E – Insights Papers

Could our mortgage monster become the Christmas Grinch?

Could our mortgage monster become the Christmas Grinch? The disappointing retail sales figures from the last quarter could be just the tip of the iceberg for those watching the retail sector heading into Christmas, reckons Dermot Ryan, AMP Capital’s Portfolio Manager – Australian Equities. But it’s not likely to be the so called “Amazon effect” of internet shopping, nor competition from fast fashion retailers, or even unfavourable currency swings Ryan is factoring in when he’s …

FinancialPartners 15/11/2017 20/08/2018 Blog / E - Insights Papers become / Christmas / Could / Could our mortgage monster become the Christmas Grinch? / Grinch / monster / mortgage / our

Are we in another 1990s tech bubble?

Are we in another 1990s tech bubble? A quick look at the valuations of the so called FAANMG group of stocks – Facebook, Apple, Amazon, Netflix, Microsoft and Google – and it certainly feels like it we’re in a tech stocks bubble a-la the late 1990s. However, if we compare valuations of this group to historical valuations during the major global asset bubbles over the last 40 years, it’s possible FAANMG and tech generally might …

FinancialPartners 14/11/2017 20/08/2018 Blog / E - Insights Papers 1990s / Another / Are / Are we in another 1990s tech bubble? / Bubble / Dot-com bubble / Economic bubble / Finance / Inflation / Investment / Massachusetts Institute of Technology / Monetary policy / Quantitative easing / Stock market bubble / tech bubble / technology / United States / United States housing bubble / Venture capital / we

China’s consumers swapping Christian Dior for campuses and kangaroos

China’s consumers swapping Christian Dior for campuses and kangaroos Big-ticket acquisitions of Australian resources, office towers and luxury homes by Chinese corporates and billionaires are grabbing headlines. However, it’s the country’s middle class that is powering a spending shift set to benefit Australia longer term, says AMP Capital Chief Economist and Head of Investment Strategy Shane Oliver. “Chinese consumers are showing signs of shifting their focus from status-linked luxury goods like a Christian Dior handbag …