Econosights – rising bond yields
The rise in yields has been driven by several simultaneous factors. These will be explored in this week’s edition of Econosights and look at the impact of rising bond yields.
Category: E – Insights Papers
Weekly market update 18-08-2023
This week we take a look at the ongoing upwards pressure on bond yields and worries about poor growth and property problems in China; Australian jobs & wages data should keep RBA on hold; Australian governments to target 1.2 million new homes; and more.
Econosights – how much more excess savings do consumers have
This edition of Econosights looks at how much longer households can draw down on savings and what the outlook is for consumer spending.
Insights: Why the need to lift productivity – and why it might be hard
Why the need to lift productivity Download PDF version Insights: Why the need to lift productivity – and why it might be hard Dr Shane Oliver – Head of Investment Strategy and Chief Economist, AMP Key points – The last 20 years have seen a slump in productivity growth in Australia from over 2% pa to less than 1% pa. This has curtailed growth in living standards and real wages. It will adversely affect asset class returns …
Informed Market update: August 2023
August 2023 Download PDF version Market update The table below provides details of the movement in average investment returns from various asset classes for the period up to 31 July 2023. Asset class (% change) 1 month 3 months 1 year 3 years (% pa) Australian shares 2.9 2.0 11.7 12.0 Smaller companies 3.5 0.2 0.8 5.9 International shares (unhedged) 2.1 6.5 17.6 14.0 International shares (hedged) 2.9 8.7 12.7 12.7 Emerging markets (unhedged) 4.9 6.3 …
Oliver’s insights – goldilocks versus recession
Recession versus “goldilocks” – five reasons why we could still avoid
recession
recession
Weekly market update 11-08-2023
This week Dr Shane Oliver discusses how shares remain at risk of a correction; the good news on US inflation continued; RBA Gov Lowe retains softened tightening bias & right to caution regarding the new Board; the rapidly slowing Australian consuner spendingr; and more.
Econosights – financial literacy gender gap
More than one third of adults in Australia are financially illiterate, with opportunities for improvement. There is also a gender gap in financial literacy in Australia. Women tend to have lower financial literacy than men. In Australia, the gender gap is larger compared to our global peers.
Weekly market update 04-08-2023
Senior Economist Diana Mousina discusses how global shares have had a pull-back after weeks of strong gains as higher yields and US ratings downgrade sour risk sentiment, RBA growth and the little change in inflation forecasts.
Oliver’s insights – leading and lagging indicators
This article takes a look at the currently confusing economic landscape with some indicators being very strong and others very weak.