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In this episode of Relative Return Insider, Keith Ford and AMP chief economist Shane Oliver unpack Donald Trump's latest Greenland saga, the TACO pattern of bold threats and inevitable backdowns, and what it all means for markets. Oliver explains recurring tariff scares, attacks on institutions like the Fed, and broader geopolitical tensions are feeding a persistent "sell America" trade, supporting record gold prices, a weaker US dollar, and heightened demand for defensive assets. Tune in to hear: How to avoid getting caught up in the cycle of trying to decipher Trump's announcements and stick to investing fundamentals. Why local political machinations are unlikely to impact markets in the short term. What you should know about Japan's bond yields.

In this episode of Relative Return Insider, host Keith Ford and AMP chief economist Shane Oliver unpack what 2026 might hold for investors amid escalating geopolitical risks and ongoing market volatility. Despite the noise, Shane argues that Australian growth should pick up, inflation will continue to gradually ease, and the monetary environment will remain broadly supportive of equities – with the RBA likely to stand pat on rates for the short term. Listen as they explore: Why 2026 will likely see reasonable growth but elevated geopolitical risk, driving ongoing market volatility rather than a clear boom or bust. The importance of central bank independence and the impact of these concerns on gold and silver. Why investors should continue to focus on diversification, long-term returns and managing downside risk.

In this final episode of Relative Return Insider for 2025, host Keith Ford and AMP chief economist Shane Oliver wrap-up the year, look ahead to 2026, and break down the most interesting numbers from the Mid-Year Economic and Fiscal Outlook. The last 12 months was full of challenges and volatility, but for Oliver the most important takeaway has been the resilience of markets as they were buffeted with geopolitical tensions, inequality concerns, and speculation about an AI bubble. Listen as they explore: Why the government should use its strong political position to pursue meaningful fiscal restraint. What the US Fed is likely to do in the face of patchy data due to the shutdown and a slowing but still-resilient labour market. Oliver's expectations for the coming year, including moderate growth, higher volatility and still-positive returns.

In this episode of Relative Return Insider, host Keith Ford and AMP chief economist Shane Oliver unpack the RBA's decision to keep the cash rate on hold in the face of rising inflation and whether the governor's hawkish tone is a sign of things to come. Oliver also explains the Fed's move to cut rates for the third time, which he characterises as "insurance" against a softening labour market rather than a sign that it is abandoning its inflation target. Listen as they explore: Why the base case for rates should still be a hold, provided inflation behaves. How hyper‑frequent data, constant market checking, and doom‑laden headlines can undermine long‑term investing discipline. The outlook for the seasonal Santa rally.

In this episode of Relative Return, host Laura Dew chats with David Russell, chair of the Transition Pathway Initiative, and Tony Campos, head of sustainable investment at FTSE Russell, about the intricacies of climate investment. Listen as they discuss: How climate investment is becoming a mainstream concern. A trend towards transition-focused investing for a low-carbon economy. The partnership between FTSE Russell and the TPI. TPI’s role in evaluating a company’s carbon performance. Further plans, including exploring performance by private companies.

In the latest episode of The ifa Show, host Keith Ford is joined by the founder of The Cyber Collective, Fraser Jack, to discuss how technological advancements have impacted the cyber security space and the doubled-edged sword of AI. Reflecting on the evolving landscape of cyber security, Jack emphasised the importance of creating resilient businesses that can withstand and recover quickly from attacks as despite best efforts, attacks still can occur. Listen as he discusses: How third-party providers can increase cyber risk. Why leaders’ knowledge is crucial to protecting the business. The consistent vulnerability of human error.

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. We explore the lay of the land following a flurry of executive orders, abrupt policy changes, and escalating tensions that seem to have no clear end in sight. The tariffs on Canada and Mexico are paused for now, but China did not experience the same sudden reversal. Trump’s leadership style has so far led to volatility in global markets as investors grapple with the significant uncertainty and a potential market correction on the horizon. Tune in to hear: The case for tariffs as bargaining chips and if this is ultimately a chaotic approach to diplomacy. Whether volatility is here to stay as a feature of Trump’s presidency. What kind of flow-on impact tariffs could have on the Australian economy.

In this episode of The ifa Show, we share a discussion between host Maja Garaca Djurdjevic and associate professor Nathan Eva, from Monash Business School, on the global implications of US President Donald Trump's "me-first agenda" on organisational culture, including within Australia. Eva breaks down Trump’s executive orders rolling back diversity, equity, and inclusion (DEI) initiatives and clean energy efforts, and how these moves could flow through into the domestic landscape. Listen as they discuss: The risks that come with deprioritising diversity and how Australian leaders can resist these trends. What organisations can do to stay committed to fairness, equity, and sustainability amid political and social upheaval. The leadership qualities needed to navigate this challenging new era.

There has been significant movement in the digital advice space over the past decade. As the industry accelerates its efforts to address the undersupply of financial advice, digital solutions are essential to meet the demands of Australia’s 12.9 million financial advice beneficiaries. In this episode of the SMSF Adviser podcast, host Keith Ford talks to David Barrett, an independent consultant with a wealth of experience in the industry, to delve into the evolving landscape of digital advice for SMSFs. Barrett highlights a recent partnership between a digital advice provider and a major institution, showcasing the industry’s progress. While the initial iterations of digital advice have been simplistic, they have laid the groundwork for more complex solutions in the future. However, when faced with complex scenarios such as defined benefit schemes, digital advice may still require human intervention. Listen as they discuss: The role of digital advice in SMSFs. Challenges and drawbacks of digital advice. Legislative agenda and future considerations.

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. In this episode of the Relative Return Unplugged podcast, Professor Geoff Webb from Monash University’s Department of Data Science and AI unpacks what the emergence of a Chinese challenger to established US AI players means and whether scepticism over its claims is warranted. We discuss how markets have responded to DeepSeek’s arrival, whether tech giants are overspending on AI, the possibility of other challengers popping up around the world, and the security concerns when dealing with Chinese tech. Tune in to hear Webb’s insights on how these new developments are going to impact the future of AI.