Investments

Home prices in Sydney have increased by 10.6 per cent over the last 12 months with a median dwelling price now more than $1.1 million (CoreLogic, March 2024). Whilst Shane Oliver argues that property in all cities is currently overvalued on the basis of the average 2.7% rental returns, he also acknowledges that house prices are unlikely to correct in... Read more

From 1 July 2024, superannuation contribution caps will rise for the first time in three years following data from the ABS showing strong wages growth. Concessional Contributions ·         The annual concessional contribution cap is increasing from $27,500 to $30,000 from 1 July 2024. ·         The Superannuation Guarantee rate also increases from 11 per cent to 11.5 per cent from 1... Read more

Sustainable investing has become a major focus for investors globally, with a third of all investable assets predicted to be managed with this approach by 2025. Environmental, Social & Governance Otherwise known as ESG investing, sustainable investing is the practice of considering environmental policies, social implications and corporate governance in addition to the traditional financial and operational metrics, when making... Read more

More from Shane Oliver this week on the coronavirus pandemic and its impact on the way we live and as a result on investment markets. In this article Shane addresses some questions, such as: why does a big part of the economy have to go into “hibernation”? how long might it be for? how big will the hit to the economy... Read more

Shane Oliver looks back at the bear markets in Australia since 1900, and discusses whether we are headed for a recession, a depression or something unprecedented. He asserts that growth could rebound quickly once the virus is under control and policy stimulus impacts. Key Points Global share markets have fallen into a bear market, but whether this turns out to... Read more

We can always count on Shane Oliver to keep us balanced and focused on the basics during times of uncertainty. In his latest article, he reminds us of five critical aspects of investing in times of market stress. Key Points Successful investing can be really difficult in times like the present with immense uncertainty around the impact of coronavirus on the... Read more

Shane Oliver’s latest article looks at the increasing spread of coronavirus. Key Points: While reported new coronavirus cases in China have slowed, the pickup in cases outside China has led to a renewed sharp fall in share markets, commodity prices and bond yields. Our base case is that the outbreak will be contained allowing share markets and bond yields to... Read more

By Shane Oliver, Head of Investment Strategy & Chief Economist from Oliver’s Insights, AMP Capital, 19th February 2020 Shane Oliver’s latest article addresses the concern that central banks are distorting market forces, leading to overvaluation of prices for assets like shares and property. Key Points: Shares are vulnerable to a short-term correction. But with inflation low, and as long as... Read more

Shane Oliver’s latest article looks at coronavirus and other worries, and how to turn down the noise around investing. Key Points: The coronavirus outbreak is just another of a long list of worries. Our natural inclination to zoom in on negative news combined with a massive ramp-up in the availability of information is arguably making us worse investors: more fearful,... Read more

There is no doubt, there are reasons to have some concern about the global economic outlook. Talk of looming financial disaster does appear to have gained momentum recently. These heightened fears are based upon the following observations: Global debt is at record levels relative to GDP, which leaves little room for additional fiscal measures if they are required down the... Read more