In this episode of Relative Return, Olivia Grace-Curran speaks with Haran Karunakaran from Capital Group about the changing role of fixed income in portfolios.

They discuss whether bonds still provide diversification benefits, why higher yields are driving renewed interest in traditional fixed income strategies, and how active management can uncover opportunities across global markets. The conversation also explores the rapid growth of private credit and the risks investors should be watching.

Tune in for insights on building resilient portfolios in today's evolving investment landscape.

This week on Relative Return, Lonsec Deputy Head of Research Darrell Clark breaks down the fund manager's research framework and assessment processes, explaining how this translates into determining the winners for Money Management's upcoming Fund Manager of the Year Awards.

Darrell delves into the highly competitive nature of the funds management sector and how recognition through industry awards plays into Lonsec's benchmarking system, as well as how it can impact relationships with financial advisers.

In this episode of Relative Return Insider, host Olivia Grace-Curran speaks with AMP Chief Economist Shane Oliver to unpack the latest developments in global and Australian markets. They discuss the Reserve Bank of Australia's latest minutes and what they signal for interest rates, the surprise jump in unemployment to 4.5%, and what it means for the RBA's next move.

The conversation also explores key inflation trends, consumer spending resilience, and the outlook for household activity heading into the next policy meeting. Beyond Australia, Shane examines rising geopolitical tensions in the Middle East and their impact on oil markets, including the Strait of Hormuz and shifting supply dynamics.