Oliver’s Insights

Introduction The surge in inflation coming out of the pandemic and its subsequent fall has been the dominant driver of investment markets over the last

Introduction After poor returns in 2022 on the back of high and rising inflation, a surge in interest rates, the invasion of Ukraine and recession

Five key themes from 2023 Despite lots of angst at the start of the year, 2023 turned out far better than feared. Key big picture

Introduction At its December meeting the RBA left the cash rate on hold at 4.35%. This was in line with our own view & that

Introduction Changes in the value of the Australian dollar are important for Australian investors as they directly impact the value of international investments and indirectly

Introduction There is an ever-present worry list surrounding investment markets – usually involving some combination of concerns about economic activity, inflation, profits, interest rates, politics,

Introduction The big surprise in the Australian housing market last year was how quickly home prices fell with RBA rate hikes. But the big surprise

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

Introduction The war in Israel is terrible from a humanitarian perspective. From an economic and investment perspective the concern is that it will lead to

Introduction In the fourth year of my career the share market crashed. In one day, US shares fell 20% and the day after Australian shares

– and how do valuations look now? Introduction It’s logical that the cheaper you buy an asset the higher its prospective return might be. However,

Introduction For years now there has been much discussion about poor housing affordability in Australia but debate about how immigration contributes to this issue is