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 Insider, host Keith Ford and AMP chief economist Shane Oliver discuss the September quarter GDP figures, which show Australia's economy regaining momentum, with annual growth lifting to 2.1 per cent, the fastest pace in two years, despite a softer-than-expected 0.4 per cent quarterly print.

Oliver explains that headline GDP was dragged down by inventory run-downs and weaker net exports, but underlying domestic demand was supported by robust business investment – particularly in data centres and AI-related infrastructure.

Listen as they explore:

• The implications of the GDP figures on the RBA's future interest rate decisions.
• Why Australian home prices continue to climb.
• How to address the supply side issues constraining housing affordability.

In this episode of Relative Return Insider, host Keith Ford and AMP chief economist Shane Oliver discuss the latest shock consumer price index numbers, which rose to 3.8 per cent in October, as well as the shifting US market and calls for super funds to invest in infrastructure projects.

As US equities swinging sharply before rebounding and AI-driven tech stocks continuing to propel sentiment, Oliver explains why investors may simply be witnessing another temporary correction within a still-intact long-term uptrend.

Listen as they explore:

• Why hotter-than-expected CPI figures have all but ruled out a near-term RBA rate cut.
• What APRA's cap on high debt-to-income lending signals for investor activity.
• The growing interest in tapping super funds for infrastructure investment.