Financial Planning News

2024 a list of lists

 

Please click here to view Shane Oliver's views on the outlook for investment markets in 2024

The key points raised are:

  • 2023 turned out to be a strong year for investors with shares and bonds…

[more]


What's in store for investors in 2024?

 

Please click here to read our research department's 2023 investment returns summary and thoughts on what to expect in 2024.

Key points raised are :

The 5 key themes for 2023 were :

  • better than…

[more]


The RBA leaves rates on hold - are we at the top?

 

Please click here to read Shane Oliver's views on interest rates in Australia.

Key points raised are 

  • At it's December meeting the RBA left rates on hold but retained a tightening bias 
  • Our…

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Five reasons to expect the Australian dollar to rise

 

Please click here to view Shane Oliver's views in respect to the Australian dollar.

Key points raised are :

  • Since it's February 2021 high of nearly $US0.80 the $A has fallen on the back of…

[more]


Nine key things for successful investing

 

Please click here to view Shane Oliver's nine key things for successful investing.

Key points raised are

Successful investing is not always easy and can be stressful.  Even in good times. For this…

[more]


Five constraints on medium term investment returns

 

Please click here to view Shane Oliver's views on medium term investment returns.

Key points raised are:

Five megatrends suggest higher medium term inflation pressures and lower economic growth…

[more]


2022-23 Investment returns rebound

 

Please click the link below to view Shane Oliver's summary of investment returns for the 2022-23 financial year.

Key points raised are :

  • After the rough ride of 2021-22, 2022-23 turned out to be…

[more]


Peak Australian home ownership

 

Please click the link to view Shane Oliver's paper on home ownership levels in Australia.

Key points raised are :

  • Based on a report by Bernard Salt, Australia's home ownership peaked at 73% in…

[more]


2023-24 Federal Budget wrap up


As expected the 2023-24 budget was filled with measures aimed at easing cost of living pressures, addressing the challenges of a slowing economy, and bolstering the healthcare system.

The key…

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Investment Outlook Q and A

 

Please click the link below to Shane Oliver's Investment Outlook Q and A.

Key points raised are:

  • Inflation is likely to have peaked and this means that central banks are either at or close to…

[more]