. Date of publication 22 August 2024. AWM Services Pty Ltd ABN 15 139 353 496, AFSL No. 366121, part of the AMP Group. Shane Oliver: LinkedIn: https://www.linkedin.com/in/shane-oliver-3209542/ X: https://twitter.com/ShaneOliverAMP Diana Mousina: LinkedIn: https://www.linkedin.com/in/diana-mousina-5a22442b/…

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Episode #131: Market volatility, RBA forecasts and how to predict an Australian recession. 15:58

32 weeks fa15:58

15:58

Join Shane and Diana as they review this week's latest economics news including: Market volatility, RBA's August meeting, The Sahm Rule, Doctor Don Stammer, Gummy and Grizzly bears, Compounding interest and indictors to watch, in the making of an Australian recession. Important information: This podcast is general in nature and hasn’t taken your circumstances into account. It’s important you consider your personal circumstances and speak to a financial adviser before deciding what’s right for you. Any general tax information provided is intended as a guide only. Remember the value of investments may go up or down and you may not get back the amount you invested. The opinions and views featured in this podcast reflect the individual’s own. Date of publication 08 August 2024. AWM Services Pty Ltd ABN 15 139 353 496, AFSL No. 366121, part of the AMP Group.…

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Episode #130: The rise of populism and bigger government – what it means for investors 14:28

34 weeks fa14:28

14:28

Fears that income levels are stagnating, rising inequality and cost of living pressures are seeing more voters turn towards populism across Europe and the US amid calls for greater government intervention to protect workers, create new jobs and enhance wages. With Harris replacing Biden as the Democrats' nominee, join Shane and Diana as they look at the prospects of a closer US election looming ahead and what it all means for markets and returns. Important information: This podcast is general in nature and hasn’t taken your circumstances into account. It’s important you consider your personal circumstances and speak to a financial adviser before deciding what’s right for you. Any general tax information provided is intended as a guide only. Remember the value of investments may go up or down and you may not get back the amount you invested. The opinions and views featured in this podcast reflect the individual’s own. Date of publication 25 July 2024. AWM Services Pty Ltd ABN 15 139 353 496, AFSL No. 366121, part of the AMP Group.…

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Episode #129: TRUMPonomics 10:50

34 weeks fa10:50

10:50

In light of the recent assassination attempt on former US President Donald Trump, Shane and Diana unpack aspects of Trump's decision and potential future policy making. And how this could impact future share markets and global trade, if he does in fact become President Trump 2.0. Important information: This podcast is general in nature and hasn’t taken your circumstances into account. It’s important you consider your personal circumstances and speak to a financial adviser before deciding what’s right for you. Any general tax information provided is intended as a guide only. Remember the value of investments may go up or down and you may not get back the amount you invested. The opinions and views featured in this podcast reflect the individual’s own. Date of publication 19 July 2024. AWM Services Pty Ltd ABN 15 139 353 496, AFSL No. 366121, part of the AMP Group. Also referenced: Trump Trade, Reaganomics, potential Trump tariff hikes not seen since the 1930's, The Smoot-Hawley Act, The Great Depression, Bond yields & global trade wars.…

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Episode #128: AU share market high, global inflation, what's supercore & the hike in coffee beans. 10:06

35 weeks fa10:06

10:06

Join Shane and Diana as they review this week's latest economics news including: AU share market high, global inflation, what's supercore & the hike in coffee beans. Important information: This podcast is general in nature and hasn’t taken your circumstances into account. It’s important you consider your personal circumstances and speak to a financial adviser before deciding what’s right for you. Any general tax information provided is intended as a guide only. Remember the value of investments may go up or down and you may not get back the amount you invested. The opinions and views featured in this podcast reflect the individual’s own. Date of publication 18 July 2024. AWM Services Pty Ltd ABN 15 139 353 496, AFSL No. 366121, part of the AMP Group.…

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Episode #127: NVidia, Eggs, Stage 3 tax cuts, The lipstick effect and happy share market songs 14:57

