Economist
Oliver’s insights – Israel/Iran fears and rate cut uncertainty – shares are vulnerable to a bout of volatility but here’s five reasons why the trend will likely remain up
17 April
Key points – After strong gains, shares are vulnerable to a pull back or more volatile/constrained returns than seen so far this year. – The key threats at present are Iran’s attack on Israel which risks escalating the war in the Middle East,...[Read More]
Oliver’s insights – Seven things you need to know about the Australian property market
10 April
Key points – The Australian housing market remains far more complicated than optimists and doomsters portray it to be. – Australian housing is expensive and highly indebted; but it’s very diverse; mortgage arrears remain low; interest rates...[Read More]
Oliver’s insights Bitcoin to infinity and beyond…again!
13 March
Key points – Bitcoin has made it to new record highs, helped recently by the advent of ETFs that invest directly into it. – While blockchain technology has promise, the use case for Bitcoin is hard to determine making it impossible to...[Read More]
Oliver’s insights – Seven key charts for investors to watch – where are they now?
28 February
Key points – Shares have made it to record highs this year but after strong gains are a bit vulnerable to a near term pull back. – However, we remain upbeat on a 12-month view as falling inflation allows rate cuts and hopefully recession is...[Read More]
End of year wrap 2023 – What we learnt and where to next
20 December
In this webinar, join AMP’s Shane Oliver, Head of Investment Strategy and Chief Economist, and Diana Mousina, Deputy Chief Economist, as they reflect on 2023 and answer the most asked questions impacting the year ahead. CLICK HERE to view the...[Read More]
Oliver’s insights – 2023 saw the return of Goldilocks, but what’s in store for 2024 for investors?
13 December
Key points – The five key themes for 2023 were: better than feared growth; disinflation; peak interest rates (probably in Australia too); lots of geopolitical threats but not as bad as feared; and AI hit the big time. This boosted shares and...[Read More]
Oliver’s insights – The RBA leaves rates on hold – have we finally reached the top?
7 December
Key points – At its December meeting the RBA left rates on hold but retained a tightening bias with still relatively hawkish commentary. – Our concern remains that the RBA has tightened more than necessary with a high risk of recession next...[Read More]
Nine key things for successful investing
22 November
Key points – Successful investing is not always easy and can be stressful. Even in good times. For this reason, it’s useful for investors to keep a key set of things in mind. – The nine key things are: make the most of compound interest;...[Read More]
Oliver’s insights – immigration and housing affordability
20 September
Key points – The key drivers of expensive housing in Australia have been low interest rates and a chronic housing supply shortfall. – Thankfully Australian governments are now focussing on boosting supply, but this will face various...[Read More]
Oliver’s insights – the confusing economic picture
26 July
Why you need to know the difference between leading and lagging economic indicators Key points For nearly 30 years Australia had benign economic cycles so the current environment may be a bit of a shock for many. Still low unemployment and still...[Read More]