Category Archives: Market Updates


Monetary Policy Decision – Statement by Philip Lowe, RBA Governor, November 2018

08

Nov 2018

Monetary Policy Decision – Statement by Philip Lowe, RBA Governor, November 2018

At its meeting today, the Board decided to leave the cash rate unchanged at 1.50 per cent. The global economic expansion is continuing. A number of advanced economies are growing at an above-trend rate and unemployment rates are low. Growth in China has slowed a little, with the authorities easing policy while continuing to pay close attention to the risks in the financial sector. Globally, inflation remains…

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Outlook for the Australian economy

15

Oct 2018

Outlook for the Australian economy

  https://vimeo.com/293475742 Investors might have noted some recent positives in the Australian economy. June quarter GDP growth of 3.4% was above potential and its fastest rate since 2012. We have also seen pretty good jobs numbers, with the unemployment rate trending down and sitting at a six-year low of 5.3%. And job ads, job vacancies and employment surveys have also been solid. (While job vacancies…

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Why invest in global listed infrastructure

15

Oct 2018

Why invest in global listed infrastructure

Global listed infrastructure has become increasingly popular with investors who are looking to improve the resilience and diversification of their equity portfolio. This article examines investment case for infrastructure and also listed infrastructure specifically. Firstly, let’s take a step back and look at why more and more investors are looking at allocating to infrastructure in general: Stability Infrastructure assets provide essential services to society, such…

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Are young families the most vulnerable as house prices head lower?

15

Oct 2018

Are young families the most vulnerable as house prices head lower?

The long-term rise in Australian home prices has led to a huge inter-generational transfer of wealth from the young to the old. A material reversal in property values will go some way to unwinding this, creating winners and losers amongst the generations. Australia has long had a love affair with home ownership, which is illustrated by the strong growth in residential prices over the past…

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Monetary Policy Decision – Statement by Philip Lowe, RBA Governor, October 2018

02

Oct 2018

Monetary Policy Decision – Statement by Philip Lowe, RBA Governor, October 2018

At its meeting today, the Board decided to leave the cash rate unchanged at 1.50 per cent. The global economic expansion is continuing. A number of advanced economies are growing at an above-trend rate and unemployment rates are low. Growth in China has slowed a little, with the authorities easing policy while continuing to pay close attention to the risks in the financial sector. Globally, inflation remains…

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19

Sep 2018

Introducing Sonia Baillie

Sonia Baillie, Head of Credit and Portfolio Manager of the AMP Corporate Bond Fund, shares how investing in fixed income can benefit investors and what her investment philosophy is.   Source: AMP Capital September 2018 Important notes: While every care has been taken in the preparation of this article, AMP Capital Investors Limited (ABN 59 001 777 591, AFSL 232497) and AMP Capital Funds Management…

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Why the world of retail is changing

19

Sep 2018

Why the world of retail is changing

In the first of our two-part analysis of the changing face of retail, our team of experts look at some longer-term social trends and explain how these are changing the way that we shop and visit malls. Q. What changes are impacting commercial real estate? Commercial real estate is going through rapid change as people become consumers of space, not just of products and services….

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Investing in disruption: Part One

19

Sep 2018

Investing in disruption: Part One

Disruption is a term that is used widely. But what does it really mean when it comes to investing? This is the first in a series of articles that explores what disruption really means, exploring examples of leading disruptive companies, and implications for investors. It’s easy to assume disruption is just another business buzzword. But the notion of disruption really speaks to ongoing economic evolution….

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Are the troubles in Turkey easing?

19

Sep 2018

Are the troubles in Turkey easing?

    https://vimeo.com/289814747 Investors may be eyeing off value in emerging markets after the recent sell-off triggered by concerns about the Turkish economy. Emerging market (EM) shares in local currency terms are down around 14% from their January high, and emerging market currencies are down 16% since their February high. Emerging markets are now trading on a forward PE of around 11 times, making them…

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Monetary Policy Decision – Statement by Philip Lowe, RBA Governor, September 2018

04

Sep 2018

Monetary Policy Decision – Statement by Philip Lowe, RBA Governor, September 2018

At its meeting today, the Board decided to leave the cash rate unchanged at 1.50 per cent. The global economic expansion is continuing. A number of advanced economies are growing at an above-trend rate and unemployment rates are low. Growth in China has slowed a little, with the authorities easing policy while continuing to pay close attention to the risks in the financial sector. Globally, inflation remains…

Read More



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