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– recovery to continue as we hopefully learn to live with covid Dr Shane Oliver – Head of Investment Strategy and Chief Economist, AMP Capital Key points 2021 was again dominated by the coronavirus pandemic, along with concern about higher inflation and monetary tightening but shares, unlisted assets and balanced growth super funds saw strong…

– and falling prices in 2023 Dr Shane Oliver – Head of Investment Strategy and Chief Economist, AMP Capital Key points After a 22% rise in Australian home prices this year, they are expected to slow to 5% growth in 2022 with prices likely to fall 5-10% in 2023. The main drivers behind the slowdown…

Dr Shane Oliver – Head of Investment Strategy and Chief Economist, AMP Capital Key points Likely key longer-term implications flowing from the coronavirus pandemic are: bigger government; increased money supply and excess saving; increased geopolitical tensions; reduced globalisation; a faster embrace of technology; a greater focus on lifestyle; and a potential post-pandemic boom. The biggest…

Dr Shane Oliver – Head of Investment Strategy and Chief Economist, AMP Capital Key points Compound interest is an investor’s best friend. The higher the return, the greater the investment contribution and the longer the period the more it works. To make the most of it, ensure an adequate exposure to growth assets, contribute early…

Dr Shane Oliver – Head of Investment Strategy and Chief Economist, AMP Capital Key points The march of central banks towards removing monetary stimulus is continuing with the RBA bringing forward its guidance regarding the first rate hike and the Fed set to commence tapering. We expect both to start raising rates later next year.…

Dr Shane Oliver – Head of Investment Strategy and Chief Economist, AMP Capital Key points It’s normal for bond yields to rise in economic recoveries but it’s looking increasingly likely that the nearly 40-year super cycle decline in bond yields is over. This will remove a key tailwind for investment returns over the decade ahead…

Dr Shane Oliver – Head of Investment Strategy and Chief Economist, AMP Capital Key points There are increasing signs that science and medicine are getting the upper hand against coronavirus: new global cases are in decline; vaccines are working; half the global population and 73% of Australians have had at least one vaccine dose; and…

Dr Shane Oliver – Head of Investment Strategy and Chief Economist, AMP Capital Key points It’s still too early to say that the pull back in share markets is over. Some of the worries around US fiscal policy and politics, China, global supply constraints and central banks likely have further to run and could see…

Dr Shane Oliver – Head of Investment Strategy and Chief Economist, AMP Capital Key points The key drivers of poor housing affordability and high household debt levels in Australia have been low rates and poor housing supply. Macro prudential controls to slow home lending now look imminent. But this is just a cyclical measure. More…

Dr Shane Oliver – Head of Investment Strategy and Chief Economist, AMP Capital Key points Share markets have hit the wobbles lately on the back of a long worry list ranging from growth concerns, central bank tapering, the US debt ceiling and fears of about China Evergrande’s problems. Shares may still have more downside as…