E – Insights Papers

Review of 2021, outlook for 2022 – recovery to continue as we hopefully learn to live with covid | AMP Capital

Review of 2021, outlook for 2022 – recovery to continue as we hopefully learn to live with covid Key Points 2021 was again dominated by the coronavirus pandemic, along with concern about higher inflation and monetary tightening but shares, unlisted assets and balanced growth super funds saw strong returns. Continuing solid economic growth, rising profits and still easy monetary conditions should result in good overall investment returns in 2022, but they are likely to be …

FinancialPartners 13/12/2021 13/12/2021 Blog / E - Economics / E - Insights Papers / E - Market Update / E - Oliver's Insights / FP - Financial Planning 2020 / 2021 / 2022 / better / continue / coronavirus / COVID / dominated / egard to the investor’s objectives / hopefully / investors / just / Learn / live / OFFER / outlook / recovery / regulations or directives and does not constitute a recommendation / Review / solicitation or invitation to invest / To / turned / with / Year

Market Update 10 December | AMP Capital

Market Update 10 December Investment markets & key developments Global share markets rebounded over the past week on indications that Omicron may only be resulting in mild cases. The positive global lead along with continuing RBA dovishness on interest rates also pushed the Australian share market higher for the week led by utilities, retailers, property and energy stocks. Reflecting the risk on tone bond yields, metal prices, oil prices and the $A all rose. The …

FinancialPartners 10/12/2021 10/12/2021 Blog / E - Economics / E - Insights Papers / E - Market Update / E - Oliver's Insights / FP - Financial Planning Australian / economic / Events / Global / implications / indications / Investment / Investment markets / key developments / Major global economic events / Major global economic events and implications / markets / Omicron / outlook / Outlook for investment markets / over / Past / rebounded / share / that / week / What to watch

What’s next for the Australian and global economies? | AMP Capital

What’s next for the Australian and global economies? Quick take-outs 2022 is likely to be the year COVID-19 goes from being an epidemic to endemic Expect ongoing global economic recovery – albeit with bumps along the way The spike in inflation is partly due to pandemic driven distortions to demand and supply chains but inflation will be higher over the years ahead than it was pre-COVID Expect the first RBA rate hike in late …

FinancialPartners 09/12/2021 09/12/2021 Blog / E - Economics / E - Insights Papers / E - Market Update / E - Oliver's Insights / FP - Financial Planning 2022 / Australian / choices / economic / Economies / face / Global / investors / look / next / outlook / special / tough / What’s

Market Update 3 December | AMP Capital

Market Update 3 December Investment markets & key developments Global share markets had another rough week as uncertainty around the impact of the Omicron variant on global growth and Fed Chair Powell flagging a faster taper led to a bit of a roller coaster ride. While Eurozone shares are up slightly for the week and Chinese shares are flat, US and Japanese shares are down. The week global lead and news of the arrival of Omicron …

FinancialPartners 03/12/2021 03/12/2021 Blog / E - Economics / E - Insights Papers / E - Market Update / E - Oliver's Insights / FP - Financial Planning Another / around / Australian / economic / Events / Global / impact / implications / Investment / Investment markets / key developments / Major global economic events / Major global economic events and implications / markets / Omicron / outlook / Outlook for investment markets / rough / share / uncertainty / week / What to watch

Five reasons to expect a cooling in the Australian property market and falling prices in 2023 | AMP Capital

Five reasons to expect a cooling in the Australian property market and falling prices in 2023 Key Points After a 22% rise in Australian home prices this year, they are expected to slow to 5% growth in 2022 with prices likely to fall 5-10% in 2023. The main drivers behind the slowdown are: worsening affordability; rising supply; rising rates; macro prudential tightening; & a rotation in spending away from housing. The main risks on the …

FinancialPartners 02/12/2021 01/12/2021 Blog / E - Economics / E - Insights Papers / E - Market Update / E - Oliver's Insights / FP - Financial Planning 2023 / 222% / Australian / boomed / cooling / expect / falling / Have / Home / Market / over / prices / property / Reasons / they / this / Year

Market Update 26 November | AMP Capital

Market Update 26 November Investment markets & key developments Global share markets mostly fell over the past week as inflation, interest rate and coronavirus concerns – with rising cases in Europe and a new variant in South Africa – rattled investors with travel stocks being hard hit. US shares were up slightly prior to Thanksgiving, but other major markets fell. This included the Australian share market which saw sharp falls in IT, financial, retail and telco …

FinancialPartners 26/11/2021 26/11/2021 Blog / E - Economics / E - Insights Papers / E - Market Update / E - Oliver's Insights / FP - Financial Planning Australian / economic / Events / fell / Global / implications / Inflation / Interest / Investment / Investment markets / key developments / Major global economic events / Major global economic events and implications / markets / mostly / outlook / Outlook for investment markets / over / Past / share / week / What to watch

Econosights: How will households respond to higher interest rates? | AMP Capital

Econosights: How will households respond to higher interest rates? Key points We think that the Reserve Bank of Australia will start to tighten interest rates at the end of 2022 (the RBA themselves think a rate hike will come in 2024 or possibly 2023). The last time the central bank hiked the cash rate was more than a decade ago. Falling interest rates over the past 20 years has led to a large decline …

FinancialPartners 23/11/2021 23/11/2021 Blog / E - Economics / E - Insights Papers / E - Market Update / E - Oliver's Insights / FP - Financial Planning 23/11/2021 / Author Produced / Capital / higher / households / Interest / published / rates Original / respond / Will

Market Update 19 November | AMP Capital

Market Update 19 November Investment markets & key developments Global share markets mostly rose over the last week helped by strong US economic data. US, European and Japanese shares rose but Chinese shares fell. Australian shares also fell with sharp falls in financials on the back of bank margin concerns and in resources stocks reflecting lower oil and iron ore prices. Bond yields were mixed – up slightly in the US and Australia but down …

FinancialPartners 19/11/2021 19/11/2021 Blog / E - Economics / E - Insights Papers / E - Market Update / E - Oliver's Insights / FP - Financial Planning Australian / economic / Events / Global / helped / implications / Investment / Investment markets / key developments / last / Major global economic events / Major global economic events and implications / markets / mostly / outlook / Outlook for investment markets / over / rose / share / strong / week / What to watch

Market Update 12 November | AMP Capital

Market Update 12 November Investment markets & key developments Share markets were hit again over the past week as more high inflation readings added to concernsabout monetary tightening. This left US and European shares down for the week and Japanese shares little changed. Chinese shares bucked the trend and rose. While falls in US shares weighed on the Australian share market mid-week a strong rise on Friday left it little changed for the week with strong …

FinancialPartners 12/11/2021 12/11/2021 Blog / E - Economics / E - Insights Papers / E - Market Update / E - Oliver's Insights / FP - Financial Planning again / Australian / economic / Events / Global / high / implications / Inflation / Investment / Investment markets / key developments / Major global economic events / Major global economic events and implications / markets / more / outlook / Outlook for investment markets / over / Past / share / we’re / week / What to watch

Compound interest is like magic – and it’s an investor’s best friend | AMP Capital

Compound interest is like magic – and it’s an investor’s best friend Key Points Compound interest is an investor’s best friend. The higher the return, the greater the investment contribution and the longer the period the more it works. To make the most of it, ensure an adequate exposure to growth assets, contribute early and often to your investment portfolio and find a way to avoid being thrown off by the investment cycle. Introduction If …