Key points – Trump’s tariff war has potentially another 6-9 months to go at least. This poses an ongoing threat to shares, but their relative
Key points – The $A has been hit since September by the return of Trump, a hawkish pivot by the Fed versus the RBA and
Key points – The key themes for 2024 were: better than feared growth; global divergence; more disinflation; falling interest rates but with Australia lagging; and
Key points – The economic and financial environment today is more challenging than when Trump first took over in 2017: inflation is a bit higher,
Key points – The return of Donald Trump to the US presidency brings the prospect of more US tax cuts and deregulation, but also more
Key points – Starting point valuations – like yields and price to earnings ratios – are key drivers of medium-term investment returns. – Valuation starting
Key points – Many of the mistakes investors make are based on common sense rules of thumb that turn out to be wrong. – As
Key points – A move towards more aggressive fiscal policy stimulus and property support measures should help drive a mild cyclical upswing in China’s economy.
Dr Shane Oliver – Head of Investment Strategy and Chief Economist, AMP Capital Key points – The US election has significant potential to impact markets.
– but what about the Israel/Iran conflict & other risks? Key points Recession risks, the escalating Israel conflict, the US election along with still stretched
Introduction “The nine most terrifying words in the English language are: I’m from the Government, and I’m here to help.” – Ronald Reagan “We’re going
Introduction It’s often said that shares climb a wall of worry. And with good reason. The next chart shows the Australian All Ords price index
