Australian recession Q&A
Why the worry? What’s the risk? And what would it mean for investors? Dr Shane Oliver – Head of Investment Strategy and Chief Economist, AMP
Why the worry? What’s the risk? And what would it mean for investors? Dr Shane Oliver – Head of Investment Strategy and Chief Economist, AMP
Dr Shane Oliver – Head of Investment Strategy and Chief Economist, AMP Introduction From their lows last year, global and US shares are up 17%
– rising prosperity (and smashed avocado) versus housing affordability Dr Shane Oliver – Head of Investment Strategy and Chief Economist, AMP Australia’s property fascination Australians
Dr Shane Oliver – Head of Investment Strategy and Chief Economist, AMP Capital Introduction Over the last 10 and 20 years, returns from Australian unlisted
– return to surplus with fastest improvement since end of WW2, cost of living help but structural deficits remain (albeit smaller) Dr Shane Oliver –
Prices look to have bottomed as the supply shortfall dominates, but watch rates and unemployment Dr Shane Oliver – Head of Investment Strategy and Chief
– it’s not clear the proposed reforms will lead to a better outcome for the Australian economy Dr Shane Oliver – Head of Investment Strategy
– Inflation, interest rates, recession, the US debt ceiling, geopolitics, house prices and other issues Dr Shane Oliver – Head of Investment Strategy and Chief
Dr Shane Oliver – Head of Investment Strategy and Chief Economist, AMP Capital Introduction Every so often the degree of uncertainty around investment markets surges
Dr Shane Oliver – Head of Investment Strategy and Chief Economist, AMP Capital Introduction From their high in April to their low last month national
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