All Articles tagged with 'Podcast'

You are in Posts tagged 'Podcast'

Podcast 29: Leaders indicators warn of global recession

From Yarra Capital Management

Central banks state they are not seeing signs of a recession as they continue hiking rates to curb spiralling inflation. But with forward indicators flashing red across the board, low consumer confidence, declining forward sales, the US yield curve beginning to invert, and the continued drop in the global equities, markets are telling us they

continue reading

07 Jul 2022

Podcast 27: Is the RBA risking a recession to solve inflation?

From Yarra Capital Management

The RBA hikes rates by 25bps, with more set to come in 2022 as Australia’s central bank attempts to keep a grip on inflation. With oil and commodity prices set to continue to be at elevated levels due to Russia’s war with Ukraine, could a series of rapid rate hikes push the Australian economy into

continue reading

06 May 2022

Podcast 26: How high and how fast can rates go?

From Yarra Capital Management

The RBA expects to see economic data that will drive them to hike interest rates earlier than expected. Markets have already jumped the gun and priced future hikes into bond prices. Is the economy as strong as central banks believe, and will interest rates go up as aggressively as the market suggests? Darren and Chris

continue reading

07 Apr 2022

Podcast 25: RBA ends QE and pushes back on rate hike

From Yarra Capital Management

The RBA continued to keep rates on hold this month even though Inflation picked up more quickly than they expected. The length of time it took to resolve supply chain problems, which have been pushing up prices continues to be a source of uncertainty regarding the inflation outlook, as are developments in global energy markets.

continue reading

04 Mar 2022

Podcast 24: RBA ends QE and pushes back on rate hike

From Yarra Capital Management

The RBA announced an end of QE and kept interest rates on hold as they wait to see stronger wage growth. If inflation continues to rise faster than forecast, and the RBA hikes earlier than expected, what could the knock-on effect be on markets? Darren Langer and Chris Rands discuss their views in episode 24

continue reading

23 Feb 2022

Podcast 23: The reopening trade to determine economic growth in 2022

From Yarra Capital Management

One of the key factors that will make or break the case for the RBA tightening in 2022 will be the reopening trade. Will consumers start spending heavily as is forecast, or will the threat of inflation and a rise in interest rates scare them off? Darren and Chris discuss their views in the last

continue reading

09 Dec 2021

Podcast 22: Bond market loses confidence in the RBA’s forward guidance

From Yarra Capital Management

While the RBA maintained its view of holding rates until at least 2024, Australia’s central bank has now acknowledged the need to curtail the housing boom and signalled the potential introduction of macroprudential measures. With APRA set to tighten lending standards, will we see heat come out of the red-hot domestic housing market? Darren Langer

continue reading

05 Nov 2021

Podcast 21: Is the heat coming off the housing market?

From Yarra Capital Management

While the RBA maintained its view of holding rates until at least 2024, Australia’s central bank has now acknowledged the need to curtail the housing boom and signalled the potential introduction of macroprudential measures. With APRA set to tighten lending standards, will we see heat come out of the red-hot domestic housing market? Darren Langer

continue reading

08 Oct 2021

Podcast 20: Is the RBA banking on a rebound?

From Yarra Capital Management

The RBA expects a material slowdown in economic growth in September, but is forecasting a bounce-back in December that will stretch into the first half of 2022. Given market uncertainties, is the RBA’s confidence justified and could it mean higher interest rates are coming? Tune in to hear Darren Langer and Chris Rands debate their

continue reading

10 Sep 2021

Podcast 19: RBA sees Delta impact as a temporary phenomenon

From Yarra Capital Management

The RBA continues to be optimistic despite the current state lockdowns, forecasting the economy to bounce back quickly once the virus is contained. Is the RBA taking a gamble on their positive outlook given the uncertainties in the market right now? Tune in to hear Darren Langer and Chris Rands debate their views in episode

continue reading

05 Aug 2021

FIRST 12 3 LAST

Earn CPD Points

CPD: The important role of trust in ethics and financial advice
Recent research shows trust in financial advisers has risen in Australia…however, 58 percent of prospective clients lack trust in advice. [...]
CPD: The challenges for global growth equities
Global markets have entered a difficult period as fundamentals turn and inflation has emerged, somewhat more strongly than expected. As [...]
CPD: Retirement – Independent living
As your clients get older, living independently in their own home may become more challenging. If a client needs assistance, [...]
CPD: Risk advice - An 8-point guide to better field underwriting and better client outcomes
Field underwriting leads to better customer outcomes Field underwriting, in simple terms, is the information gathering and screening of risk [...]
CPD: The importance of inflation regimes to asset allocation decisions
This is the second of three articles aimed at providing advisers with a framework around asset allocation that will assist [...]