2013 – a list of lists

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The attached edition of Oliver’s Insights provides a summary of key views on the economic and investment outlook in simple point form. The key points are as follows: – 2013 is likely to

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Oliver’s Insights: Shares climbing a wall of worry

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The attached ‘Oliver’s Insight’ looks at the continuing recovery in share markets, despite ongoing worries about the global growth outlook. The key points are as follows: Global growth is likely to be

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Market outlook after a rough financial year

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Unfortunately, the past financial year has been disappointing for investors exposed to shares, with global shares returning -2.1% in local currency terms and Australian shares returning -6.7% as worries about

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Oliver’s Insights:Europe, China, US – the worry list for investors is getting wider again

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There was one piece of great news last week. A new Mayan calendar find in Guatemala made no reference to the world ending this year. That’s nice, so I can

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Oliver’s Insights: Australia – the RBA, the economy & shares

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For some time our view has been that Australian interest rates need to be lower. The Reserve Bank at its last meeting seemed to be finally coming around to this

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Oliver’s Insights: US housing market turning the corner

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Starting with the bursting of the tech bubble in 2000 the fortunes of the US economy have waned. Over this period the US has seen two recessions with the last

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