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Episode Description:
In this episode, we’re joined again by Nathan Lim, Chief Investment Officer at Lonsec, one of Australia’s most prominent investment research, ratings and implemented solutions businesses serving financial advisers, fund managers and the superannuation industry.
Nathan talks about the “two-speed consumer” phenomenon in Australia, the importance of strong employment numbers as an indicator of a soft landing, and the impact of immigration on housing demand and inflation.
He also discusses the potential risks of wage growth exceeding the RBA’s inflation target, the stimulatory effects of upcoming tax cuts, and the implications of aggressive interest rate hikes on household debt levels.
If you want to understand the complex dynamics shaping Australia’s economy and how they might affect your investments and financial planning, then make sure to listen to this episode!