Oliver's Insights
Oliver's Insights
Dr Shane Oliver, Head of Investment Strategy and Chief Economist looks at the main questions investors commonly have regarding the investment outlook in a simple Q&A format.. The key points are as follows: Global recovery is on track. Vaccines are working. JobKeeper’s end won’t derail Australia’s recovery. Inflation could become an issue in the medium...Read More
Dr Shane Oliver, Head of Investment Strategy and Chief Economist takes a look at where we are in the investment cycle. The key points are as follows: The history of cyclical bull markets in shares suggests that the rebound since last March still has a way to go. But it’s normal for the second 12...Read More
Dr Shane Oliver, Head of Investment Strategy and Chief Economist takes a look at Bitcoin which has had nearly a 15 fold increase in price from its low last year. The key points are as follows: Digital currencies and blockchain technology may have a lot to offer - but that does not mean Bitcoin will...Read More
Dr Shane Oliver, Head of Investment Strategy and Chief Economist provides some context and the implications for investors if the rally in bond yields put pressure on share markets. The key points are as follows: Higher bond yields are normal in economic recovery and should not be a major problem for shares if they are...Read More
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...Read More
Oliver’s Insights: Nine common mistakes investors make
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...Read More
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...Read More
US political protests, inflation and rising bond yields
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...Read More
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...Read More
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...Read More