Economist
Oliver’s insights Harris versus Trump – implications for investors and Australia
9 October
Key points – The US election has significant potential to impact markets. A Harris victory would mean more of the same, but a Trump victory could lead to uncertainty particularly around trade. – Australia would be vulnerable to a rapid...[Read More]
Oliver’s insights – Shares around record highs as inflation slides – but what are the risks?
2 October
Key points – Recession risks, the escalating Israel conflict, the US election along with still stretched valuations mean a high risk of another share market correction and continued volatility. – The expansion of the war around Israel and Iran...[Read More]
Oliver’s insights – Will house prices crash? And what’s needed to fix housing affordability
28 August
Key points – Predictions of an Australian house price crash create lots of interest but have been a dime a dozen over the last 20 yrs. – However, there is more to the surge in property prices than easy money with a supply shortfall being the...[Read More]
Oliver’s insights – Why super and growth assets like shares really are long term investments
21 August
Key points – While growth assets like shares go through bouts of short-term underperformance versus bonds and cash, they provide superior long-term returns. So, it makes sense that superannuation has a high exposure to them. – The best approach...[Read More]
Oliver’s insights – Recession fears & share mkt falls – what it means for the RBA & investors?
7 August
Key points – The risk of recession is high. – The falls in shares and commodity prices reflect this. – Lower growth and recession would mean a high risk of the inflation rate undershooting the RBA’s inflation target. – The RBA should be...[Read More]
Oliver’s insights – The rise of populism and bigger government – what it means for investors
24 July
Key points – The continuing rise of populism globally – as evident in recent European elections and in the US with Trump and the Republican party – is signalling an ongoing shift away from economic rationalist policies in favour of greater...[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]