Video Insight – Australian profits and shares

Following the December half-year profit reporting season, Shane discusses the outlook for Australian share markets. Chapters in this video: What are the key themes from reporting season? (00:09) What does this mean for investors? (01:24)

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Video Insight – A new bull market in shares?

In this video Shane discusses current share valuations and the outlook for the market for the remainder of the 2013. Chapters in this video: Have we entered a new cyclical bull market in shares? (00:10) Is it sustainable? (00:44) What does this mean for investors? (01:51)

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Video Insight – Japanese reflation

In this video Shane discusses the implications of reflation on the Japanese economy and global share markets. Chapters in this video: What is Japan doing? (00:10) What does it mean for Japan? (00:50) What does it mean for the world? (01:26) What are the implications for investors? (02:21)

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Video Insight – The outlook for shares in 2013

In this video Shane discusses the key themes for global markets in 2013. Chapters in this video: How was 2012 for investors? (00:10) What’s the economic outlook for 2013? (00:45) How are share markets expected to perform? (01:46) What does this mean for investors? (03:00)

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Video Insight – Shares in another rough patch

This week Shane analyses the recent downturn in equities and the outlook for markets in 2013. Chapters in this video: What’s driving the recent correction in share markets? (00:15) Is there a serious risk for share markets in 2013? (00:50) What does this mean for investors? (02:13)

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Video Insight – Growth in China looks to be bottoming

This week Shane discusses the outlook for the Chinese economy. Chapters in this video: What is recent data telling us about China? (00:10) What would be the impact of a leadership change? (01:04) What about Chinese shares? (01:45)

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Video Insight – Future Directions Funds: the importance of diversification

Debbie Alliston discusses some of the key investment themes for the Future Directions Funds. Chapters in this video: What are some of the key themes in investment markets? (00:09) What is the outlook for bond yields? (01:17) How are you actively positioning the funds? (01:45) What does this mean for investors? (03:07)

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Video Insight – Investment cycles – why they matter

This week Shane explains what causes cyclical fluctuations in investment returns. Chapters in this video: Do investment cycles have a distinct pattern? (00:10) What are the main cycles investors need to be aware of? (00:54) Where are we now in the three to five year cycle? (02:16) What does this mean for investors? (02:54)

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Video Insight – What does the US election mean for share markets?

Dr Shane Oliver discusses forthcoming US presidential elections. Chapters in this video: How much has the US election historically affected share markets? (00:10) What are the key policy differences? (00:55) How much will the outcome affect the US ‘fiscal cliff’ issue? (01:48) What does this mean for investors? (03:04)

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Video Insight – Shares climbing a wall of worry

Dr. Shane Oliver talks about the outlook for shares, their resilience in the face of global worries, and what QE3 could mean going forward. Chapters in this video: What is the wall of worry for shares? (00:10) How are shares doing in the global context? (01:12) What does this mean for investors? (03:00)

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