36 weeks fa14:57

14:57

In this ep, AMP's chief economist Dr. Shane Oliver is joined once again by economist My Bui, who's filling in this week for Diana Mousina. Join Shane and My as they review this week's latest economics news including: The strength of NVidia stocks, AU retail and housing, Stage 3 tax cuts, the current egg shortage, the lipstick effect and could there possibly be a correlation between happy, positive songs and the strength of share markets? Important information: This podcast is general in nature and hasn’t taken your circumstances into account. It’s important you consider your personal circumstances and speak to a financial adviser before deciding what’s right for you. Any general tax information provided is intended as a guide only. Remember the value of investments may go up or down and you may not get back the amount you invested. The opinions and views featured in this podcast reflect the individual’s own. Date of publication 5 July 2024. AWM Services Pty Ltd ABN 15 139 353 496, AFSL No. 366121, part of the AMP Group.…

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Episode #126: Trump 2.0 and the rise of the far right in Europe 16:56

38 weeks fa16:56

16:56

America's strategic response to China through tariffs and protectionism are stirring fears the tariff rate could lift to its highest rate since the 1930s, if Trump is re-elected. Similarly, the success of far-right political parties in Europe and the calling of an election in France have increased uncertainty for investors. Join Shane and Diana as they look more closely at what this means for markets and why we can expect a more constrained and volatile ride from shares. Important information: This podcast is general in nature and hasn’t taken your circumstances into account. It’s important you consider your personal circumstances and speak to a financial adviser before deciding what’s right for you. Any general tax information provided is intended as a guide only. Remember the value of investments may go up or down and you may not get back the amount you invested. The opinions and views featured in this podcast reflect the individual’s own. Date of publication 27 June 2024. AWM Services Pty Ltd ABN 15 139 353 496, AFSL No. 366121, part of the AMP Group.…

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Episode #125: RBA stays Hawkish, and will Powell be looking for a new gig, if it’s Trump 2.0 15:21

39 weeks fa15:21

15:21

It’s been a busy two weeks with a few central bank’s meetings, this week the Reserve Bank of Australia met and kept the cash rate at 4.35% Will we see a cut at the next live meeting? Or will it mean there’s another and more hikes on the cards? Join Shane and Diana for this week's latest economic news and insights. Important information: This podcast is general in nature and hasn’t taken your circumstances into account. It’s important you consider your personal circumstances and speak to a financial adviser before deciding what’s right for you. Any general tax information provided is intended as a guide only. Remember the value of investments may go up or down and you may not get back the amount you invested. The opinions and views featured in this podcast reflect the individual’s own. Date of publication 19 June 2024. AWM Services Pty Ltd ABN 15 139 353 496, AFSL No. 366121, part of the AMP Group.…

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Episode #124: Housing affordability: A tale of three cities 14:48

41 weeks fa14:48

14:48

Home prices reached a record new high in Australia, driven by recent surges in Brisbane, Adelaide and Perth benefitting from a shortage of listings and inter-state migration. Join Shane and My as they look at the latest GDP data this week, implications of the per capita recession continuing as well as what's driving the demand for property amid heightened interest rates. Important information: This podcast is general in nature and hasn’t taken your circumstances into account. It’s important you consider your personal circumstances and speak to a financial adviser before deciding what’s right for you. Any general tax information provided is intended as a guide only. Remember the value of investments may go up or down and you may not get back the amount you invested. The opinions and views featured in this podcast reflect the individual’s own. Date of publication 6 June 2024. AWM Services Pty Ltd ABN 15 139 353 496, AFSL No. 366121, part of the AMP Group. Shane Oliver: LinkedIn: https://www.linkedin.com/in/shane-oliver-3209542/ X: https://twitter.com/ShaneOliverAMP Diana Mousina: LinkedIn: https://www.linkedin.com/in/diana-mousina-5a22442b/…

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Episode #123: Australian April inflation, global trends and will it be Trump in 2025? 17:30

