Seven key charts for investors to keep an eye on – where are they now?

 Download PDF version Seven key charts for investors to keep an eye on – where are they now? Key points – Shares have hit a rough patch since recent highs with concerns about the growth outlook. – We remain upbeat on a 12-month view as falling inflation allows rate cuts and hopefully recession is avoided or is mild. But the risk of a further correction in shares is high. – Seven key charts worth watching …

Seven things you need to know about the Australian property market

The Australian housing market has started the year on a solid note with national home prices up 1.6% over the first three months according to CoreLogic. We had thought the drag of high mortgage rates would get the upper hand again but the supply shortfall is continuing to dominate.

Seven lasting impacts from the COVID pandemic

Seven lasting impacts from the COVID pandemic Key points – Seven key lasting impacts from the Coronavirus pandemic are: “bigger” government; tighter labour markets; reduced globalisation and increased geopolitical tensions; higher inflation; worse housing affordability; working from home; and a faster embrace of technology. – On balance these make for a more fragmented and volatile world for investment returns. But it’s not all negative. Full Details here:-  Download PDF version

Oliver’s insights Episode #77 The Watch List 7 economic indicators for investors to pay attention to

Oliver’s insights Episode #77 The Watch List 7 economic indicators for investors to pay attention to AMP’s Head of Investment Strategy and Chief Economist Dr. Shane Oliver looks at seven key indicators that investors need to keep a close eye on to understand where the investment cycle is going and what shares, in particular, are likely to do. This episode can be found on your favourite streaming platform, including Soundcloud, Spotify and Apple podcasts. For …

Oliver’s insights – seven key charts

Seven key charts worth keeping an eye on remain: global business conditions PMIs; inflation and our Inflation Indicators; unemployment and underemployment; inflation expectations; earnings revisions; the gap between earnings yields and bond yields; and the US dollar.

Share market falls – seven things for investors to keep in mind | AMP Capital

Share market falls – seven things for investors to keep in mind Key Points Share markets have fallen in recent weeks on the back of worries about inflation, monetary tightening, the Omicron disruption and the rising risk of a Russian invasion of Ukraine. Its too early to say markets have bottomed. Key things for investors to bear in mind are that: corrections are healthy and normal; in the absence of a renewed recession share market …

Seven lessons from the Global Financial Crisis for investors

Seven lessons from the Global Financial Crisis for investors Key points The key lessons for investors from the Global Financial Crisis (GFC) are that: there is always a cycle; while each cycle is different, markets are pushed to extremes of valuation and sentiment; high returns come with higher risk; be sceptical of financial engineering or hard-to-understand products; avoid too much gearing or gearing of the wrong sort; the importance of proper diversification; and the importance …

The pullback in shares – seven reasons not to be too concerned

09 February 2018 The pullback in shares – seven reasons not to be too concerned Key points The current pullback in shares has been triggered by worries around US inflation, the Fed and rising bond yields but made worse by an unwinding of bets that volatility would continue to fall. We may have seen the worst, but it’s too early to say for sure. However, our view remains that it’s just another correction. Key things …

7 tips on how to retire early

7 tips on how to retire early Are you dreaming about early retirement, but unsure how to go about it? You might be surprised to learn that Aussies are retiring earlier, with 25% of men retiring before age 55 and 50% retiring between 55 to 64 years. For women, the figures are higher, with 55% stopping work before they reach 55 and 36% retiring between the ages of 55 and 64 years1. But while these …