Economist
Oliver’s insights – The Australian home price downturn deepened in August, with more to go
2 September
Key points The slump in national average home prices continued in August with prices down 0.9% according to Cotality, their fifth monthly fall. The fall in July was revised down to -1.2%. Further falls are likely as we continue to expect another...[Read More]
Oliver’s insights – 2025 turned out pretty good, but what about 2026 – still at the bliss point?
17 December
Key points The key themes for 2025 were: tariff turmoil; global resilience helped by AI enthusiasm; sticky inflation; lower rates; and lots of geopolitical noise. For the third year in a row, returns were strong, albeit they slowed. 2026 is...[Read More]
Oliver’s insights – Medium term investment returns face five key constraints
24 September
Key points Five mega trends still point to risks of a more inflation prone/lower growth environment than pre-pandemic. These are: a move away from economic rationalist policies; the reversal of globalisation; rising geopolitical tensions; climate...[Read More]
Oliver’s insights – Gold at record highs – can it keep going? Implications for investors
18 September
Key points The gold price has surged to record highs. Key drivers have been central banks increasing their gold reserves, rate cuts, a renewed downtrend in the $US and demand for a hedge against public debt worries and geopolitical...[Read More]
Oliver’s insights – Australian growth on the mend – implications for profits and interest rates
11 September
Key points Australia is seeing a gradual economic recovery with growth likely to reach 2.5% next year. This in turn is underpinning a likely upswing in profits. The RBA is expected to cut again in November, February and May to 2.85%, although the...[Read More]