E – Market Watch

Weekly Market Update 8 June 2018

Weekly Market Update 8 June 2018 Investment markets and key developments over the past week The past week saw share markets rebound as investors refocussed a bit away from the geopolitical soap operas back to favourable underlying global growth. This saw major share markets rebound, although Eurozone shares were constrained by ongoing weakness in Italian shares, and bond yields rise which was accentuated by indications that the ECB is getting closer to phasing out its …

FinancialPartners 09/06/2018 20/08/2018 Blog / E - Economics / E - Market Watch 8 June 2018 / Australian economic events / economic events / global economic events / implications / Major global economic events / Major global economic events and implications / Market / Outlook for markets / update / Weekly / Weekly Market Update / Weekly Market Update 8 June 2018 / What to watch

Weekly Market Update 1 June 2018

Weekly Market Update 1 June 2018 Investment markets and key developments over the past week The past week saw financial markets dominated yet again by geopolitical developments with first the turmoil in Italy and then US trade announcements rattling share markets with most falling and driving down bond yields (except in Italy of course) as investors sought safe havens. Commodity prices were mixed with copper up slightly but oil and iron ore down. Despite the volatility …

FinancialPartners 01/06/2018 20/08/2018 Blog / E - Economics / E - Market Watch 1 June 2018 / Australian economic events / global economic events / implications / Investment market / Investment markets and key developments / key developments / Major global economic events / Major global economic events and implications / Market / outlook / Outlook for markets / update / Weekly / Weekly Market Update / Weekly Market Update 1 June 2018 / What to watch over the next week

Weekly Market Update 11 May 2018

Weekly Market Update 11 May 2018 Investment markets and key developments over the past week Global share markets rose over the last week helped by another Goldilocks combination of good economic data, strong profits and benign US inflation. This was despite the US withdrawal from the Iran nuclear deal which pushed up oil prices. For the week, US shares rose 2.4%, Eurozone shares gained 0.7%, Japanese shares rose 1.3% and Chinese shares rose 4%. The positive …

FinancialPartners 14/05/2018 20/08/2018 Blog / E - Economics / E - Market Watch 11 May 2018 / Australian economic events / economic events / global economic events implications / Investment markets / Investment markets and key developments / key developments / Major global economic events and implications / Market / Outlook for markets / update / Weekly / Weekly Market Update / Weekly Market Update 11 May 2018 / What to watch over the next week

Weekly Market Update 4 May 2018

Weekly Market Update 4 May 2018 Investment markets and key developments over the past week Despite a 1.3% rally on Friday after another “Goldilocks” jobs report US shares fell 0.2% over the last week, but other share markets fared better over the week with Japanese shares flat, Eurozone shares up 0.9%, Chinese shares up 0.5% and Australian shares up 1.8%. Bond yields were flat to down. The oil price rose to its highest in 3 …

FinancialPartners 07/05/2018 20/08/2018 Blog / E - Market Watch 4 May 2018 / Australian economic events / Australian economic events and implications / economic events / economic events and implications / global economic events and implications / implications / Investment markets / Investment markets and key developments / Major global economic events and implications / Market / Outlook for markets / update / Weekly / Weekly Market Update / Weekly Market Update 4 May 2018 / What to watch / What to watch over the next week

Why passive investing now won’t deliver all your goals

Why passive investing now won’t deliver all your goals Passive investment funds used to be a relatively obscure part of the market. But with their popularity soaring in recent years, many investors might now be sceptical about paying for active investment. Market performance over recent years would reinforce that scepticism. Holding a passive mix of mainstream assets has performed very well over the last 5 years. For example, an investor who suffers a permanent 25% …

FinancialPartners 17/03/2018 20/08/2018 Blog / E - Economics / E - Market Watch / E - Markets & Investments active / Active management / Asset / Asset allocation / Balance sheet / Bond / Capital accumulation / Capital asset / Collective investment scheme / deliver / Efficient-market hypothesis / Finance / Financial services / funds / goals / Hedge fund / Index fund / Investing / Investment / Investment management / MSCI Inc. / MSCI World / Mutual fund / Passive / Passive management / Rate of return / Risk / Risk aversion / Risk management / share / Stock / Stock exchange / Stock market / Stock market index / Why / Why passive investing now won’t deliver all your goals / won't

