Introduction At its December meeting the RBA left the cash rate on hold at 4.35%. This was in line with our own view & that
Introduction Changes in the value of the Australian dollar are important for Australian investors as they directly impact the value of international investments and indirectly
Introduction There is an ever-present worry list surrounding investment markets – usually involving some combination of concerns about economic activity, inflation, profits, interest rates, politics,
Introduction The big surprise in the Australian housing market last year was how quickly home prices fell with RBA rate hikes. But the big surprise
Introduction Starting in the early 1980s investment returns were spectacularly strong. Sure there were bumps along the way like the 1987 share crash, but Australian
– and how do valuations look now? Introduction It’s logical that the cheaper you buy an asset the higher its prospective return might be. However,
Introduction For years now there has been much discussion about poor housing affordability in Australia but debate about how immigration contributes to this issue is
Introduction At its September meeting the RBA left the cash rate on hold for the third meeting in a row at 4.1%. The pause in
Dr Shane Oliver – Head of Investment Strategy and Chief Economist, AMP “More than any other time in history, mankind faces a crossroads. One path
Dr Shane Oliver – Head of Investment Strategy and Chief Economist, AMP Introduction Scepticism about China’s economic success has been an issue for years. But
– and why it might be hard Dr Shane Oliver – Head of Investment Strategy and Chief Economist, AMP Introduction “Productivity isn’t everything, but, in
– five reasons why we could still avoid recession Dr Shane Oliver – Head of Investment Strategy and Chief Economist, AMP Introduction Over the last
