E – Oliver’s Insights

Oliver’s insights Episode #77 The Watch List 7 economic indicators for investors to pay attention to

Oliver’s insights Episode #77 The Watch List 7 economic indicators for investors to pay attention to AMP’s Head of Investment Strategy and Chief Economist Dr. Shane Oliver looks at seven key indicators that investors need to keep a close eye on to understand where the investment cycle is going and what shares, in particular, are likely to do. This episode can be found on your favourite streaming platform, including Soundcloud, Spotify and Apple podcasts. For …

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Oliver’s insights – seven key charts

Seven key charts worth keeping an eye on remain: global business conditions PMIs; inflation and our Inflation Indicators; unemployment and underemployment; inflation expectations; earnings revisions; the gap between earnings yields and bond yields; and the US dollar.

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Oliver’s insights – personal finance 101

Getting our personal finances right can be a challenge at times. And the surge in interest rates has arguably made it even harder for many. This article looks at some common-sense personal finance tips that may be of use.

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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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Informed June 2023 Market Update

June 2023 Market update The table below provides details of the movement in average investment returns from various asset classes for the period up to 31 May 2023. Asset class (% change) 1 month 3 months 1 year 3 years (% pa) Australian shares -2.5 -0.9 2.9 11.4 Smaller companies -3.3 -1.3 -5.8 4.5 International shares (unhedged) 1.2 8.4 13.4 11.9 International shares (hedged) -0.2 4.0 3.2 11.7 Emerging markets (unhedged) 0.4 4.4 1.4 4.4 Property …

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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 …