Olivers Insight

Dr Shane Oliver – Head of Investment Strategy and Chief Economist, AMP Capital Key points Since its February high of around $US0.80 the $A the $A has fallen on the back of global growth concerns, a slowdown in China and the Delta outbreak in Australia. However, there is good reason to expect the $A to…

– but here’s 7 reasons to look beyond the gloom Dr Shane Oliver – Head of Investment Strategy and Chief Economist, AMP Capital Key points Australian GDP growth slowed in the June quarter but to a stronger than expected +0.7%qoq. This avoids a technical recession, but the current quarter is likely to see a 4%…

– but is it sustainable? Dr Shane Oliver – Head of Investment Strategy and Chief Economist, AMP Capital Key points China is seeing a regulatory crackdown on tech companies, the property sector and inequality aimed at supporting its middle class. The shift to “bigger government” likely has further to run. Chinese economic growth is likely…

– but is it sustainable? Dr Shane Oliver – Head of Investment Strategy and Chief Economist, AMP Capital Key points Bonds and shares often diverge – we saw this a year ago with shares rallying but bond yields staying low. Shares have been boosted by strong earnings news, improved valuations, investor awareness of last years’…

Dr Shane Oliver – Head of Investment Strategy and Chief Economist, AMP Capital Introduction The current environment seems to be one of extreme uncertainty. We have seen a strong economic recovery from last year’s global and Australian recessions – but there are worries about the resurgence of coronavirus driven by the Delta variant, peak growth,…

– but here are five reasons for optimism Dr Shane Oliver – Head of Investment Strategy and Chief Economist, AMP Capital Key points The news on coronavirus has been bleak again lately – with rising cases globally & the ongoing NSW lockdown. However, there are five reasons for optimism: lockdowns still work against Delta (eg,…

Dr Shane Oliver – Head of Investment Strategy and Chief Economist, AMP Capital Key points While shares are at risk of a near term correction on the back of coronavirus and inflation concerns, the trend is likely to remain up against the backdrop of continuing economic recovery and low interest rates. Seven key global charts…

Dr Shane Oliver – Head of Investment Strategy and Chief Economist, AMP Capital Key points A surge in financial information and opinion along with our natural inclination to focus on bad news is arguably making us worse investors: more fearful & short term. Five ways to help manage the noise and stay focussed as investors…

– expect more modest but still good returns this financial year Dr Shane Oliver – Head of Investment Strategy and Chief Economist, AMP Capital Key points 2020-21 saw investment returns rebound after the coronavirus hit depressed 2019-20 returns. Key lessons for investors from 2020-21 were to: allow that share markets look ahead; timing markets is…

– why snap lockdowns in Australia make sense until herd immunity is reached Dr Shane Oliver – Head of Investment Strategy and Chief Economist, AMP Capital Key points Snap lockdowns in Sydney, Perth and Queensland are likely to cost the economy $2.5bn, but like previous snap lockdowns are unlikely to derail the recovery. Australia has…