Olivers Insight

– key things for investors to keep in mind during times of market turmoil Dr Shane Oliver – Head of Investment Strategy and Chief Economist, AMP Capital Introduction Usually share markets are relatively calm and so don’t generate a lot of attention. But periodically they tumble and generate headlines like “billions wiped off share market”…

– but falling confidence and home prices will limit RBA tightening Dr Shane Oliver – Head of Investment Strategy and Chief Economist, AMP Capital Key points The RBA has hiked the cash rate again – by 0.5% taking it to 0.85% and continues to signal more rate hikes ahead. We expect the cash rate to…

– expect a 10-15% top to bottom fall Dr Shane Oliver – Head of Investment Strategy and Chief Economist, AMP Capital Key points Australian home prices fell 0.1% in May, their first decline since the pandemic. The main drivers behind the downturn are: poor affordability with prices up nearly 29% over 21 months; rising mortgage…

Dr Shane Oliver – Head of Investment Strategy and Chief Economist, AMP Capital Key points The absence of significant macro policy differences between the new Labor Government and the Coalition suggests minimal impact on the share market & the $A. There could be some short-term uncertainty if Labor has to rely on minority parties or…

-The bad news and some good Dr Shane Oliver – Head of Investment Strategy and Chief Economist, AMP Capital Key points Share markets remain under pressure from high inflation, rising interest rates and bond yields, the war in Ukraine and Chinese Covid lockdowns. It’s still too early to say markets have bottomed. However, it’s not…

Dr Shane Oliver – Head of Investment Strategy and Chief Economist, AMP Capital Successful investing can be really difficult in times of uncertainty like now making it important to stay focussed on the basic principles of investing. Here are another five great charts to help illuminate those basic principles: the importance of time in the…

And what does it mean for investors? Dr Shane Oliver – Head of Investment Strategy and Chief Economist, AMP Capital The RBA has hiked the cash rate by 0.25% taking it to 0.35% and signalling more rate hikes ahead. We expect the cash rate to rise to 1.5% by year-end and to 2% by mid…

Dr Shane Oliver – Head of Investment Strategy and Chief Economist, AMP Capital Australian election campaigns tend to result in a period of uncertainty which have seen weak gains on average for shares followed by a bounce once it’s out of the way. Labor is not offering a significantly different economic policy agenda than the…

What impact will higher interest rates have? How far will prices fall? Dr Shane Oliver – Head of Investment Strategy and Chief Economist, AMP Capital Australian home prices are likely to fall by 10% to 15% into 2024 primarily as a result of poor affordability and rising interest rates. The negative wealth effect from falling…

Dr Shane Oliver – Head of Investment Strategy and Chief Economist, AMP Capital Successful investing can be very difficult in times like the present with immense uncertainty around inflation, interest rates, war in Ukraine & continuing covid waves. This makes it all the more important to stay focused on the basic principles of successful investing.…