Oliver’s Insights

Dr Shane Oliver – Head of Investment Strategy and Chief Economist, AMP Capital Key points – The US election has significant potential to impact markets.

– but what about the Israel/Iran conflict & other risks? Key points Recession risks, the escalating Israel conflict, the US election along with still stretched

Introduction After pushing to record highs, share markets had a sizeable correction into last week – with US and global shares down nearly 9% and

Introduction Share markets have seen big falls on the back of rising recession fears. For the last two years there has been constant fears of

Introduction “The nine most terrifying words in the English language are: I’m from the Government, and I’m here to help.” – Ronald Reagan “We’re going

Introduction It’s often said that shares climb a wall of worry. And with good reason. The next chart shows the Australian All Ords price index

Introduction Changes in the value of the Australian dollar are important as they impact Australia’s international export competitiveness and the cost of imports, including that

Introduction There has been a wall of worry for investors over the last year but as is often the case share markets climbed it. This

Introduction It’s nearly four years since the tumultuous 2020 US presidential election and now the next one is almost upon us. So far investment markets

Introduction It’s now two years since the RBA first started to raise interest rates resulting in the biggest tightening cycle since the late 1980s. Rates

Another surplus, but bigger medium term deficits with more big spending, including on a “Future Made in Australia” Introduction The Budget is aimed at trying

– shares are vulnerable to a bout of volatility but here’s five reasons why the trend will likely remain up Introduction From their lows last