Oliver’s Insights

Key points – CoreLogic data shows average home prices rose 0.3% in February, after a brief three-month downturn of just 0.4%. – The upswing came

Key points – Trump’s tariff war has potentially another 6-9 months to go at least. This poses an ongoing threat to shares, but their relative

Key points – The $A has been hit since September by the return of Trump, a hawkish pivot by the Fed versus the RBA and

Key points – The key themes for 2024 were: better than feared growth; global divergence; more disinflation; falling interest rates but with Australia lagging; and

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