Finance

Borderline economy

Is Australia’s recovery really dependent on reopening the international border? 17 May 2021 | Shane Oliver, AMP Capital  Angst around this got a new lease of life after the Budget assumed the border would not reopen until […]

Finance

Inflation pressure builds

Inflation is on the rise globally but it’s likely to be a confusing picture over the next few years, against the backdrop of a likely bottoming of the long-term decline in inflation seen over the […]

Finance

Will this boom bust?

Three reasons why the long-term bull market in Australian house prices may be getting close to the end 28 April 2021 | Shane Oliver, AMP Capital (Image: Sydney Auction Bidding)  Introduction The Australian housing market is booming. […]

Economy

Trillions to rebuild US economy

President Biden confirmed that even more government spending is on the way in the US with the announcement of a planned $2.3 trillion infrastructure spending program 6 April 2021 | Shane Oliver, AMP Capital (Image: White House official) […]

Economy

Questions about financial markets

AMP Capital’s, Shane Oliver’s Q&A on the global recovery, vaccines, inflation, the risk of a share crash, Australian home prices and other issues  30 March 2021 | Shane Oliver, AMP Capital   Is the global economic recovery […]

Finance

Economist explains Bitcoin

Bitcoin, it’s not a currency, it’s not a capital asset, so AMP Capital Chief Economist asks what this valuable (and volatile) asset really is? 5 March 2021 | Shane Oliver, AMP Capital The title may seem a […]

Comment

Investing pitfalls

Nine common mistakes investors make and economist Shane Oliver’s view on how to avoid them 12 February 2021 | Shane Oliver, AMP Capital (Image: Kraken Images) Mistake #1 Crowd support indicates a sure thing “I will tell […]

Economy

Markets, Biden and vaccines

US President Joe Biden begins to shape his administration and new vaccines are released but a February market correction is a likely scenario    30 January 2021 | Shane Oliver, AMP Capital (White House Image) The US […]

Comment

Seven Charts for 2021

Market observations as Australia and the world grapples with a second year of COVID-19 18 January 2021 | Shane Oliver, AMP Capital (Image: Adam Nowakowski) My view is that while shares are vulnerable to a short term […]

Finance

20-20 hindsight

2020 was not what it was supposed to be so will 2021 usher in a recovery that’s supposed to be? 18 January 2021 | Shane Oliver, AMP Capital 2020 didn’t exactly turn out the way I or […]

Finance

No shot in the arm

The market reaction to positive news on a COVID-19 vaccine tempered by a significant spike in US infections and the threat this posed to the economy with no progress on more fiscal stimulus 30 October […]

Finance

This downturn is different

Five reasons why this downturn and subsequent recovery are different. And where are we in the Australian recovery now? 30 October 2020 | Shane Oliver, AMP Capital (Image: Riho Kroll) From the get-go back in March, as […]

Finance

Flight to risk

Despite worrying signs that COVID-19 infections are on the rise in developing economies the major share markets all had a week of solid gains 11 October 2020 | Shane Oliver, AMP Capital (Image: Camila Perez)   Share […]