Israel/Iran fears and rate cut uncertainty
Stay up-to-date with the latest information, views, and expert opinions to help you take care of your financial future.
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How to boost your retirement savings as super and tax laws change
Stay up-to-date with the latest information, views, and expert opinions to help you take care of your financial future.
Oliver’s insights – China’s slowdown and structural challenges
The article looks at the current concerns about the Chinese economic outlook and how Australia can’t rely on the China/commodity boom indefinitely.
Oliver’s insights – home ownership
This note looks at the decline in Australia’s home ownership rate since the mid-1960s and what has driven it.
Five medium term inflation pressures
Five medium term inflation pressures and implications for investors
Australia’s Achilles’ heel – high household debt and rising interest rates…it’s not as bad as it looks, but it’s still an issue | AMP Capital
Australia’s Achilles’ heel – high household debt and rising interest rates…it’s not as bad as it looks, but it’s still an issue Key points Australian household debt has risen dramatically since the 1980s and is high compared to other countries. The rise is not as bad as it looks because it’s been matched by rising wealth and debt servicing problems are low. However, this will likely change as interest rates rise further & if …
Rising bond yields and the end of the super cycle bull market in bonds | AMP Capital
Rising bond yields and the end of the super cycle bull market in bonds Key Points It’s normal for bond yields to rise in economic recoveries but it’s looking increasingly likely that the nearly 40-year super cycle decline in bond yields is over. This will remove a key tailwind for investment returns over the decade ahead but as we have seen this year bond yields are unlikely to go up in a straight line. Introduction …
The worry list for shares – how worrying are they? | AMP Capital
The worry list for shares – how worrying are they? Key Points It’s still too early to say that the pull back in share markets is over. Some of the worries around US fiscal policy and politics, China, global supply constraints and central banks likely have further to run and could see the correction go further. Historically the main driver of whether we see a correction or a mild bear market, as opposed to a …
Why is Australian housing so expensive and what can be done to improve housing affordability? | AMP Capital
Why is Australian housing so expensive and what can be done to improve housing affordability? Key Points The key drivers of poor housing affordability and high household debt levels in Australia have been low rates and poor housing supply. Macro prudential controls to slow home lending now look imminent. But this is just a cyclical measure. More fundamental measures to improve housing affordability need to focus on boosting housing supply and decentralising away from …