STOCK WATCH

Trump 2.0: Why investors should expect a somewhat rougher ride, but it may not be as bad as feared
19 Nov 2024 - Dr Shane Oliver, Head of Investment Strategy & Chief Economist at AMP, discusses what to expect under Trump.

Trump bump wobbles, US inflation scare?, US shares offer no risk premium over bonds, RBA, Wages
16 Nov 2024 - Dr Shane Oliver, Head of Investment Strategy & Chief Economist at AMP, discusses developments in investment markets over the past week, economic activity trackers, major global economic events and Australian economic events.

Five ways to turn down the noise, stay focussed (and survive Trump)
13 Nov 2024 - Dr Shane Oliver, Head of Investment Strategy & Chief Economist at AMP, provides some tips for investors.

Donald Trump elected President of the US (again), Implications for investors and Australia
07 Nov 2024 - Dr Shane Oliver, Head of Investment Strategy & Chief Economist at AMP, discusses the return of Trump.

RBA holds at 4.35% and softens tone to neutral, We remain of view that first cut will be in February
05 Nov 2024 - Dr Shane Oliver, Head of Investment Strategy & Chief Economist at AMP, discusses the RBA's decision.

Shares under pressure from bonds, US election, Inflation falls but still high, RBA to hold
01 Nov 2024 - Dr Shane Oliver, Head of Investment Strategy & Chief Economist at AMP, discusses developments in investment markets over the past week, economic activity trackers, major global economic events and Australian economic events.

Home price growth just 0.3% in October, Expect average price to remain weak until cuts next year
01 Nov 2024 - Dr Shane Oliver, Head of Investment Strategy & Chief Economist at AMP, discusses home prices.

Reporting season including 6 of the Magnificent 7, Election, Fed meeting, Economic data
01 Nov 2024 - What a huge two weeks with US Economic data and 278 of the 500 S&P500 stock reporting this week, while the US Presidential election and Fed Funds rate will be the focus next week.

Analysis of Reece, BlueScope Steel and Credit Corp Group
30 Oct 2024 - Fund Manager Chris Pedersen discusses Reece, BlueScope Steel and Credit Corp Group.

Why value matters in investing - and what are valuations telling us now?
29 Oct 2024 - Dr Shane Oliver, Head of Investment Strategy & Chief Economist at AMP, discusses valuations.