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Market Update: Correction time for shares?

This article looks at the pullback seen in US shares and the implications going forward. The key points are as follows: The US share market is long overdue a decent correction. This now appears to be unfolding as higher inflation, a slightly more aggressive Fed and higher bond yields are factored in. This will impact most [...]

By |February 8th, 2018|Oliver's Insights|0 Comments

Investement Market Update re Brexit

The uncertainty generated by the UK’s vote to leave the EU has been reflected in market volatility in the last few days. You may wish to read and share Shane Oliver’s view and some of the commentary and insight from AMP Capital. Key points to note: •    While the immediate impact across regions and markets [...]

By |June 28th, 2016|General News, Oliver's Insights|0 Comments

The outlook for shares and growth assets – short term risks but 7 reasons for optimism

Shane Oliver, AMP Capital Head of Investment Strategy and Chief Economist. After decent gains in shares and other growth assets since February we could have a short term rough patch given risks around the Fed, Brexit, elections, etc. However, with most share markets offering reasonable value, global monetary conditions remaining easy and no sign of [...]

By |June 2nd, 2016|Oliver's Insights|0 Comments

Emotional investing magnifies volatility and volatility is not necessarily the same as risk – what investors need to know

Shane Oliver, AMP Capital Head of Investment Strategy and Chief Economist. The attached note looks at volatility in investment markets. The key points are as follows: • The past year has seen volatility in investment markets spike higher. • While fundamental drivers of volatility have fallen over time, investor sentiment has become a bigger driver. [...]

By |April 14th, 2016|Oliver's Insights|0 Comments

The Australian dollar – up for now, but likely to resume its long term down swing

The Australian dollar - up for now, but likely to resume its long term downswing Key points  A more dovish Fed, better Australian economic data, higher commodity prices and the reversal of high levels of shorts have seen the $A gain 12% from its January low. It could hit $US0.80 in the short term. However, [...]

By |April 7th, 2016|Oliver's Insights|0 Comments