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Everything from Shane Oliver - AMP chief economist

The rise of populism and bigger government – what it means for investors

From Shane Oliver - AMP chief economist

Key points The continuing rise of populism globally – as evident in recent European elections and in the US with Trump and the Republican party – is signalling an ongoing

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25 Jul 2024

Weekly economic and market update – week ending 19 July, 2024

From Shane Oliver - AMP chief economist

Investment markets and key developments Share markets mostly fell over the last week with tech stocks remaining under pressure, US political uncertainty starting to creep in, a lack of new

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22 Jul 2024

Australian shares at new record highs – is it sustainable?

From Shane Oliver - AMP chief economist

Key points With Australian shares reaching a new record high we have revised up our slightly our expectations for the ASX 200 this year (from 7900 to 8100) reflecting prospects

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18 Jul 2024

Weekly economic and market update – week ending 12 July, 2024

From Shane Oliver - AMP chief economist

Investment markets and key developments Share markets mostly rose again over the last week with US, Japanese and Australian shares hitting record highs as expectations for Fed rates by September

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15 Jul 2024

The five reasons why the $A is likely to rise further – if recession is avoided

From Shane Oliver - AMP chief economist

Key points After a soft patch since 2021, there is good reason to expect the $A to rise into next year: it’s undervalued; interest rate differentials look likely to shift

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11 Jul 2024

Weekly economic and market update – week ending 5 July 2024

From Shane Oliver - AMP chief economist

Investment markets and key developments Share markets mostly rose over the last week, with US shares buoyed by increasing confidence in Fed rate cuts this year and strength in tech

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08 Jul 2024

2023-24 saw strong investment returns again – but can it continue?

From Shane Oliver - AMP chief economist

Key points 2023-24 provided another year of strong returns for investors as shares were boosted by falling inflation, central banks pivoting towards rate cuts (although is RBA is lagging) and

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03 Jul 2024

Weekly economic and market update – week ending 28 June, 2024

From Shane Oliver - AMP chief economist

Investment markets and key developments Share markets were mixed over the last week. US shares rose, recovering from a brief pull back in tech stocks led by Nvidia, as economic

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01 Jul 2024

The 9 most important things I have learned about investing over 40 years

From Shane Oliver - AMP chief economist

Key points My nine most important lessons from investing over the past 40 years are: there is always a cycle; the crowd gets it wrong at extremes; what you pay

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26 Jun 2024

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

From Shane Oliver - AMP chief economist

Investment markets and key developments Share markets were mixed over the last week. US shares pushed higher helped by tech and AI optimism. Eurozone shares recovered some of their losses

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24 Jun 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 [...]