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Author: Provision Wealth

Oliver’s Insights – Bitcoin – it’s not a currency, it’s not a capital asset… so what is it?

Date: Mar 05th, 2021

Oliver's Insights - Bitcoin – it’s not a currency, it’s not a capital asset… so what is it?

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 blockchain technology may have a lot to offer – but that does not mean Bitcoin will be it.

  • Due to extreme volatility, high transaction costs and slow processing, Bitcoin does not cut it as digital cash.

  • But it’s not an asset generating cashflows either, which makes it impossible to value.

  • The key for investors is not to invest in something if you don’t understand it and to recognise that just because Bitcoin has surged in price does not prove its worth.

Read the full article here >>

Download pdf copy – Oliver’s Insights: Bitcoin – it’s not a currency, it’s not a capital asset… so what is it?.

If you would like to discuss any of the issues raised by Dr Oliver, please call on |PHONE|

Oliver’s Insights – The bond crash of 2021? Seven things for investors to consider

Date: Feb 24th, 2021

Oliver's Insights - The bond crash of 2021? Seven things for investors to consider

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 in economic recovery and should not be a major problem for shares if they are matched by rising earnings. But too rapid a rise in bond yields risks driving a deeper correction in shares.

  • Central banks want higher inflation but will look through any short-term spike.

  • The 40-year downtrend in inflation and bond yields is likely over.

  • But the fundamental backdrop of improving growth, rising profits and still low rates supports the case for solid 6-12 month returns from shares.

Read the full article here >>

Download pdf copy – Oliver’s Insights: The bond crash of 2021? Seven things for investors to consider.

If you would like to discuss any of the issues raised by Dr Oliver, please call on |PHONE|.

Oliver’s Insights: Australian house prices on the upswing again – seven things to bear in mind about the Australian property market

Date: Feb 18th, 2021

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 and next as ultra-low interest rates and economic recovery feed through.

  • However, the outlook is divergent – with houses expected to outperform units and smaller cities and regional property expected to play catch up.

  • The drivers of the long-term property bull market that’s been underway since the mid 1990s may start to wane over the next 3-5 years as the long term decline in interest rates bottoms out and as the chronic undersupply of property gives way to oversupply.

Read the full article here >>

Download pdf copy – Oliver’s Insights: Australian house prices on the upswing again – seven things to bear in mind about the Australian property market.

If you would like to discuss any of the issues raised by Dr Oliver, please call on |PHONE|.

Oliver’s Insights: Nine common mistakes investors make

Date: Feb 10th, 2021

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 sense rules of thumb that turn out to be wrong

  • As a result, it’s often wise for investors to turn common sense logic on its head.

  • The easiest way to avoid many of these mistakes is to have a long-term investment plan that aligns your financial goals with your risk tolerance

Read the full article here >>

Download pdf copy – Oliver’s Insights: Nine common mistakes investors make.

If you would like to discuss any of the issues raised by Dr Oliver, please call on |PHONE|.

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