Shares are vulnerable to a pull back in the months ahead reflecting the rising risk of risk of recession on the back of central bank tightening and weak seasonal influences. AMP’s Chief Economist, Dr Shane Oliver looks at the implications for investors and why it's not all negative.

Important information:

This podcast is general in nature and hasn’t taken your circumstances into account. It’s important you consider your personal circumstances and speak to a financial adviser before deciding what’s right for you. Any general tax information provided is intended as a guide only. Remember the value of investments may go up or down and you may not get back the amount you invested. The opinions and views featured in this podcast reflect the individual’s own. Date of publication 31 May 2023. AWM Services Pty Ltd ABN 15 139 353 496, AFSL No. 366121, part of the AMP Group.

Episode# 72: The worry list for shares

“No pessimist ever discovered the secrets of the stars, or sailed to an uncharted land, or opened a new heaven to the human spirit.” – Helen Keller 

AMP’s chief economist Dr. Shane Oliver explores the benefits in being an optimistic investor. 

Read Oliver's insights here: https://www.amp.com.au/insights-hub/blog/investing/olivers-insights-optimism-as-an-investor

Important information:

This podcast is general in nature and hasn’t taken your circumstances into account. It’s important you consider your personal circumstances and speak to a financial adviser before deciding what’s right for you. Any general tax information provided is intended as a guide only. Remember the value of investments may go up or down and you may not get back the amount you invested. The opinions and views featured in this podcast reflect the individual’s own. Date of publication 05 September 2023. AWM Services Pty Ltd ABN 15 139 353 496, AFSL No. 366121, part of the AMP Group.

Episode #86: Three reasons to err on the side of optimism as an investor

Join AMP's Deputy Chief Economist Diana Mousina as she takes a deep dive on the five key lessons we learnt from 2023 and what to expect in the next 12 months.

Important information:

This podcast is general in nature and hasn’t taken your circumstances into account. It’s important you consider your personal circumstances and speak to a financial adviser before deciding what’s right for you. Any general tax information provided is intended as a guide only. Remember the value of investments may go up or down and you may not get back the amount you invested. The opinions and views featured in this podcast reflect the individual’s own. Date of publication 18 December 2023. AWM Services Pty Ltd ABN 15 139 353 496, AFSL No. 366121, part of the AMP Group.

Episode #107: Five key lessons from 2023

2024 is likely to see positive returns helped by falling rates but they are likely to be more constrained and volatile than seen in 2023 given risks around the timing of rate cuts, recession risks and geopolitics. Join AMP's Chief Economist Dr. Shane Oliver as he unpacks the five key themes and lessons from 2023, the three primary challenges we face heading into 2024 as well as the key reasons for optimism on the investment outlook.

Important information:

This podcast is general in nature and hasn’t taken your circumstances into account. It’s important you consider your personal circumstances and speak to a financial adviser before deciding what’s right for you. Any general tax information provided is intended as a guide only. Remember the value of investments may go up or down and you may not get back the amount you invested. The opinions and views featured in this podcast reflect the individual’s own. Date of publication 09 January 2024. AWM Services Pty Ltd ABN 15 139 353 496, AFSL No. 366121, part of the AMP Group.

Episode #108: Four reasons for optimism

AMP's Deputy Chief Economist Diana Mousina takes a closer look at Australian household wealth. Why did we have one of the lowest rates of disposable income growth per capita amongst OECD countries in mid 2023?    

Important information:

This podcast is general in nature and hasn’t taken your circumstances into account. It’s important you consider your personal circumstances and speak to a financial adviser before deciding what’s right for you. Any general tax information provided is intended as a guide only. Remember the value of investments may go up or down and you may not get back the amount you invested. The opinions and views featured in this podcast reflect the individual’s own. Date of publication 11 January 2024. AWM Services Pty Ltd ABN 15 139 353 496, AFSL No. 366121, part of the AMP Group.

Episode #109: Is high Australian household wealth a source of support for consumers?

The surge in inflation coming out of the pandemic and its subsequent fall has been the dominant driver of investment markets over the last two years. But what’s driving the fall, what are the risks and what does it mean for interest rates? Join AMP's Chief Economist Dr. Shane Oliver as he looks at the key implications for investors.

Important information:

This podcast is general in nature and hasn’t taken your circumstances into account. It’s important you consider your personal circumstances and speak to a financial adviser before deciding what’s right for you. Any general tax information provided is intended as a guide only. Remember the value of investments may go up or down and you may not get back the amount you invested. The opinions and views featured in this podcast reflect the individual’s own. Date of publication 17 January 2024. AWM Services Pty Ltd ABN 15 139 353 496, AFSL No. 366121, part of the AMP Group.

Episode #110: Falling inflation – what does it mean for investors?

At its February meeting, the RBA left the cash rate at 4.35%, with noted progress in reducing inflation and bringing demand back to supply. While probably reluctant to raise rates again, the Reserve Bank still has a mild tightening bias and remains somewhat cautious. Join AMP's Chief Economist Dr. Shane Oliver as he unpacks Governor Bullock's comments, what it means for Australian households in the months ahead and why we could start to see rate cuts happening around mid year. 

Important information:

This podcast is general in nature and hasn’t taken your circumstances into account. It’s important you consider your personal circumstances and speak to a financial adviser before deciding what’s right for you. Any general tax information provided is intended as a guide only. Remember the value of investments may go up or down and you may not get back the amount you invested. The opinions and views featured in this podcast reflect the individual’s own. Date of publication 7 February 2024. AWM Services Pty Ltd ABN 15 139 353 496, AFSL No. 366121, part of the AMP Group.

