AMP Capital

Econosights: China – lockdowns, policy stimulus and regulatory burdens | AMP Capital

Econosights: China – lockdowns, policy stimulus and regulatory burdens Key points There are reasons to be optimistic on China: lockdowns are easing which will help to abate supply-chain related inflation, policy stimulus measures have significantly ramped up and more can be done and geopolitical tensions have room to improve with the change of government in Australia and potential roll-back of US tariffs before the November mid-term election. Chinese shares have been hit hard in recent …

FinancialPartners 06/06/2022 06/06/2022 Blog / E - Economics / E - ESG Wrap (Econosights) / E - Insights Papers / E - Market Update / FP - Financial Planning AMP Capital / burdens / China / Chinese / COVID / cross / current / currents / economy / Econosights / experiencing / lockdowns / Many / policy / regulatory / stimulus / which

Great investment quotes for topsy turvy times | AMP Capital

Great investment quotes for topsy turvy times Introduction The current environment seems to be one of extreme uncertainty. We have seen a strong economic recovery from last year’s global and Australian recessions – but there are worries about the resurgence of coronavirus driven by the Delta variant, peak growth, peak monetary and fiscal stimulus, high inflation, and high debt levels. And ‘get rich quick’ trading around crypto currencies and “meme” stocks like GameStop on …

FinancialPartners 10/08/2021 10/08/2021 Blog / E - Economics / E - Oliver's Insights / FP - Financial Planning 10/08/2021 / AMP Capital / Author Produced / Capital / current / Environment / extreme / Great / Investment / published / Quotes / seems / times / topsy / turvy / uncertainty Original

What happened to all the worries about rising inflation & bond yields?

What happened to all the worries about rising inflation & bond yields? :- Goldilocks, tariffs, Turkey & other things Key points The fear of rising inflation and bond yields that dominated investor thinking earlier this year has faded thanks to a combination of: ongoing relatively benign inflation in the US; Fed hikes remaining gradual; strong earnings growth helping distract share market investors; trade war fears; geopolitical worries around Italy and now Turkey; and finally, slower …

FinancialPartners 15/08/2018 20/08/2018 Blog / E - Economics / E - Markets & Investments / E - Oliver's Insights / FP - Financial Planning About / AMP Capital / amp capital investors limited / Bond / bond yields / distract share market investors / Inflation / rising / source bloomberg amp capital / What happened to all the worries about rising inflation & bond yields? / worries / yields

Fixed Income view: It’s the End of the World as we know it, and I feel fine

Fixed Income view: It’s the End of the World as we know it, and I feel fine Economic momentum has gathered pace over the past 12 months, whilst the compensation for risk, known as risk premium, has deteriorated across asset markets. Valuations are expensive leaving investors highly susceptible to any macro-economic shifts, a tightening of financial conditions, and geopolitical shocks, according to AMP Capital’s Global Fixed Income Head of Macro, Ilan Dekell. “It’s critical to …