Equity Mates Investing Podcast Why Australia is raising rates, the top 2 active ETFs & the pros and cons of trusts
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Mar 22, 2026 Rates in Australia are rising while other central banks diverge. Oil prices spike and energy names are ripping higher. A deep look at top-performing active ETFs and what their holdings reveal. Practical discussion on whether setting up a trust makes sense and the tradeoffs involved.
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Australia Is Out Of Sync On Interest Rates
- Australia is currently out of sync with most major central banks, having recently raised rates while most others have cut.
- Only four central banks (Japan, Taiwan, Australia, Brazil) had a recent rate rise, while most globally moved to cuts or holds, explaining domestic rate divergence.
Oil Surge Is Driving Renewed Inflation Fears
- The Middle East conflict has pushed Brent crude from about $77 to roughly $110 a barrel, raising global inflationary pressure.
- Reduced tanker access through the Strait of Hormuz and potential oil trades settled in yuan have driven oil majors and oil ETFs sharply higher.
Hosts Admit Missing An Obvious Oil Trade
- Ren admits the oil trade after the Middle East conflict was an obvious short-term opportunity many missed.
- He notes the Betashares Brent crude ETF (OOO) is up ~45% since the war began and 66% year-to-date, highlighting large short-term moves.