Oliver’s insights Podcast: Ep#95

Episode #95: The threat from higher oil and petrol prices Posing many humanitarian consequences, the war between Israel and Hamas could further lead to a surge in oil prices that will add to inflation, keep interest rates higher for longer and add to the risk of recession. AMP’s head of investment strategy and chief economist Dr. Shane Oliver looks at the implications for investors as well as the impact of higher oil prices on the …

Bonds are Back

In this AMP Investments webinar, hear from Diana Mousina, Deputy Chief Economist, give an overview of the current macro-economic backdrop, followed by Chris Baker, Portfolio Manager, who provides a deep dive on the current fixed income environment.

Oliver’s insights – oil and petrol prices

The war in Israel is terrible from a humanitarian perspective. From an economic and investment perspective the concern is that it will lead to a surge in oil prices that will add to inflation, keep interest rates higher for longer and add to the risk of recession.

Econosights – wages breakout

Australia’s labour market has held up better than expected, despite the biggest interest rate hiking cycle since the late 1980s. Recently released data on newly lodged Enterprise Bargaining Agreements are showing a spike in wages growth which are increasing concerns that a wages breakout will threaten the inflation outlook.

Weekly market update 13-10-2023

This week Dr Shane Oliver analyses where we have seen the bottom in shares; US September inflation will keep the Fed on edge; the impacts of the Israeli war & petrol prices; upside wage growth risks in Australia; and more.

Econosights – Australia and the Chinese economy

It is commonly accepted that Australia is highly dependent on the Chinese economy because of demand for Australian mineral resources and agriculture. Does this mean that the recent weakness in the Chinese economy will also weigh down on Australian economic growth?

Oliver’s insights – risks for shares

This edition of Oliver’s Insights looks at the impact of rising bond yields on shares, the risks flowing from the renewed conflict in Israel and comparisons to the run up to the 1987 share crash.

Simplifying Investing with Diana Mousina

Episode #93: The housing market The Australian housing market is a deeply watched sector of the economy, because it impacts everybody. This week AMP’s deputy chief economist Diana Mousina looks more closely at the housing market, including why prices have rebounded so fast, the outlook for home prices, conditions in the lending market and why the rental market is still so hot. Important information: This podcast is general in nature and hasn’t taken your circumstances …

Weekly market update 06-10-2023

Global share market fell again over the last week; investor sentiment has fallen sharply; concerning signs in RBA Financial Stability Review; slowing consumer spending in Australia; and more.

Oliver’s insights Podcast: Ep#91

Episode #91: For what it’s worth: why what you pay for an investment is a key driver of its return. The cheaper you buy an asset the higher its prospective return might be. However, this is frequently forgotten with investors who focus on recent returns. AMP’s chief economist Dr. Shane Oliver explores the main issues behind starting point valuations and what current valuation signals are telling us. Read Oliver’s insights here: www.amp.com.au/insights-hub/blog…luations-look-now Important information: This …