ECONOMICS & MARKETS After the Bell: daily market update, May 26 26 May, 2020 After a big 24 hours in Australia, our senior economist Diana Mousina gives her insight on some notable gains on the ASX. 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 …
Econosights: Will fiscal stimulus lead to a global debt problem? Key points Record-like levels of fiscal stimulus to combat the economic shock from the Covid-19 pandemic will add large amounts to government debt. Rising debt could become inflationary but only if demand starts outstripping supply. For now, the enormous amount of spare capacity and “free” government services mean deflation is more likely in the short-term. Public debt levels become unsustainable when government bond yields outstrip …
ECONOMICS & MARKETS After the Bell: daily market update, May 25 25 May, 2020 Markets finished higher today, and global markets last week made some positive gains. Chief economist Shane Oliver shares his views. 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 …
10 medium to longer-term implications from the coronavirus shock Key points Key medium to longer-term implications flowing from the coronavirus shock are: lower for longer interest rates; a further blow to globalisation; another leg up in the US/China cold war; bigger government and public debt; a long-term risk of higher inflation; consumer & investor caution; faster embrace of technology; bad for airlines; another test for the Eurozone; and lower immigration. Some of these will constrain …
ECONOMICS & MARKETS After the Bell: daily market update, May 22 22 May, 2020 Markets finished lower today, with geopolitical tensions continuing to overshadow hopes of a vaccine. Portfolio strategist, Brad Creighton, gives his views on the day and the 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 …
Market Update 22 May 2020 Investment markets and key developments over the past week Major global share markets, with the exception of Chinese shares, rose solidly over last week on optimism regarding the development of a vaccine for coronavirus and on reopening, although escalating US/China tensions saw some of the gains reversed towards the end of the week. While it gave up some of its gains on China trade fears, the Australian share market also had …
ECONOMICS & MARKETS After the Bell: daily market update, May 21 21 May, 2020 Markets finished lower today for the first time this week, as geo-political tensions continue to flare on the global stage. Senior economist Diana Mousina offers her insights, and discusses how infections data is tracking in the US. Important information While every care has been taken in the preparation of this video, AMP Capital Investors Limited (ABN 59 001 777 591, AFSL …
ECONOMICS & MARKETS After the Bell: daily market update, May 20 20 May, 2020 Markets edged slightly higher today, continuing their decent run for the last week or so. Fresh spending and sales data was also released today, indicating panic buying has worn off. Senior economist, Diana Mousina, gives her views. Important information While every care has been taken in the preparation of this video, AMP Capital Investors Limited (ABN 59 001 777 591, AFSL …
INFRASTRUCTURE AMP Capital Core Infrastructure Fund update – Webinar 19 May, 2020 Within the infrastructure space, we are seeing an impact on the performance of some categories of assets, while others have proved to be resilient. In our view, some of the distinguishing characteristics of the infrastructure sector – assets that provide essential services, lower volatility and reliable long-term revenue streams – indicate that a well-diversified infrastructure portfolio should be well-placed to withstand a downturn …
ECONOMICS & MARKETS After the Bell: daily market update, May 19 19 May, 2020 Markets have had one of their best days of the month, hopes of a vaccine are rising and the pace of job declines in Australia is slowing. Senior economist Diana Mousina shares her insight for the day that was. Important information While every care has been taken in the preparation of this video, AMP Capital Investors Limited (ABN 59 001 777 …
