Feb 2022 Investment Outlook Q&A
This week’s Insights column sees AMP’s Chief Economist Dr Shane Oliver discuss inflation, interest rates, Russia & Ukraine, the risk of a share crash, house prices and other issues.
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Corrections, Gummy Bears and Grizzly Bears
Given the rough start to the year in share markets, AMP’s Shane Oliver uses this week’s Insights column to take a look at past bear markets in Australian and US shares.
Read MoreThe RBA Ends Bond Buying – but Remains “Patient” on Rates
In this week’s Insights column, AMP’s Dr Shane Oliver runs through the current state of play at the Reserve Bank and the implications of policy moves for local markets.
Read MoreShare Market Falls – Seven Things to Keep in Mind
With global share markets having a tough time of it in the first weeks of 2022, AMP’s Shane Oliver highlights some key points for investors to keep in mind during turbulent times.
Read MoreHow Worried Should Investors Be About Higher Inflation?
AMP’s Dr Shane Oliver is back for 2022 with his regular Insights column. He starts the year by looking at perhaps the biggest investment theme of them all right now: inflation.
Read MoreRecovery to Continue in 2022 as we Hopefully Learn to Live with Covid
In his final column with us for the year, AMP’s Shane Oliver reviews investment returns and their key drivers in 2021 and takes a look at the investment outlook for 2022.
Read MoreFive Reasons to Expect a Cooling in the Australian Property Market
AMP’s Shane Oliver provides an outlook for Australian house prices, as well as the main drivers and risks behind his forecasts.
Read MoreNine Implications for Investors of the Longer-Term Coronavirus Legacy
In this week’s Insights column, AMP Chief Economist Shane Oliver takes another look at the likely longer-term legacy and implications of the coronavirus pandemic of importance to investors.
Read MoreCompound Interest is an Investor’s Best Friend
In his Insights column this week, AMP’s Shane Oliver explains why he believes that, if there is one “technical thing” investors should know about investing, it’s the power of compound interest.
Read MoreGradually Removing Monetary Stimulus is More Good News than Bad
In this week’s Insight’s column, Dr Shane Oliver of the AMP argues that the march of central banks towards removing monetary stimulus is a positive rather than negative move for investment markets.
Read MoreThe End of the Super Cycle Bull Market in Bonds
In his regular Insights column, AMP Capital’s Dr Shane Oliver looks at the recent pullback in investment markets on the back of rising bond yields and renewed uncertainty regarding the outlook.
Read MoreGetting the Upper Hand of the Coronavirus – Implications for Investors
There are increasing signs that science and medicine are getting the upper hand against coronavirus. AMP Capital’s Dr Shane Oliver looks at what this means for global markets moving forward.
Read MoreThe Worry List for Shares – How Worrying Are They?
A rocky past few weeks for shares and markets around the world, but is the pullback a buying opportunity or the start of a longer downtrend? AMP’s Dr Shane Oliver weighs in with his thoughts on the matter.
Read MoreWhat Can Be Done to Improve Australian Housing Affordability?
With housing affordability in Australia worse than ever, AMP’s Dr Shane Oliver looks at the sector and some potential measures that might be taken to remedy a situation that is no longer cyclical, but chronic.
Read MoreCorrection Time? Seven Things Investors Need to Keep in Mind
AMP’s Dr Shane Oliver suggests seven key things for investors to bear in mind in light of the recent pull back in investment markets and renewed uncertainty regarding the outlook.
Read MoreFive Reasons Why the $A is Likely to Resume its Upswing
Since its February high the $A has fallen on the back of global growth concerns, a slowdown in China and the Delta outbreak in Australia. AMP Capital’s Shane Oliver thinks it is due for a turnaround.
Read MoreSeven Reasons to Look Beyond the Gloom
Things have turned a bit grim of late with Delta cases both locally and abroad showing no signs of slowing. But, as AMP Capital’s Shane Oliver argues in his regular column, things aren’t as bad as they might seem.
Read MoreWhat does China’s Slowdown and Regulatory Crackdown Mean for its Growth Outlook?
As AMP’s Shane Oliver explains, Chinese economic growth is likely to be soft this half but policy easing and maybe a pause in some regulatory moves should allow a rebound next year.
Read MoreSix Reasons Why Shares Are at Or Near Record Levels
Despite contrary indicators, global and Australian shares are around record levels. So how can this be? And how sustainable is it? And what are the risks? AMP Capital’s Shane Oliver tackles these questions in his regular column.
Read MoreGreat Investment Quotes for Topsy Turvy Times
The basic principles of investing remain timeless. Fortunately, some investment experts have a knack of encapsulating these in a few words that are insightful and inspiring. AMP’s Shane Oliver has a few for us to consider.
