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.
