Oliver's Insights

MBA Financial StrategistsOliver's Insights

Oliver's Insights

Introduction After another 80% or so plunge from its high in 2021 to its low in 2022, Bitcoin has rebounded again to a new record high. The next chart shows Bitcoin’s price relative to the $US since 2010, both on a regular scale and on a log scale to show perspective. From its 2022 low...
Read More
Introduction Investing can be scary and confusing at times. But the basic principles of successful investing are timeless and quotes from experts help illuminate these. This note revisits a series on insightful quotes on investing I first started a decade ago. The aim of investing “How many millionaires do you know who have become wealthy...
Read More
Introduction Share markets have pushed up to record highs this year, but can it continue? For some time now we have been monitoring seven key charts that are critical for the investment outlook. This note provides an update. Chart 1 – global business conditions PMIs A big driver of how shares perform this year will...
Read More
Introduction Last year shares climbed a “wall of worry” as inflation fell leading to prospects for lower interest rates ahead. But can it continue? After participating in a webinar on the investment outlook this note takes a look at the main questions investors have in a simple Q&A format. Are high interest rates working to...
Read More
Introduction The Government’s decision to revamp the Stage 3 tax cuts has stirred up a hornet’s nest. The move to reduce the size of the benefits for higher income earners (with those on $200,000 or more getting $4546 a year less) and redistribute them to lower and middle-income earners (with those earning between $50,000 and...
Read More
Introduction The surge in inflation coming out of the pandemic and its subsequent fall has been the dominant driver of investment markets over the last two years – first depressing shares and bonds in 2022 and then enabling them to rebound. But what’s driving the fall, what are the risks and what does it mean...
Read More
Introduction After poor returns in 2022 on the back of high and rising inflation, a surge in interest rates, the invasion of Ukraine and recession worries, 2023 was a far better year for investors as inflation fell and investment markets anticipated lower interest rates ahead. This saw average balanced growth superannuation funds return around 9.5%...
Read More
Five key themes from 2023 Despite lots of angst at the start of the year, 2023 turned out far better than feared. Key big picture themes of relevance for investors were: Stronger than feared growth. Despite fears that recession was inevitable, on the back of multiple rate hikes and a rough reopening in China, it’s...
Read More
Introduction At its December meeting the RBA left the cash rate on hold at 4.35%. This was in line with our own view & that of most economists along with money market expectations. It followed a 13th hike at its November meeting which meant a total of 425 basis points over 19 months since May...
Read More
Introduction Changes in the value of the Australian dollar are important for Australian investors as they directly impact the value of international investments and indirectly effect the performance of domestic assets like shares via the impact on Australia’s global competitiveness. They also impact the cost of travelling overseas and import prices. But currency movements are...
Read More
1 2 3 31
News Source

    Get In Touch




    Your privacy is important to us and AMP Financial Planning Pty Limited ABN 89 051 208 327 Australian Financial Services Licensee and Australian Credit Licensee No. 232706, which is part of AMP. You may request access to your personal information at any time by calling us on (08) 8357 3999 or contacting AMP on 1300 157 173. Information collected will be subject to AMP's Privacy Policy. You can also contact us or AMP if you do not wish to receive information about products, services or offers available from us or AMP from time to time.