Dr shane oliver

Share markets have been fairly resilient in the face of uncertainty around Trump’s policies. However, nervousness is creeping in.

We slightly increase our expectations for the ASX 200 this year but also anticipate a more volatile, constrained outlook

There is good reason to expect the $A to rise into next year, and a strong case for a slight weighting toward hedged global investments

The most likely scenario for the central bank to hold rates ahead of cuts starting later this year