Oliver’s insights – falling inflation – what does it mean for investors?
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.
Episode #98: Australian home prices up on supply shortfall, but at risk from high rates The last three major cyclical upswings in home prices have required lower interest rates to be sustained. With rate cuts still a long way away, AMP’s Chief Economist Shane Oliver looks at why the risk of another leg down in prices is high next year, particularly if unemployment rises significantly, and the key indicators to watch in the months ahead. …
Episode #97: Five constraints on medium term investment returns In the 1980s and 90s superannuation investment returns were very strong. But since 1999, nominal superannuation returns have been more constrained averaging 6.2% pa as we entered a lower return world. Five key structural trends suggest higher medium term inflation pressures and constrained economic growth than pre-pandemic. AMP’s Chief Economist, Dr. Shane Oliver looks at why this is happening as well as the implications investment returns. …
Episode #95: The threat from higher oil and petrol prices Posing many humanitarian consequences, the war between Israel and Hamas could further lead to a surge in oil prices that will add to inflation, keep interest rates higher for longer and add to the risk of recession. AMP’s head of investment strategy and chief economist Dr. Shane Oliver looks at the implications for investors as well as the impact of higher oil prices on the …
Episode #92: Is another rate hike still imminent? In the last week, we saw the RBA leave interest rates on hold for the fourth month in a row, against the backdrop of increasing uncertainty around political developments in the US and geopolitical risks concerning China. AMP’s chief economist Dr. Shane Oliver explores the outlook for interest rates amid the further softening of the jobs market, falling jobs vacancies and rising levels of mortgage stress. Important …