Olivers Insights
After a strong start to the year, share markets have had a few wobbles lately and bonds have rallied again. Sell in May and go away? Rick Maggi. Read more here
05/04/13: Money Printing. What are the risks?
Another look at 'Quantitative Easing' (Video)
Don't let the term 'quantitative easing' scare you. The concept and reasons behind it are simple and quite justifiable in the the current climate. AMP Capital's Dr Shane Oliver attempts to briefly explain what it is, why it's being done, and the implications for shares and bonds going forward. An easy to understand 4 minute video, worth viewing. Enjoy! Rick Maggi. View video here
30/03/12: Should super funds have more bonds?
Shares or Bonds?
In this article, Dr Shane Oliver looks at the recent move to the relative safety of bonds and whether now is the right time to be making the shift. Read more here
20/03/13: Running to Stand Still
'Outside The Flags' (Jim Parker, Dimensional)
Trying to correctly time your entry point to the market is never easy. Just ask the experts. This brief article written by Jim Parker, VP of Dimensional (DFA) Australia, is another reminder of the perils of market timing. Let me know if you'd like a copy of Jim Parker's book 'Outside the Flags' - an easy, enjoyable read. Rick Maggi. Read 'Running to Stand Still'
18/02/13: 2013 Rays of Hope
The start of the new year...
A refreshing take on the new year from Vanguard's Robin Bowerman… Read Here
16/03/13: Don't worry about a stock market drop...
Feeling a little Vertigo?
With US share markets at all time highs and Australian markets quickly gaining ground, it is only natural to feel a little nervous about what might be around the corner. British Journalist and Economist, Anatole Kaletsky, suggests that you might want to take a different view. Read more here. Enjoy! Rick Maggi.
12/03/13: The Espresso Portfolio
...all it takes is time and the price of a cup of coffee
This is a simple, poignant piece written by Dimensional Australia's VP, Jim Parker. Should be compulsory reading for anyone looking to grow their wealth. Enjoy! Rick Maggi. The Espresso Portfolio
06/03/13: Dow smashes record as US stocks surge
All-time high...
The Dow Jones Industrial Average soared to an all-time record high on Tuesday, passing the five-year old mark to leave behind the deep losses of the economic crisis. The positive impact on Australian superannuation and pension funds has been huge. Read More Here. Rick Maggi.
01/03/13: A new long-term bull market edging closer...
...but may be somewhat constrained
This is a fascinating article from AMP Capital's Dr Shane Oliver, which suggests that the long-term 'secular bear market' which has plagued investors since the year 2000 is about to end, making way for a new longer running bull market, but with some limitations. Worth a read. Rick Maggi. Read here... Bull market getting closer
27/02/13: Italian elections & European risk
Where to from here?
With an inconclusive election result and a general unwillingness to reform their economy, Italy's future (and therefore Europe's), is back in the spotlight, impacting on share markets and overall confidence. This is a brief report on the topic. Rick Maggi Italian Election/European Risk
27/02/13: What is the prediction for Gold in 2013?
CommSec Gold Commentary...
The following is a 3 minute video commentary from CommSec about the prospects for gold during 2013 and 2014. Enjoy. Rick Maggi. Gold prediction video
16/02/13: Market Dashboard: 15 Feb 2013
Facts and figures at your fingertips...
A quick snapshot of share markets, superannuation funds, commodities, rates and more. Enjoy! Rick Maggi. Dashboard
06/02/13: Shares, property, bonds or cash?
Which way to go?
In this easy to understand article, AMP Capital's Dr Shane Oliver discusses the four investments options and their possible performance over the next few years. The second article takes a look at the current share market 'boom' and it's potential to be longer lasting than past recoveries. Rick Maggi
Shares, Property, Bonds or Cash? Shares: How Long Can It Last?
25/01/13: Japanese reflation a good thing
...and why it's great for Australia!
This article discusses the Bank of Japan's recent decision to raise its inflation target and introduce open ended 'quantitative easing'. It sounds complicated but it is a good read and simply explained. Enjoy. Rick Maggi Japanese Reflation
18/12/12: Outlook for 2013.
Olivers Insights
An excellent overview of 2012 and a refreshingly bold attempt to map out the next twelve months, by AMP Capital's Dr Shane Oliver. Take a close look at the table of investment returns and forecasts. Enjoy! Rick Maggi
05/12/12: RBA cuts cash rate to 3%
But the song remains the same
While the RBA once again loosened monetary policy in December, the Bank continues to see a silver lining on every economic cloud and is yet to acknowledge that the Australian economy is entering a much more difficult environment now that mining investment has peaked. While many believe that the RBA will ultimately be forced to cut the cash rate to 2%, it seems pretty clear that the RBA still remains hopeful that the rate cuts it has already undertaken will be sufficient to revive growth. As such, it appears that until there is irrefutable proof that mining investment has peaked, or that unemployment is rising sharply, the RBA will remain a reluctant rate cutter, as indeed it has been over the past year. Rick Maggi Update: Since the 25 basis point cut yesterday, most of the major banks have since cut their loan rates by about 20 basis points.
20/11/12: November Market & Economic Update
November 2012 Economic Update (Easy Reading)
AMP Capital's Dr Shane Oliver presents a brief market and economic snapshot. Enjoy. Rick Maggi. Market & Economic Update
31/10/12: Is the mining boom over?
CommSec Video (3.36min)
In this addition, CommSec comments on the mining sector and whether the mining boom is actually over. Enjoy! Rick Maggi. Watch video here
20/10/12: Viewpoint: Jim O'Neill
Jim O'Neill, Chairman of Goldman Sachs...
Below is a brief global economic update (China, US, UK & Eurozone) from the Chairman of Goldman Sachs, Jim O'Neill… Viewpoint with Jim O'Neill
16/10/12: Managing super in challenging times
Your questions answered...
The last few years since the GFC have been difficult for investors - each time share markets take a step forward, changes in the global economy pull them back. Paul Clitheroe joins AMP Capital's Dr Shane Oliver to provide their views on where share markets are placed and how to navigate the period ahead. Also included is a link on the Eurozone (easy reading). Enjoy. Rick Maggi.