Oliver’s Insights

Key points – The economic and financial environment today is more challenging than when Trump first took over in 2017: inflation is a bit higher,

Key points – The return of Donald Trump to the US presidency brings the prospect of more US tax cuts and deregulation, but also more

Key points – Starting point valuations – like yields and price to earnings ratios – are key drivers of medium-term investment returns. – Valuation starting

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 Changes in the value of the Australian dollar are important as they impact Australia’s international export competitiveness and the cost of imports, including that

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