Dr Shane Oliver – Head of Investment Strategy and Chief Economist, AMP Introduction From their lows last year, global and US shares are up 17% and Australian shares are up 13% as investors have been buoyed by evidence of peaking inflation, anticipation that central banks are near the top, resilient growth and profits and enthusiasm … Read more
– rising prosperity (and smashed avocado) versus housing affordability Dr Shane Oliver – Head of Investment Strategy and Chief Economist, AMP Australia’s property fascination Australians have long had a fascination with property. It’s evident in waves of speculative booms and busts that periodically grip our cities. For example, this was observed over four decades ago … Read more
Dr Shane Oliver – Head of Investment Strategy and Chief Economist, AMP Capital Introduction Over the last 10 and 20 years, returns from Australian unlisted commercial property have averaged 9% pa. This in part reflected the search for decent income bearing investments by investors in response to falling interest rates & bond yields that pushed … Read more
– return to surplus with fastest improvement since end of WW2, cost of living help but structural deficits remain (albeit smaller) Dr Shane Oliver – Head of Investment Strategy and Chief Economist, AMPDiana Mousina – Deputy Chief Economist, AMP Introduction This Budget yet again benefits from a huge revenue windfall allowing a surplus this year … Read more
Prices look to have bottomed as the supply shortfall dominates, but watch rates and unemployment Dr Shane Oliver – Head of Investment Strategy and Chief Economist, AMP Capital Introduction Yet again the Australian residential property market is surprising with its resilience and defying forecasts for sharp falls. After falling 9.1% from their high in April … Read more
