To stay informed of key market trends and issues, read the specialist commentary Oliver’s Insights by AMP Capital’s Head of Investment Strategy and Chief Economist, Dr Shane Oliver.
14/04/2021 - The importance of starting point valuations for investment returns – and where are we now?
06/04/2021 - RBA on hold and likely to remain easy for a long while yet as full employment gets more of a look in
30/03/2021 - Market outlook Q&A – global recovery, vaccines, inflation, the risk of a share crash, Aust house prices and other issues
10/03/2021 - Shares have had a very strong rebound since March last year so where are we in the investment cycle?
04/03/2021 - Bitcoin – it’s not a currency, it’s not a capital asset…so what is it?
23/02/2021 - The bond crash of 2021? Seven things for investors to consider
17/02/2021 - Australian house prices on the upswing again – seven things to bear in mind about the Australian property market
09/02/2021 - Nine common mistakes investors make
28/01/2021 - Seven key charts for investors to watch regarding the global economy and investment markets this year
20/01/2021 - US political protests, inflation and rising bond yields
11/01/2021 - 2021 – a list of lists regarding the macro investment outlook
17/12/2020 - The Australian Government’s Mid-Year Economic and Fiscal Outlook – peak deficit has likely now been seen
09/12/2020 - Review of 2020, outlook for 2021 – from pandemic to recovery
26/11/2020 - Modern Monetary Theory – can it help with economic problems or is it just another Magic Money Tree?
18/11/2020 - Still The Lucky Country – five reasons why Australian shares are likely to outperform in the year ahead
11/12/2020 - 2020 Quarter 4 Newsletter
8/11/2020 - Joe Biden on track to become US president. Implications for investors and Australia
3/11/2020 - RBA cuts rates to just 0.1% and ramps up quantitative easing – but will it work?
29/10/2020 - Five reasons why this downturn and subsequent recovery are different – and where are we in the Australian recovery now?
21/10/2020 - Expect slower medium-term returns
14/10/2020 - Nine keys to successful investing – and why they are more important than ever in the face of the coronavirus shock
06/10/2020 - The 2020-21 Australian Budget – spend, spend, spend as the focus remains on recovery and jobs, jobs, jobs
07/10/2020 - 2020 Quarter 3 Newsletter
06/10/2020 - The 2020-21 Australian Federal Budget
30/09/2020 - Biden versus Trump - the US presidential election is looming as the next big event for investors
22/09/2020 - Australia’s “eye popping” budget deficit and public debt blow out – can it be paid off? Does it matter?
03/09/2020 - Market outlook Q&A – disconnect to real economy, growth v value, vaccines, property, gold, inflation and other issues
24/08/2020 - Seven reasons why the trend in shares will likely remain up,albeit with bumps along the way
12/08/2020 - Three reasons why the coronavirus crisis might fix Australia’s housing affordability crisis
04/08/2020 - RBA holds – but more stimulus likely as Victorian lockdown to knock at least $12bn from national GDP
28/07/2020 - US dollar breaking down, gold and the $A breaking up – what does it mean for investors?
23/07/2020 - Australian economic and fiscal update – record budget deficits, but more to come
15/07/2020 - The fiscal cliff is more likely to be a fiscal slope – and why concerns about Australia’s budget deficit are overblown
08/07/2020 - 2019-20 saw poor returns - but it could have been much worse
30/06/2020 - The US presidential election – implications for investors
17/06/2020 - How worried should investors be about a “second wave” of coronavirus cases?
10/06/2020 - Shares climb a “wall of worry” - but is it sustainable?
01/06/2020 - Australian house prices starting to fall – collapse likely averted but expect more weakness ahead
25/05/2020 - 10 medium to longer-term implications from the coronavirus shock
13/05/2020 - The coming surge in Australia’s budget deficit and public debt due to coronavirus – can we afford it?
06/05/2020 - The Lucky Country - three reasons why Australia may come through this period of global misery better than most countries
28/04/2020 - Why super and growth assets like shares have to be seen as long-term investments
22/04/2020 - Light at the end of the coronavirus tunnel – what does it mean for investors?
16/04/2020 - Magic money tree – QE & money printing and their part in the coronavirus economic rescue
08/04/2020 - What signposts can we watch to be confident shares have bottomed?
02/04/2020 - The coronavirus pandemic and the economy – a Q&A from an investment perspective
26/03/2020 - Is coronavirus driving a recession, depression or an economic hit like no other? What does it mean for the bear market in shares?
19/03/2020 - The threat to Australian house prices from coronavirus
17/03/2020 - Five charts on investing to keep in mind in rough times like these
10/03/2020 - The increasing economic threat from coronavirus - what to watch for and what should investors do
02/03/2020 - The plunge in shares – seven things investors need to keep in mind
25/02/2020 - The increasing spread of Coronavirus – updated economic and investment market implications
12/02/2020 - From bushfires to coronavirus - five ways to turn down thenoise around investing
05/02/2020 - The China Coronavirus outbreak – economic and investment market implications
15/01/2020 - Five charts to watch regarding the global economy and markets this year
09/01/2020 - Bushfires and the Australian economy
08/01/2020 - 2020 – a list of lists regarding the macro investment outlook
25/11/2019 - Five reasons why the $A may be close to the bottom
14/11/2019 - Why super and growth assets like shares really are long-term investments
24/10/2019 - More 21 great investmetn quotes
15/10/2019 - Five great charts on investing for income (or cash flow)
30/09/2019 - Has Australia really had three recessions in the last 28 years?
25/09/2019 - Investment returns have been good, but they are likely to slow over the next five years
17/09/2019 - Will the world slip up on oil again? – after oil prices spike asattacks disrupt Saudi production
11/09/2019 - Australian house prices back from the abyss – seven thing you need to know about the Australian property market
05/09/2019 - Nine reasons why recession remains unlikely in Australia
28/08/2019 - Negative rates, QE & other measures the RBA may deploy – why? will it work? what would it mean for investors?
20/08/2019 - Plunging bond yields & weak share markets amidst talk of recession – what does it mean for investors?
06/08/2019 - Escalating US-China trade war – triggering (another) correction in share markets
01/08/2019 - The Fed cuts rates
30/07/2019 - Australian shares hit record highs – is the decade long underperformance versus global shares over?
23/07/2019 - The longest US economic expansion ever – does this mean recession is around the corner?
02/07/2019 - 2018-19 saw a rough ride for investors but it turned out okay
20/06/2019 - Don’t fight the Fed… or the ECB or RBA
18/06/2019 - Australian growth will be constrained - but here’s nine reasons why recession is unlikely
14/06/2019 - The $A still has more downside, but a lot of the weakness is behind us
11/04/2019 - The 2019 Australia Federal election and investors
03/04/2019 - The 2019-20 Australian Federal Budget
14/03/2019 - "Millennial socialism" and the swing of the political pendulum back to the left - what it means for investors
07/02/19 - Why growth in China is unlikely to slow too far and why is needs to save less and spend more
23/01/19 - "Millennial socialism" and the swing of the political pendulum back to the left - what it means for investors
12/12/18 - The Australian economy in 2019 - house prices, growth and interest rates
15/11/18 - 13 common sense tips to help manage your finances