42 weeks fa17:30

17:30

This week Shane and Diana share insights on the Australian April inflation data, recent global trends in inflation, the broader growth backdrop in Australia and the weak retail sales data. Wrapping up they share some quick takeaways on the possible impact of the November US Presidential election. Important information: This podcast is general in nature and hasn’t taken your circumstances into account. It’s important you consider your personal circumstances and speak to a financial adviser before deciding what’s right for you. Any general tax information provided is intended as a guide only. Remember the value of investments may go up or down and you may not get back the amount you invested. The opinions and views featured in this podcast reflect the individual’s own. Date of publication 30 May 2024. AWM Services Pty Ltd ABN 15 139 353 496, AFSL No. 366121, part of the AMP Group.…

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Episode #122: Federal Budget 2024 - what a second surplus means for Australian households 17:09

44 weeks fa17:09

17:09

In this week's Federal Budget, the government announced a second consecutive surplus for the first time in 20 years amid questions over what will be done to arrest inflation. Join Shane and My as they unpack the winners and losers, looking at plans for A Future Made in Australia, housing affordability, cost of living pressures and what we can learn from the US Inflation Reduction Act. Important information: This podcast is general in nature and hasn’t taken your circumstances into account. It’s important you consider your personal circumstances and speak to a financial adviser before deciding what’s right for you. Any general tax information provided is intended as a guide only. Remember the value of investments may go up or down and you may not get back the amount you invested. The opinions and views featured in this podcast reflect the individual’s own. Date of publication 16 May 2024. AWM Services Pty Ltd ABN 15 139 353 496, AFSL No. 366121, part of the AMP Group.…

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Episode #121: Rates on hold and crystal balling next week's budget. 13:31

45 weeks fa13:31

13:31

The RBA decided to keep rates unchanged for the 4th consecutive meeting as inflation continues to fall and expectations are that inflation will go below target next year. Join Shane and Diana this week as they unpack the RBA's decision, look at the latest household spending data and preview some of the key highlights in next week's Federal Budget. Important information: This podcast is general in nature and hasn’t taken your circumstances into account. It’s important you consider your personal circumstances and speak to a financial adviser before deciding what’s right for you. Any general tax information provided is intended as a guide only. Remember the value of investments may go up or down and you may not get back the amount you invested. The opinions and views featured in this podcast reflect the individual’s own. Date of publication 9 May 2024. AWM Services Pty Ltd ABN 15 139 353 496, AFSL No. 366121, part of the AMP Group.…

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Episode #120: Revisiting retail and home prices: will we see another rate hike? 16:16

45 weeks fa16:16

16:16

Data this week on retail and home prices showed that the consumer is still struggling in Australia amid growing concerns there could be another rate hike this year. The growth story in our view is that Australia is different to other markets because the consumer is much more sensitive to rising interest rates. Join Shane and Diana as they look at the prospects of another rate hike, whether Australian interest rates are 'too low' compared to our global peers, and why the strength in earnings is providing an offset for shares to the higher for longer story. Important information: This podcast is general in nature and hasn’t taken your circumstances into account. It’s important you consider your personal circumstances and speak to a financial adviser before deciding what’s right for you. Any general tax information provided is intended as a guide only. Remember the value of investments may go up or down and you may not get back the amount you invested. The opinions and views featured in this podcast reflect the individual’s own. Date of publication 3 May 2024. AWM Services Pty Ltd ABN 15 139 353 496, AFSL No. 366121, part of the AMP Group.…

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Episode #119: Inflation: how did we get it so wrong? 13:32

46 weeks fa13:32

13:32

The latest inflation numbers are in and it's held up more than expected. Overall, inflation is still trending down on an annual basis but progress slowed in the March quarter which will concern the RBA. Join Shane and Diana as they look at the inflation data, discuss what the government is considering ahead of their Federal Budget and why there is room to provide more assistance for low-income earners. Important information: This podcast is general in nature and hasn’t taken your circumstances into account. It’s important you consider your personal circumstances and speak to a financial adviser before deciding what’s right for you. Any general tax information provided is intended as a guide only. Remember the value of investments may go up or down and you may not get back the amount you invested. The opinions and views featured in this podcast reflect the individual’s own. Date of publication 26 April 2024. AWM Services Pty Ltd ABN 15 139 353 496, AFSL No. 366121, part of the AMP Group. Read more on the AMP Insights Hub: https://www.amp.com.au/insights Shane Oliver: https://www.linkedin.com/in/shane-oliver-3209542/ Diana Mousina: https://www.linkedin.com/in/diana-mousina-5a22442b/…

