olivers-insights-tag
Oliver’s insights – The super cycle bear market in bonds and the return of “bond vigilantes”
10 September
Key points Bond yields are being pushed higher by concerns about inflation, high public debt, rising corporate borrowing, rising Japanese bond yields and increasing economic uncertainty. This is part of a super cycle rise in bond yields that...[Read More]
Oliver’s insights – The Australian home price downturn deepened in August, with more to go
3 September
Key pointsThe slump in national average home prices continued in August with prices down 0.9% according to Cotality, their fifth monthly fall. The fall in July was revised down to -1.2%.Further falls are likely as we continue to expect another RBA...[Read More]
Compound interest and returns are an investor’s best friend
27 August
If there is “one thing” investors should know about investing, it’s the power of compound interest or returns. In the ever-rising obsession with short-term developments impacting investment markets around the economy, interest rates, profits,...[Read More]
Oliver’s Insights – Compound interest and returns are an investor’s best friend
21 August
Key pointsCompound interest is an investor’s best friend but can be a borrower’s worst nightmare.The higher the return, the earlier and bigger the investment contribution and the longer the period the more it works.To make the most of it, ensure...[Read More]
Oliver’s insights – Why investors need to treat forecasts with caution
20 August
Key pointsThe increasing noise around investing – associated with a messier economic and geopolitical backdrop along with an explosion in information flow and the rise of social media – is arguably accentuating a desire for investment experts,...[Read More]
Oliver’s Insights – The RBA cuts for the third time – expect a further gradual easing to 2.85%
14 August
Key pointsThe RBA cut its cash rate by 0.25% taking it to 3.6%. This is the third rate cut in this easing cycle.The RBA sees inflation running around target but has revised its growth forecasts down again. Its forecasts assume that the cash rate...[Read More]
Oliver’s Insights – Poor Australian productivity – why all the fuss? And what to do about it?
31 July
Key pointsThe last decade has seen productivity stagnate in Australia. This has curtailed growth in living standards and real wages.Policies to boost productivity include: deregulation; more housing supply; a cap on public spending; and tax...[Read More]