Oliver’s Insights – Investment outlook Q&A – inflation, interest rates, Russia & Ukraine, the risk of a share crash, house prices and other issues

The attached note covers the main questions investors commonly have regarding the investment outlook in a simple Q&A format. The key points are as follows: Inflation will likely slow later this year but remain well above pre-pandemic levels over the medium term. Wages growth is likely to pick up to 3% this year. A Russian…

Oliver’s Insights – Central banks heading towards the easing exits – five reasons for investors not to be too concerned

The attached note looks at the gradual shift towards the exits from ultra-easy monetary policy by major central banks and the implications for investment markets. The key points are as follows: The gradual shift of central banks including the Fed and RBA towards an exit from monetary easing has caused some volatility in investment markets.…

Oliver’s Insights – Market outlook Q&A – disconnect to real economy, growth v value, vaccines, property, gold, inflation and other issues

The attached note covers the main questions investors have in a simple Q&A format. The key points are as follows: Share markets often lead economic recoveries so the current apparent disconnect is not that unusual. Share markets are likely to see a rotation in favour of cyclical stocks relative to growth stocks and this would…

Oliver’s Insights – Australian house prices back from the abyss – seven things you need to know about the Australian property market

The attached note takes a look at the outlook for the Australian residential property market. The key points are as follows: The Australian housing market remains far more complicated than optimists & doomsters portray it to be. Yes, it’s expensive and heavily indebted but talk of mortgage stress is overstated & it’s been undersupplied. The…