The five big fears that shaped 2018

The five big fears that shaped 2018 After solid returns and relatively low volatility in 2017, many investors entered 2018 fairly optimistic, however we expected returns would be more constrained and more volatile than they were last year. Looking at the big picture, global growth was good, we saw relatively low inflation globally and the Australian economy grew at a reasonable rate. Five big fears But five big concerns came together to deliver a surprisingly …

Environmental, Social and Governance (ESG) Wrap November 2018 – Modern day slavery

Environmental, Social and Governance (ESG) Wrap November 2018 – Modern day slavery This month the team have put together a feature on the impacts of modern day slavery  and investment considerations for investors. . Investment considerations of modern day slavery           Important note: While every care has been taken in the preparation of this article, AMP Capital Investors Limited (ABN 59 001 777 591, AFSL 232497) makes no representations or warranties as …

Review of 2018, outlook for 2019 – another cycle extension

Review of 2018, outlook for 2019 – another cycle extension Key points 2018 saw reasonable global economic and profit growth and still low interest rates but it has been a rough year for investors with worries about the Fed, trade wars and global growth causing volatility and poor returns.   2019 is unlikely to see the plunge into recession many fear with growth likely to stabilise supporting profit growth, the Fed is likely to undertake …

Responsible Investment Leaders – Engagement Report 2018

Responsible Investment Leaders – Engagement Report 2018 This report provides a snapshot of the work the Responsible Investment Leaders (RIL) funds have been doing on your behalf to make a difference. We cover the big issues of 2017 and showcase some of the assets the RIL funds have supported to make the world a better place – our investments in community infrastructure, sustainable forestry, clean tech and renewables are just as exciting as the engagement …

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 …