E – Insights Papers

Market Update 17 July 2020 | AMP Capital

Market Update 17 July 2020 Investment markets and key developments over the past week US, European and Japanese share markets rose over the past week as positive news on vaccines and mostly good economic data offset a continuing rise in new US coronavirus cases. Australian shares benefitted from the positive US lead with strong gains in materials, utilities, retail and financial shares helping to offset concerns about the continuing surge in cases in Victoria. Chinese …

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After the Bell: daily market update, July 16 | AMP Capital

ECONOMICS & MARKETS After the Bell: daily market update, July 16 16 Jul, 2020 Soft day on the ASX today, which senior economist Diana Mousina talks through, as well as data on the jobs market and property. 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 15 159 557 721, AFSL 426455) …

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What we’re watching for as markets try and normalise for the second half of 2020

What we’re watching for as markets try and normalise for the second half of 2020 We’re past the halfway point of a year that has marked a profound chapter in modern history. This time last year, the events of the last six months would have been unimaginable. This time a few months ago, there was no end in clear sight. Now, it’s hard to believe we’re this far through the year. Realising all this …

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What could the lasting impacts of COVID-19 be?

What could the lasting impacts of COVID-19 be? Let’s assume for a moment that we are able to contain the outbreak in Victoria and any clusters in New South Wales in the coming weeks. Throw in also the possibility of an effective vaccine emerging, and there’s good cause for optimism about the prospect of life returning to a new normal sometime next year. I’m going to stress the word “new”, however, because while …

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After the Bell: daily market update, July 15 | AMP Capital

ECONOMICS & MARKETS After the Bell: daily market update, July 15 15 Jul, 2020 Big day on the ASX today and new consumer confidence data has also been released. Still not much good news on the COVID-19 front in Victoria and NSW though. Our senior economist, Diana Mousina, talks through the day that was. Important information While every care has been taken in the preparation of this video, AMP Capital Investors Limited (ABN 59 001 …

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JUL 2020 – AMP Capital Core Property Fund Update | AMP Capital

WEBINARS JUL 2020 – AMP Capital Core Property Fund Update By Claire Talbot Fund Manager – Real EstateSydney, Australia 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 15 159 557 721, AFSL 426455) makes no representations or warranties as to the accuracy or completeness of any statement in it including, without limitation, any …

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The fiscal cliff is more likely to be a fiscal slope – and why concerns about Australia’s budget deficit are overblown | AMP Capital

The fiscal cliff is more likely to be a fiscal slope – and why concerns about Australia’s budget deficit are overblown Key points The threat to the recovery from the “second wave” of coronavirus cases necessitates additional fiscal support in Australia, with the Government recognising this. Australia’s federal budget deficit is now expected to peak at around $220bn this financial year, or around 11% of GDP, its highest since the end of WW2. This is …

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After the Bell: daily market update, July 14 | AMP Capital

ECONOMICS & MARKETS After the Bell: daily market update, July 14 14 Jul, 2020 The ASX spent the day in the red today, and there’s plenty of jitters around as COVID-19 cases continue to spike in NSW and Victoria. Senior economist, Diana Mousina, joins us to explain. 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 …

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After the Bell: daily market update, July 13 | AMP Capital

ECONOMICS & MARKETS After the Bell: daily market update, July 13 13 Jul, 2020 The ASX was up today, but concerns remain about recent growth in COVID-19 numbers in Australia. Our chief economist, Shane Oliver, unpicks the day and week that was. 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 15 …

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After the Bell: daily market update, July 10 | AMP Capital

ECONOMICS & MARKETS After the Bell: daily market update, July 10 10 Jul, 2020 The ASX finished lower today and it’s not looking good in Victoria, though Australia is not tracking terribly still compared to our global counterparts. Portfolio strategist, Brad Creighton, shares his thoughts. 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 …