Oliver’s Insights

Introduction After pushing to record highs, share markets had a sizeable correction into last week – with US and global shares down nearly 9% and Australian shares down nearly 6%. Such volatility is not unusual

Introduction Share markets have seen big falls on the back of rising recession fears. For the last two years there has been constant fears of a recession – or a contraction in economic activity –

Introduction “The nine most terrifying words in the English language are: I’m from the Government, and I’m here to help.” – Ronald Reagan “We’re going to build factories again, put people to work making real

Introduction It’s often said that shares climb a wall of worry. And with good reason. The next chart shows the Australian All Ords price index since 1900 and despite wars, pandemics, and economic calamities, it’s

Introduction Changes in the value of the Australian dollar are important as they impact Australia’s international export competitiveness and the cost of imports, including that of going on an overseas holiday. They are also important

Introduction There has been a wall of worry for investors over the last year but as is often the case share markets climbed it. This resulted in another financial year of strong investment returns in

Introduction I have now been in the investment world for 40 years. I first looked at the lessons I learned in 2019. But they haven’t changed much since. Much has happened over the last 40

Introduction Since the European Union parliamentary election results were released just over a week ago, seeing a rise in support for far-right parties and French President Macron’s surprise decision to call parliamentary elections, Eurozone shares

– but the tension between high rates and the chronic housing shortage remains Introduction National average home prices rose another 0.8% in May, pushing them further into record territory. However, the gains remain highly diverse.

Introduction It’s nearly four years since the tumultuous 2020 US presidential election and now the next one is almost upon us. So far investment markets have paid little attention to it or have just focussed