Are the troubles in Turkey easing?

Are the troubles in Turkey easing?   Investors may be eyeing off value in emerging markets after the recent sell-off triggered by concerns about the Turkish economy. Emerging market (EM) shares in local currency terms are down around 14% from their January high, and emerging market currencies are down 16% …

What’s next for house prices?

What’s next for house prices? The bottom line is we see more downside in Australian house prices. That is, of course, a broad generalisation and it depends on where you live. Australian house prices have fallen for ten consecutive months driven mainly by declines in Sydney and Melbourne, which are …

US reporting season and the tech sector

US reporting season and the tech sector   AMP Capital chief economist Shane Oliver says revenue disappointments and slowing user growth at technology giants Facebook and Twitter is a warning that the US tech sector could at some stage underperform – or even suffer a serious correction. “What those disappointments …

Is the Australian dollar headed for more downside?

Is the Australian dollar headed for more downside?   AMP Capital chief economist Shane Oliver says he expects the Australian dollar ($A) to weaken further – making unhedged offshore investments more attractive — as interest rates continue to rise in the US. However solid commodity prices should put a floor …

Why the $A is likely to fall further and shorting it is good protection against things going wrong globally

Why the $A is likely to fall further and shorting it is good protection against things going wrong globally Key points The downtrend in the $A from 2011 likely has more to go. The $A is near fair value, but the increasing negative interest rate gap to the US & …

Predictions for reporting season

Predictions for reporting season AMP Capital’s chief economist Shane Oliver says listed Australian companies are expected to produce solid overall profit growth in the upcoming reporting season, which will continue to underpin the stock market. But the results will be mixed, with banks, telcos and retailers struggling, and Australia’s profit …

Why real estate can deliver solid returns through different cycles

Commercial real estate is a unique asset class that acts and performs differently from other investment classes.

Weekly Market Update 13 July 2018

Weekly Market Update 13 July 2018  Investment markets and key developments over the past week There was plenty of volatility this week as equities initially got hit following more detail from the US around additional tariffs on Chinese imports. The announcement actually contained nothing new, as Trump said in late June that the …

EOFY super returns: how have markets fared?

EOFY super returns: how have markets fared? The last financial year has been a strong period for super fund portfolios. Equity markets posted solid gains both in Australia and offshore, up 13.7% and 15.4% respectively. Returns were also positive across other asset classes such as direct property and infrastructure, and …

How global trends are creating infrastructure opportunities

How global trends are creating infrastructure opportunities The rise of emerging Asian economies, climate change, technological disruption and the ageing demographic, are among trends creating massive opportunities for investors. Understanding these trends is key to getting involved. The Asian Century The middle class in China has expanded enormously in recent …