Oliver’s insights:- Harris versus Trump – implications for investors and Australia

The US election has significant potential to impact markets. A Harris victory would mean more of the same, but a Trump victory could lead to uncertainty particularly around trade.

Oliver’s insights:- China’s big stimulus – will it work? And what does it mean for Australia?

This week’s edition looks at China’s pivot from incremental and modest policy stimulus to providing more aggressive support for its economy.

Seven key charts for investors to keep an eye on – where are they now?

 Download PDF version Seven key charts for investors to keep an eye on – where are they now? Key points – Shares have hit a rough patch since recent highs with concerns about the growth outlook. – We remain upbeat on a 12-month view as falling inflation allows rate cuts and hopefully recession is avoided or is mild. But the risk of a further correction in shares is high. – Seven key charts worth watching …

Not another Eurozone crisis! The rise of the far right in Europe, the French election and implications for investors

                 Download PDF version Not another Eurozone crisis! The rise of the far right in Europe, the French election and implications for investors Key points – The success of far-right political parties in EU parliamentary elections & the calling of an election in France have boosted uncertainty by risking a return to the Eurozone crises. – However, centrist parties still dominate in Europe and support for the Euro …

Oliver’s insights – The US presidential election – implications for investors and Australia

The US presidential election – implications for investors and Australia

What to watch for the global economy in 2024

Tune in to AMP Chief Economist, Dr Shane Oliver share his insights and projections for the economic year ahead. Original Author: Produced by AMP and published on 28/02/2024 Source

Oliver’s insights – falling inflation – what does it mean for investors?

The surge in inflation coming out of the pandemic and its subsequent fall
has been the dominant driver of investment markets over the last two
years – first depressing shares and bonds in 2022 and then enabling them
to rebound.