Oliver’s Insights

The Ukraine crisis

By Shane Oliver, Head of Investment Strategy & Chief Economist from Oliver’s Insights, AMP Capital, Edition 10 2014 Key points The situation in Ukraine could get worse before it gets better and so it remains a threat for investors to keep an eye on in the short term. Ultimately, it poses a greater threat to the Russian economy than to... Read more

By Shane Oliver, Head of Investment Strategy & Chief Economist from Oliver’s Insights, AMP Capital, Edition 9 2014 Key points While the global economy is gradually mending, returns will still be constrained and volatile relative to the long term bull market that got underway in the 1980s. As a result asset allocation will remain critically important for investors – particularly... Read more

By Shane Oliver, Head of Investment Strategy & Chief Economist from Oliver’s Insights, AMP Capital, Edition 8 2014 Key points While headline news regarding the economy has been bleak, December quarter GDP showed the economy is not collapsing and lower interest rates & the lower $A do seem to be boosting forward indicators for the economy. As a result growth... Read more

By Shane Oliver, Head of Investment Strategy & Chief Economist from Oliver’s Insights, AMP Capital, Edition 7 2014 Key points The US economy is yet again reinventing itself. This has been helped along by a determination to get the US economy moving again after the global financial crisis but the real drivers are an energy boom, a manufacturing renaissance and... Read more

By Shane Oliver, Head of Investment Strategy & Chief Economist from Oliver’s Insights, AMP Capital, Edition 6 2014 Key points Chinese debt levels are rising too fast and the growth of its shadow banking sector poses risks. However, providing the authorities continue to gradually try and slow both down the risks should be manageable. Chinese growth looks like coming in... Read more

By Shane Oliver, Head of Investment Strategy & Chief Economist from Oliver’s Insights, AMP Capital, Edition 5 2014 Key points For periods of time it may pay to back the crowd in investing, eg, when a bull or bear market is developing. But at extremes the crowd is invariably wrong. Eventually everyone who wants to buy will have done so... Read more