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Relative Return Insider: Could the election landslide prompt more ambitious reforms?

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Manage episode 481316861 series 2774996
Content provided by Momentum Media. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Momentum Media or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

In this week’s episode of Relative Return Insider, AMP chief economist Shane Oliver joins the show to unpack the political and economic implications of the Labor’s sweeping election victory and how much the Liberal Party’s economic strategy played a role in the wipeout.

Oliver suggests the result reflects a rejection of extremism and a renewed appetite for centrist governance, potentially giving Labor the room to pursue more ambitious reforms in areas like taxation and productivity.

Tune in to hear:

  • How avoiding a Labor–Greens minority government has reassured investors.
  • Why the Coalition suffered from a campaign full of confused messaging and unpopular policies.
  • The effect of flip-flopping trade policies in the US on business confidence.
  • Expectations for interest rate cuts are expected over the rest of 2025.
  continue reading

336 episodes

Artwork
iconShare
 
Manage episode 481316861 series 2774996
Content provided by Momentum Media. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Momentum Media or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

In this week’s episode of Relative Return Insider, AMP chief economist Shane Oliver joins the show to unpack the political and economic implications of the Labor’s sweeping election victory and how much the Liberal Party’s economic strategy played a role in the wipeout.

Oliver suggests the result reflects a rejection of extremism and a renewed appetite for centrist governance, potentially giving Labor the room to pursue more ambitious reforms in areas like taxation and productivity.

Tune in to hear:

  • How avoiding a Labor–Greens minority government has reassured investors.
  • Why the Coalition suffered from a campaign full of confused messaging and unpopular policies.
  • The effect of flip-flopping trade policies in the US on business confidence.
  • Expectations for interest rate cuts are expected over the rest of 2025.
  continue reading

336 episodes

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