Insights

Australian home prices up on supply shortfall, but at risk from high rates

Five constraints on medium term investment returns

Introduction Starting in the early 1980s investment returns were spectacularly strong. Sure there were bumps along the way like the 1987 share crash, but Australian balanced growth superannuation funds returned an average 14.1% pa in nominal terms and 9.4% pa in real terms (i.e. after inflation) between 1982 and 1999.

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Australian home prices up on supply shortfall, but at risk from high rates

Has the RBA finished rate hikes?

Introduction At its September meeting the RBA left the cash rate on hold for the third meeting in a row at 4.1%. The pause in interest rates over the last three months comes after the biggest interest rate hiking cycle (of 400 basis points over 14 months) since the late

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Australian home prices up on supply shortfall, but at risk from high rates

Three reasons to err on the side of optimism as an investor

Dr Shane Oliver – Head of Investment Strategy and Chief Economist, AMP “More than any other time in history, mankind faces a crossroads. One path leads to despair and utter hopelessness. The other to total extinction. Let us pray we have the wisdom to choose.” – Woody Allen Introduction The

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Australian home prices up on supply shortfall, but at risk from high rates

Recession versus “goldilocks”

– five reasons why we could still avoid recession Dr Shane Oliver – Head of Investment Strategy and Chief Economist, AMP Introduction Over the last 18 months there has been much talk of recession globally and more recently in Australia. But, despite mild technical recessions (ie, two consecutive quarters of

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Australian home prices up on supply shortfall, but at risk from high rates

The confusing economic picture

– why you need to know the difference between leading and lagging economic indicators Dr Shane Oliver – Head of Investment Strategy and Chief Economist, AMP Introduction I reckon many must be confused about the current economic situation. We hear constant talk about how high interest rates and cost of

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Australian home prices up on supply shortfall, but at risk from high rates

Seven key charts for investors to keep an eye on

– where are they now? Dr Shane Oliver – Head of Investment Strategy and Chief Economist, AMP Introduction At the start of this year, we thought shares would have reasonable returns albeit it wouldn’t be smooth sailing given ongoing issues around inflation, interest rates, the risk of recession and geopolitics.

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