E – Oliver’s Insights

RBA on hold and likely to remain easy for a long while yet as full employment gets more of a look in | AMP Capital

RBA on hold and likely to remain easy for a long while yet as full employment gets more of a look in Key points The RBA left the cash rate at 0.1% at its April meeting. While the economy is recovering faster than expected the conditions for a rate hike – actual inflation sustainably in the 2-3% target zone and wages growth well above 3% – are unlikely to be met for several years. The …

FinancialPartners 07/04/2021 07/04/2021 Blog / E - Economics / E - Insights Papers / E - Market Update / E - Oliver's Insights / FP - Financial Planning April / cash / left / rate

Market Update 01 April 2021 | AMP Capital

Market Update 01 April 2021 Investment markets and key developments over the past week While US shares fell fractionally over the last week despite a bounce in tech stocks, Eurozone, Japanese and Chinese shares rose. Australian shares also fell fractionally over the last week with strong gains in industrial and material shares being offset by weakness in utilities, energy, retail and health care stocks. Bond yields generally rose slightly but metal, iron ore and oil …

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Market outlook Q&A – global recovery, vaccines, inflation, the risk of a share crash, Aust house prices and other issues | AMP Capital

Market outlook Q&A – global recovery, vaccines, inflation, the risk of a share crash, Aust house prices and other issues Key points Global recovery is on track. Vaccines are working. JobKeeper’s end won’t derail Australia’s recovery. Inflation could become an issue in the medium term. Shares are at risk of a correction but are supported by economic and earnings recovery. Australian house prices are booming again but expect measures to slow it down in …

FinancialPartners 31/03/2021 30/03/2021 Blog / E - Economics / E - Insights Papers / E - Market Update / E - Oliver's Insights / FP - Financial Planning 30/03/2021 / Author Produced / Capital / Global / published / recovery / track / Vaccines / working Original

Econosights: Australian economic policy beyond COVID-19 | AMP Capital

Econosights: Australian economic policy beyond COVID-19 Key points The post-pandemic economic rebound is strong in Australia. But, after the initial bounce in activity, there is a need to reinvigorate the drivers of long-run economic growth. Productivity growth has been low in Australia and needs to lift to see a rise in incomes and living standards. Higher productivity growth is achieved through economic reform. Areas in Australia that deserve policy attention include: lifting household incomes …

FinancialPartners 30/03/2021 30/03/2021 Blog / E - Economics / E - ESG Wrap (Econosights) / E - Insights Papers / E - Market Update / E - Market Watch / E - Markets & Investments / FP - Financial Planning economic / postpandemic / rebound / strong

Market Update 26 March 2021 | AMP Capital

Market Update 26 March 2021 Investment markets and key developments over the past week Market sentiment was more cautious this week on concern about the economic reopening from rising COVID-19 cases and vaccine delays. Seasonal impacts affect sharemarkets as well and quarter-end profit taking may also be contributing to sharemarket weakness. US shares on the S&P500 were just negative over the week at -0.1% while the heavier tech NASDAQ index was down by 1.8%. NASDAQ …

FinancialPartners 29/03/2021 27/03/2021 Blog / E - Economics / E - Insights Papers / E - Market Update / E - Oliver's Insights / FP - Financial Planning About / Cautious / concern / economic / Market / more / reopening / sentiment / this / week

Market Update 19 March 2021 | AMP Capital

Market Update 19 March 2021 Investment markets and key developments over the past week Global sharemarket performance continues to diverge. US shares started the week strongly but higher bond yields following the US Federal Reserve’s meeting led US shares down 0.7% over the week for the S&P500 with the heavier tech weighted NASDAQ even weaker (-1.5%). The theme of a rotation out of US to global shares continues to play out with European shares up …

FinancialPartners 19/03/2021 19/03/2021 Blog / E - Economics / E - Insights Papers / E - Market Update / E - Oliver's Insights / FP - Financial Planning continues / diverge / Global / higher / performance / Sharemarket / Shares / Started / strongly / week

Indexation allows for higher super contributions from 1 July, 2021 | AMP Capital

Indexation allows for higher super contributions from 1 July, 2021 Making super contributions after 1 July this year comes with a nice surprise as the concessional and non-concessional caps have been indexed along with the increases to the Transfer Balance Cap and Total Super Balance Cap. So how do the contribution changes work? Increase in concessional contributions cap Indexation of the standard concessional contributions cap takes place in increments of $2,500, calculated on increases …

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Market Update 12 March 2021 | AMP Capital

Market Update 12 March 2021 Investment markets and key developments over the past week Share markets rebounded over the last week as bond markets settled down a bit helped by central bank action and as $1.9 trillion in additional US stimulus was signed into law by President Biden. This saw the US share market rise to a record high (albeit the bond sensitive Nasdaq remains 5% down from its high), Eurozone shares rise to their highest …

FinancialPartners 12/03/2021 12/03/2021 Blog / E - Economics / E - Insights Papers / E - Market Update / E - Oliver's Insights / FP - Financial Planning Bond / down / last / markets / over / rebounded / settled / share / week

Shares have had a very strong rebound since March last year so where are we in the investment cycle? | AMP Capital

Shares have had a very strong rebound since March last year so where are we in the investment cycle? Key points The history of cyclical bull markets in shares suggests that the rebound since last March still has a way to go. But it’s normal for the second 12 months of a cyclical bull market to see slower returns from shares. While shares are vulnerable to a further correction triggered by the spike in …

FinancialPartners 10/03/2021 10/03/2021 Blog / E - Economics / E - Insights Papers / E - Market Update / E - Oliver's Insights / FP - Financial Planning bull / Cyclical / history / last / markets / rebound / Shares / since / suggests / that

Market Update 5 March 2021

Market Update 5 March 2021 Investment markets and key developments over the past week While share markets had a strong bounce early in the past week as fears around rising bond yields briefly eased they returned later in the week particularly after Fed Chair Powell reiterated the Fed’s dovishness but failed to signal significant concern or action to deal with rising bond yields. As a result, US, Japanese and Chinese shares fell for the week, …