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 – Australian recession Q&A

Recession has been a recurring theme over the last year or so but has intensified lately. But what’s driving it? How serious is the risk of recession? And what would it mean for Australians and investors?

Market outlook Q&A – disconnect to real economy, growth v value, vaccines, property, gold, inflation and other issues | AMP Capital

Market outlook Q&A – disconnect to real economy, growth v value, vaccines, property, gold, inflation and other issues Key points Share markets often lead economic recoveries. Share markets are likely to see a rotation in favour of cyclical stocks relative to growth stocks and this would favour non-US and Australian shares over US shares. Markets have only partially priced in a vaccine. More downside is likely in the $US and this could see the $A …

Role-reversal: When parents are relying on you | Money & Life

Role-reversal: When parents are relying on you As your parents get older, your whole family will be facing lots of changes. Supporting them during this time can be challenging, with lots of choices to be made. Get some tips to help you prepare for this role-reversal without it becoming a burden or a cause of family conflict. In the later stages of life, many seniors want to stay independent for as long as possible, but …