Olivers Insights

Key points – The economic and financial environment today is more challenging than when Trump first took over in 2017: inflation is a bit higher,

Key points – The return of Donald Trump to the US presidency brings the prospect of more US tax cuts and deregulation, but also more

Key points – Starting point valuations – like yields and price to earnings ratios – are key drivers of medium-term investment returns. – Valuation starting

Key points – Many of the mistakes investors make are based on common sense rules of thumb that turn out to be wrong. – As

Key points – A move towards more aggressive fiscal policy stimulus and property support measures should help drive a mild cyclical upswing in China’s economy.

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 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 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