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

Simplifying Investing

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circa un anno fa 17:09

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.

146 episodi

#Podcasting Education #Simplifying Investing

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

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.…

1
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.…

1
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/…

1
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.…

1
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.…

1
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.…

1
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/…

1
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.…

1
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/…

1
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.…

1
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