Oliver’s insights – investment outlook Q&A

14 February

Recession risks, rates and inflation, valuations, geopolitics, the US election and Swiftonomics   Key points – Rate hikes have worked in helping slow inflation and rate cuts are likely this year. Expect a bumpy ride though. – The risk of...[Read More]

Oliver’s insights – 05/02/24

7 February

Key points – The Australian Government’s changes to the Stage 3 tax cuts have refocussed attention on the need for tax reform. – The Australian tax system has five key problems: it’s heavily reliant on income tax; it’s complicated by...[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]

Oliver’s insights – seven key charts for investors to keep an eye on, Where are they now?

19 July

Key points Shares are at risk of a short term pull back and volatility will likely remain high on central bank and recession risks. However, we remain reasonably upbeat on a 12-month view as falling inflation takes pressure off interest...[Read More]

Oliver’s insights – 15 common sense tips to help manage your finances (11/7)

12 July

Key points Getting your personal finances right can be a challenge at times. Here are some common-sense tips that may be of use: – Shop around when it comes to financial services. – Don’t take on too much debt. – Allow for interest rate to...[Read More]