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Episode #118: How vulnerable are shares? 14:47

46 weeks fa14:47

14:47

Increasing fears of an escalation between Israel and Iran has left markets concerned amid growing geopolitical tensions. Meanwhile, The Fed has been winding back its comments about cutting rates this year after a third month of higher inflation numbers. Join Diana and Shane this week as they look at expectations for equities, why Australian inflation and rates may not follow US inflation and rates, explore reasons for optimism in the months ahead and discuss issues with government direct support for specific local industries under the Future Made in Australia plan. Important information: This podcast is general in nature and hasn’t taken your circumstances into account. It’s important you consider your personal circumstances and speak to a financial adviser before deciding what’s right for you. Any general tax information provided is intended as a guide only. Remember the value of investments may go up or down and you may not get back the amount you invested. The opinions and views featured in this podcast reflect the individual’s own. Date of publication 19 April 2024. AWM Services Pty Ltd ABN 15 139 353 496, AFSL No. 366121, part of the AMP Group.…

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Episode #117: The Australian property market, income and happiness and rising petrol prices 16:02

49 weeks fa16:02

16:02

This week Diana and Shane look at seven key things you need to know about the Australian property market, why the link between income and happiness is messy and what’s driving higher petrol prices. Important information: This podcast is general in nature and hasn’t taken your circumstances into account. It’s important you consider your personal circumstances and speak to a financial adviser before deciding what’s right for you. Any general tax information provided is intended as a guide only. Remember the value of investments may go up or down and you may not get back the amount you invested. The opinions and views featured in this podcast reflect the individual’s own. Date of publication 11 April 2024. AWM Services Pty Ltd ABN 15 139 353 496, AFSL No. 366121, part of the AMP Group.…

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Episode #116: How to invest in the current macro environment 15:34

49 weeks fa15:34

15:34

Global markets have had a strong start to 2024 with US markets at a record high and a similar uplift seen in Australia. But, the macroeconomic backdrop remains complicated and downside risks are high which makes for an interesting investing environment. Join AMP's Deputy Chief Economist Diana Mousina and SMA Lead Portfolio Manager Brad Creighton as they take a closer look at the current macroeconomic outlook, the probability of risks, as well as how our funds are positioning their asset allocation in response. Important information: This podcast is general in nature and hasn’t taken your circumstances into account. It’s important you consider your personal circumstances and speak to a financial adviser before deciding what’s right for you. Any general tax information provided is intended as a guide only. Remember the value of investments may go up or down and you may not get back the amount you invested. The opinions and views featured in this podcast reflect the individual’s own. Date of publication 05 April 2024. AWM Services Pty Ltd ABN 15 139 353 496, AFSL No. 366121, part of the AMP Group.…

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Episode #115: Inflation surprised on the downside in February 13:11

51 weeks fa13:11

13:11

This week saw some important news on inflation with headline inflation unchanged at 3.4% which was less than expected. While the RBA is not rushing to change its stance, it was pleasing to see lower than expected levels of inflation in February with forecasts of a further slowing in inflation to 3.3% by June, which should see the start of rate cuts by around mid-year. Join AMP's Chief Economist Dr. Shane Oliver and Deputy Chief Economist Diana Mousina as they unpack the data, look at COVID's legacy and its lasting effects on inflation and our economy. Important information: This podcast is general in nature and hasn’t taken your circumstances into account. It’s important you consider your personal circumstances and speak to a financial adviser before deciding what’s right for you. Any general tax information provided is intended as a guide only. Remember the value of investments may go up or down and you may not get back the amount you invested. The opinions and views featured in this podcast reflect the individual’s own. Date of publication 28 March 2024. AWM Services Pty Ltd ABN 15 139 353 496, AFSL No. 366121, part of the AMP Group.…

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Episode #114: RBA Not ruling anything out or anything in 9:52

