Oliver’s Insights

Key points – Many of the mistakes investors make are based on common sense rules of thumb that turn out to be wrong. – As

Key points – A move towards more aggressive fiscal policy stimulus and property support measures should help drive a mild cyclical upswing in China’s economy.

Dr Shane Oliver – Head of Investment Strategy and Chief Economist, AMP Capital Key points – The US election has significant potential to impact markets.

– but what about the Israel/Iran conflict & other risks? Key points Recession risks, the escalating Israel conflict, the US election along with still stretched

Introduction There has been a wall of worry for investors over the last year but as is often the case share markets climbed it. This

Introduction I have now been in the investment world for 40 years. I first looked at the lessons I learned in 2019. But they haven’t

Introduction Since the European Union parliamentary election results were released just over a week ago, seeing a rise in support for far-right parties and French

– but the tension between high rates and the chronic housing shortage remains Introduction National average home prices rose another 0.8% in May, pushing them

Introduction It’s nearly four years since the tumultuous 2020 US presidential election and now the next one is almost upon us. So far investment markets

Introduction It’s now two years since the RBA first started to raise interest rates resulting in the biggest tightening cycle since the late 1980s. Rates

Another surplus, but bigger medium term deficits with more big spending, including on a “Future Made in Australia” Introduction The Budget is aimed at trying

Introduction Coming out of the roughly 10% correction into October last year, share markets saw strong gains on hopes that lower inflation will allow central