In this episode of Property & Finance, Theo Chambers is joined by David Bassanese, Chief Economist at Betashares, to unpack the major forces shaping the global and Australian economy as we move toward 2026.
They revisit their 2023 predictions, discuss how inflation and employment trends have shifted, and explore what a potential US Federal Reserve rate cut could mean for the RBA. The conversation also covers China’s slowdown, global growth challenges, and why equities remain near record highs despite ongoing geopolitical risks.
David and Theo discuss how investor sentiment is evolving, where opportunities may exist in ETFs, equities, and fixed income, and how the Australian property market is responding to affordability pressures and changing interest rate expectations.
They also touch on the growing role of artificial intelligence in the broking industry, exploring how AI tools are reshaping client experience, lending efficiency, and financial decision-making.
Packed with clear and timely insights, this episode helps investors and professionals navigate the next phase of the economic cycle with confidence.
The information shared on this podcast is of a general nature only and has been prepared without taking into account your particular financial needs, circumstances and objectives. While every effort has been made to ensure the accuracy of the information, it is not guaranteed. You should obtain professional advice before acting on this information. Additionally, this podcast may include certain forward-looking statements. Forward-looking statements are not guarantees of future performance and involve known and unknown risks, uncertainties and other factors, many of which are beyond our control. You should not place reliance on forward-looking statements.
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