Sub Heading

Category: Rss-feed-oliver

Oliver’s Insights: RBA on hold and likely to remain easy for a long while yet as full employment gets more of a look in

Date: Apr 07th, 2021

Dr Shane Oliver, Head of Investment Strategy and Chief Economist takes a look at the outlook for official interest rates in Australia following the RBA’s latest monthly board meeting.

The key points are as follows:

  • The RBA left the cash rate at 0.1% at its April meeting.

  • While the economy is recovering faster than expected the conditions for a rate hike – actual inflation sustainably in the 2-3% target zone and wages growth well above 3% – are unlikely to be met for several years.

  • The RBA will likely start to slow its quantitative easing measures through this year though.

Read the full article here >>

Download pdf copy – Oliver’s Insights: RBA on hold and likely to remain easy for a long while yet as full employment gets more of a look in.

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

Market outlook Q&A – global recovery, vaccines, inflation, the risk of a share crash, Aust house prices and other issues

Date: Apr 07th, 2021

Dr Shane Oliver, Head of Investment Strategy and Chief Economist looks at the main questions investors commonly have regarding the investment outlook in a simple Q&A format..

The key points are as follows:

  • Global recovery is on track. Vaccines are working.

  • JobKeeper’s end won’t derail Australia’s recovery.

  • Inflation could become an issue in the medium term.

  • Shares are at risk of a correction but are supported by economic and earnings recovery.

  • Australian house prices are booming again but expect measures to slow it down in the months ahead.

Read the full article here >>

Download pdf copy – Oliver’s Insights: Market outlook Q&A – global recovery, vaccines, inflation, the risk of a share crash, Aust house prices and other issues.

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

Oliver’s Insights: Shares have had a very strong rebound since March last year so where are we in the investment cycle?

Date: Apr 07th, 2021

Dr Shane Oliver, Head of Investment Strategy and Chief Economist takes a look at where we are in the investment cycle.

The key points are as follows:

  • The history of cyclical bull markets in shares suggests that the rebound since last March still has a way to go.

  • But it’s normal for the second 12 months of a cyclical bull market to see slower returns from shares.

  • While shares are vulnerable to a further correction triggered by the spike in bond yields, we are not seeing the sort of unambiguous overvaluation, economic overheating, monetary tightening and investor euphoria normally seen at cyclical tops.

Read the full article here >>

Download pdf copy – Oliver’s Insights: Shares have had a very strong rebound since March last year so where are we in the investment cycle?.

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

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|

Provision Insights

Subscribe to our Quarterly e-newsletter and receive information, news and tips to help you secure your harvest.

Newsletter Powered By : XYZScripts.com