Relative Return Insider: shareholder activism, inflation & US earnings
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Relative Return Insider: shareholder activism, inflation & US earnings
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AMP Chief Economist Shane Oliver joins host Marius Mariton to unpack the latest economic developments, from ethical investing and shareholder activism to Australia's inflation problem. They discuss whether environmental, social and governance (ESG) concerns have taken a back seat amid economic uncertainty, and whether investors can push companies to change their practices.
Oliver breaks down the latest inflation figures, what is driving price increases and why the Reserve Bank of Australia could raise interest rates again. He also explains why rate hikes take time to affect households and the wider economy, and how rising government debt, inflation and geopolitical uncertainty are putting upward pressure on global bond yields.
The conversation turns to US earnings, the AI boom and growing investor concerns about technology spending. Oliver also shares his views on social media's potential to cause financial harm, from encouraging risky investment decisions to spreading harmful content. Finally, he discusses how AMP uses humour on social media to make economics more accessible and why better economic literacy matters.
