The five reasons why the $A is likely to rise further – if recession is avoided

The five reasons why the $A is likely to rise further – if recession is avoided Key points – After a soft patch since 2021, there is good reason to expect the $A to rise into next year: it’s undervalued; interest rate differentials look likely to shift in favour of Australia; sentiment towards the $A is negative; commodities still look to have entered a new super cycle; and Australia is a long way from the …

How catch-up concessional contributions work

If you’ve had interrupted income, or just haven’t been in a position to put as much into super as you’d like, catch-up concessional contributions may provide an opportunity to top up at a more convenient time.

Oliver’s insights – strong investment returns

There has been a wall of worry for investors over the last year but as is often the case share markets climbed it. This resulted in another financial year of strong investment returns in 2023-24. But can it continue?

Weekly market update 21-06-2024

This week, narrowing US share gains; drip feed of falling global inflation & rates is good sign for RBA; Federal & state governments making the RBA’s job harder; the pros & cons of nuclear; and more.

Econosights – trade war risks with a Trump 2.0 presidency

We recently wrote about the issues surrounding the US election. In this Econosights we look specifically at Trump’s trade policies, which may result in significant downside risk to sharemarkets, in the event of a Trump 2.0 Presidency in 2025.

Not another Eurozone crisis! The rise of the far right in Europe, the French election and implications for investors

                 Download PDF version Not another Eurozone crisis! The rise of the far right in Europe, the French election and implications for investors Key points – The success of far-right political parties in EU parliamentary elections & the calling of an election in France have boosted uncertainty by risking a return to the Eurozone crises. – However, centrist parties still dominate in Europe and support for the Euro …

Weekly market update 14-06-2024

US shares up on better inflation data, Eurozone shares down after Parliamentary Elections and France election uncertainty, Australian shares still under-performing and more.

Oliver’s insights – The US presidential election – implications for investors and Australia

The US presidential election – implications for investors and Australia

Econosights – positive supply shocks

Post pandemic, the supply of labour has increased in many major economies, including the US and Australia, through elevated immigration and a lift in the participation rate to a record high.