Commercial property returns under threat
Dr Shane Oliver – Head of Investment Strategy and Chief Economist, AMP Capital Introduction Over the last 10 and 20 years, returns from Australian unlisted
Dr Shane Oliver – Head of Investment Strategy and Chief Economist, AMP Capital Introduction Over the last 10 and 20 years, returns from Australian unlisted
– return to surplus with fastest improvement since end of WW2, cost of living help but structural deficits remain (albeit smaller) Dr Shane Oliver –
Prices look to have bottomed as the supply shortfall dominates, but watch rates and unemployment Dr Shane Oliver – Head of Investment Strategy and Chief
– it’s not clear the proposed reforms will lead to a better outcome for the Australian economy Dr Shane Oliver – Head of Investment Strategy
– Inflation, interest rates, recession, the US debt ceiling, geopolitics, house prices and other issues Dr Shane Oliver – Head of Investment Strategy and Chief
Dr Shane Oliver – Head of Investment Strategy and Chief Economist, AMP Capital Introduction Every so often the degree of uncertainty around investment markets surges
Dr Shane Oliver – Head of Investment Strategy and Chief Economist, AMP Capital Introduction From their high in April to their low last month national
Dr Shane Oliver – Head of Investment Strategy and Chief Economist, AMP Capital Introduction The RBA raised its cash rate by another 0.25% taking it
Dr Shane Oliver – Head of Investment Strategy and Chief Economist, AMP Capital Introduction Since the March 2009 Global Financial Crisis (GFC) low in share
Dr Shane Oliver – Head of Investment Strategy and Chief Economist, AMP Capital Introduction After very strong returns in 2021 thanks to reopening from Covid
Expect a rough ride, but better returns Dr Shane Oliver – Head of Investment Strategy and Chief Economist, AMP Capital 2022 – from Covid to
Dr Shane Oliver – Head of Investment Strategy and Chief Economist, AMP Capital The slump in home prices continues After surging by 28.6% from their
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