52 weeks fa9:52

9:52

While the Reserve Bank of Australia decided to keep the cash rate on hold this week at 4.35%, there was a noticeable shift in Governor Michele Bullock's tone, indicating the RBA remains fairly cautious but are getting less hawkish. Join AMP's Chief Economist Dr. Shane Oliver and Deputy Chief Economist Diana Mousina as they look at the key take outs from this week's decision and what the Reserve Bank will be looking at closely in the months ahead. Important information: This podcast is general in nature and hasn’t taken your circumstances into account. It’s important you consider your personal circumstances and speak to a financial adviser before deciding what’s right for you. Any general tax information provided is intended as a guide only. Remember the value of investments may go up or down and you may not get back the amount you invested. The opinions and views featured in this podcast reflect the individual’s own. Date of publication 21 March 2024. AWM Services Pty Ltd ABN 15 139 353 496, AFSL No. 366121, part of the AMP Group.…

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Episode #113: Inflation expectations 5:47

1 year fa5:47

5:47

AMP's Deputy Chief Economist Diana Mousina simplifies inflation expectations and the gender financial literacy gap; in light of the RBA's recent look at the public's understating of the inflation target and inflation expectations as a test of economic financial literacy. Important information: This podcast is general in nature and hasn’t taken your circumstances into account. It’s important you consider your personal circumstances and speak to a financial adviser before deciding what’s right for you. Any general tax information provided is intended as a guide only. Remember the value of investments may go up or down and you may not get back the amount you invested. The opinions and views featured in this podcast reflect the individual’s own. Date of publication 16 February 2024. AWM Services Pty Ltd ABN 15 139 353 496, AFSL No. 366121, part of the AMP Group.…

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Episode #112: Five problems with the Australian tax system 11:09

1 year fa11:09

11:09

The Australian Government’s changes to the Stage 3 tax cuts have refocussed attention on the need for tax reform. Failure to adequately reform the tax system could further damage productivity growth and living standards in Australia. Join AMP's Chief Economist Dr. Shane Oliver as he unpacks the Stage 3 tax cuts, examines why tax reform is needed in Australia and looks at five key limitations with our current tax system. Important information: This podcast is general in nature and hasn’t taken your circumstances into account. It’s important you consider your personal circumstances and speak to a financial adviser before deciding what’s right for you. Any general tax information provided is intended as a guide only. Remember the value of investments may go up or down and you may not get back the amount you invested. The opinions and views featured in this podcast reflect the individual’s own. Date of publication 9 February 2024. AWM Services Pty Ltd ABN 15 139 353 496, AFSL No. 366121, part of the AMP Group.…

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Episode #111: Still cautious but less concerned: why the RBA left rates on hold 6:39

1 year fa6:39

6:39

At its February meeting, the RBA left the cash rate at 4.35%, with noted progress in reducing inflation and bringing demand back to supply. While probably reluctant to raise rates again, the Reserve Bank still has a mild tightening bias and remains somewhat cautious. Join AMP's Chief Economist Dr. Shane Oliver as he unpacks Governor Bullock's comments, what it means for Australian households in the months ahead and why we could start to see rate cuts happening around mid year. Important information: This podcast is general in nature and hasn’t taken your circumstances into account. It’s important you consider your personal circumstances and speak to a financial adviser before deciding what’s right for you. Any general tax information provided is intended as a guide only. Remember the value of investments may go up or down and you may not get back the amount you invested. The opinions and views featured in this podcast reflect the individual’s own. Date of publication 7 February 2024. AWM Services Pty Ltd ABN 15 139 353 496, AFSL No. 366121, part of the AMP Group.…

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Episode #110: Falling inflation – what does it mean for investors? 10:39

1 year fa10:39

10:39

The surge in inflation coming out of the pandemic and its subsequent fall has been the dominant driver of investment markets over the last two years. But what’s driving the fall, what are the risks and what does it mean for interest rates? Join AMP's Chief Economist Dr. Shane Oliver as he looks at the key implications for investors. Important information: This podcast is general in nature and hasn’t taken your circumstances into account. It’s important you consider your personal circumstances and speak to a financial adviser before deciding what’s right for you. Any general tax information provided is intended as a guide only. Remember the value of investments may go up or down and you may not get back the amount you invested. The opinions and views featured in this podcast reflect the individual’s own. Date of publication 17 January 2024. AWM Services Pty Ltd ABN 15 139 353 496, AFSL No. 366121, part of the AMP Group.…

