Sneak peek – Oliver’s insights Podcast: Ep#98
Episode #98: Australian home prices up on supply shortfall, but at risk from high rates The last three major cyclical upswings in home prices have required lower interest rates to be sustained. With rate cuts still a long way away, AMP’s Chief Economist Shane Oliver looks at why the risk of another leg down in prices is high next year, particularly if unemployment rises significantly, and the key indicators to watch in the months ahead. …
Learn the art of budgeting
Doing a budget helps you see where your money is going. It can help you feel confident and in control of your finances. 💰💯 Use Moneysmart’s budget planner to make your budget. Learn more: https://moneysmart.gov.au/budgeting/how-to-do-a-budget Original Author: Produced by Moneysmart and published on 13/11/2023
Five constraints on medium term investment returns
Download PDF version Five constraints on medium term investment returns Key points – Five megatrends suggest higher medium term inflation pressures & lower economic growth than pre-pandemic. – These are: a move away from economic rationalist policies; the reversal of globalisation; rising geopolitical tensions; climate change and decarbonisation; as well as slowing and aging populations. A productivity boost from artificial intelligence should provide some partial offset though. – But taken together this will likely …
Don’t get burnt by hype – Research an investment opportunity
Smart investors plan, research and understand their investments, and how they fit with their financial goals. Don’t get burnt by hype. Invest in facts. Start with Moneysmart. Visit https://moneysmart.gov.au/investment-warnings Original Author: Produced by Moneysmart and published on 30/10/2023 Source
Oliver’s insights Podcast: Ep#97
Episode #97: Five constraints on medium term investment returns In the 1980s and 90s superannuation investment returns were very strong. But since 1999, nominal superannuation returns have been more constrained averaging 6.2% pa as we entered a lower return world. Five key structural trends suggest higher medium term inflation pressures and constrained economic growth than pre-pandemic. AMP’s Chief Economist, Dr. Shane Oliver looks at why this is happening as well as the implications investment returns. …
The threat of higher oil and petrol prices flowing from the war in Israel
Download PDF version The threat of higher oil and petrol prices flowing from the war in Israel Key points – The war in Israel has added to the upside risks to oil prices and downside risks to shares in the near term. – If Iran stays out of the conflict & a major supply disruption is avoided the impact on shares should ultimately be minimal. – If alternatively, oil prices do have a renewed surge …