Weekly market & economic update

From

The past week has seen investors switch back to “risk on” in a big way thanks to talk of a fast tracked fiscal union in the Euro zone which will

continue reading

Oliver’s Insights: why the RBA should cut rates again

From

After the Reserve Bank of Australia’s rate cut a month ago, the general consensus was there was little urgency for the RBA to move again. The most likely outcome seemed

continue reading

The threat from Europe – how big?

From

Analysing Europe is becoming a drag. But its also unavoidable. This note looks at the threat to global and Australian growth over the year ahead flowing from the worsening crisis

continue reading

Weekly economic & market update

From

Another week dominated by Europe. The good news is that new governments led by technocrats in Italy and Greece are settling in. However, passing austerity measures and economic reforms in

continue reading

AMP Capital weekly economic and market update

From

The past week saw another roller coast ride in investment markets reflecting the debacle in Europe, with risk assets falling sharply into mid week before an improvement in the political

continue reading

Oliver’s Insights: the Australian dollar and Europe

From

A year ago I thought the $A would head up to around $US1.10. Having done that, it has been messy since mid year with the $A falling just below $US0.94

continue reading

Shares & the long term – how long is long?

From

A few weeks ago after producing a graph showing shares outperform cash and bonds over the long term I was asked a question along the lines “if shares outperform other

continue reading

AMP Capital: Weekly economic & market report

From

After a few days of relative calm on the European front it was back to mayhem as normal over the last week with the Greek PM announcing a referendum on

continue reading

AMP Capital: Weekly economic & market update

From

The weekly economic and market report reviews the key developments of the past week for investment markets, as well as the outlook. Headline developments of the past week After much delay Europe

continue reading

Oliver’s Insights: Has Europe done enough?

From

October has seen a strong rebound in share markets driven by a combination of improved data out of the US and signs Europe is heading towards a “comprehensive” response to

continue reading