shane oliver

3 new investment thematics from the budget

Livewire Exclusive

To cut through the deafening noise around this week’s Federal budget, Livewire has asked four of Australia’s leading Economists to boil the budget down to its single most important theme, and to explain what it means for investors. We also asked which specific sectors of the market are going to... Show More

Smart Asset Allocation drives fund performance

AMP Capital

Empirical studies have demonstrated that asset allocation determines the vast majority of the returns that a portfolio will generate*, with a landmark study by Brinson, Hood and Singer calculating the figure to be as high as 91.5%. To fully leverage this, allocation ranges need to be completely flexible, and AMP... Show More

The great policy rotation

AMP Capital

For the last two decades, advanced country central banks have been focussed on price stability and have played the first line of defence in stabilising the economic cycle whereas fiscal policy has played backup, focussing more on fairness and efficiency. This same approach has been applied since the global financial... Show More