Weekly market update 09-08-2024

This week Dr Shane Oliver discusses the worries about a US recession and how shares remain at high risk of further falls over the next few months, RBA rates on hold and seven reasons why they have peaked and more.

Seven things you need to know about the Australian property market

The Australian housing market has started the year on a solid note with national home prices up 1.6% over the first three months according to CoreLogic. We had thought the drag of high mortgage rates would get the upper hand again but the supply shortfall is continuing to dominate.

Weekly market update 17-11-2023

Shares up in the US, Eurozone and Japan but not in China; inflation is continuing to fall about as quickly as it went up; Australian wages & jobs are proving to be not strong enough for another RBA hike; and more.

What does Bernard Salt’s research say about housing affordability?

Demographer Bernard Salt shares his insights. To find out more visit www.amp.com.au/whateverwealthyyouwant Original Author: Produced by AMP and published on 30/08/2023 Source

Oliver’s insights – China’s slowdown and structural challenges

The article looks at the current concerns about the Chinese economic outlook and how Australia can’t rely on the China/commodity boom indefinitely.

Has increased life expectancy changes the way we think about wealth?

Demographer Bernard Salt shares his findings. To learn more visit: www.amp.com.au/whateverwealthyyouwant Original Author: Produced by AMP and published on 18/08/2023 Source

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?

Oliver’s insights – shares hit another bout of turbulence

Shares have hit turbulence again with worries about inflation, interest rates, recession and, now, problems in US banks. Read more to learn what this means for investors.

Oliver’s Insights – Seven things to keep in mind

Successful investing can be really hard in times like the present. Falls in share markets and other assets are stressful as no one likes to see their wealth decline and the natural inclination is to retreat to safety.

Australia’s productivity challenge – why it matters and what to do about it | AMP Capital

Australia’s productivity challenge – why it matters and what to do about it Key points The last twenty years have seen a sharp slowdown in productivity growth in Australia from over 2% pa to around 1.2% pa. This has adversely affected growth in living standards and real wages. It will adversely affect asset class returns if allowed to persist. Policies to boost productivity growth include: labour market reforms; more skills training; ongoing high levels of …