Oliver’s Insights

Key points – CoreLogic data shows average home prices rose 0.3% in February, after a brief three-month downturn of just 0.4%. – The upswing came

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