5 ways to keep a cool head in a falling share market

5 ways to keep a cool head in a falling share market Despite concern, falling share prices are not necessarily a sign of a mild or major bear market situation, according to Dr Shane Oliver. The share market correction many people are talking about at the moment is causing concern for a number of investors, including those accumulating super and drawing money from their super savings, which is understandable given the rapid falls we’ve seen …

FinancialPartners 13/02/2018 20/08/2018 Blog / E - Market Watch / E - Oliver's Insights 5 ways to keep a cool head in a falling share market / Business cycle / cool / Dow Jones Industrial Average / Economics / falling / falling share / head / Investment / Market / Market trends / share / Share-market / Shareholder / Stock / Stock market / ways to keep a cool head

Volatility could present buying opportunities in 2018

Volatility could present buying opportunities in 2018 Volatility and the first meaningful lift in inflation coming from the United States will likely be the main differentiating features in global financial markets in 2018 compared to this year, according to Dr Shane Oliver, AMP Capital’s Head of Investment Strategy and Chief Economist. The dips in share markets experts anticipated in 2017 are more likely to materialise in the new year, Oliver notes. But with global growth …

FinancialPartners 17/01/2018 20/08/2018 Blog / E - Economics / E - Market Watch / E - Oliver's Insights 2018 / Asset / Bank / Business cycle / buying / Capitalism / Central bank / central banks / Could / Economics / Federal Reserve System / Finance / Financial markets / Globalization / Inflation / Interest / Interest rate / Investment / investor / Macroeconomics / Market liquidity / Monetary policy / Money supply / Mutual fund / New Year / opportunities / Political risk / Present / Rate of return / Recession / Reserve Bank of Australia / Reserve requirement / Risk / Stock market / volatility / Volatility could present buying opportunities in 2018

Where to find value in the real estate market

13 December 2017 Where to find value in the real estate market The so called ‘yield trade’, which has pushed valuations in the Australian real estate market across the various segments right up to their long term averages, will continue in 2018. Even though this ‘search for yield’ phenomenon has been playing out for some years – while interest rates remain low and investors to be pushed into riskier assets in search of income – …

FinancialPartners 22/12/2017 20/08/2018 Blog / E - Market Watch / E - Oliver's Insights Commercial property / Economics / Finance / find / Insurance / Investment / Leasehold estate / Market / Money / property / Real estate / Real estate investment trust / Real estate transaction / Real property / Retailing / Shopping mall / Term / The Real / Time / Value / Value investing / Where / Where to find value in the real estate market

Debunking 3 myths around global listed infrastructure

13 December 2017 Debunking 3 myths around global listed infrastructure Did you know it takes 957 gallons of water to create a single Big Mac? Some 550 million Big Macs are consumed each year in the US alone. That’s a lot of water. But we simply wouldn’t have Big Macs without the infrastructure to filter and transport water to each part of the Big Mac production process. It’s easy to forget that infrastructure is a …

FinancialPartners 20/12/2017 20/08/2018 Blog / E - Market Watch / E - Oliver's Insights around / Asset / Big Mac / Capital accumulation / Capital asset / Debunking / Debunking 3 myths around global listed infrastructure / Economic growth / Economics / economy / Electric power / Electricity generation / Finance / Global / Inflation / Infrastructure / Investment / listed / Macroeconomics / Myths / Natural gas / Peak oil / Uneconomic growth / Water / Water management / Water resources / Water supply / Water supply network

How the yield trade is shaping our view of the world

13 December 2017 How the yield trade is shaping our view of the world The so called yield trade – which has pushed investors out along the risk curve into more risky assets seeking income – has trained individuals to think more critically about their assets they include in their investment portfolios, reckons Dr Shane Oliver, AMP Capital’s Head of Investment Strategy and Chief Economist. Since central banks have dropped interest rates to record low …