Oliver’s insights:- China’s big stimulus – will it work? And what does it mean for Australia?
This week’s edition looks at China’s pivot from incremental and modest policy stimulus to providing more aggressive support for its economy.
Tag: Shares
Why super and growth assets like shares really are long term investments
Download PDF version Why super and growth assets like shares really are long term investments Key points – While growth assets like shares go through bouts of short-term underperformance versus bonds and cash, they provide superior long-term returns. So, it makes sense that superannuation has a high exposure to them. – The best approach is to simply recognise that occasional sharp falls in share markets and hence super funds are normal and that investing …
How catch-up concessional contributions work
If you’ve had interrupted income, or just haven’t been in a position to put as much into super as you’d like, catch-up concessional contributions may provide an opportunity to top up at a more convenient time.
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?
Weekly market update 21-06-2024
This week, narrowing US share gains; drip feed of falling global inflation & rates is good sign for RBA; Federal & state governments making the RBA’s job harder; the pros & cons of nuclear; and more.
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.
Weekly market update 17-11-2023
Shares up in the US, Eurozone and Japan but not in China; inflation is continuing to fall about as quickly as it went up; Australian wages & jobs are proving to be not strong enough for another RBA hike; and more.
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 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 – 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.