Oliver’s Insights: worries about sharemarket volatility

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This edition of Oliver’s Insights looks at the recent volatility and correction in share markets. The key points are as follows: After strong gains shares were due for a correction. Worries about

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Oliver’s Insights: Risk on, risk off

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This edition of Oliver’s Insights looks at the phenomenon of “risk on/risk off” that has seen listed growth assets like shares, corporate debt, commodity prices and the Australian dollar move

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Oliver’s Insights – Australian budget 2013

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The attached edition of Oliver’s Insights takes a look at the Australian Government’s 2013-14 Budget. The key points are as follows: The positives in the Budget are more for education,

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Oliver’s Insights: Investment Imperatives

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This edition of Oliver’s Insights takes a break from the usual soap opera of issues surrounding investment markets (US growth, Cyprus, Japanese reflation, Chinese growth disappointments, the collapse in gold,

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Oliver’s Insights – China worries return, but how serious are they?

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The attached edition of Oliver’s Insights looks at the outlook for the Chinese economy and share market. The key points are as follows: China’s worries are overblown. Property tightening is likely to

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Oliver’s Insights – Money printing and hyperinflation

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This edition of Oliver’s Insights looks at the risks associated with quantitative easing, or money printing, in particular the threat of hyperinflation that many seem to be fearing. The key

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Australian profits, growth, interest rates and shares

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This edition of Oliver’s Insights looks at the outlook for Australian shares and interest rates given the just concluded profit reporting season and the December quarter national accounts. The key points are

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A new secular bull market in shares is close

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The attached edition of Oliver’s Insights looks at the prospects for a new long term or secular bull market in shares. The key points are as follows: After being in

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The Italian election and European risk

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This edition of Oliver’s Insights looks at the implications of the Italian parliamentary elections. The key points are as follows: An inconclusive election in Italy, which has put a cloud

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Oliver’s Insights – What’s the chance of a bond crash?

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This edition of Oliver’s Insights looks at the outlook for government bonds and specifically the risk of a 1994 style bond crash. The key points are as follows: Sovereign bonds

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