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

09 February 2018 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 …

The pullback in shares – seven reasons not to be too concerned

09 February 2018 The pullback in shares – seven reasons not to be too concerned Key points The current pullback in shares has been triggered by worries around US inflation, the Fed and rising bond yields but made worse by an unwinding of bets that volatility would continue to fall. …

Weekly Market Update 02 February 2018

02 February 2018 Weekly Market Update 02 February 2018 Investment markets and key developments over the past week After a strong start to the year global shares came under pressure over the last week as bond yields rose further, in part driven by rising expectations for more aggressive Fed monetary …

Correction time for shares?

05 February 2018 Correction time for shares? Key points The US share market is long overdue a decent correction. This now appears to be unfolding and may have further to go as higher inflation, a slightly more aggressive Fed and higher bond yields are factored in. This will impact most …

Higher global inflation and higher bond yields – what’s the risk and implications for other assets?

01 February 2018 Higher global inflation and higher bond yields – what’s the risk and implications for other assets? Key points Rising global growth and rising commodity prices indicate the risks to inflation are gradually moving to the upside. This is most acute in the US with the Fed likely …

What’s in Store for Interest Rates, Housing Market and Australian & Global Economies in 2018?

What’s in Store for Interest Rates, Housing Market and Australian & Global Economies in 2018?        Important note: While every care has been taken in the preparation of this document, AMP Capital Investors Limited (ABN 59 001 777 591, AFSL 232497) and AMP Capital Funds Management …

Weekly Market Update 26 January 2018

Weekly Market Update 26 January 2018 Investment markets and key developments over the past week Share markets were mixed over the last week with US shares gaining 2.2% to a record high helped by good earnings news, Chinese shares up 2.2% and Australian shares up 0.7%, but European shares down …

2018 – a list of lists regarding the macro investment outlook

24 January 2018 2018 – a list of lists regarding the macro investment outlook Key points 2018 is likely to remain good for diversified investors. The investment cycle still favours growth assets over cash and bonds. But expect more volatile and constrained returns as US inflation starts to turn up. …

Weekly Market Update 19 January 2018

Weekly Market Update 19 January 2018 Investment markets and key developments over the past week US equity markets continued to track higher over the week, continuing the positive trend since the beginning of the year with the S&P500 up 0.9%. Euro stocks were 1.0% higher, Japanese equities rose by 0.7%, Chinese shares were 1.4% higher while Australian shares lagged …