E – Markets & Investments

The confusing economic picture

The confusing economic picture – why you need to know the difference between leading and lagging economic indicators Dr Shane Oliver – Head of Investment Strategy and Chief Economist, AMP Download PDF version Key points For nearly 30 years Australia had benign economic cycles so the current environment may be a bit of a shock for many. Still low unemployment and still high inflation despite slowing economic growth are not that unusual because they both normally lag …

FinancialPartners 25/07/2023 25/07/2023 Blog / E - Economics / E - Financial Snapshot / E - Insights Papers / E - Market Update / E - Markets & Investments / E - Oliver's Insights / FP - Financial Planning / Informed Market Update confusing / economic / insights / picture / Shane Oliver / The / The confusing economic picture

Informed June 2023 Market Update

June 2023 Market update The table below provides details of the movement in average investment returns from various asset classes for the period up to 31 May 2023. Asset class (% change) 1 month 3 months 1 year 3 years (% pa) Australian shares -2.5 -0.9 2.9 11.4 Smaller companies -3.3 -1.3 -5.8 4.5 International shares (unhedged) 1.2 8.4 13.4 11.9 International shares (hedged) -0.2 4.0 3.2 11.7 Emerging markets (unhedged) 0.4 4.4 1.4 4.4 Property …

FinancialPartners 21/06/2023 21/06/2023 Blog / E - Economics / E - Financial Snapshot / E - Market Update / E - Markets & Investments / FP - Financial Planning 2023 / Informed / June / Market / update

Sell in May and go away? The worry list for shares (and the good news!

Sell in May and go away? The worry list for shares (and the good news! Dr Shane Oliver – Head of Investment Strategy and Chief Economist, AMP Key points – Shares are vulnerable to a pull back in the months ahead reflecting the rising risk of recession on the back of central bank tightening and weak seasonal influences. – Falling inflation should enable central banks, including the RBA, to start easing from later this year or early …

FinancialPartners 21/06/2023 21/06/2023 Blog / E - Economics / E - Financial Snapshot / E - Insights Papers / E - Markets & Investments / E - Oliver's Insights / FP - Financial Planning and / away / for / Go / Good / good news / In / list / may / NEWS / sell / Shares / The / Worry

Market Update 5 November | AMP Capital

Market Update 5 November Investment markets and key developments over the past week In the past few weeks, financial markets have been pricing in aggressive rate hikes from the major central banks over the next year because inflation data has been surprising on the upside. However, this week numerous central banks banded together and pushed back against market pricing which led to a fall in government bond yields, particularly at the front end of the …

FinancialPartners 05/11/2021 05/11/2021 Blog / E - Economics / E - Financial Snapshot / E - Insights Papers / E - Markets & Investments / FP - Financial Planning Australian / economic / Events / Global / implications / Investment / Investment markets / key developments / Major global economic events / Major global economic events and implications / markets / outlook / Outlook for investment markets / What to watch

Econosights: Australian economic policy beyond COVID-19 | AMP Capital

Econosights: Australian economic policy beyond COVID-19 Key points The post-pandemic economic rebound is strong in Australia. But, after the initial bounce in activity, there is a need to reinvigorate the drivers of long-run economic growth. Productivity growth has been low in Australia and needs to lift to see a rise in incomes and living standards. Higher productivity growth is achieved through economic reform. Areas in Australia that deserve policy attention include: lifting household incomes …

FinancialPartners 30/03/2021 30/03/2021 Blog / E - Economics / E - ESG Wrap (Econosights) / E - Insights Papers / E - Market Update / E - Market Watch / E - Markets & Investments / FP - Financial Planning economic / postpandemic / rebound / strong

Econosights: The unequal impact of COVID-19 across Australia’s states

Econosights: The unequal impact of COVID-19 across Australia’s states Key points States/territories with lower cases of COVID-19 have had stronger economic performance compared to the hardest hit states of NSW and Vic. This is not surprising given the imposed and self-regulated household mobility restrictions. Lower overseas migration over the next few years is a big negative for NSW and Vic state growth. Net migration had been a big driver of NSW and Vic population …

FinancialPartners 15/12/2020 15/12/2020 Blog / E - Economics / E - ESG Wrap (Econosights) / E - Insights Papers / E - Market Update / E - Markets & Investments / E - Oliver's Insights / FP - Financial Planning Author Produced / Capital / changed / Covid19 / drivers / economic / fundamental / growth Original / some / State

Navigating the ‘new normal’ – managing client capital in times of extreme volatility | AMP Capital

WEBINARS Navigating the ‘new normal’ – managing client capital in times of extreme volatility 16 Apr, 2020 As a result of the current uncertainty, many investors should be questioning the resilience of their portfolio, the underlying assets most at risk in the near-term, and any fundamental disruptions COVID-19 could cause in the future. For listed real estate, we believe it is important to focus on 1) cash flow certainty, 2) balance sheet strength and 3) …

FinancialPartners 16/04/2020 16/04/2020 Blog / E - Economics / E - Insights Papers / E - Market Update / E - Markets & Investments / E - Oliver's Insights / FP - Financial Planning / FP - Investment / FP - Property & Real Estate been / Capital / Care / every / investors / preparation / taken / this / video / While

Five things you need to know about the Australian economy

Five things you need to know about the Australian economy Key points The Australian economy grew solidly over the last year. While recession remains very unlikely, the combination of a slowing housing cycle, constraints on consumer spending and still subdued business investment will likely see growth slow going forward to around 2.5-3%. As a result, spare capacity is likely to remain significant, keeping wages growth and inflation low. We don’t expect the …

FinancialPartners 06/09/2018 06/09/2018 Blog / E - Economics / E - Market Update / E - Markets & Investments / E - Oliver's Insights about the Australian economy / Australian / Australian economy / economy / Five things / Five things you need to know about the Australian economy / Need to know / you need to know

Market Drawdowns

Market Drawdowns Overview As the profit cycle matures, we are increasingly being asked how long-term investors should best position themselves should the economic backdrop and equity markets become more challenging. As the profit cycle matures, we are increasingly being asked how long-term investors should best position themselves should the economic backdrop and equity markets become more challenging. Key points Markets mark-to-market in the short term and are inefficient in the long run. The impact …

FinancialPartners 31/08/2018 30/08/2018 Blog / E - Economics / E - Markets & Investments / FP - Investment Drawdowns / economic / equity markets / Market / Market Drawdowns / Profit

Investment returns over the next five years are likely to slow

Investment returns over the next five years are likely to slow Key points The continuing slide in investment yields across most major asset classes points to a constrained medium-term return outlook. For a diversified mix of assets, this has now fallen to around 6.2% on our projections. The key for investors is to have realistic return expectations; allow that inflation is also low so real returns aren’t down as much; and focus on …