Oliver’s insights Podcast: Ep#94

The rise in bond yields has left shares offering a low risk premium over bonds leaving them at risk of more softness. The conflict in Israel this week has added to the risk, although the threat should be minimal if Iran is not drawn in, avoiding a severe impact on oil supplies. AMP’s chief economist Dr. Shane Oliver looks at the parallels with the run up in bond yields prior to the 1987 crash, current …

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.

Oliver’s insights – shares hit another bout of turbulence

Shares have hit turbulence again with worries about inflation, interest rates, recession and, now, problems in US banks. Read more to learn what this means for investors.

Coronavirus continues to cause havoc globally and in Australia – but here are five reasons for optimism | AMP Capital

Coronavirus continues to cause havoc globally and in Australia – but here are five reasons for optimism Key points The news on coronavirus has been bleak again lately – with rising cases globally & the ongoing NSW lockdown. However, there are five reasons for optimism: lockdowns still work against Delta (eg, in SA & Victoria); vaccines are working; once lockdowns end economic activity rebounds quickly; the threat posed by Delta will keep fiscal & monetary …

Oliver’s Insights – Nine common mistakes investors make

Nine common mistakes investors make Key points Many of the mistakes investors make are based on common sense rules of thumb that turn out to be wrong. As a result, it’s often wise for investors to turn common sense logic on its head. The easiest way to avoid many of these mistakes is to have a long-term investment plan that aligns your financial goals with your risk tolerance. Introduction In the confusing and often seemingly …