Five charts on investing to keep in mind in uncertain times like now
Every so often the degree of uncertainty around investment markets surges and that’s been the case this year with President Trump’s tariffs. It’s gone into hyperdrive in the last week with Israel attacking Iran, Iran retaliating and now the US using its bunker busting bombs on Iran’s three “key nuclear enrichment facilities [that] have been completely and totally obliterated” according to Trump (although their obliteration is being questioned). While the loss of life in any war is horrible share markets only get really concerned if there is a meaningful economic disruption – and the main way this can occur from conflicts in the Middle East is via disruption to oil supplies. So far, oil prices are up on the uncertainty – but only by 12% since the war started & it’s still below average 2024 levels. Read more below.
Oliver's Insights | Edition 19 2025
Five charts on investing to keep in mind in uncertain times like now
Oliver's Insights | Edition 18
Here we go again! - the threat from the Israel/Iran war
Oliver's Insights | Edition 17
The risk of a US public debt crisis – and implications for shares
Oliver's Insights | Edition 16
The RBA cuts again and becomes more dovish. We expect further cuts – implications for the economy and investors
Oliver's Insights | Edition 15
Trump’s policies & the equity risk premium – the good, the bad & the ugly
Oliver's Insights | Edition 14
Labor returned to Government in Australia – key challenges and risks
Oliver's Insights | Edition 13
Why investors need to be aware of the psychology of investing
Oliver's Insights | Edition 12
Seven reasons Australia is likely to avoid recession from Trump’s shock
Oliver's Insights | Edition 11
The Trump Dump in shares – what does it mean for Australia & investors?
Oliver's Insights | Edition 9
Share market falls - seven key things for investors to bear in mind
Oliver's Insights | Edition 8
The 2025 Australian Federal election – implications for investors
Oliver's Insights | Edition 7
Australian home prices turning back up again
Oliver's Insights | Edition 06
Seven key charts for investors to keep an eye on
Oliver's Insights | Edition 05
The RBA starts cutting rates – implications for the economy and investors
Oliver's Insights | Edition 04
Investment outlook Q&A – Tariff man & Aust exports, the RBA, $A & gold
Oliver's Insights | Edition 3 2025
More Trump tariffs (and deals) – implications for investors and Australia
Oliver's Insights | Edition 2 2025
What’s driven the fall in the $A? Does it threaten inflation and RBA easing?
Oliver's Insights | Edition 1 2025
More volatile and constrained – the macro investment outlook for 2025