Have you considered how the new super-caps rules will affect you from 1 July 2017?

By Dr Shane Oliver, AMP Capital’s Head of Investment Strategy and Chief Economist.   Less can go into your super from 1 July 2017 Super can be a tax-effective way to invest, depending on your circumstances. But with the current NCC caps set to reduce by about 45% from 1 July 2017, the ability to […]

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2016 – a list of lists regarding the macro investment outlook

By Dr Shane Oliver, AMP Capital’s Head of Investment Strategy and Chief Economist. Introduction 2015 saw subdued returns for diversified investors as the global economy continued to grow and monetary conditions remained easy, but worries about deflation, plunging commodity prices, fears of an emerging market crisis led by China and uncertainty around the Fed’s first […]

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A rough start to the year…seven reasons not to get too concerned though

By Dr Shane Oliver, AMP Capital’s Head of Investment Strategy and Chief Economist. Introduction 2016 has started much where 2015 left off with basically the same worries driving another bout of share market falls. Geopolitical concerns have played a role but the main issues are uncertainty regarding the Chinese economy, wariness about the Fed raising […]

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The Australian housing market starting to cool (in parts)

By Dr Shane Oliver, AMP Capital’s Head of Investment Strategy and Chief Economist. Introduction A pick-up in the housing sector was a necessary part of the adjustment in the Australian economy following the end of the mining boom. The RBA started cutting interest rates in 2011, home buyers returned, home prices rose and this has […]

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Nine rules for investors to keep in mind

By Dr Shane Oliver, AMP Capital’s Head of Investment Strategy and Chief Economist. Introduction Due to an obsession with Taylor Swift and then The Carpenters I decided I needed to have a Carpenters’ CD with the full Burt Bacharach medley they performed in the early 1970s. So I went to Amazon and found that it […]

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Shares and global growth worries

By Dr Shane Oliver, AMP Capital’s Head of Investment Strategy and Chief Economist. Introduction The turmoil in global investment markets has continued into this week, although the last few days have seen a bit of stabilisation and improvement in several markets. From their highs to their recent lows major share markets have now had the […]

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The perils of switching

By Dr Shane Oliver, AMP Capital’s Head of Investment Strategy and Chief Economist. Introduction Through the secular bull market in shares that went from 1982 through to 2000 (or up to 2007 in Australia) most asset classes did well and so getting the asset mix right – ie the relative exposure to each of the […]

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China’s share market volatility

By Dr Shane Oliver, AMP Capital’s Head of Investment Strategy and Chief Economist. Introduction It seems western commentators can always find something to worry about regarding China. Last year it was shadow banking and the property market. Lately it’s been the sharp rise and pullback in its share market. The latter has indeed been severe […]

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Why I love dividends and you should too

Latest insights article from AMP Capital’s Head of Investment Strategy and Chief Economist, Dr. Shane Oliver. The key points are as follows: Dividends are great for investors as decent dividends augur well for earnings growth, they provide a degree of security in uncertain and volatile times, they are likely to comprise a relatively high proportion of […]

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Market update: Constrained returns – what does this mean for investors?

AMP Chief Economist, Shane Oliver, takes a look at the medium term return potential for major asset classes and what it means for investors.  

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