Oliver’s

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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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

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Oliver’s insights – The RBA leaves rates on hold

The decision by the RBA to leave rates on hold at its December meeting and whether we have reached the top or not. At its December meeting the RBA left rates on hold but retained a tightening bias with still relatively hawkish commentary.

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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.