Olivers Insights

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