Episode #111: Still cautious but less concerned: why the RBA left rates on hold

The Australian Government’s changes to the Stage 3 tax cuts have refocussed attention on the need for tax reform. Failure to adequately reform the tax system could further damage productivity growth and living standards in Australia. Join AMP's Chief Economist Dr. Shane Oliver as he unpacks the Stage 3 tax cuts, examines why tax reform is needed in Australia and looks at five key limitations with our current tax system. 

Important information:

This podcast is general in nature and hasn’t taken your circumstances into account. It’s important you consider your personal circumstances and speak to a financial adviser before deciding what’s right for you. Any general tax information provided is intended as a guide only. Remember the value of investments may go up or down and you may not get back the amount you invested. The opinions and views featured in this podcast reflect the individual’s own. Date of publication 9 February 2024. AWM Services Pty Ltd ABN 15 139 353 496, AFSL No. 366121, part of the AMP Group.

Episode #112: Five problems with the Australian tax system

AMP's Deputy Chief Economist Diana Mousina simplifies inflation expectations and the gender financial literacy gap; in light of the RBA's recent look at the public's understating of the inflation target and inflation expectations as a test of economic financial literacy.

Important information:

This podcast is general in nature and hasn’t taken your circumstances into account. It’s important you consider your personal circumstances and speak to a financial adviser before deciding what’s right for you. Any general tax information provided is intended as a guide only. Remember the value of investments may go up or down and you may not get back the amount you invested. The opinions and views featured in this podcast reflect the individual’s own. Date of publication 16 February 2024. AWM Services Pty Ltd ABN 15 139 353 496, AFSL No. 366121, part of the AMP Group.

Episode #113: Inflation expectations

While the Reserve Bank of Australia decided to keep the cash rate on hold this week at 4.35%, there was a noticeable shift in Governor Michele Bullock's tone, indicating the RBA remains fairly cautious but are getting less hawkish. Join AMP's Chief Economist Dr. Shane Oliver and Deputy Chief Economist Diana Mousina as they look at the key take outs from this week's decision and what the Reserve Bank will be looking at closely in the months ahead.

Important information:

This podcast is general in nature and hasn’t taken your circumstances into account. It’s important you consider your personal circumstances and speak to a financial adviser before deciding what’s right for you. Any general tax information provided is intended as a guide only. Remember the value of investments may go up or down and you may not get back the amount you invested. The opinions and views featured in this podcast reflect the individual’s own. Date of publication 21 March 2024. AWM Services Pty Ltd ABN 15 139 353 496, AFSL No. 366121, part of the AMP Group.

Episode #114: RBA Not ruling anything out or anything in

This week saw some important news on inflation with headline inflation unchanged at 3.4% which was less than expected. While the RBA is not rushing to change its stance, it was pleasing to see lower than expected levels of inflation in February with forecasts of a further slowing in inflation to 3.3% by June, which should see the start of rate cuts by around mid-year. 
 
Join AMP's Chief Economist Dr. Shane Oliver and Deputy Chief Economist Diana Mousina as they unpack the data, look at COVID's legacy and its lasting effects on inflation and our economy. 

Important information:

This podcast is general in nature and hasn’t taken your circumstances into account. It’s important you consider your personal circumstances and speak to a financial adviser before deciding what’s right for you. Any general tax information provided is intended as a guide only. Remember the value of investments may go up or down and you may not get back the amount you invested. The opinions and views featured in this podcast reflect the individual’s own. Date of publication 28 March 2024. AWM Services Pty Ltd ABN 15 139 353 496, AFSL No. 366121, part of the AMP Group.

Episode #115: Inflation surprised on the downside in February

Global markets have had a strong start to 2024 with US markets at a record high and a similar uplift seen in Australia. But, the macroeconomic backdrop remains complicated and downside risks are high which makes for an interesting investing environment. 
 
Join AMP's Deputy Chief Economist Diana Mousina and SMA Lead Portfolio Manager Brad Creighton as they take a closer look at the current macroeconomic outlook, the probability of risks, as well as how our funds are positioning their asset allocation in response. 

Important information:

This podcast is general in nature and hasn’t taken your circumstances into account. It’s important you consider your personal circumstances and speak to a financial adviser before deciding what’s right for you. Any general tax information provided is intended as a guide only. Remember the value of investments may go up or down and you may not get back the amount you invested. The opinions and views featured in this podcast reflect the individual’s own. Date of publication 05 April 2024. AWM Services Pty Ltd ABN 15 139 353 496, AFSL No. 366121, part of the AMP Group.

Episode #116: How to invest in the current macro environment

This week Diana and Shane look at seven key things you need to know about the Australian property market, why the link between income and happiness is messy and what’s driving higher petrol prices.

Important information:

This podcast is general in nature and hasn’t taken your circumstances into account. It’s important you consider your personal circumstances and speak to a financial adviser before deciding what’s right for you. Any general tax information provided is intended as a guide only. Remember the value of investments may go up or down and you may not get back the amount you invested. The opinions and views featured in this podcast reflect the individual’s own. Date of publication 11 April 2024. AWM Services Pty Ltd ABN 15 139 353 496, AFSL No. 366121, part of the AMP Group.

Episode #117: The Australian property market, income and happiness and rising petrol prices

The Simplifying Investing series helps to de-mystify the often-complex world of investing. Whether it’s big or small, we are all invested in something, that's why we're drawing on the knowledge of AMP’s experts to answer the big questions in superannuation, retirement, home loans and beyond.

Podcasts provided by AWM Services Pty Ltd ABN 15 139 353 496, AFSL No. 366121, part of the AMP Group. They contain general advice only and have not considered your personal circumstances. You should consider seeking professional advice before deciding to act on any information in these podcasts.

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