E – Insights Papers

Federal Budget 2020-21 round-up

Federal Budget 2020-21 round-up Find out how the measures announced in last night’s Federal Budget could affect you. So, was it worth the wait? After the most tumultuous year in living memory, Federal Treasurer Josh Frydenberg has finally handed down his much-anticipated 2020-21 Federal Budget. Among the proposed changes, he announced income tax savings and superannuation reforms. Read on for a round-up of the proposals, and a look at how they might affect your household expenses …

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The 2020-21 Australian Budget – spend, spend, spend as the focus remains on recovery and jobs, jobs, jobs

The 2020-21 Australian Budget – spend, spend, spend as the focus remains on recovery and jobs, jobs, jobs Key points The Government now expects the Federal budget deficit to peak at a record $213.7bn this financial year. That’s around 11% of GDP, its highest since the end of WW2. The risk is the deficit will be worse at around $230bn. Key measures include earlier tax cuts, massive tax breaks for investment & a new …

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Four take-aways from the RBA’s October meeting

Four take-aways from the RBA’s October meeting The RBA held its October board meeting today. Though there wasn’t as much movement as we expected, there were four key take-aways: 1. The RBA left the cash rate on hold The RBA left the cash rate on hold at 0.25% for the seventh month in a row. With the RBA recently explicitly stating that its forecast outlook for inflation and employment is not consistent with its objectives …

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Market Update 02 October 2020

Market Update 02 October 2020 Investment markets and key developments over the past week Global share markets mostly rose over the last week helped by dip buying in the US, some hope (which is now fading) for a new US stimulus deal and mostly good economic data. Australian shares fell though, after bucking the trend of falling markets in the previous week and with energy, consumer staple, utility, health and financial shares particularly hard hit. …

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Biden versus Trump – the US presidential election is looming as the next big event for investors

Biden versus Trump – the US presidential election is looming as the next big event for investors Key points The US election has significant potential to add to volatility in investment markets. A Trump victory will mean more of the same and would likely initially be more positive for US than global and Australian shares. By contrast a Biden victory may add to short-term volatility but this is likely to be short lived as there …

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SEP 2020 – Global markets and macro update – persevering through the ‘new normal’

ECONOMICS & MARKETS SEP 2020 – Global markets and macro update – persevering through the ‘new normal’ By Diana Mousina Economist – Investment Strategy & Dynamic MarketsSydney Australia Please join Diana Mousina, Senior Economist, for an update on investment markets and the macro outlook. Important information While every care has been taken in the preparation of this video, AMP Capital Investors Limited (ABN 59 001 777 591, AFSL 232497) and AMP Capital Funds Management Limited (ABN …

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Econosights: The outlook for the global economy

Econosights: The outlook for the global economy Key points Our forecasts anticipate a solid rebound in global GDP growth over 2H2020 across developed economies from re-openings after strict national lockdowns, better management of COVID-19 cases and continued policy support. A cyclical upswing is evident in US indicators of manufacturing, industrial production and housing. Vaccine developments provide upside and downside risks to our views. Our current growth forecasts assume that a vaccine is available by …

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Market Update 25 September 2020 | AMP Capital

Market Update 25 September 2020 Investment markets and key developments over the past week Global share markets fell again over the last week on concerns about rising coronavirus cases, tightening social distancing restrictions in Europe and the lack of progress towards additional fiscal stimulus in the US. Despite a rally late in the week, US shares fell 0.6%, eurozone shares lost 4.2%, Japanese shares fell 0.7% and Chinese shares fell 3.5%. Australian shares however managed a …

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Australia’s “eye popping” budget deficit and public debt blow out – can it be paid off? Does it matter? | AMP Capital

Australia’s “eye popping” budget deficit and public debt blow out – can it be paid off? Does it matter? Key points The Australian Federal budget next month will likely see a further blow out in the budget deficit due to the ongoing hit to tax revenue & more stimulus. We expect an “eye popping” 2020-21 deficit of around $230bn. Stepped up economic reforms will help grow the economy but are unlikely to drive a …

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Market Update 18 September 2020 | AMP Capital

Market Update 18 September 2020 Investment markets and key developments over the past week Share markets mostly rose slightly over the last week after two weeks of falls helped by reasonable economic data, anticipation of Fed dovishness, positive vaccine news and M&A activity. However, some of the gains were given up later in the week as tech stocks came under renewed pressure and the Fed did less than some had hoped. Despite the volatility Australian shares …