2023 – a list of lists regarding the macro investment outlook
Dr Shane Oliver – Head of Investment Strategy and Chief Economist, AMP Capital Introduction After very strong returns in 2021 thanks to reopening from Covid
17th January 2023
Olivers Insights
Review of 2022, outlook for 2023
Expect a rough ride, but better returns Dr Shane Oliver – Head of Investment Strategy and Chief Economist, AMP Capital 2022 – from Covid to
13th December 2022
The home price slump continued in November, with still more to go
Dr Shane Oliver – Head of Investment Strategy and Chief Economist, AMP Capital The slump in home prices continues After surging by 28.6% from their
1st December 2022
Five medium term inflation pressures & implications for investors
Dr Shane Oliver – Head of Investment Strategy and Chief Economist, AMP Capital Introduction It’s often said you don’t realise how good something is until
28th November 2022
Seven reasons why Australia should be able to avoid a recession
Dr Shane Oliver – Head of Investment Strategy and Chief Economist, AMP Capital Introduction Economic and financial commentary has been particularly gloomy of late, with
8th November 2022
The October 2022-23 Australian Budget
– balancing a revenue windfall, election promises, structural spending demands & inflation pressures Dr Shane Oliver – Head of Investment Strategy and Chief Economist, AMP
26th October 2022
Seven things for investors to keep in mind in rough times like these
Dr Shane Oliver – Head of Investment Strategy and Chief Economist, AMP Capital Introduction Successful investing can be really hard in times like the present.
19th October 2022
The perils of forecasting in investing – three things for investors to consider
Dr Shane Oliver – Head of Investment Strategy and Chief Economist, AMP Capital Introduction The latest client note by Howard Marks, the co-founder and co-chair
11th October 2022
The RBA hikes rates by 0.25%
Here are five reasons why the RBA was right to slowdown and the top is near Dr Shane Oliver – Head of Investment Strategy and
5th October 2022
Shares sliding again – what’s driving it and is there any light at the end of the tunnel?
Dr Shane Oliver – Head of Investment Strategy and Chief Economist, AMP Capital Introduction Investors could be forgiven for looking back on the pandemic years
27th September 2022
Australia’s productivity challenge – why it matters and what to do about it
Dr Shane Oliver – Head of Investment Strategy and Chief Economist, AMP Capital “Productivity isn’t everything, but, in the long run, it is almost everything”.
14th September 2022
Seven key charts for investors to keep an eye on in assessing the investment outlook
Dr Shane Oliver – Head of Investment Strategy and Chief Economist, AMP Capital Introduction Shares remain vulnerable in the short term. They had a nice
7th September 2022
