Pre-federal Budget 2018 commentary

Pre-federal Budget 2018 commentary Winners and losers from the pre-election budget AMP Capital’s Senior Economist Diana Mousina gives a rundown of what you can expect from this year’s budget. View the video below. Diana Mousina, Senior Economist, Multi Asset Group, AMP Capital Our overall expectation for this year’s budget is that it will look and feel like a pre-election year budget. What that means is it will have plenty of good news for the household hip …

The outlook for real assets in 2018

The outlook for real assets in 2018 Adjustments to monetary policy by Central Banks globally, along with the technological change sweeping through and changing the shape of industries, emerge as the two pervasive themes likely to define real asset valuations in 2018 and beyond, according to leading real estate and infrastructure experts. The favourable outlook for real assets is set to continue in 2018, with interest rates globally set to stay at historically low levels, …

What is the retirement age in Australia?

What is the retirement age in Australia? With no definitive retirement age in Australia, the date you exit the workforce will probably come down to personal circumstances and whether you can afford it. The age you retire in Australia isn’t set in stone. You can really retire whenever you want to, but health, financial commitments and your ability to fund the lifestyle you want will play a big part. For this reason, you may want …

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 Limited (ABN 15 159 557 721, AFSL 426455) make no representations or warranties as to the accuracy or completeness of any statement in it including, …

The world economy in 2018 – how much longer can the global upturn last?

The world economy in 2018 – how much longer can the global upturn last? Key points The global economic environment and corporate profits remain in a strong position and economic growth in 2018 will run at its fastest pace since 2011. It’s too early to fear a significant lift in global interest rates. Central banks in Europe and Japan will keep interest rates unchanged in 2018. US rate hikes will continue. Inflation is likely to …

2018 – a list of lists regarding the macro investment outlook

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. Watch US inflation, bond yields, President Trump, the Italian election, China, the Sydney and Melbourne property markets and global business conditions PMIs. Introduction Although 2017 saw the usual …

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 …

Volatility could present buying opportunities in 2018

13 December 2017 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 …