By Dr Shane Oliver – Head of Investment Strategy and Economics and Chief Economist, AMP Capital | 17 Feb 2026 Key points This year has started off rather messy with geopolitical threats and worries around AI disruption and valuations. We are mildly upbeat on shares for the year but see a 15% or so correction […]
By Dr Shane Oliver – Head of Investment Strategy and Economics and Chief Economist, AMP Capital | 10 Feb 2026 Key points Keeping inflation low and around target is important in terms of maximising living standards in Australia. We are optimistic that much of the recent rise in inflation will prove temporary. But some may […]
By Dr Shane Oliver – Head of Investment Strategy and Economics and Chief Economist, AMP Capital | 3 Feb 2026 Key points The RBA hiked its cash rate by 0.25% to 3.85% as widely expected in response to inflation running above target. Its commentary was cautious and hawkish with inflation now expected to stay above […]
By Dr Shane Oliver – Head of Investment Strategy and Economics and Chief Economist, AMP Capital | 27 Jan 2026 Key points Economics provides a range of insights including that: there is no free lunch; prices in free markets are usually best at allocating scarce resources; government policy comes with benefits and costs; productivity underpins […]
By Dr Shane Oliver – Head of Investment Strategy and Economics and Chief Economist, AMP Capital | 19 Jan 2026 Key points 2025 was another strong year for investors with shares up strongly on the back of better than feared growth and profits and global central banks cutting rates. Balanced super funds returned around 9%. […]
By Dr Shane Oliver – Head of Investment Strategy and Economics and Chief Economist, AMP Capital | 10 Dec 2025 Key points The RBA left its cash rate on hold at 3.6% as widely expected at is December meeting. Its commentary also became more hawkish (ie leaning towards a rate hike) on the back of […]
By Dr Shane Oliver – Head of Investment Strategy and Economics and Chief Economist, AMP Capital | 1 Dec 2025 Key points Cotality data shows national average home prices rose strongly again in November, but with the pace of growth slowing slightly to 1%mom. Near record low vacancy rates is contributing to a pickup in […]
By Dr Shane Oliver – Head of Investment Strategy and Economics and Chief Economist, AMP Capital | 25 Nov 2025 Key points With the latest surge in home prices relative to incomes housing affordability is at a new record low. This is adding to a slide in home ownership and rising inequality. The key to […]
By Dr Shane Oliver – Head of Investment Strategy and Economics and Chief Economist, AMP Capital | 18 Nov 2025 Key points Rich valuations, AI bubble worries and uncertainty about central bank rate cuts are the main negatives for shares at present and could see recent falls extend further. Against this though, global profit growth […]
By Dr Shane Oliver – Head of Investment Strategy and Economics and Chief Economist, AMP Capital | 8 Oct 2025 Key points Rich share market valuations are warning of the risk of a pullback in shares amidst fears of a bubble and it’s possible that enthusiasm for AI has run ahead of itself. But the […]
Tailored Lifetime Solutions has been awarded the Firm of the Year at the 2025 Count.ed Conference on Hamilton Island. Chosen from a strong field of finalists, Tailored Lifetime Solutions was acknowledged for our professional excellence, commitment to clients and contribution to the advice community. The awards shine a spotlight on the Count network’s most outstanding […]
We look at how much money you might need each year and ways you can still budget for your social life. Australian retirees generally need a certain budget each year to live a modest or comfortable lifestyle, and industry figures recently revealed the highest annual increase in those budgets since 20101. The Association of Superannuation […]