Dr Shane Oliver, Head of Investment Strategy and Chief Economist takes a look at the upswing now underway in the Australian residential property market. The key points are as follows: Expect average Australian home prices to rise 5-10% this year and next as ultra-low interest rates and economic recovery feed through. However, the outlook is […]
Olivers Insights
Oliver’s Insights: Nine common mistakes investors make
Published:
February 10, 2021
Dr Shane Oliver, Head of Investment Strategy and Chief Economist takes a look at a look at the nine most common mistakes investors make. The key points are as follows: Many of the mistakes investors make are based on common sense rules of thumb that turn out to be wrong As a result, it’s often […]
Seven key charts for investors to watch regarding the global economy and investment markets this year
Published:
January 29, 2021
Dr Shane Oliver, Head of Investment Strategy and Chief Economist takes a look at seven key charts for investors to watch regarding the global economy and investment markets this year. The key points are as follows: Shares are at risk of a short-term correction or consolidation, but investment markets should provide solid returns this year […]
US political protests, inflation and rising bond yields
Published:
January 21, 2021
Dr Shane Oliver, Head of Investment Strategy and Chief Economist looks at the investment market implications of recent political protests/rioting in the US and the recent back up in bond yields. The key points are as follows: US protests are only an issue for investment markets if they significantly impact economic activity and/or the sound […]
2021 – A list of lists regarding the macro investment outlook
Published:
January 12, 2021
Dr Shane Oliver, Head of Investment Strategy and Chief Economist provides a summary of key insights and views on the investment outlook in simple point form. The key points are as follows: 2020 turned out far better for investors than was feared with average balanced growth superannuation funds estimated to have returned around 3%. 2021 […]
Modern Monetary Theory – can it help with economic problems or is it just another Magic Money Tree?
Published:
November 26, 2020
For some years now Modern Monetary Theory (MMT) has been gaining prominence as a solution to the perceived failure of traditional economic policies to achieve full employment & meet inflation targets, despite at or near zero interest rates. MMT has been given added impetus by the hit to economic activity from coronavirus. And with even […]
Still The Lucky Country – five reasons why Australian shares are likely to outperform in the year ahead
Published:
November 18, 2020
In May, in a note called The Lucky Country, I argued that due to Australia’s far better control of coronavirus relative to many comparable countries, a stronger economic policy support response to shutdowns, and exposure to China which was well into economic recovery Australia was likely to come through this period of global misery relatively […]
Joe Biden on track to become US president – implications for investors and Australia
Published:
November 9, 2020
Contrary to what would normally be suggested by the worst recession since the 1930’s, high unemployment, the worst riots since 1968 and the poor handling of the coronavirus pandemic Donald Trump performed very well in the US presidential election resulting in a close outcome. However, while counting is still continuing in some key states, major […]
RBA cuts rates to just 0.1% and ramps up quantitative easing – but will it work?
Published:
November 4, 2020
Broad based additional easing from the RBA As had been well flagged, the RBA announced significant further monetary easing at its November meeting. This entails: A cut in the cash rate, the Term Funding Facility rate (ie, the rate at which the RBA provides cheap funding to the banks for three years) and the three-year […]
Nine keys to successful investing – and why they are more important than ever in the face of the coronavirus shock
Published:
October 14, 2020
As an investor its very easy to get thrown off by the ever present worry list surrounding investment markets that relates to economic activity, profits, interest rates, politics, etc. Or by the perennial predictions of an imminent crash. Or by talk of the next best thing that’s going to make you rich. The investment world […]