E – Oliver’s Insights

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 …

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Oliver’s insights – home ownership

This note looks at the decline in Australia’s home ownership rate since the mid-1960s and what has driven it.

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Econosights – the AI threat

The release of ChatGPT in late 2022 is renewing concerns around machines taking over human jobs. We look at the potential impact of Artificial Intelligence (AI) on the global economy in this Econosights.

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Weekly market update 12-05-2023

Over the week, US and Aus sharemakets were flat; Aus Fed Budget will not add to inflation; US CPI moving in the right direction; and more.

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Economic implications Fed Budget 2023-24

Read about the economic and investment market implications of the 2023-24 Federal Budget announcements

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Econosights – US debt ceiling

Issues around the US debt ceiling have started to make headlines again. In this Econosights we look at what the US debt ceiling is, the history of it, the current issues around the debt ceiling and the implications for markets.

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Econosights – inflation trends

The anticipated fall in inflation is occurring across the advanced world, thanks to a decline in commodity prices and slowing in goods inflation. But, sticky services inflation is keeping the overall rate of inflation elevated and well above central bank inflation targets.

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Oliver’s insights – house price outlook

Australian home prices rose again in April & along with other indicators suggest the home price downturn is over, but we must now watch rates and unemployment

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Oliver’s insights – RBA review

This article takes a look at the recommendations of the independent Reivew of the RBA and it’s not clear the proposed reforms will lead to a better outcome for the Australian economy.