Oliver’s Insights

Oliver’s Insights is a special commentary by Dr. Shane Oliver, AMP Capital’s Chief Economist, on issues and trends affecting the economy and financial markets. Dr. Oliver is supported by a team of economists dedicated to delivering timely commentary and the asset allocation decisions for AMP Capital’s diversified product range.

Oliver's Insights
The turn in the cycle - implications of falling interest rates
2 September 2008 (PDF - 96 Kb)

Previous Oliver's Insights
Sustainable investment returns and strategic asset allocation (27 August, 2008) Falling commodity prices - more good news than bad (15 August, 2008) The bear market in an historical context and the potential impact of lower interest rates in Australia (8 August, 2008) The Australian economy - past the tipping point (31 July, 2008) Oil and shares - this year's Factor X (15 July, 2008) Super funds and negative returns (9 July, 2008) A terrible year for shares, but better conditions ahead (27 June, 2008) How big a threat is inflation? (18 June, 2008) The oil crisis and the investment outlook (10 June, 2008) Why relaxing inflation targets would be bad for investors (28 May, 2008) Shares - is the bear market over? (21 May, 2008) The outlook for Australian house prices (9 May, 2008) Oil prices and the economic outlook (1 May, 2008) What is the risk of a hard landing in China? (28 April, 2008) Commercial property values after the credit crunch (15 April, 2008) Putting negative investment returns in context (4 April, 2008) From financial bust to commodity weakness (31 March, 2008) The share bear market - where to from here? (14 March, 2008)