Dr shane oliver

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Investment Theme

The Trump Dump in shares – what does it mean for Australia and investors?

Share markets have fallen further on US President Trump’s worse than expected tariff policies. Further weakness is likely but at some point, Trump is likely to pivot...
Shane Oliver
AMP
Investment Theme

Liberation (or rather Retro) Day - some initial thoughts

Every so often the US casts its mind back to the 1950s it seems (eg American Graffiti and Happy Days in the 1970s) and so it is again!
Shane Oliver
AMP
Macro

7 key charts for investors to keep an eye on

Share markets have been fairly resilient in the face of uncertainty around Trump’s policies. However, nervousness is creeping in.
Shane Oliver
AMP
Macro

Australian shares at new record highs - is it sustainable?

We slightly increase our expectations for the ASX 200 this year but also anticipate a more volatile, constrained outlook
Shane Oliver
AMP
Macro

5 reasons why the Australian dollar is likely to rise further – if recession is avoided

There is good reason to expect the $A to rise into next year, and a strong case for a slight weighting toward hedged global investments
Shane Oliver
AMP
Macro

6 reasons why the RBA's next move is likely down later this year

The most likely scenario for the central bank to hold rates ahead of cuts starting later this year
Shane Oliver
AMP
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