November 2023 Market update

November 2023 Market update    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 30 October 2023. Asset class (% change) 1 month 3 months 1 year 3 years (% pa) Australian shares -3.8 -7.2 3.0 8.9 Smaller companies -5.5 -10.5 -5.1 0.5 International shares (unhedged) -1.0 -3.4 11.7 12.0 International shares (hedged) -2.6 -7.9 9.6 9.6 Emerging markets …

Econosights – wages breakout

Australia’s labour market has held up better than expected, despite the biggest interest rate hiking cycle since the late 1980s. Recently released data on newly lodged Enterprise Bargaining Agreements are showing a spike in wages growth which are increasing concerns that a wages breakout will threaten the inflation outlook.

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.

Oliver’s insights – risks for shares

This edition of Oliver’s Insights looks at the impact of rising bond yields on shares, the risks flowing from the renewed conflict in Israel and comparisons to the run up to the 1987 share crash.

Simplifying Investing with Diana Mousina

Episode #93: The housing market The Australian housing market is a deeply watched sector of the economy, because it impacts everybody. This week AMP’s deputy chief economist Diana Mousina looks more closely at the housing market, including why prices have rebounded so fast, the outlook for home prices, conditions in the lending market and why the rental market is still so hot. Important information: This podcast is general in nature and hasn’t taken your circumstances …

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.

Informed June 2023 Market Update

June 2023 Market update The table below provides details of the movement in average investment returns from various asset classes for the period up to 31 May 2023. Asset class (% change) 1 month 3 months 1 year 3 years (% pa) Australian shares -2.5 -0.9 2.9 11.4 Smaller companies -3.3 -1.3 -5.8 4.5 International shares (unhedged) 1.2 8.4 13.4 11.9 International shares (hedged) -0.2 4.0 3.2 11.7 Emerging markets (unhedged) 0.4 4.4 1.4 4.4 Property …

Weekly market update 24-03-2023

Dr Shane Oliver discusses how bank turmoil is still providing a roller coaster ride for investors; case for an RBA pause remains strong; PMIs show easing Aust inflation pressure; and more.