Category Archives: Market Updates


Investment that capitalises on fast infrastructure evolution

14

Mar 2018

Investment that capitalises on fast infrastructure evolution

The infrastructure industry is evolving rapidly worldwide and specialist investment firms are taking bold steps to be ahead of the changes. Smart investors have long recognised the infrastructure sector’s relative stability and reliable growth potential, and therefore its quality as an asset class. Yet the infrastructure environment has changed radically in recent decades and this presents challenges the industry must respond to. “Infrastructure is a…

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Why passive investing now won’t deliver all your goals

14

Mar 2018

Why passive investing now won’t deliver all your goals

Passive investment funds used to be a relatively obscure part of the market. But with their popularity soaring in recent years, many investors might now be sceptical about paying for active investment. Market performance over recent years would reinforce that scepticism. Holding a passive mix of mainstream assets has performed very well over the last 5 years. For example, an investor who suffers a permanent…

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

06

Mar 2018

Monetary Policy Decision – Statement by Philip Lowe, RBA Governor, March 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. Growth picked up in the Asian economies in 2017, partly supported by increased international trade. The Chinese economy continues to grow solidly, with the authorities…

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What high household debt means for investors

14

Feb 2018

What high household debt means for investors

“High house-hold debt is Australia’s Achilles heel,” says AMP Capital Head of Investment Strategy and Economics and Chief Economist, Shane Oliver. “I’ve been thinking this for many years now and yet it seems to keep going higher.” Latest data from the Australian Bureau of Statistics puts total household liabilities at $2.466 trillion, or 199.7 percent of disposable income, putting it among the highest in the…

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Equities riding on fear not fundamentals

14

Feb 2018

Equities riding on fear not fundamentals

“The only thing we have to fear is fear itself,” said Franklin D Roosevelt at his inauguration as US President in 1933. I think “the only thing we have to fear is the fear index itself” is a better description of where investors are at right now.  It’s been a wild ride on Wall Street and beyond of the past week – the worst in…

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The problem with the active vs passive debate

14

Feb 2018

The problem with the active vs passive debate

How did we find ourselves here?  It’s a question I ask myself whenever I come across an article or when I’m drawn into a discussion comparing index fund returns with the after-tax returns of active fund managers. And I’m asking it a lot lately.  As head of AMP Capital’s Multi Asset Group, the debate is usually misdirected by the time it gets to me, considering…

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Industrials: top pick for real estate sector

14

Feb 2018

Industrials: top pick for real estate sector

The sudden market realisation that US borrowing costs are likely to rise significantly this year will drive demand for real estate investments that offer income growth, according to AMP Capital Head of Real Estate Research Luke Dixon. The US stock market endured its biggest plunge in six years earlier this week, triggering ongoing volatility across the globe, as investors started to factor in the chance…

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

06

Feb 2018

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

At its meeting today, the Board decided to leave the cash rate unchanged at 1.50 per cent. There was a broad-based pick-up in the global economy in 2017. A number of advanced economies are growing at an above-trend rate and unemployment rates are low. Growth has also picked up in the Asian economies, partly supported by increased international trade. The Chinese economy continues to grow solidly, with…

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How to make 2018 money friendly

12

Jan 2018

How to make 2018 money friendly

As the Christmas decorations get packed away and life for many returns to normal, AMP Capital is encouraging customers to consider their finances when setting their resolutions for 2018. Instead of making vague promises like “get fit” or “pay down debt” AMP Capital Head of Retail of Retail Business Manuel Damianakis recommends people set more specific resolutions to grow their wealth during the year. “Consider…

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Debunking 3 myths about listed infrastructure

14

Dec 2017

Debunking 3 myths about listed infrastructure

Did you know it takes 957 gallons of water to create a single Big Mac? Some 550 million Big Macs are consumed each year in the US alone. That’s a lot of water. But we simply wouldn’t have Big Macs without the infrastructure to filter and transport water to each part of the Big Mac production process. It’s easy to forget that infrastructure is a…

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