E – Oliver’s Insights

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 …

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Weekly market update 21-07-2023

More falls in inflation; implications of Russia’s move to end the Ukraine grain export deal; why RBA targeting “involuntary unemployment” won’t work; why the RBA must tread carefully on jobs; and more.

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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?