by Eleonor Klopsch | Nov 7, 2024 | Insights
Key points The return of Donald Trump to the US presidency brings the prospect of more US tax cuts and deregulation, but also more tariff hikes and trade wars and policy uncertainty. His win was not the surprise it was in 2016, and markets have moved to adjust – but...
by Eleonor Klopsch | Oct 10, 2024 | Insights
Dr Shane Oliver – Head of Investment Strategy and Chief Economist, AMP Capital Key points The US election has significant potential to impact markets. A Harris victory would mean more of the same, but a Trump victory could lead to uncertainty particularly around...
by Eleonor Klopsch | Oct 8, 2024 | Insights
– but what about the Israel/Iran conflict & other risks? Key points Recession risks, the escalating Israel conflict, the US election along with still stretched valuations mean a high risk of another share market correction and continued volatility. The expansion...
by Eleonor Klopsch | Sep 16, 2024 | Insights
Key points Predictions of an Australian house price crash create lots of interest but have been a dime a dozen over the last 20 yrs. However, there is more to the surge in property prices than easy money with a supply shortfall being the main factor. Absent much...
by Eleonor Klopsch | Aug 20, 2024 | Insights
Key points While growth assets like shares go through bouts of short-term underperformance versus bonds and cash, they provide superior long-term returns. So, it makes sense that superannuation has a high exposure to them. The best approach is to simply recognise that...
by Eleonor Klopsch | Aug 13, 2024 | Insights
Key points The continuing rise of populism globally – as evident in recent European elections and in the US with Trump and the Republican party – is signalling an ongoing shift away from economic rationalist policies in favour of greater government involvement in...
