Olivers Insight

Dr Shane Oliver, Head of Investment Strategy and Chief Economist takes a look at Bitcoin which has had nearly a 15 fold increase in price from its low last year. The key points are as follows: Digital currencies and blockchain technology may have a lot to offer – but that does not mean Bitcoin will…

Dr Shane Oliver, Head of Investment Strategy and Chief Economist provides some context and the implications for investors if the rally in bond yields put pressure on share markets. The key points are as follows: Higher bond yields are normal in economic recovery and should not be a major problem for shares if they are…

Dr Shane Oliver, Head of Investment Strategy and Chief Economist takes a look at the upswing now underway in the Australian residential property market. The key points are as follows: Expect average Australian home prices to rise 5-10% this year and next as ultra-low interest rates and economic recovery feed through. However, the outlook is…

Dr Shane Oliver, Head of Investment Strategy and Chief Economist takes a look at a look at the nine most common mistakes investors make. The key points are as follows: Many of the mistakes investors make are based on common sense rules of thumb that turn out to be wrong As a result, it’s often…

Dr Shane Oliver, Head of Investment Strategy and Chief Economist takes a look at seven key charts for investors to watch regarding the global economy and investment markets this year. The key points are as follows: Shares are at risk of a short-term correction or consolidation, but investment markets should provide solid returns this year…

Dr Shane Oliver, Head of Investment Strategy and Chief Economist looks at the investment market implications of recent political protests/rioting in the US and the recent back up in bond yields. The key points are as follows: US protests are only an issue for investment markets if they significantly impact economic activity and/or the sound…

Dr Shane Oliver, Head of Investment Strategy and Chief Economist provides a summary of key insights and views on the investment outlook in simple point form. The key points are as follows: 2020 turned out far better for investors than was feared with average balanced growth superannuation funds estimated to have returned around 3%. 2021…

For some years now Modern Monetary Theory (MMT) has been gaining prominence as a solution to the perceived failure of traditional economic policies to achieve full employment & meet inflation targets, despite at or near zero interest rates. MMT has been given added impetus by the hit to economic activity from coronavirus. And with even…

In May, in a note called The Lucky Country, I argued that due to Australia’s far better control of coronavirus relative to many comparable countries, a stronger economic policy support response to shutdowns, and exposure to China which was well into economic recovery Australia was likely to come through this period of global misery relatively…

Contrary to what would normally be suggested by the worst recession since the 1930’s, high unemployment, the worst riots since 1968 and the poor handling of the coronavirus pandemic Donald Trump performed very well in the US presidential election resulting in a close outcome. However, while counting is still continuing in some key states, major…