16 August 2017 Bubbles mean trouble What is a bubble? AMP Capital Head of Investment Strategy and Chief Economist Shane Oliver puts it down to two main factors. “The first thing is a degree of over valuation. That is a situation where the price of an asset has diverged dramatically from the underlying fundamentals of the asset. Share prices have risen dramatically relative to earnings and dividends, or property prices have risen dramatically compared to …
11 August 2017 Aussie equities still remain a good long-term bet Australian equities have been getting bad press with some investors warning they are significantly overvalued. The narrative goes that we’re in the midst of a housing bubble that will blow up and take the share market down with it. Like every story there are elements of truth to this, but if you silence the noise and take a long-term view – as most investors …
Why listed real estate faces Amazon-like disruption Investors have recently focussed on the impact of Amazon’s plan to roll out its full retail offering in Australia on local retailers. But fewer investors have been considering the impact of Amazon-style disruption – and other global social trends – on real estate. Global listed real estate has been a lynchpin of investor and client portfolios, generating strong income yield and capital growth. But just as has happened …
11 August 2017 Interest rates likely to remain on hold until economic growth improves There is little chance the Reserve Bank of Australia will hike interest rates in the next six months, even though property prices are at record highs in some markets, according to AMP Capital Head of Investment Strategy and Chief Economist Shane Oliver. “I can understand why people think maybe they should,” says Oliver. “But I think it’s a 2018 story, not …
Changes to super are coming into effect from July The clock is ticking and changes to the superannuation rules will come into effect on 1 July 2017. While the government will reduce the amount of money you can put into super from 1 July 2017, the good news is that you could still take advantage of opportunities before the financial year ends. See what you should be aware of and what the new laws could mean …
