Oliver's Insights

MBA Financial StrategistsOliver's Insights

Oliver's Insights

Dr Shane Oliver - Head of Investment Strategy and Chief Economist, AMP Capital Introduction As widely expected, the RBA has increased the cash rate again by 0.5% taking it to 1.85%. This is more than double the 0.75% rate that applied before the pandemic started. The 175 basis points in rate hikes since April is...
Read More
- higher medium term return potential (assuming inflation is tamed) Dr Shane Oliver - Head of Investment Strategy and Chief Economist, AMP Capital Introduction The start of this year has been painful for investors with sharp losses in shares and bonds, dragging most superannuation funds into negative returns for the last financial year. And yet...
Read More
Why central banks must focus on getting inflation back down Dr Shane Oliver - Head of Investment Strategy and Chief Economist, AMP Capital Introduction I grew up in the 1970s and it was fun – Abba, Elvis, Wings, JPY, flares, cool cars, etc. But economically it was a mess. Inflation surged and so did unemployment....
Read More
Dr Shane Oliver - Head of Investment Strategy and Chief Economist, AMP Capital Key points 2021-22 was a rough year for investors as high inflation, rising interest rates and recession fears impacted. Shares could still fall further as interest rates continue to rise and recession risks are high. However, inflation pressures are showing some signs...
Read More
...it’s not as bad as it looks, but it’s still an issue Dr Shane Oliver - Head of Investment Strategy and Chief Economist, AMP Capital Introduction If Australia has an Achilles’ heel it’s the high level of household debt that has accompanied surging home prices over the last 30 years. Of course, in the absence...
Read More
– key things for investors to keep in mind during times of market turmoil Dr Shane Oliver - Head of Investment Strategy and Chief Economist, AMP Capital Introduction Usually share markets are relatively calm and so don’t generate a lot of attention. But periodically they tumble and generate headlines like “billions wiped off share market”...
Read More
– but falling confidence and home prices will limit RBA tightening Dr Shane Oliver - Head of Investment Strategy and Chief Economist, AMP Capital Key points The RBA has hiked the cash rate again - by 0.5% taking it to 0.85% and continues to signal more rate hikes ahead. We expect the cash rate to...
Read More
– expect a 10-15% top to bottom fall Dr Shane Oliver - Head of Investment Strategy and Chief Economist, AMP Capital Key points Australian home prices fell 0.1% in May, their first decline since the pandemic. The main drivers behind the downturn are: poor affordability with prices up nearly 29% over 21 months; rising mortgage...
Read More
Dr Shane Oliver - Head of Investment Strategy and Chief Economist, AMP Capital Key points The absence of significant macro policy differences between the new Labor Government and the Coalition suggests minimal impact on the share market & the $A. There could be some short-term uncertainty if Labor has to rely on minority parties or...
Read More
-The bad news and some good Dr Shane Oliver - Head of Investment Strategy and Chief Economist, AMP Capital Key points Share markets remain under pressure from high inflation, rising interest rates and bond yields, the war in Ukraine and Chinese Covid lockdowns. It’s still too early to say markets have bottomed. However, it’s not...
Read More
1 2 3 26
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.