– balancing a revenue windfall, election promises, structural spending demands & inflation pressures Dr Shane Oliver – Head of Investment Strategy and Chief Economist, AMP CapitalDiana Mousina – Senior Economist, AMP Capital Introduction The Government has implemented its election policies and expects lower budget deficits this year and next thanks to another revenue windfall and … Read more
Dr Shane Oliver – Head of Investment Strategy and Chief Economist, AMP Capital Introduction Successful investing can be really hard in times like the present. Falls in share markets and other assets are stressful as no one likes to see their wealth decline and the natural inclination is to retreat to safety. From their highs … Read more
Dr Shane Oliver – Head of Investment Strategy and Chief Economist, AMP Capital Introduction The latest client note by Howard Marks, the co-founder and co-chair of Oaktree Capital, an alternative investment manager focussing on distressed debt, on The Illusion of Knowledge about the futility of forecasting to drive investment decisions, inspired me to revisit what … Read more
Here are five reasons why the RBA was right to slowdown and the top is near Dr Shane Oliver – Head of Investment Strategy and Chief Economist, AMP Capital Introduction The RBA has increased its cash rate again but slowed the pace to +0.25% which took the cash rate to 2.6%. This was in line … Read more
