E – Insights Papers

Oliver’s insights – optimism as an investor

It seems that the worry list for investors has become more threatening and confusing. However, to succeed, it makes sense to err on the side of cautious optimism: otherwise, there is no point in investing; growth assets like shares have trended up over the long term; and trying to get the timing right of the 2 or 3 years out of 10 when they fall can be very hard.

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Weekly market update 01-09-2023

The key developments over the past week were easing pressure on central banks; falling Australian inflation; RBA to leave rates on hold; and more.

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Weekly market update 25-08-2023

This week Dr Shane Oliver discusses correction risks remain high; PMIs point to slower growth; Australian IGR means lower living standards; and more.

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Oliver’s insights – China’s slowdown and structural challenges

The article looks at the current concerns about the Chinese economic outlook and how Australia can’t rely on the China/commodity boom indefinitely.

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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.

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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.

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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.

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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 …

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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 …