Read MoreFive Reasons for Optimism Amid the Coronavirus Havoc
With Covid’s rampant delta variant seemingly taking hold across the globe, things seem pretty grim again. But, argues AMP Capital’s Shane Oliver, there are some reasons for optimism among the gloom.
Read MoreSeven Key Charts for Investors to Watch – Where Are They Now?
AMP Capital’s Shane Oliver revisits seven charts he highlighted in January for investors to watch as being critical to the investment outlook this year. Put simply, where are they now?
Read MoreFive Ways to Turn Down the Noise and Stay Focused as an Investor
With so much information constantly at our disposal, oftentimes too much news is bad news. AMP Chief Economist Shane Oliver has some tips on how to quieten things down and stay focused on what’s important.
Read MoreExpect More Modest but Still Good Returns This Financial Year
In his regular column, AMP Capital’s Shane Oliver explains why he believes that returns from a well-diversified portfolio are likely to be slower but still solid over the next 12 months.
Read MoreThe Never-Ending Coronavirus Pandemic
As Covid lockdowns across Australia leave us feeling vulnerable once again, AMP Capital’s Shane Oliver has a look at their short- and long-term economic implications.
Read MoreCentral Banks Heading Towards the Easing Exits
In his regular Insights column, AMP Capital Chief Economist Dr Shane Oliver posits 5 reasons why the Fed’s hawkish tone this week shouldn’t cause you to lose too much sleep.
Read MoreInflation – Why it Matters for Investment Markets
In his regular Insights column, AMP Capital Chief Economist Dr Shane Oliver follows up his earlier Inflation Q & A article with another look at the metric that seems to be haunting markets at the moment.
Read MoreSeven Reasons for Optimism on Australian Growth
In his regular Insights column, AMP Capital Chief Economist Dr Shane Oliver breaks down this week’s GDP report and shares his thoughts on the outlook for Australian growth.
Read MoreShould We Be Worried about Higher Inflation?
In his weekly Insights column, Dr Shane Oliver from AMP Capital gives an in-depth analysis on inflation, what is driving the recent jump, and what the risks are for investment markets.
Read MoreSpending the Growth Windfall to Further Grow the Economy Towards Full Employment
In his weekly Insights column, Dr Shane Oliver from AMP Capital breaks down this week’s Budget, the key measures it contains, and their implications for Australian assets.
Read MoreCurrencies / Economics / Fixed Interest / Funds / Interest Rates / Markets / Shane Oliver / Strategy
The Return of Geopolitical Risk? What to Watch over the Remainder of 2021
In his weekly Insights column, Dr Shane Oliver from AMP Capital considers the re-emergence of geopolitical risk and what to look for over the rest of the year.
Read MoreThree Reasons Why the Long-Term Bull Market in Australian House Prices May Be Getting Close to the End
In his weekly Insights column, AMP Capital’s Dr Shane Oliver goes deep into the resurgent Australian property market and why he believes the good times may soon be at an end.
Read MoreThe Importance of Starting Point Valuations for Investment Returns
In his weekly Insights column, AMP Capital’s Shane Oliver explains why starting point valuations are a key driver of potential medium-term investment returns and where they sit at present.
Read MoreRBA on Hold and Likely to Remain Easy for a Long While Yet
In this week’s Insights column, AMP Capital Chief Economist Dr. Shane Oliver picks apart what the RBA’s monetary stance means for investors and the broader Australian economy.
Read MoreMarket Outlook Q&A: Global recovery and other issues
In this week’s Insights column, AMP Capital’s Shane Oliver covers in a simple Q&A format the main questions investors commonly have regarding the investment outlook.
Read MoreWhere Are We in the Investment Cycle?
Shares have had a very strong rebound since March last year so where are we in the investment cycle? In his weekly Insights article, AMP Capital’s Shane Oliver gives his thoughts on the subject.
Read MoreBitcoin – It’s Not a Currency, it’s Not a Capital Asset… So What Is it?
In this week’s Insights column, AMP Capital’s Shane Oliver takes us on an in-depth tour of the wild and woolly world of Bitcoin.
Read MoreThe Bond Crash of 2021? Seven Things for Investors to Consider
AMP Capital’s Shane Oliver’s weekly Insights column takes us on a most timely deep dive into the current state of the global bond market
Read MoreSeven Things to Bear in Mind about the Australian Property Market
Australian house prices are on the upswing again. In this week’s Insight’s column, AMP Capital’s Shane Oliver presents seven things to keep in mind when dealing in this trickiest of areas.
Read MoreNine Common Mistakes Investors Make
In this week’s Insights column, AMP’s Shane Oliver argues that many of the mistakes investors make are based on common sense rules of thumb that turn out to be wrong.
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