E – Financial Snapshot

Seven lasting impacts from the COVID pandemic

Seven lasting impacts from the COVID pandemic Key points – Seven key lasting impacts from the Coronavirus pandemic are: “bigger” government; tighter labour markets; reduced globalisation and increased geopolitical tensions; higher inflation; worse housing affordability; working from home; and a faster embrace of technology. – On balance these make for a more fragmented and volatile world for investment returns. But it’s not all negative. Full Details here:- Download PDF version

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INSIGHTS: March 2024 Market update

March 2024 Market update Summary Global share markets rose over February and were notably strong in Asia as Chinese markets bounced sharply from very oversold conditions, and the US technology sector led by Nvidia and the AI boom. Most bond, credit and real asset markets were flat to down, consistent with rate movements. Bond yields rose as sticky inflation concerns mounted – the market priced out over half of the seven US rate cuts previously …

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November 2023 Market update

November 2023 Market update Download PDF version Market update The table below provides details of the movement in average investment returns from various asset classes for the period up to 30 October 2023. Asset class (% change) 1 month 3 months 1 year 3 years (% pa) Australian shares -3.8 -7.2 3.0 8.9 Smaller companies -5.5 -10.5 -5.1 0.5 International shares (unhedged) -1.0 -3.4 11.7 12.0 International shares (hedged) -2.6 -7.9 9.6 9.6 Emerging markets …

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Five constraints on medium term investment returns

Download PDF version Five constraints on medium term investment returns Key points – Five megatrends suggest higher medium term inflation pressures & lower economic growth than pre-pandemic. – These are: a move away from economic rationalist policies; the reversal of globalisation; rising geopolitical tensions; climate change and decarbonisation; as well as slowing and aging populations. A productivity boost from artificial intelligence should provide some partial offset though. – But taken together this will likely …

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The threat of higher oil and petrol prices flowing from the war in Israel

Download PDF version The threat of higher oil and petrol prices flowing from the war in Israel Key points – The war in Israel has added to the upside risks to oil prices and downside risks to shares in the near term. – If Iran stays out of the conflict & a major supply disruption is avoided the impact on shares should ultimately be minimal. – If alternatively, oil prices do have a renewed surge …

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Oliver’s Insights podcast: Ep 86 Three reasons to err on the side of optimism as an investor

“No pessimist ever discovered the secrets of the stars, or sailed to an uncharted land, or opened a new heaven to the human spirit.” – Helen Keller AMP’s chief economist Dr. Shane Oliver explores the benefits in being an optimistic investor. Read Oliver’s insights here: www.amp.com.au/insights-hub/blog…sm-as-an-investor Important information: This podcast is general in nature and hasn’t taken your circumstances into account. It’s important you consider your personal circumstances and speak to a financial adviser before …

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Insights: Why the need to lift productivity – and why it might be hard

Why the need to lift productivity Download PDF version Insights: Why the need to lift productivity – and why it might be hard Dr Shane Oliver – Head of Investment Strategy and Chief Economist, AMP Key points – The last 20 years have seen a slump in productivity growth in Australia from over 2% pa to less than 1% pa. This has curtailed growth in living standards and real wages. It will adversely affect asset class returns …

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Informed Market update: August 2023

August 2023 Download PDF version Market update The table below provides details of the movement in average investment returns from various asset classes for the period up to 31 July 2023. Asset class (% change) 1 month 3 months 1 year 3 years (% pa) Australian shares 2.9 2.0 11.7 12.0 Smaller companies 3.5 0.2 0.8 5.9 International shares (unhedged) 2.1 6.5 17.6 14.0 International shares (hedged) 2.9 8.7 12.7 12.7 Emerging markets (unhedged) 4.9 6.3 …

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The confusing economic picture

The confusing economic picture – why you need to know the difference between leading and lagging economic indicators Dr Shane Oliver – Head of Investment Strategy and Chief Economist, AMP Download PDF version Key points For nearly 30 years Australia had benign economic cycles so the current environment may be a bit of a shock for many. Still low unemployment and still high inflation despite slowing economic growth are not that unusual because they both normally lag …

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Informed June 2023

June 2023 Download PDF version 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 …