How worried should investors be about a “second wave” of Coronavirus cases? | AMP Capital

How worried should investors be about a “second wave” of Coronavirus cases? Key points A serious second wave of coronavirus cases in major developed countries is the biggest risk facing equity markets, and one investors will need to watch closely. However, provided any second wave is relatively mild in terms of pressure on health systems and deaths, its unlikely to cause the economic and investment market havoc seen a few months ago. As such, our …

After the Bell: daily market update, June 16 | AMP Capital

ECONOMICS & MARKETS After the Bell: daily market update, June 16 16 Jun, 2020 Big rally on the ASX today, as speculation surfaces that another stimulus package will be released in the US. Our senior economist, Diana Mousina, explains the day that was. Important information While every care has been taken in the preparation of this video, AMP Capital Investors Limited (ABN 59 001 777 591, AFSL 232497) and AMP Capital Funds Management Limited (ABN …

After the Bell: daily market update, June 15 | AMP Capital

ECONOMICS & MARKETS After the Bell: daily market update, June 15 15 Jun, 2020 Rough start to the week for the ASX as markets continue to get the jitters. Our chief economist, Shane Oliver, talks about that, about how markets finished worldwide last week, and the risks of a second wave. Important information While every care has been taken in the preparation of this video, AMP Capital Investors Limited (ABN 59 001 777 591, AFSL …

Five asset classes we’re watching in the COVID-19 recovery | AMP Capital

Five asset classes we’re watching in the COVID-19 recovery At a time when most investors are seeking out defensive positioning, savvy managers should have an eye to the opportunities provided by the unfolding pandemic. These may be asset classes that are already undervalued at the present moment, but also include those which stand to benefit from an eventual recovery to an extent not currently priced in by the market. The latter might not necessarily represent …

After the Bell: daily market update, June 12 | AMP Capital

ECONOMICS & MARKETS After the Bell: daily market update, June 12 12 Jun, 2020 Markets finished lower today, following Wall Street’s lead and ending some strong gains in recent weeks. Portfolio strategist Brad Creighton talks through the day, and 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 15 …

Market Update 12 June 2020 | AMP Capital

Market Update 12 June 2020 Investment markets and key developments over the past week Share markets fell sharply over the last week on concerns about a second wave of cases in many US states and the pace of economic recovery after cautious Fed comments. This came after a huge rally since the March lows – with US shares rising 44% and Australian shares rising 35% – left shares overbought and due for a pause or pullback. …

After the Bell: daily market update, June 11 | AMP Capital

ECONOMICS & MARKETS After the Bell: daily market update, June 11 11 Jun, 2020 Big slump in markets today, following the US’s lead. Our senior economist, Diana Mousina, explains today’s fall, and explains the latest from The Fed and the OECD. 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 …

After the Bell: daily market update, June 10 | AMP Capital

ECONOMICS & MARKETS After the Bell: daily market update, June 10 10 Jun, 2020 Markets have finished higher again today, and new figures give us an understanding of where confidence is at in Australia. Our senior economist, Diana Mousina, explains. 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 …

JUN 20 – Safety, privacy and sustainable change – ethical investing in a pandemic | AMP Capital

WEBINARS JUN 20 – Safety, privacy and sustainable change – ethical investing in a pandemic 10 Jun, 2020 By Kristen Le Mesurier B Com, B Laws (Hons), M LawsPortfolio Manager – Multi Asset GroupSydney, Australia 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 …

Shares climb a “wall of worry” – but is it sustainable? | AMP Capital

Shares climb a “wall of worry” – but is it sustainable? Key points The strong rally in shares since their March lows reflects a combination of economic reopening, signs of recovery, policy stimulus and once pessimistic investors closing underweight or short positions. Shares are vulnerable to a short-term consolidation or pullback. But if we are right, and April was the low in economic conditions, then shares are likely to be higher on a 6 to …