Category Archives: Market Updates


Four reasons the 2019 global economic outlook looks positive

15

Jan 2019

Four reasons the 2019 global economic outlook looks positive

Many investors have been rattled by falls in share markets and are fretting about what the new year may hold. But there are a number of reasons to suggest that after a weak 2018, 2019 will be better, and that a well-diversified portfolio should deliver reasonable returns. 1. This is a “mid-cycle” correction Firstly, while some investors fear a recession and full-blown bear market, when…

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Best of 2018: How will innovative transportation ideas bring new opportunities?

15

Jan 2019

Best of 2018: How will innovative transportation ideas bring new opportunities?

At AMP’s recent Amplify event, Mark Moore, Uber’s engineering director of aviation and Nick Earle from Hyperloop One, spoke about how innovation is likely to change the face of public transport. Emerging public transport systems are poised to free up road and rail systems, leading to less congestion and better use of infrastructure. As an example, Uber’s vision for the future of commuting involves a…

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Best of 2018: Who is the most vulnerable as housing prices head lower?

15

Jan 2019

Best of 2018: Who is the most vulnerable as housing prices head lower?

https://vimeo.com/291021827 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…

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Best of 2018: The questions you should be asking about Australian equities

15

Jan 2019

Best of 2018: The questions you should be asking about Australian equities

Investor uncertainty and market volatility appear to be increasing as the economy continues to strengthen, leading to higher bond yields and eventual interest rate rises. Australian equity investors trying to navigate the choppy waters that lie ahead should ignore the day-to-day ‘noise’ of the markets and instead focus on seven key questions. The answers to these will help investors better understand the approaching dangers and…

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The impact of global economics on infrastructure trends

18

Dec 2018

The impact of global economics on infrastructure trends

The impact of global economic trends on the demand for new infrastructure assets and the growth of existing ones cannot be underestimated. On this front, the World Bank 2018 Global Economic Prospects – which provides economic forecasts out to 2020 and insights on the prospects of both developed and emerging economies – provides both good and bad news. The good news is that the global economy may at last be…

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Four reasons to invest in corporate bonds

18

Dec 2018

Four reasons to invest in corporate bonds

While interest rates in the US are rising, Australia’s interest rates remain stubbornly low. That flows through to subdued returns from term deposits and government bonds, and many investors continue to be faced with the question of where to invest for income in a low yield environment. Corporate bonds – debt securities issued by companies – can diversify portfolios and generate a higher income return…

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The five big fears that shaped 2018

18

Dec 2018

The five big fears that shaped 2018

After solid returns and relatively low volatility in 2017, many investors entered 2018 fairly optimistic, however we expected returns would be more constrained and more volatile than they were last year. Looking at the big picture, global growth was good, we saw relatively low inflation globally and the Australian economy grew at a reasonable rate. Five big fears But five big concerns came together to…

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Making an impact or ticking a box

19

Nov 2018

Making an impact or ticking a box

"How well aligned are ESG managers and ESG investors?" The ongoing growth in environmental, social and governance (ESG) investing has been driven by investors who may share certain common characteristics, but who have different concerns and commitment levels towards ethical investing. This growth has unsurprisingly been accompanied by a proliferation of ESG product offerings from an increasing number of fund managers. However, they may take…

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Four global investment opportunities amid market uncertainty

19

Nov 2018

Four global investment opportunities amid market uncertainty

In a time of market uncertainty with concerns around rising US interest rates and overvalued equities it can be difficult to find investment opportunities and it’s of little surprise that investors are asking where they should allocate their funds. But the good news is that recent developments have highlighted and reinforced a number of investment opportunities around the world that we believe investors should be…

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Three reasons why we're not in a bear market

19

Nov 2018

Three reasons why we're not in a bear market

https://vimeo.com/299367257 October was certainly a volatile month for investors. Share markets globally fell between 6% and 7% in total return terms. Australia had the worst monthly outcome since August 2015. But if you measure the falls from highs this year to recent lows the retreat has been even bigger. The average decline for global shares has been around 10%. From its peak in late August,…

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