insights

Oliver’s insights – Donald Trump elected President of the US

The return of Donald Trump to the US presidency brings the prospect of more US tax cuts and deregulation, but also more tariff hikes and trade wars and policy uncertainty.

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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.

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Oliver’s insights – strong investment returns

There has been a wall of worry for investors over the last year but as is often the case share markets climbed it. This resulted in another financial year of strong investment returns in 2023-24. But can it continue?

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

The US presidential election – implications for investors and Australia

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Oliver’s Insights – seasonal patterns in shares

This article looks at seasonal patterns in shares and whether its time to “sell in May and go away” along the lines of the old share market saying.

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Oliver’s insights – the art of happiness

This article looks at happiness and whether economics is failing us with its focus on GDP and consumption.

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INSIGHTS: March 2024 Market update

March 2024 Market update Summary Global share markets rose over February and were notably strong in Asia as Chinese markets bounced sharply from very oversold conditions, and the US technology sector led by Nvidia and the AI boom. Most bond, credit and real asset markets were flat to down, consistent with rate movements. Bond yields rose as sticky inflation concerns mounted – the market priced out over half of the seven US rate cuts previously …

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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

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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.

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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