Article list

Everything from Shane Oliver - AMP chief economist

Weekly economic and market update – week ending 17 October, 2025

From Shane Oliver - AMP chief economist

Investment markets and key developments Global shares were mixed over the past week with US and European shares recovering some of their sharp falls in the prior week but continuing

continue reading

20 Oct 2025

Weekly economic and market update – week ending 10 October, 2025

From Shane Oliver - AMP chief economist

Investment markets and key developments Global share markets mostly rose again over the last week. US shares had a few wobbles on concerns about excessive valuations and a possible AI

continue reading

13 Oct 2025

Bubble trouble – is AI enthusiasm driving a bubble in shares?

From Shane Oliver - AMP chief economist

Key points Rich share market valuations are warning of the risk of a pullback in shares amidst fears of a bubble and it’s possible that enthusiasm for AI has run

continue reading

09 Oct 2025

Weekly economic and market update – week ending 3 October, 2025

From Shane Oliver - AMP chief economist

Investment markets and key developments Share markets rose strongly over the last week, with optimism for further US rate cuts offsetting the start of another US partial government shutdown. Helped

continue reading

07 Oct 2025

Weekly economic and market update – week ending 26 September, 2025

From Shane Oliver - AMP chief economist

Investment markets and key developments Despite a bounce on Friday US shares fell 0.3% over the last week as expectations for Fed rate cuts were wound back, but Eurozone shares

continue reading

29 Sep 2025

Medium term investment returns face five key constraints

From Shane Oliver - AMP chief economist

Key points Five mega trends still point to risks of a more inflation prone/lower growth environment than pre-pandemic. These are: a move away from economic rationalist policies; the reversal of

continue reading

24 Sep 2025

Weekly economic and market update – week ending 19 September, 2025

From Shane Oliver - AMP chief economist

Investment markets and key developments Global shares mostly rose over the last week as the Fed resumed cutting rates. US, European and Japanese shares all rose but Chinese shares fell

continue reading

22 Sep 2025

Gold at record highs – can it keep going? Implications for investors

From Shane Oliver - AMP chief economist

Key points The gold price has surged to record highs. Key drivers have been central banks increasing their gold reserves, rate cuts, a renewed downtrend in the $US and demand

continue reading

17 Sep 2025

Weekly economic and market update – week ending 12 September, 2025

From Shane Oliver - AMP chief economist

Investment markets and key developments Global shares rose over the last week buoyed by expectations for rate cuts in the US. This saw US and Japanese shares rise to new

continue reading

15 Sep 2025

Australian growth on the mend – implications for profits and interest rates

From Shane Oliver - AMP chief economist

Key points Australia is seeing a gradual economic recovery with growth likely to reach 2.5% next year. This in turn is underpinning a likely upswing in profits. The RBA is

continue reading

10 Sep 2025

FIRST 1 2 3 456 7 8 9...98 LAST

Earn CPD Points

CPD: The structural advantage of US middle market private credit
Private credit has moved from a niche institutional allocation to a mainstream component of modern portfolio construction. It offers advisers a compelling way to enhance income, diversification and portfolio resilience. [...]
CPD: Rupture and resilience
The global economy is no longer gliding along a familiar path of ongoing globalization and increasing integration. In the words of Canadian Prime Minister Mark Carney, the world is undergoing [...]
CPD: A TTR strategy for modern retirement
We are currently witnessing one of the most significant demographic transformations in Australia’s history. Over the next decade, an estimated 2.5 million Australians are expected to enter retirement[1]. This article, [...]
CPD: Trend following in uncertain times
Trend following strategies aim to generate returns by capturing sustained price movements across a diverse range of asset classes. Unlike traditional investment approaches that rely on valuation or forecasting, trend [...]
CPD: Aged care advice and ethics
Data from the Australian Institute of Health and Welfare (AIHW) shows that Australia’s population aged 65 and over is projected to reach 22% – or 8.8 million people – by [...]