Oliver's insights

Current | Archive
22 March 2017

The $US200 trillion global debt mountain – how big a threat is it really and what are the implications for investors?
Key  points-Global  debt levels have reached new records both in dollar terms and in relation to  GDP. -Countries  with very high gross debt to GDP include Japan, Belgium, Portugal and Greece.  Emerging market debt is relatively low and Australia is towards the low end  except in relation to household debt. -Global  debt is not as a big a concern as headline numbers suggest & debt to income  ratios will tend to rise through time simply because of saving & investing.   -A key  sign to watch would be a broad based rapid rise in debt along with a  generalised surge in asset prices. At present this is only evident in pockets &nbs
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About Oliver's Insights

Oliver's Insights is a regular update from Dr Shane Oliver, Head of Investment Strategy and Chief Economist, AMP Capital.

In Oliver's Insights, Dr Shane Oliver explores the latest issues regarding financial markets and the economy.


Who is Dr Shane Oliver?

Dr Shane Oliver joined AMP in 1984 as a research officer and in 1994 became AMP's Chief Economist. He now plays a major role in determining AMP Capital's investment strategy and asset allocation. He also provides economic forecasts and analysis to the asset class portfolio managers. As chief economist, he maintains a media profile for AMP Capital on economic and investment market issues.


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