Shane Oliver, AMP Capital (2019-2020)
Shane Oliver, AMP Capital (2019-2020)
Listen to his previous podcasts:
17 December 2020
Market View: The Fed and Powell, Bitcoin's high, lawsuits against Google and Facebook v Apple
Michelle Martin speaks to Shane Oliver, Chief Economist and Head of Investment Strategy, AMP Capital to discuss the FED's dovish stance, Powell's concerns about high valuations, Bitcoin passing 20,000 USD, 10 US States lawsuit against Google, Facebook's feud with Apple and Singapore blue chips
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3 December 2020
Bigger Picture: US House passes bill that could delist Chinese firms
Shane Oliver, Head of Investment Strategy & Chief Economist, AMP Capital discusses if the latest move to increase scrutiny on the accounting practices of Chinese firms will see them turning elsewhere.
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19 November 2020
Bigger Picture: Australian markets to outperform in 2021
Shane Oliver, Head of Investment Strategy & Chief Economist, AMP Capital shares why Australian markets are poised for a rebound and how tensions with China and the wider shift away from fossil fuels will impact.
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4 November 2020
Bigger Picture: China puts brakes on Ant Group IPO
Shane Oliver, Head of Investment Strategy & Chief Economist, AMP Capital discusses the curveball thrown at Ant Group just days before its record-setting listing, as well as what investors have in their "Biden Basket" and "Trump Trades"
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8 October 2020
Bigger Picture: Trump revives stimulus hopes, OK with smaller deals
Shane Oliver, Head of Investment Strategy and Chief Economist, AMP Capital discusses the u-turn by President Trump, and how the Australian Budget will move the needle on the economy and its currency.
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24 September 2020
Bigger Picture: How low can AUD go?
Shane Oliver, Head of Investment Strategy and Chief Economist, AMP Capital talks about the impact of China's bold plans to go carbon neutral by 2060 on the Australian economy, and where the floor is for the AUD, following central bank remarks that a weaker currency is good for the economy.
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27 August 2020
Bigger Picture: Australia PM seeks veto powers over deals with China
Shane Oliver, Head of Investment Strategy and Chief Economist, AMP Capital talks about rising tensions between Australia and China as Prime Minister Scott Morrison takes aim at limiting Beijing's influence through Belt and Road projects.
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13 August 2020
Bigger Picture: Rising risk of Australia property correction
Shane Oliver, Head of Investment Strategy & Chief Economist, AMP Capital explains why there's a disconnect between the market rally and bleak economic data, as well as how COVID-19 might fix Australia's housing affordability crisis.
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30 July 2020
The Bigger Picture: Expectations of US Q2 GDP numbers and tech earnings
The US is preparing for one of the biggest days in this current earnings season. Apple, Amazon, Alphabet and Facebook are set to announce their latest earnings, and of course market participants are bracing for the US’ second quarter GDP numbers, which are expected to show the worst contraction in US economic activity in the post-World War II era. Shane Oliver, Chief Economist & Head of Investment Strategy, AMP Capital gives his analysis.
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2 July 2020
Bigger Picture: Fed continues to weight yield curve control
Shane Oliver, Head of Investment Strategy & Chief Economist, AMP Capital explains the significance of the FOMC's latest minutes including its wariness of setting yield targets.
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18 June 2020
Bigger Picture: How worried should investors be over a 'second wave'?
Shane Oliver, Head of Investment Strategy and Chief Economist, AMP Capital believes a potential 2nd COVID-19 wave is unlikely to trigger as deep a sell off seen in March.
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21 May 2020
The Bigger Picture: What's driving the continuing rally in shares?
Shane Oliver, Chief Economist & Head of Investment Strategy, AMP Capital gives his analysis on The Bigger Picture, including the drive behind the rally in shares, what the April Federal Reserve minutes mean, and a lookahead to China's annual NPC meeting tomorrow.
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21 May 2020
The Bigger Picture: What's driving the continuing rally in shares?
Shane Oliver, Chief Economist & Head of Investment Strategy, AMP Capital gives his analysis on The Bigger Picture, including the drive behind the rally in shares, what the April Federal Reserve minutes mean, and a lookahead to China's annual NPC meeting tomorrow.
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5 May 2020
Checking in With Australian Markets
Though the RBA decided to hold off on another rate cut, Australia's Central Bank cautioned that much uncertainty remains for the country's economic outlook. With Australia continuing to ease lockdown measures while preparing for what could be it's 1st recession since the early 90's, we caught up with Shane Oliver, Chief Economist at AMP Capital, to get his thoughts.
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9 April 2020
Bigger Picture: Watching the COVID-19 curve
Shane Oliver, Head of Investment Strategy and Chief Economist, AMP Capital previews OPEC+'s meeting where output cuts are expected, and if markets have gotten too optimistic around expectations of the COVID-19 outbreak turning around.
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12 March 2020
Bigger Picture: Dow enters bear market territory
Shane Oliver, Head of Investment Strategy and Chief Economist, AMP Capital, shares his view on how much government stimulus measures will help markets, with the UK, US and Australia all announcing their respective plans this week.
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3 March 2020
Might the Australian Economy Be At Risk of a Recession?
You'll have to go back to the early 1990's for the last time Australia fell into a recession. But with the COVID-19 coronavirus epidemic expected to hit the Chinese economy hard, could this also break the Australian economy? Shane Oliver, Chief Economist of AMP Capital, joined us on Prime Time to discuss the recession risks facing Australia, the market turmoil from the coronavirus, the RBA's recent rate cut and whether negative rates are possible down under.
