Oliver's Insights
Oliver's Insights
The worry list for shares – how worrying are they?
October 13, 2021
Dr Shane Oliver - Head of Investment Strategy and Chief Economist, AMP Capital Key points It’s still too early to say that the pull back in share markets is over. Some of the worries around US fiscal policy and politics, China, global supply constraints and central banks likely have further to run and could see...Read More
Dr Shane Oliver - Head of Investment Strategy and Chief Economist, AMP Capital Key points The key drivers of poor housing affordability and high household debt levels in Australia have been low rates and poor housing supply. Macro prudential controls to slow home lending now look imminent. But this is just a cyclical measure. More...Read More
Dr Shane Oliver - Head of Investment Strategy and Chief Economist, AMP Capital Key points Share markets have hit the wobbles lately on the back of a long worry list ranging from growth concerns, central bank tapering, the US debt ceiling and fears of about China Evergrande’s problems. Shares may still have more downside as...Read More
Dr Shane Oliver - Head of Investment Strategy and Chief Economist, AMP Capital Key points Since its February high of around $US0.80 the $A the $A has fallen on the back of global growth concerns, a slowdown in China and the Delta outbreak in Australia. However, there is good reason to expect the $A to...Read More
- but here’s 7 reasons to look beyond the gloom Dr Shane Oliver - Head of Investment Strategy and Chief Economist, AMP Capital Key points Australian GDP growth slowed in the June quarter but to a stronger than expected +0.7%qoq. This avoids a technical recession, but the current quarter is likely to see a 4%...Read More
China’s growth slowdown and regulatory crackdown
August 25, 2021
- what does it mean for China’s growth outlook? Dr Shane Oliver - Head of Investment Strategy and Chief Economist, AMP Capital Key points China is seeing a regulatory crackdown on tech companies, the property sector and inequality aimed at supporting its middle class. The shift to “bigger government” likely has further to run. Chinese...Read More
Six reasons why shares are at or near record levels
August 17, 2021
- but is it sustainable? Dr Shane Oliver - Head of Investment Strategy and Chief Economist, AMP Capital Key points Bonds and shares often diverge – we saw this a year ago with shares rallying but bond yields staying low. Shares have been boosted by strong earnings news, improved valuations, investor awareness of last years’...Read More
Great investment quotes for topsy turvy times
August 10, 2021
Dr Shane Oliver - Head of Investment Strategy and Chief Economist, AMP Capital Introduction The current environment seems to be one of extreme uncertainty. We have seen a strong economic recovery from last year’s global and Australian recessions – but there are worries about the resurgence of coronavirus driven by the Delta variant, peak growth,...Read More
– but here are five reasons for optimism Dr Shane Oliver - Head of Investment Strategy and Chief Economist, AMP Capital Key points The news on coronavirus has been bleak again lately – with rising cases globally & the ongoing NSW lockdown. However, there are five reasons for optimism: lockdowns still work against Delta (eg,...Read More
Dr Shane Oliver - Head of Investment Strategy and Chief Economist, AMP Capital Key points While shares are at risk of a near term correction on the back of coronavirus and inflation concerns, the trend is likely to remain up against the backdrop of continuing economic recovery and low interest rates. Seven key global charts...Read More