Category Archives: Market Updates


How global trends are creating infrastructure opportunities

14

Jun 2018

How global trends are creating infrastructure opportunities

Infrastructure investing is changing fast as evolving global trends throw up new opportunities. The rise of emerging Asian economies, climate change, technological disruption and the ageing demographic are transforming the demand for essential facilities across the developed world and beyond. This is creating exciting investment opportunities for infrastructure investors who are examining this expanding asset class to capture global economic growth. click to enlarge Source:…

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Investors win from commodities cash flow boom

14

Jun 2018

Investors win from commodities cash flow boom

Dermot Ryan, Portfolio Manager, Australian Equites, AMP Capital Resource companies are enjoying a resurgence in profits based on higher commodity prices and lower unit costs. Now many of you might think, “well we’ve had booms before.” The big difference this time is that there is still a strong focus on reducing the price of production, even as prices for raw commodities continues to increase.  In…

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An update on Australian property prices

14

Jun 2018

An update on Australian property prices

Driven by falling markets in Sydney and Melbourne, national house prices fell 0.1% in May, according to figures from property analytics group Core Logic. For the year from 31 May 2017 to 31 May 2018, prices were down 0.4% marking the first annual fall since October 20121.   But AMP Capital’s Head of Investment Strategy and Economics and Chief Economist Dr Shane Oliver says despite the…

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

07

Jun 2018

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

At its meeting today, the Board decided to leave the cash rate unchanged at 1.50 per cent. The global economy has strengthened over the past year. A number of advanced economies are growing at an above-trend rate and unemployment rates are low. The Chinese economy continues to grow solidly, with the authorities paying increased attention to the risks in the financial sector and the sustainability of growth….

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Types of exchange traded products

16

May 2018

Types of exchange traded products

Exchange traded products (ETPs) are traded on the stock exchange just like shares, which provide investors with benefits including ease of buying and selling, competitive cost, and diversification. Investors now have access to a greater diversity of ETPs, with four major types of ETP structures now trading on the ASX. Listed Investment Companies (LICs) LICs have been trading on the ASX for almost 100 years,…

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Help achieve your investment goals with dynamic asset allocation

16

May 2018

Help achieve your investment goals with dynamic asset allocation

The investment landscape has changed dramatically in recent years. Deleveraging has become an ongoing theme; central banks have played a significant role in guiding the economy and extreme swings in investor sentiment have all contributed to market volatility. All this will likely continue to impact the reliability of future investment returns. Investment cycles prevail The fundamental principle underpinning a dynamic asset allocation approach to investing…

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

01

May 2018

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

At its meeting today, the Board decided to leave the cash rate unchanged at 1.50 per cent. The global economy has strengthened over the past year. A number of advanced economies are growing at an above-trend rate and unemployment rates are low. The Chinese economy continues to grow solidly, with the authorities paying increased attention to the risks in the financial sector and the sustainability of growth….

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

03

Apr 2018

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

At its meeting today, the Board decided to leave the cash rate unchanged at 1.50 per cent. The global economy has strengthened over the past year. A number of advanced economies are growing at an above-trend rate and unemployment rates are low. The Chinese economy continues to grow solidly, with the authorities paying increased attention to the risks in the financial sector and the sustainability of growth….

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Where's all the share market volatility coming from

14

Mar 2018

Where's all the share market volatility coming from

There is quite a lot of talk about volatility coming back to share markets all of a sudden, and with the talk there’s also bit of conjecture about where the volatility originates from. Some say it’s because interest rates and bond yields are beginning to rise; others will point to the end of quantitative easing in the United States and elsewhere for the bumpier ride….

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Is residential property the next Singapore Sling (shot?)

14

Mar 2018

Is residential property the next Singapore Sling (shot?)

James Maydew, AMP Capital’s Global Head of Listed Real Estate, leverages his global view to bring a regular insight to property value trends from around the world.   Key Points  Residential house prices in a few global cities have soared because of:      ​​•​ Concentration of business activity      •​ Low global interest rates But these are now starting to soften thanks to:    …

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