Share Market

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

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

We have seen a major correction in all equity markets around the globe, as investors react to the impact of coronavirus on company profits. Travel bans and factory closures will certainly have an impact on global economic growth and activity. Uncertainty and fear are leading many investors to sell indiscriminately as they try to reduce their overall exposure to 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

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

By Shane Oliver, Head of Investment Strategy & Chief Economist from Oliver’s Insights, AMP Capital, 27 March 2018 Key points Australian growth is likely to be weak over the next year or so and this will prompt further monetary easing and fiscal stimulus. However, several positives suggest recession is unlikely: the current account deficit has collapsed; the $A helps stabilise... Read more

In a recent edition of Oliver’s Insights, Dr Shane Oliver outlined his top tips for investing during times of uncertainty. Given the rough and tumble of today’s economic climate, we thought it was worth taking a look at these tips to see how they affect our own Wealth Management clients. 1. Use the Power of Compound Interest Consider this: One... Read more

By Shane Oliver, Head of Investment Strategy & Chief Economist from Oliver’s Insights, AMP Capital,  27 March 2018 Key points Worries about the Fed, trade wars (the risk of which has been significantly exaggerated) and President Trump generally have increased the risk around the global outlook but are unlikely to drive a major bear market. The key issue is whether the... Read more

By Shane Oliver, Head of Investment Strategy & Chief Economist from Oliver’s Insights, AMP Capital, 9 February 2018 Key points The current pullback in shares has been triggered by worries around US inflation, the Fed and rising bond yields but made worse by an unwinding of bets that volatility would continue to fall. We may have seen the worst, but it’s too early... Read more