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.
Tag: implications implications
Weekly market update 20-10-2023
The new highs in bond yields are putting increasing pressure on share market valuations; the conflict in Israel presents a dilemma for central banks; the high risk of another RBA rate hike, which will add to recession risk; and more.
Weekly market update 13-10-2023
This week Dr Shane Oliver analyses where we have seen the bottom in shares; US September inflation will keep the Fed on edge; the impacts of the Israeli war & petrol prices; upside wage growth risks in Australia; and more.
Weekly market update 06-10-2023
Global share market fell again over the last week; investor sentiment has fallen sharply; concerning signs in RBA Financial Stability Review; slowing consumer spending in Australia; and more.
Weekly market update 01-09-2023
The key developments over the past week were easing pressure on central banks; falling Australian inflation; RBA to leave rates on hold; and more.
Weekly market update 25-08-2023
This week Dr Shane Oliver discusses correction risks remain high; PMIs point to slower growth; Australian IGR means lower living standards; and more.
Weekly market update 18-08-2023
This week we take a look at the ongoing upwards pressure on bond yields and worries about poor growth and property problems in China; Australian jobs & wages data should keep RBA on hold; Australian governments to target 1.2 million new homes; and more.
Insights: Why the need to lift productivity – and why it might be hard
Why the need to lift productivity Download PDF version Insights: Why the need to lift productivity – and why it might be hard Dr Shane Oliver – Head of Investment Strategy and Chief Economist, AMP Key points – The last 20 years have seen a slump in productivity growth in Australia from over 2% pa to less than 1% pa. This has curtailed growth in living standards and real wages. It will adversely affect asset class returns …
Informed Market update: August 2023
August 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 July 2023. Asset class (% change) 1 month 3 months 1 year 3 years (% pa) Australian shares 2.9 2.0 11.7 12.0 Smaller companies 3.5 0.2 0.8 5.9 International shares (unhedged) 2.1 6.5 17.6 14.0 International shares (hedged) 2.9 8.7 12.7 12.7 Emerging markets (unhedged) 4.9 6.3 …
Weekly market update 11-08-2023
This week Dr Shane Oliver discusses how shares remain at risk of a correction; the good news on US inflation continued; RBA Gov Lowe retains softened tightening bias & right to caution regarding the new Board; the rapidly slowing Australian consuner spendingr; and more.