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

Oliver’s insights – nine key things for successful investing

Successful investing is not always easy and can be stressful. Even in good times. For this reason, it’s useful for investors to keep a key set of things in mind.

Five constraints on medium term investment returns

  Download PDF version Five constraints on medium term investment returns Key points – Five megatrends suggest higher medium term inflation pressures & lower economic growth than pre-pandemic. – These are: a move away from economic rationalist policies; the reversal of globalisation; rising geopolitical tensions; climate change and decarbonisation; as well as slowing and aging populations. A productivity boost from artificial intelligence should provide some partial offset though. – But taken together this will likely …

Don’t get burnt by hype – Research an investment opportunity

Smart investors plan, research and understand their investments, and how they fit with their financial goals. Don’t get burnt by hype. Invest in facts. Start with Moneysmart. Visit https://moneysmart.gov.au/investment-warnings Original Author: Produced by Moneysmart and published on 30/10/2023 Source

Oliver’s insights Podcast: Ep#97

Episode #97: Five constraints on medium term investment returns In the 1980s and 90s superannuation investment returns were very strong. But since 1999, nominal superannuation returns have been more constrained averaging 6.2% pa as we entered a lower return world. Five key structural trends suggest higher medium term inflation pressures and constrained economic growth than pre-pandemic. AMP’s Chief Economist, Dr. Shane Oliver looks at why this is happening as well as the implications investment returns. …

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.

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.

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 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.