Tag: from

Seven lasting impacts from the COVID pandemic

Seven lasting impacts from the COVID pandemic Key points – Seven key lasting impacts from the Coronavirus pandemic are: “bigger” government; tighter labour markets; reduced globalisation and increased geopolitical tensions; higher inflation; worse housing affordability; working from home; and a faster embrace of technology. – On balance these make for a more fragmented and volatile world for investment returns. But it’s not all negative. Full Details here:-  Download PDF version

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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
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Sneak peek – Oliver’s insights Podcast: Ep#98

Episode #98: Australian home prices up on supply shortfall, but at risk from high rates The last three major cyclical upswings in home prices have required lower interest rates to be sustained. With rate cuts still a long way away, AMP’s Chief Economist Shane Oliver looks at why the risk of another leg down in prices is high next year, particularly if unemployment rises significantly, and the key indicators to watch in the months ahead. …

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The threat of higher oil and petrol prices flowing from the war in Israel

Download PDF version The threat of higher oil and petrol prices flowing from the war in Israel Key points – The war in Israel has added to the upside risks to oil prices and downside risks to shares in the near term. – If Iran stays out of the conflict & a major supply disruption is avoided the impact on shares should ultimately be minimal. – If alternatively, oil prices do have a renewed surge …

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Oliver’s insights Podcast: Ep#95

Episode #95: The threat from higher oil and petrol prices Posing many humanitarian consequences, the war between Israel and Hamas could further lead to a surge in oil prices that will add to inflation, keep interest rates higher for longer and add to the risk of recession. AMP’s head of investment strategy and chief economist Dr. Shane Oliver looks at the implications for investors as well as the impact of higher oil prices on the …

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Oliver’s insights – oil and petrol prices

The war in Israel is terrible from a humanitarian perspective. From an economic and investment perspective the concern is that it will lead to a surge in oil prices that will add to inflation, keep interest rates higher for longer and add to the risk of recession.
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Welcome to the Spring edition of Haven

As we emerge from the hibernation of winter months, I hope you’re feeling spring in the air in your hood.

Are you looking to refinance soon? With most lenders looking at your last three months of financial activity to access your ability to repay a loan, we’ve got some hints and tips to make sure your finances are looking ship-shape when it’s time to refinance.

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Econosights: Impacts from falling home prices – the wealth effect | AMP Capital

The impacts of interest rate hikes on conusmers are well known: higher interest means that mortgage debt servicing costs will go up which is negative for consumer spending. But, rate hikes are also bad news for home prices.. Econosights: Impacts from falling home prices – the wealth effect Key points Declining home prices will have a negative impact on household wealth as 65% of wealth is related to housing. Lower household wealth is negative for …

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Econosights: Have we reached peak inflation? | AMP Capital

Econosights: Have we reached peak inflation? Key points A peak in inflation (in annual terms) has likely been reached in the US while Australia is lagging behind and is likely to see a peak in December 2022. Extremely high European energy prices means Euro inflation will increase further and may not peak until 2023. But, inflation is unlikely to be headed back to its pre-Covid levels of ~2% per annum or less and we expect …

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Econosights: Australian housing – impacts from the fixed rate mortgage “cliff” and risks to housing construction | AMP Capital

In this Econosights we look at some of the current issues in the housing market, including the the expiration of fixed rate mortgages and the outook for residential construction… Econosights: Australian housing – impacts from the fixed rate mortgage “cliff” and risks to housing construction Key points A large chunk of home loans that have been recently fixed at ultra-low rates will roll onto a variable mortgage rate that is 2-3 times higher. This is …

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