We Asked One of Australia's Top Investors About Interest Rates
With just two Reserve Bank meetings left in the year, will Australia see another interest rate cut before Christmas? Chris Bourke speaks with Adam Bowe, head of portfolio management at Pimco Australia, about what the latest inflation data means for the RBA’s next move - and whether borrowers can expect any relief soon. They also unpack how bond markets are interpreting rate expectations, what makes this economic moment particularly tricky for the central bank, and why more retail investors are eyeing the bond market. Plus, Bowe shares how global forces, including the US Federal Reserve, could shape the outlook into 2026.See omnystudio.com/listener for privacy information.
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13:35
Why DroneShield’s Shares Are Rocketing and What Comes Next
Australia’s defense tech sector has a new star. DroneShield has seen its stock soar more than 500% this year, catapulting the Sydney-based company from a niche player to an ASX 200 member. Once built to fend off paparazzi drones, it’s now supplying counter-drone technology to militaries and governments around the world. In this episode, Rebecca Jones talks to Sydney Bureau Chief Ainslie Chandler and reporter Carmeli Argana about DroneShield’s journey from meme stock to military mainstay, whether the company’s explosive rally can last, and how its CEO’s remarkable backstory fits into this unique company’s rise.See omnystudio.com/listener for privacy information.
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ANZ’s New Game Plan Explained
ANZ’s new CEO Nuno Matos is moving fast to remake Australia’s fourth-largest bank. In just five months, he’s announced thousands of job cuts, paused a share buyback, and pledged to refocus on core lending and business banking — part of an aggressive push to simplify operations and rebuild investor and regulator trust. Bloomberg finance editor Adam Haigh joins host Rebecca Jones to unpack what Matos’s overhaul means for ANZ’s strategy, shareholders, and staff. They discuss his plan to lift returns, repair relationships with regulators, and steer the bank through an increasingly competitive market.See omnystudio.com/listener for privacy information.
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Bonus Episode: In Conversation with Nicola Willis
Few economies are as closely watched in this region right now as New Zealand’s as it navigates inflation pressures, productivity challenges and a shifting global environment.In this special bonus episode, Wellington Bureau Chief Matthew Brockett interviews New Zealand Finance Minister Nicola Willis live on stage for the Bloomberg Address in Auckland on Oct. 10. Now in its fifth year, the annual event has become a cornerstone of New Zealand’s policy calendar.See omnystudio.com/listener for privacy information.
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28:20
Your Super Fund’s Private Bets (And the Risks You Can’t See)
A big slice of Australia’s retirement savings is tied up in so-called private markets — assets that don’t trade on stock exchanges and are often hard to value or sell. This week, Rebecca Jones speaks with reporter Richard Henderson about what happens when those opaque investments go wrong, and what that reveals about the growing risks inside the A$4.3 trillion super system. As more super funds pour money into unlisted real estate, private equity and infrastructure, regulators are sounding the alarm about transparency and valuation. We unpack what the watchdog’s warnings mean for investors, why these deals can turn sour quickly, and how Australia’s biggest funds are managing the balance between risk and return in the race to grow members’ savings.See omnystudio.com/listener for privacy information.
Australia