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Episode #109: Is high Australian household wealth a source of support for consumers? 6:40

1 year fa6:40

6:40

AMP's Deputy Chief Economist Diana Mousina takes a closer look at Australian household wealth. Why did we have one of the lowest rates of disposable income growth per capita amongst OECD countries in mid 2023? Important information: This podcast is general in nature and hasn’t taken your circumstances into account. It’s important you consider your personal circumstances and speak to a financial adviser before deciding what’s right for you. Any general tax information provided is intended as a guide only. Remember the value of investments may go up or down and you may not get back the amount you invested. The opinions and views featured in this podcast reflect the individual’s own. Date of publication 11 January 2024. AWM Services Pty Ltd ABN 15 139 353 496, AFSL No. 366121, part of the AMP Group.…

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Episode #108: Four reasons for optimism 13:20

1 year fa13:20

13:20

2024 is likely to see positive returns helped by falling rates but they are likely to be more constrained and volatile than seen in 2023 given risks around the timing of rate cuts, recession risks and geopolitics. Join AMP's Chief Economist Dr. Shane Oliver as he unpacks the five key themes and lessons from 2023, the three primary challenges we face heading into 2024 as well as the key reasons for optimism on the investment outlook. Important information: This podcast is general in nature and hasn’t taken your circumstances into account. It’s important you consider your personal circumstances and speak to a financial adviser before deciding what’s right for you. Any general tax information provided is intended as a guide only. Remember the value of investments may go up or down and you may not get back the amount you invested. The opinions and views featured in this podcast reflect the individual’s own. Date of publication 09 January 2024. AWM Services Pty Ltd ABN 15 139 353 496, AFSL No. 366121, part of the AMP Group.…

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Episode #107: Five key lessons from 2023 8:54

1 year fa8:54

8:54

Join AMP's Deputy Chief Economist Diana Mousina as she takes a deep dive on the five key lessons we learnt from 2023 and what to expect in the next 12 months. Important information: This podcast is general in nature and hasn’t taken your circumstances into account. It’s important you consider your personal circumstances and speak to a financial adviser before deciding what’s right for you. Any general tax information provided is intended as a guide only. Remember the value of investments may go up or down and you may not get back the amount you invested. The opinions and views featured in this podcast reflect the individual’s own. Date of publication 18 December 2023. AWM Services Pty Ltd ABN 15 139 353 496, AFSL No. 366121, part of the AMP Group.…

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Episode #106: 2023 saw the return of Goldilocks, but what’s in store for 2024 for investors? 11:40

1 year fa11:40

11:40

Despite lots of angst at the start of the year, 2023 turned out far better for investors with stronger than feared growth despite lots of bumps along the way. With high levels of inflation persisting in 2024, uncertainty in the Chinese economy and property sector, continuing geopolitical risks around recession and the lagged impact of rate hikes, the next 12 months could pose some real concerns for markets, yet there are still several reasons for optimism. Join AMP's Chief Economist Dr. Shane Oliver as he looks at what 2024 may hold and the key implications for investors. Important information: This podcast is general in nature and hasn’t taken your circumstances into account. It’s important you consider your personal circumstances and speak to a financial adviser before deciding what’s right for you. Any general tax information provided is intended as a guide only. Remember the value of investments may go up or down and you may not get back the amount you invested. The opinions and views featured in this podcast reflect the individual’s own. Date of publication 15 December 2023. AWM Services Pty Ltd ABN 15 139 353 496, AFSL No. 366121, part of the AMP Group.…

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Episode #105: The RBA leaves rates on hold – have we finally reached the top? 14:05

