Oliver’s insights – 2024 macro investment outlook

Despite lots of angst at the start of the year, 2023 turned out far better than feared. Dr Shane Oliver reflects on key themes from the past year and suggests what investors should look out for in 2024

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 …

September cash rate remains unchanged at 4.10% – Financial Partners (TAS)

For the third consecutive month, The Reserve Bank of Australia (RBA) has decided to hold the official cash rate at 4.10%. The decision to maintain the cash rate at 4.10% comes after the monthly Consumer Price Index (CPI) fell to 4.9% in July, down from a peak of 8.4% in…

Monthly Winner for August 2023 – Financial Partners (TAS)

Congrats to our August Winner — Jatin wins a $500 Bunnings voucher! We appreciate your feedback, that’s why each month we give our customers who have recently settled a loan the chance to go in the competition to win a small thank-you gift. This month’s winner is Jatin, and they’ve…

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 …

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 …

Econosights – recession risks

Forecasts of a looming recession in 2023 or early 2024 in major economies have become consensus

The 2022-23 Australian Budget – a “magic election pudding” of more spending and lower deficits | AMP Capital

The 2022-23 Australian Budget – a “magic election pudding” of more spending and lower deficits Key Points A budget windfall has allowed both more spending and lower budget deficits, with the 2022-23 budget deficit expected to be $80bn (down from $99bn in December). Key measures include “cost of living” payments, a temporary cut to fuel excise, more spending on infrastructure & defence & more help for home buyers. Relying mainly on nominal economic growth to …