Edney Ryan Wealth Management

By Shane Oliver, Head of Investment Strategy & Chief Economist from Oliver’s Insights, AMP Capital, Edition 35 2015 Key points Risks regarding China and the Fed may be receding a bit for now but there remains plenty to keep an eye on including the risk of an “accident” flowing from slower emerging market growth and the plunge in commodities. However,... Read more

By Shane Oliver, Head of Investment Strategy & Chief Economist from Oliver’s Insights, AMP Capital, Edition 34 2015 Key points Investing during times of market stress and volatility can be difficult. For this reason it’s useful for investors to keep a key set of things – call them rules – in mind. The key rules, in my view, are: make... Read more

By Shane Oliver, Head of Investment Strategy & Chief Economist from Oliver’s Insights, AMP Capital, Edition 33 2015 Key points Periods of declines and volatility in share markets are a normal part of the way they work. Share market falls tend to be deepest when associated with recession (particularly US recessions). Share market falls boost the medium term return potential... Read more

By Shane Oliver, Head of Investment Strategy & Chief Economist from Oliver’s Insights, AMP Capital, Edition 30 2015 Key points A perfect storm of factors led by China worries have caused turmoil in shares. Our view remains that what we have seen is likely to be a correction (albeit severe) rather than a new bear market. It’s too early to... Read more

Brad Matthews, the Hillross economist, has written an article on the recent falls in Global Markets. As I write markets in Australia have bucked the newspaper headlines this morning and are up nearly 2%. We are certainly in volatile times when good asset allocation is very important.

By Shane Oliver, Head of Investment Strategy & Chief Economist from Oliver’s Insights, AMP Capital, Edition 29 2015 Key points Uncertainties regarding China, commodity prices, emerging countries and the Fed could see the correction in shares go further in the short term. A disappointing start to the Australian profit reporting season is also not helping Australian shares. However, this looks... Read more

By Shane Oliver, Head of Investment Strategy & Chief Economist from Oliver’s Insights, AMP Capital, Edition 28 2015 Key points Over long periods of time shares and other growth assets deliver for investors via the power of compound interest. However, cyclical swings can frequently throw investors off and reacting to periods of poor returns by moving to cash only locks... Read more

By Shane Oliver, Head of Investment Strategy & Chief Economist from Oliver’s Insights, AMP Capital, Edition 27 2015 Key Points As expected the RBA left interest rates on hold. While it’s a close call, chances are that the RBA will cut rates again before year end reflecting the poor business investment outlook, greater than expected weakness in commodity prices, the... Read more

A bias towards investing in local shares and property is common and understandable. Unfortunately for many Australian investors this means missing out on the potential rewards of international investments – healthy returns and risk reduction through diversification of their investments across asset classes. Each asset class usually exhibits different risk and returns to various market cycles and events. In turn... Read more

By Shane Oliver, Head of Investment Strategy & Chief Economist from Oliver’s Insights, AMP Capital, Edition 24 2015 Key Points Just as the rise in Chinese shares had little economic impact it’s hard to see the pullback having a significant economic impact either. Chinese economic growth is likely to remain “around 7%” with monetary and fiscal easing helping. The volatility... Read more