Finance News Network

Stock Watch

Investment cycles - what they are and why investors need to be aware and wary of them

11 Aug 2022 - Dr Shane Oliver, Head of Investment Strategy & Chief Economist at AMP, discusses cyclical fluctuations in markets.

Inflation and economy, AZJ, PNI, NAB

10 Aug 2022 - Fund Manager Chris Pedersen looks at inflation and economy, Aurizon Holdings (ASX:AZJ), Pinnacle Investment Management Group (ASX:PNI) and National Australia Bank (AS…

Share positives and negatives, US and global earnings growth, RBA less hawkish, Aus earnings

07 Aug 2022 - Dr Shane Oliver, Head of Investment Strategy & Chief Economist at AMP, discusses developments in investment markets over the past week, the coronavirus, economic acti…

RBA monetary update, CPI, housing market, RIO, UMG, JHG

03 Aug 2022 - Fund Manager Chris Pedersen discusses the RBA monetary update, the housing market, the CPI, Rio Tinto (ASX:RIO), United Malt Group (ASX:UMG) and Janus Henderson Group…

Five reasons the RBA cash rate will likely peak with a 2 in front of it rather than a 3 (or more)

02 Aug 2022 - Dr Shane Oliver, Head of Investment Strategy & Chief Economist at AMP, discusses the RBA's rate hike and why consensus expectations for a rise above 3% are too hawkis…

Australian home price falls accelerated in July, 15-20% top to bottom average fall expected

01 Aug 2022 - Dr Shane Oliver, Head of Investment Strategy & Chief Economist at AMP, discusses the trend in falls in average home prices.

Have shares bottomed, Technical recession, Global inflationary pressures, RBA to hike 0.5%

29 Jul 2022 - Dr Shane Oliver, Head of Investment Strategy & Chief Economist at AMP, discusses developments in investment markets over the past week, the coronavirus, economic acti…

Australian inflation, EU, FX, AUD, NAN, LNK, LIC

27 Jul 2022 - Fund Manager Chris Pedersen looks at the Australian inflation, EU, FX, AUD, Nanosonics (ASX:NAN), Link Administration (ASX:LNK) and Lifestyle Communities (ASX:LIC).

The good news in the market plunge - higher medium-term return potential (assuming inflation tamed)

26 Jul 2022 - Dr Shane Oliver, Head of Investment Strategy & Chief Economist at AMP, discusses the medium-term potential for major investment asset classes.

Things impacting Australia, problems in China, PDL, ANN, HSN

20 Jul 2022 - Fund Manager Chris Pedersen looks at things impacting Australia, problems in China, Pendal Group (ASX:PDL), Ansell Group (ASX:ANN) and Hansen Technologies (ASX:HSN).

Rate hike and recession, Covid, Booming jobs v plunging confidence and home prices, ECB to hike

15 Jul 2022 - Dr Shane Oliver, Head of Investment Strategy & Chief Economist at AMP, discusses developments in investment markets over the past week, the coronavirus, economic acti…

Jobs growth boomed in June, unemployment at 48-year low, RBA to hike by 0.5% in Aug, possibly 0.75%

15 Jul 2022 - Dr Shane Oliver, Head of Investment Strategy & Chief Economist at AMP, discusses employment figures.

Inflation in the '70s - baby boomer fantasy or nightmare?

13 Jul 2022 - Dr Shane Oliver, Head of Investment Strategy & Chief Economist at AMP, discusses the high inflation of the 1970s.

RBA statement, Aussie dollar, Lottery Corp, Steadfast, Insurance Australia

13 Jul 2022 - Fund Manager Chris Pedersen discusses the RBA's statement, the Aussie dollar, the Bloomberg commodity index, why companies are more profitable, the largest sectors in…

Easing inflation pressures, yield curve inversion, cash rate expectations, floods, Covid

08 Jul 2022 - Dr Shane Oliver, Head of Investment Strategy & Chief Economist at AMP, discusses developments in investment markets over the past week, the coronavirus, economic acti…

2021-22 saw poor investment returns - the bad news and the good

06 Jul 2022 - Dr Shane Oliver, Head of Investment Strategy & Chief Economist at AMP, discusses the 2021-22 year, inflation and key things for investor to bear in mind.

RBA highlights and impacts, inflation and Apple, James Hardie, Boral, Brambles

06 Jul 2022 - Fund Manager Chris Pedersen discusses the RBA monetary statement and impacts to the market, best performers in June 2022, lamb export, how inflation is impacting Appl…

RBA increased cash rate to 1.35%, Expect more hikes but we see cash rate peaking around 2.5%

05 Jul 2022 - Dr Shane Oliver, Head of Investment Strategy & Chief Economist at AMP, discusses the cash rate increase.

Charting analysis of RIO shares

04 Jul 2022 - Fairmont Equities Managing Director Michael Gable takes a technical look at Rio Tinto, Nextdc, Praemium and Select Harvests.

Rough year, Central banks hawkish, China PMIs bounce, La Nina, RBA to hike 0.5%, Falling home prices

01 Jul 2022 - Dr Shane Oliver, Head of Investment Strategy & Chief Economist at AMP, discusses developments in investment markets over the past week, the coronavirus, economic acti…

Australian home price falls accelerating

01 Jul 2022 - Australian home price falls are accelerating, down 0.6% in June, with prices in Sydney and Melbourne down sharply. We now expect a 15-20% top to bottom fall in averag…

Australian energy market, Stockwatch winners, GMA, MTS, WDS

29 Jun 2022 - Fund Manager Chris Pedersen looks at the Australian energy market, Stockwatch winners, Genworth Mortgage Insurance Australia (ASX:GMA), Metcash (ASX:MTS) and Woodside…

High household debt and rising interest rates - not as bad as it looks, but still an issue

28 Jun 2022 - Dr Shane Oliver, Head of Investment Strategy & Chief Economist at AMP, discusses the rise in household debt since the 1980s, the effects of interest rate rises and dw…

Is it time to buy CBA shares?

27 Jun 2022 - Fairmont Equities Managing Director Michael Gable takes a technical look at Commonwealth Bank of Australia (ASX:CBA), Lake Resources NL (ASX:LKE), Suncorp Group (ASX:…

Shares bounce, Slowing data and recession, Easing pipeline inflation pressure, Home price fall

24 Jun 2022 - Dr Shane Oliver, Head of Investment Strategy & Chief Economist at AMP, discusses developments in investment markets over the past week, the coronavirus, economic acti…