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% …

Weekly Market Update 14 September 2018

Weekly Market Update 14 September 2018 Investment markets and key developments over the past week The past week saw most share markets rise helped by good economic data, talk of another round of US/China trade talks and a bounce in emerging market shares after Turkey raised interest rates. However, while …

Seven lessons from the Global Financial Crisis for investors

Seven lessons from the Global Financial Crisis for investors Key points The key lessons for investors from the Global Financial Crisis (GFC) are that: there is always a cycle; while each cycle is different, markets are pushed to extremes of valuation and sentiment; high returns come with higher risk; be …

Weekly Market Update 7 September 2018

Weekly Market Update 7 September 2018 Investment markets and key developments over the past week The past week saw share markets fall on the back of worries around emerging markets, trade wars and the potential regulation of US social media stocks. After being resilient to global threats over the last few …

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 …

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 …

Weekly Market Update 31 August 2018

Weekly Market Update 31 August 2018 Investment markets and key developments over the past week The past week saw most share markets rise helped by US shares pushing further into record territory, but gains were capped by ongoing turmoil in the emerging world (notably Argentina and Turkey) and nervousness ahead of …

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 …

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 …

Weekly Market Update 24 August 2018

Weekly Market Update 24 August 2018 Investment markets and key developments over the past week The past week saw most global share markets rise as Turkey slipped out of the headlines, but Australian shares were hit by political uncertainty. Bond yields fell a bit in the US and Australia, were unchanged …