Market Update 4 March 2022 | AMP Capital

Market Update 4 March 2022 Investment markets and key developments over the past week Uncertainty over the war in Ukraine resulted in another volatile week in investment markets as investors worried about the worsening conflict and disruptions to energy supply following the intensification of western sanctions on Russia. Reports of a fire at a Ukrainian nuclear power plant as a result of Russian shelling and the associated risk of a nuclear catastrophe added to the uncertainty. …

5 big picture implications of the war in Ukraine of relevance for investors – and why are Australian shares holding up better? | AMP Capital

5 big picture implications of the war in Ukraine of relevance for investors – and why are Australian shares holding up better? | AMP Capital   Key Points The situation regarding Ukraine is at high risk of getting worse before it gets better for investment markets. The key is how much Russian energy exports are disrupted & whether NATO forces avoid the conflict. Five big picture implications are likely to be: increased geopolitical tensions; reduced …

Market Update 25 February 2022 | AMP Capital

Market Update 25 February 2022   Investment markets and key developments over the past week Share markets were hit over the last week as Ukraine tensions escalated and then Russia invaded Ukraine. Although Russia has indicated it does not plan to occupy Ukraine it has indicated that its attack is aimed at its “demilitarization and denazification.” While US shares saw a small bounce on Wednesday on hopes that a worsening of the energy crisis would be …

Why Australian interest rates are likely to rise and when

Why Australian interest rates are likely to rise and when Senior economist Diana Mousina answers our questions on potential interest rate changes and what it could mean for Aussie households. Why have interest rates been so low for so long? The main reason interest rates have been kept so low is the Reserve Bank of Australia undershooting on its inflation target of 2-3%. We haven’t seen underlying or core inflation within that band sustainably since …

Market Update 18 February 2022 | AMP Capital

Market Update 18 February 2022 Investment markets and key developments over the past week Share markets have seen another volatile week being buffeted by waxing and waning fears of Russia invading Ukraine and fears of inflation and interest rate hikes. This left US, European and Japanese share markets down. Solid profit results helped protect the Australian share market, which was up slightly for the week, with gains in health, property and consumer staple shares offsetting falls …

Market Update 11 February 2022 | AMP Capital

Market Update 11 February 2022 Investment markets and key developments over the past week Share markets started the week on a positive note, clawing back some of the declines that occurred in January. However, the elevated US inflation data worried investors about fast interest rate rises from the US Fed. US share markets fell after the inflation data but were still up by 0.1% over the week (a the time of writing). Australian shares managed …

Oliver’s Insights – The RBA ends bond buying – but remains “patient” on rates. We expect the first rate hike in August

Oliver’s Insights – The RBA ends bond buying – but remains “patient” on rates. We expect the first rate hike in August Key points The RBA will end quantitative easing this month. While it now sees unemployment falling below 4% and higher inflation it is prepared to be “patient” for now. We expect rate hikes to commence in August. Ultimately, we see the cash rate rising to around 1.5 to 2% in the years ahead …

Market Update 4 February | AMP Capital

Market Update 4 February Source: Bloomberg, FXStreet, AMP Investment markets & key developments Share markets saw another volatile week. Shares initially rose from oversold conditions helped by good US earnings results, but rate hike expectations, particularly in Europe and in the US after very strong US payrolls and divergent tech sector earnings news, added to volatility. Despite a hit from an earnings-miss by Facebook, US shares rose around 1.6% for the week and Japanese shares gained …

Oliver’s Insights – Share market falls – seven things for investors to keep in mind

Oliver’s Insights – Share market falls – seven things for investors to keep in mind Key points Share markets have fallen in recent weeks on the back of worries about inflation, monetary tightening, the Omicron disruption and the rising risk of a Russian invasion of Ukraine. it’s too early to say markets have bottomed. Key things for investors to bear in mind are that: corrections are healthy and normal; in the absence of a renewed …

Market Update 21 January | AMP Capital

Market Update 21 January Source: Bloomberg, FXStreet, AMP Investment markets & key developments Global share markets remained under pressure over the past week on the back of concerns about rising inflation, monetary tightening, Omicron and tensions with Russia over Ukraine. The negative global lead and talk of higher interest rates in Australia also pushed Australian shares down with falls led by health, IT, Telco and financial stocks. Long term bond yields rose initially but their increase …