E – Insights Papers

Oliver’s insights – rebounding investment returns

The past financial year saw a solid rebound in investment returns, after the negative returns of the 2021-22 financial year. This note reviews the past 12 months in investment markets and looks at the outlook.

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Weekly market update 30-06-2023

The 2022-23 financial year looks to have seen a solid rebound in superannuation returns; falling inflation & still hawkish central banks; its a close call but RBA likely to hike again; why RBA GovernerLowe should stay; more on the potential ‘TSwift economy lift’.

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Econosights – Australian inflation

Are there better tools available to policymakers than raising interest rates to reduce inflation? Especially as interest rate hikes are having an unequal impact across household groups.

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Oliver’s insights – Australian recession Q&A

Recession has been a recurring theme over the last year or so but has intensified lately. But what’s driving it? How serious is the risk of recession? And what would it mean for Australians and investors?

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Weekly market update 23-06-2023

Shares still at risk of a correction; central banks signalling more work to do; and high recession risk in Australia.

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Sell in May and go away? The worry list for shares (and the good news!

Sell in May and go away? The worry list for shares (and the good news! Dr Shane Oliver – Head of Investment Strategy and Chief Economist, AMP Key points – Shares are vulnerable to a pull back in the months ahead reflecting the rising risk of recession on the back of central bank tightening and weak seasonal influences. – Falling inflation should enable central banks, including the RBA, to start easing from later this year or early …

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Oliver’s insights – home ownership

This note looks at the decline in Australia’s home ownership rate since the mid-1960s and what has driven it.

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Econosights – the AI threat

The release of ChatGPT in late 2022 is renewing concerns around machines taking over human jobs. We look at the potential impact of Artificial Intelligence (AI) on the global economy in this Econosights.