February 25, 2020

The spread of Coronavirus is causing jitters across financial markets.  Dr Shane Oliver provides his insights into the impact of this outbreak on investments and world economies.

>> READ ARTICLE

November 9, 2017

Key points:

  • A further fall in investment yields across most major asset classes points to a constrained medium term return outlook. For a diversified mix of assets, this has now fallen to around 6.5% on our projections.

  • For investors the key remains to: have r...

July 25, 2017

Key points:

  • At its core, successful investing is simple, but we have a knack of making it look complex.
     

  • These five great charts help illuminate key aspects of investing: the power of compound interest; the investment cycle; the roller coaster of investor emo...

From goldilocks to taper tantrum 2.0 - a bit of turbulence hits markets. 3 reasons not to be fussed.

This article looks at the recent back up in global bond yields in response to various central bankers talking about an eventual exit from easy money.

The key points are...


Key points

  • The increasing noise around global economies and investment markets since the global financial crisis highlights the need for investors to have a disciplined approach to investing.

  • Economic and investment forecasts are often seen as central to inve...

Key points

  • The closure of speculative short positions in the $A, a bounce in commodity prices, delays in Fed rate hikes and expectations the next interest rate move by the Reserve Bank of Australia (RBA) is up, have stabilised the $A over the last year.

  • The dow...

View Dr Shane Oliver's summary of the 2017-18 Budget and read about key measures announced last night.

>>View here

 

October 12, 2016

Key points

  • Expensive housing and high household debt leave Australian housing vulnerable. But without a recession or much higher interest rates a property crash is unlikely.

  • However, the surging supply of apartments and the continuing strength of the Sydney and...

September 14, 2016

  • After decent gains in shares and other growth assets since February (& Brexit) we look to have hit another rough patch on the back of concerns around the Fed, global bond yields and event risk in the months ahead.

  • However, with most share markets offerin...

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