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 […]
https://vimeo.com/282266316 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 […]
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 […]
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 […]
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 […]
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 […]
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 […]
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. https://vimeo.com/287557418 Source: AMP Capital September 2018 Important notes: While every care has been taken in the preparation of this article, AMP Capital Investors Limited (ABN […]
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 […]
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 […]
