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Everything from Shane Oliver - AMP chief economist

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

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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

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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

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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

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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

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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

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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

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10 Sep 2025

Weekly economic and market update – week ending 5 September,2025

From Shane Oliver - AMP chief economist

Investment markets and key developments Global shares were mixed over the last week. US shares rose to a new record high as soft jobs data added to expectations for Fed

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08 Sep 2025

Compound interest and returns are an investor’s best friend

From Shane Oliver - AMP chief economist

Key points Compound interest is an investor’s best friend but can be a borrower’s worst nightmare. The higher the return, the earlier and bigger the investment contribution and the longer

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20 Aug 2025

Weekly economic and market update – week ending 15 August, 2025

From Shane Oliver - AMP chief economist

Investment markets and key developments Global shares, led by the US share market pushed further into record territory over the last week helped by solid US earnings growth, okay economic

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18 Aug 2025

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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 [...]
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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 [...]