Oliver’s Insights

Dr Shane Oliver, Head of Investment Strategy and Chief Economist takes a look at the outlook for official interest rates in Australia following the RBA’s latest monthly board meeting. The key points are as follows: The RBA left the cash…

Dr Shane Oliver, Head of Investment Strategy and Chief Economist looks at the main questions investors commonly have regarding the investment outlook in a simple Q&A format.. The key points are as follows: Global recovery is on track. Vaccines are…

Dr Shane Oliver, Head of Investment Strategy and Chief Economist takes a look at where we are in the investment cycle. The key points are as follows: The history of cyclical bull markets in shares suggests that the rebound since last…

Dr Shane Oliver, Head of Investment Strategy and Chief Economist takes a look at Bitcoin which has had nearly a 15 fold increase in price from its low last year. The key points are as follows: Digital currencies and block…

Dr Shane Oliver, Head of Investment Strategy and Chief Economist provides some context and the implications for investors if the rally in bond yields put pressure on share markets. The key points are as follows: Higher bond yields are normal…

Dr Shane Oliver, Head of Investment Strategy and Chief Economist takes a look at the upswing now underway in the Australian residential property market. The key points are as follows: Expect average Australian home prices to rise 5-10% this year…

Dr Shane Oliver, Head of Investment Strategy and Chief Economist provides a summary of key insights and views on the investment outlook in simple point form. The key points are as follows: 2020 turned out far better for investors than…

Dr Shane Oliver, Head of Investment Strategy and Chief Economist takes a look at a look at the nine most common mistakes investors make. The key points are as follows: Many of the mistakes investors make are based on common…

Dr Shane Oliver, Head of Investment Strategy and Chief Economist takes a look at seven key charts for investors to watch regarding the global economy and investment markets this year. The key points are as follows: Shares are at risk…

Dr Shane Oliver, Head of Investment Strategy and Chief Economist looks at the investment market implications of recent political protests/rioting in the US and the recent back up in bond yields. The key points are as follows: US protests are…

For some years now Modern Monetary Theory (MMT) has been gaining prominence as a solution to the perceived failure of traditional economic policies to achieve full employment & meet inflation targets, despite at or near zero interest rates. MMT has…

In May, in a note called The Lucky Country, I argued that due to Australia’s far better control of coronavirus relative to many comparable countries, a stronger economic policy support response to shutdowns, and exposure to China which was well into…