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5 December 2019
The Bigger Picture: NATO summit turns sour, as US-China trade rhethoric improves
Shane Oliver, Head of Investment Strategy & Chief Economist, AMP Capital tells us more about what the odds are like now for the phase 1 trade deal, sour relationships that have ben established during the NATO Summit and more.
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11 November 2019
Resurfacing Doubts About the Interim US-China Trade Deal
Markets lost ground in the Asia-Pacific region, partly due to resurfacing doubts about the phase one US-China trade getting done at all. AMP Capital's Head of Investment Strategy and Chief Economist Shane Oliver talks to us about the likelihood a deal gets done anytime soon, and why Australian equity markets avoided the Monday selloff.
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7 November 2019
The Bigger Picture: Don't be too fussed about the global outlook
Shane Oliver, Head of investment strategy and Chief economist, AMP Capital, shares why worries around some of the top concerns and news headline may be exaggerated.
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3 September 2019
Preparing for a Possibly Volatile September with AMP Capital's Shane Oliver
September tends to be a more volatile month based on historical evidence, and AMP Capital's Head of Investment Strategy and Chief Economist Shane Oliver thinks we could be in for some of that in the coming weeks. He speaks to Prime Time about how they're preparing for potential uncertainty, and why he thinks that Central banks should act sooner, rather than later, when it comes to potential recessions.
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29 August 2019
The Bigger Picture: Another rate cut, China currency slide and yields
Shane Oliver, Chief Economist, Head of Investment Strategy, AMP Capital discusses investor expectations of at least one more rate cut this year, if China would still allow its currency to slide and where investors should be looking to for yields.
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15 August 2019
The Bigger Picture: Bond markets, negative interest rates and HK developments
Shane Oliver, Head of Investment Strategy & Chief Economist at AMP Capital breaks down the impact of the further flattening of the yield curve with 10yr/2yr bonds, if negative interest rates are the new normal and how the latest developments from Hong Kong are affecting markets.
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1 August 2019
The Bigger Picture: Did the Fed really need a rate cut?
Shane Oliver, Head of Investment Strategy & Chief Economist at AMP Capital explains why the Fed decided a rate cut of 25 basis points, and what he thinks of the confusing signals from the press conference by Fed Chairman Jerome Powell.
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18 July 2019
The Bigger Picture: Central Bank Policy Outlook
Shane Oliver, Head of investment strategy & Chief economist, AMP Capital discusses what the latest mixed set of earnings this week mean for the rest of the earnings season, and where central banks are leaning towards on policy
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20 Jun 2019
The Bigger Picture: Bonds, Fed Data and Dividend Stocks
Shane Oliver, Head of Investment Strategy & Chief Economist, AMP Capital discusses more about how markets are affected following the Fed meeting which concluded overnight.
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6 Jun 2019
The Bigger Pic: US - Mexico Trade Talks and Rate Cuts
Shane Oliver, Head of Investment Strategy and Chief Economist, AMP Capital discusses how markets would be affected by US-Mexico trade headlines and if markets are ready for a Fed rate cut.
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23 May 2019
The Bigger Picture: Australia's Economy After Elections
Shane Oliver, Head of investment strategy and chief economist at AMP Capital shares how the surprising election result in Australia will impact their economy.
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9 May 2019
The Bigger Picture: 9 May 2019
Shane Oliver, Head of Investment Strategy and Chief Economist at AMP Capital gives his take on whether investors should cut back on the exposure to equity markets now amid the wild swings in the markets.
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11 Apr 2019
The Bigger Picture: Brextension, India & Australia Elections
Shane Oliver, head of investment strategy & chief economist, AMP Capital shares his thoughts around the EU extending the Brexit date to end-Oct, and the impact of elections in India and Australia on the markets.
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14 Mar 2019
GBP, UK Prospects & Boeing
Shane Oliver, Chief Economist and Head of Investment Strategy at AMP Capital shares what investors should keep on their radar today, including the British Pound, the UK growth prospects and Boeing.
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28 Feb 2019
Trump-Kim Summit, FOMC & US Q4 GDP
Shane Oliver, Head of Investment Strategy and Chief Economist, AMP Capital breaks down the biggest stories impacting the market, including the summit between President Trump and North Korea leader Kim Jong-Un, the latest from FOMC and US Q4 GDP numbers.
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14 Feb 2019
US-China talks, China Economy & S&P 500
Shane Oliver, Chief Economist & Head of Investment Strategy, AMP Capital shares what investors should be keeping an eye out for this week, including the continuing US-China talks, the latest from China's economy and how the S&P 500 is doing.
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31 Jan 2019
FOMC Meeting, US Earnings & 2019 Overview
Shane Oliver, Chief Economist & Head of Investment Strategy, AMP Capital shares more on what investors should keep an eye on today including; The latest FOMC meeting, earnings season in the US and gives an overview of what to expect in 2019.
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17 Jan 2019
China Markets, British Pound & Earnings Season
Shane Oliver, Chief economist and Head of Investment Strategy, AMP Capital shares what investors should be keeping an eye on today including the pledge by China yesterday to stimulate its economy, The British Pound after the vote of no confidence in the UK government and also gives his take on the start of the earnings season so far.
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