Oliver’s insights – Australian shares at new record highs – is it sustainable?

17 July

Key points – With Australian shares reaching a new record high we have revised up our slightly our expectations for the ASX 200 this year (from 7900 to 8100) reflecting prospects for lower interest rates globally and eventually in Australia...[Read More]

Oliver’s insights – The five reasons why the $A is likely to rise further – if recession is avoided

10 July

Key points – After a soft patch since 2021, there is good reason to expect the $A to rise into next year: it’s undervalued; interest rate differentials look likely to shift in favour of Australia; sentiment towards the $A is negative;...[Read More]

Oliver’s insights – 2023-24 saw strong investment returns again – but can it continue?

3 July

Key points – 2023-24 provided another year of strong returns for investors as shares were boosted by falling inflation, central banks pivoting towards rate cuts (although is RBA is lagging) and economic conditions were better than feared. –...[Read More]

Oliver’s insights The 9 most important things I have learned about investing over 40 years

26 June

Key points – My nine most important lessons from investing over the past 40 years are: there is always a cycle; the crowd gets it wrong at extremes; what you pay for an investment matters a lot; it’s hard to get markets right; investment...[Read More]

Oliver’s insights Not another Eurozone crisis! – The rise of the far right in Europe, the French election and implications for investors

19 June

Key points – The success of far-right political parties in EU parliamentary elections & the calling of an election in France have boosted uncertainty by risking a return to the Eurozone crises. – However, centrist parties still dominate in...[Read More]

Oliver’s insights – Australian home prices were up again in May – but the tension between high rates and the chronic housing shortage remains

5 June

Key points – CoreLogic data showed national average home prices rose 0.8% in May, their strongest rise since last October. – The housing market remains remarkably resilient with the housing shortage and still solid jobs market providing...[Read More]

Oliver’s insights The US presidential election – implications for investors and Australia

29 May

Key points – The run up to the 5th November US election could see increased share market volatility if Trump remains ahead and investors focus on the risks of a new trade war and a hit to the US labour force and to the Fed under Trump. –...[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]