Key points – A move towards more aggressive fiscal policy stimulus and property support measures should help drive a mild cyclical upswing in China’s economy.
Dr Shane Oliver – Head of Investment Strategy and Chief Economist, AMP Capital Key points – The US election has significant potential to impact markets.
– but what about the Israel/Iran conflict & other risks? Key points Recession risks, the escalating Israel conflict, the US election along with still stretched
Introduction Since the European Union parliamentary election results were released just over a week ago, seeing a rise in support for far-right parties and French
– but the tension between high rates and the chronic housing shortage remains Introduction National average home prices rose another 0.8% in May, pushing them
Introduction “The nine most terrifying words in the English language are: I’m from the Government, and I’m here to help.” – Ronald Reagan “We’re going
Introduction It’s often said that shares climb a wall of worry. And with good reason. The next chart shows the Australian All Ords price index
Introduction Changes in the value of the Australian dollar are important as they impact Australia’s international export competitiveness and the cost of imports, including that
Introduction There has been a wall of worry for investors over the last year but as is often the case share markets climbed it. This
Introduction I have now been in the investment world for 40 years. I first looked at the lessons I learned in 2019. But they haven’t
Introduction It’s nearly four years since the tumultuous 2020 US presidential election and now the next one is almost upon us. So far investment markets
Introduction It’s now two years since the RBA first started to raise interest rates resulting in the biggest tightening cycle since the late 1980s. Rates