1 year fa14:05

14:05

At its December meeting the RBA left the cash rate on hold at 4.35% but still maintained a tightening bias with relatively hawkish commentary. With the economy likely to slow further into next year, join AMP's Chief Economist Dr. Shane Oliver as he looks at whether we are now likely at the peak in rates and why the RBA has done more than enough to bring inflation back to target. Important information: This podcast is general in nature and hasn’t taken your circumstances into account. It’s important you consider your personal circumstances and speak to a financial adviser before deciding what’s right for you. Any general tax information provided is intended as a guide only. Remember the value of investments may go up or down and you may not get back the amount you invested. The opinions and views featured in this podcast reflect the individual’s own. Date of publication 06 December 2023. AWM Services Pty Ltd ABN 15 139 353 496, AFSL No. 366121, part of the AMP Group.…

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Episode #104: Population growth in Australia 9:30

1 year fa9:30

9:30

Since 2005, the pace of immigration has been a very dominant driver of population growth in Australia, helping address chronic skills shortages in both urban and remote areas. Join AMP’s Deputy Chief Economist, Diana Mousina as she looks at the economic impact of migration levels over the last 12 months and whether the current record pace of net migration can be sustained. Important information: This podcast is general in nature and hasn’t taken your circumstances into account. It’s important you consider your personal circumstances and speak to a financial adviser before deciding what’s right for you. Any general tax information provided is intended as a guide only. Remember the value of investments may go up or down and you may not get back the amount you invested. The opinions and views featured in this podcast reflect the individual’s own. Date of publication 04 December 2023. AWM Services Pty Ltd ABN 15 139 353 496, AFSL No. 366121, part of the AMP Group.…

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Episode #103: What would a further rise in the $A mean for investors? 10:48

1 year fa10:48

10:48

Changes in the value of the Australian dollar are important for Australian investors as they impact both the value of international investments and the performance of domestic assets like shares. AMP’s Chief Economist, Dr. Shane Oliver looks at five reasons for why we can expect the Australian dollar to rise into next year, providing recession is avoided. Important information: This podcast is general in nature and hasn’t taken your circumstances into account. It’s important you consider your personal circumstances and speak to a financial adviser before deciding what’s right for you. Any general tax information provided is intended as a guide only. Remember the value of investments may go up or down and you may not get back the amount you invested. The opinions and views featured in this podcast reflect the individual’s own. Date of publication 28 November 2023. AWM Services Pty Ltd ABN 15 139 353 496, AFSL No. 366121, part of the AMP Group.…

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Episode #102: 9 key things for successful investing 13:07

1 year fa13:07

13:07

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Episode #101: Are RBA rate hikes doing more harm or help to the economy? 10:31

1 year fa10:31

10:31

Australia's economy has performed stronger than expected despite a slowing down in discretionary consumer spending and persistently high levels of inflation that have fuelled the cost of living crisis. AMP’s Deputy Chief Economist, Diana Mousina looks at why the RBA continues to raise interest rates, the impact this has had on both households and levels of inflation, and why getting the balance right on fiscal stimulus is critical amid movements to tighten monetary policy. Important information: This podcast is general in nature and hasn’t taken your circumstances into account. It’s important you consider your personal circumstances and speak to a financial adviser before deciding what’s right for you. Any general tax information provided is intended as a guide only. Remember the value of investments may go up or down and you may not get back the amount you invested. The opinions and views featured in this podcast reflect the individual’s own. Date of publication 20 November 2023. AWM Services Pty Ltd ABN 15 139 353 496, AFSL No. 366121, part of the AMP Group.…

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Episode #100: RBA retains a tightening bias by raising to 4.35 per cent 12:37

1 year fa12:37

12:37

AMP's Chief Economist Shane Oliver reviews the RBA's decision to yet again push north and raise interest rates. Will this be the last or is there is still more to come? Important information: This podcast is general in nature and hasn’t taken your circumstances into account. It’s important you consider your personal circumstances and speak to a financial adviser before deciding what’s right for you. Any general tax information provided is intended as a guide only. Remember the value of investments may go up or down and you may not get back the amount you invested. The opinions and views featured in this podcast reflect the individual’s own. Date of publication 8 November 2023. AWM Services Pty Ltd ABN 15 139 353 496, AFSL No. 366121, part of the AMP Group.…

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Episode #99: What impact does geopolitics have on financial markets? 12:15

1 year fa12:15