Article list

Everything from Shane Oliver - AMP chief economist

Five ways to turn down the noise, stay focussed (and survive Trump)

From Shane Oliver - AMP chief economist

Key points A surge in financial information and opinion along with our natural inclination to focus on bad news is arguably making us worse investors: more fearful and short-term focussed.

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13 Nov 2024

Weekly economic and market update – week ending 1 November, 2024

From Shane Oliver - AMP chief economist

Investment markets and key developments Global share markets remained under pressure over the last week not helped by mixed US earnings news and ongoing increases in bond yields not helped

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04 Nov 2024

Why value matters in investing – and what are valuations telling us now?

From Shane Oliver - AMP chief economist

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

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30 Oct 2024

Weekly economic and market update – week ending 25 October, 2024

From Shane Oliver - AMP chief economist

Investment markets and key developments Global share markets hit a rough patch over the last week on concerns about valuations amidst rising bond yields even though economic and earnings data

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28 Oct 2024

Nine bad habits of ineffective investors: common mistakes investors make

From Shane Oliver - AMP chief economist

Key points 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 wise for investors

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23 Oct 2024

Weekly economic and market update – week ending 21 October, 2024

From Shane Oliver - AMP chief economist

Investment markets and key developments Global share markets mostly rose over the last week. US shares rose 0.9% on the back of solid economic data and a mixed but okay

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21 Oct 2024

China’s “big” stimulus – will it work? And what does it mean for Australia?

From Shane Oliver - AMP chief economist

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. However, it’s doubtful it will be

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17 Oct 2024

Weekly economic and market update – week ending 11 October, 2024

From Shane Oliver - AMP chief economist

Investment markets and key developments Global share markets rose over the last week helped by the absence so far of an Israeli retaliation against Iran and hopes that it will

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14 Oct 2024

Harris versus Trump – implications for investors and Australia

From Shane Oliver - AMP chief economist

Key points The US election has significant potential to impact markets. A Harris victory would mean more of the same, but a Trump victory could lead to uncertainty particularly around

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10 Oct 2024

Weekly economic and market update – week ending 4 October, 2023

From Shane Oliver - AMP chief economist

Investment markets and key developments Global share markets mostly fell over the last week as the war in the Middle East escalated further with Iran’s retaliatory missile strike on Israel

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08 Oct 2024

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CPD: Growth holds, risks widen
Economic outlook: Structural forces, cyclical implications Longer-term secular forces are driving the six- to 12-month cyclical outlook. Our June 2026 Secular Outlook, “Rupture and Resilience[1],” explored the fraying of traditional [...]
CPD: Intergenerational wealth – When the responsibility transfers before the money
Picture this: an Enduring Power of Attorney (EPOA) has sat in a filing cabinet for years. Then a sudden health event means an adult daughter is called on to act [...]
CPD: Why market structure rewards active management in local currency EMD
Key takeaways A large, diverse and fast-growing opportunity set: local currency EMD spans economies at very different points in the cycle, offering income, growth and genuine diversification. Structure, not just [...]
CPD: A practical system for building client confidence – Value of Advice (Part 1)
Introduction As the advice profession continues to evolve, so too do client expectations and perceptions of the value of advice. Perhaps nothing sums up this shift as perfectly as this [...]
CPD: When a little knowledge is dangerous – countering the financial ‘guidance’ your clients are getting from AI
Move over, Google The expression “a little knowledge is a dangerous thing” seems particularly appropriate to financial decisions, where the amounts at stake and the inherent complexity make the risk [...]