E – Oliver’s Insights

2022 – a list of lists regarding the macro investment outlook | AMP Capital

2022 – a list of lists regarding the macro investment outlook Key Points 2021 saw strong investment returns with low volatility. 2022 is likely to see more constrained returns with increased volatility. Watch: coronavirus and vaccines; inflation; the US mid-term elections; China issues; Russian tensions with Ukraine and the west; & the Australian election. Introduction Despite a wall of worry with coronavirus and inflation, 2021 was a great year for diversified investors, with average balanced …

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Oliver’s Insights – The longer-term legacy of coronavirus – nine implications for investors

The longer-term legacy of coronavirus – nine implications for investors Key points Likely key longer-term implications flowing from the coronavirus pandemic are: bigger government; increased money supply and excess saving; increased geopolitical tensions; reduced globalisation; a faster embrace of technology; a greater focus on lifestyle; and a potential post-pandemic boom. The biggest risk is of significantly higher inflation, reversing the long-term downtrend in interest rates. Introduction The magnitude of the coronavirus shock means it will …

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Inflation Q&A – how worried should investors be about higher inflation? | AMP Capital

Inflation Q&A – how worried should investors be about higher inflation? Key Points Inflation is placing increasing pressure on major central banks to remove monetary stimulus. Inflation & rising interest rates will likely contribute to more volatile & constrained investment returns this year. The long-term downtrend in inflation and interest rates since the early 1980s is likely to be over removing a tailwind for investment returns. Introduction For last few decades inflation has not …

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Comfort spending in the land down under – what we buy and why

Comfort spending in the land down under – what we buy and why A year ago, takeaway food was number one on Australia’s comfort-spending list. If habitual purchases like this are still taking their toll, here are some tips for 2022. Over a 12-month period, Australians forked out a whopping $37 billion (and then some) on comfort spending1. You know, the things you might buy to pass the time or make yourself feel better. If …

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Market Update 14 January | AMP Capital

Market Update 14 January Source: Bloomberg, FXStreet, AMP Investment markets & key developments Global share markets remained under pressure over the past week from concerns about rising US inflation and faster US interest rate hikes, with interest rate sensitive tech stocks leading the declines. Omicron related disruptions are not helping although markets don’t appear to be too concerned. While European shares rose slightly US, Japanese and Chinese shares fell. The weak global lead weighed on …

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Market Update 17 December | AMP Capital

Market Update 17 December Source: Bloomberg, FXStreet, AMP Investment markets & key developments Global share markets mostly fell over the past week with worries about the latest coronavirus wave and central bank monetary tightening, as well as technology stocks remaining under pressure. For the week, US shares lost 1.9%, Eurozone shares fell 0.9% and Chinese shares fell 2%, but Japanese shares rose 0.4%. The soft global lead, not helped by surging coronavirus cases locally, saw the …

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Review of 2021, outlook for 2022 – recovery to continue as we hopefully learn to live with covid | AMP Capital

Review of 2021, outlook for 2022 – recovery to continue as we hopefully learn to live with covid Key Points 2021 was again dominated by the coronavirus pandemic, along with concern about higher inflation and monetary tightening but shares, unlisted assets and balanced growth super funds saw strong returns. Continuing solid economic growth, rising profits and still easy monetary conditions should result in good overall investment returns in 2022, but they are likely to be …

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Market Update 10 December | AMP Capital

Market Update 10 December Investment markets & key developments Global share markets rebounded over the past week on indications that Omicron may only be resulting in mild cases. The positive global lead along with continuing RBA dovishness on interest rates also pushed the Australian share market higher for the week led by utilities, retailers, property and energy stocks. Reflecting the risk on tone bond yields, metal prices, oil prices and the $A all rose. The …

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What’s next for the Australian and global economies? | AMP Capital

What’s next for the Australian and global economies? Quick take-outs 2022 is likely to be the year COVID-19 goes from being an epidemic to endemic Expect ongoing global economic recovery – albeit with bumps along the way The spike in inflation is partly due to pandemic driven distortions to demand and supply chains but inflation will be higher over the years ahead than it was pre-COVID Expect the first RBA rate hike in late …

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Market Update 3 December | AMP Capital

Market Update 3 December Investment markets & key developments Global share markets had another rough week as uncertainty around the impact of the Omicron variant on global growth and Fed Chair Powell flagging a faster taper led to a bit of a roller coaster ride. While Eurozone shares are up slightly for the week and Chinese shares are flat, US and Japanese shares are down. The week global lead and news of the arrival of Omicron …