Coronavirus continues to cause havoc globally and in Australia – but here are five reasons for optimism | AMP Capital

Coronavirus continues to cause havoc globally and in Australia – but here are five reasons for optimism Key points The news on coronavirus has been bleak again lately – with rising cases globally & the ongoing NSW lockdown. However, there are five reasons for optimism: lockdowns still work against Delta (eg, in SA & Victoria); vaccines are working; once lockdowns end economic activity rebounds quickly; the threat posed by Delta will keep fiscal & monetary …

Market Update 20 November 2020

Market Update 20 November 2020   Investment markets and key developments over the past week While the US S&P 500 fell slightly over the last week on the back of rising new coronavirus cases and tightening restrictions in the US, other major global share markets rose helped by good vaccine news. Australian shares continued to recover with hopes that quick action will limit a covid outbreak in South Australia and as economic data continued to surprise …

Four reasons why share markets can continue to hold up as COVID-19 deepens | AMP Capital

  Four reasons why share markets can continue to hold up as COVID-19 deepens The news around the pandemic in past weeks has not been promising. New COVID-19 cases have shown early signs of stabilising over recent days, but it’s too soon to call a downtrend in new cases. The world’s largest economy remains under siege from COVID-19 as the virus begins to take hold in the Midwest and the Great Plains of the US. …

Econosights: The economics of COVID-19 lockdowns | AMP Capital

Econosights: The economics of COVID-19 lockdowns   Key points Rising COVID-19 cases around the world is leading to questions about the need for another round of government lockdowns to stop the spread of the virus. Lockdowns lead to closed businesses, lower household spending and higher unemployment. But a lot of these outcomes would still occur without a lockdown as households self-regulate their behaviour. Sweden is evidence of this. It has pursued a herd immunity strategy, …

After the Bell: daily market update, July 17 | AMP Capital

ECONOMICS & MARKETS After the Bell: daily market update, July 17 17 Jul, 2020 ASX was slightly up today, China has recorded some solid economic data, and COVID-19 cases continue to rise in Victoria. Portfolio strategist Brad Creighton recaps the week that was. Important information While every care has been taken in the preparation of this video, AMP Capital Investors Limited (ABN 59 001 777 591, AFSL 232497) and AMP Capital Funds Management Limited (ABN …

After the Bell: daily market update, July 14 | AMP Capital

ECONOMICS & MARKETS After the Bell: daily market update, July 14 14 Jul, 2020 The ASX spent the day in the red today, and there’s plenty of jitters around as COVID-19 cases continue to spike in NSW and Victoria. Senior economist, Diana Mousina, joins us to explain. Important information While every care has been taken in the preparation of this video, AMP Capital Investors Limited (ABN 59 001 777 591, AFSL 232497) and AMP Capital …

After the Bell: daily market update, July 6 | AMP Capital

ECONOMICS & MARKETS After the Bell: daily market update, July 6 Markets started the week lower, and it looks like the upswing in COVID-19 cases remains front of mind. Our chief economist, Shane Oliver, wraps the day that was and talks through how last week closed for global markets. Important information While every care has been taken in the preparation of this video, AMP Capital Investors Limited (ABN 59 001 777 591, AFSL 232497) and …

After the Bell: daily market update, June 19 | AMP Capital

ECONOMICS & MARKETS After the Bell: daily market update, June 19 19 Jun, 2020 A flat day in Australia today but markets finished higher for the week, after cases of the jitters on and off. The second wave risk is also becoming more apparent, especially in the US. Portfolio strategist, Brad Creighton, joins us with his insight. Important information While every care has been taken in the preparation of this video, AMP Capital Investors Limited …

Market Update 24 April 2020 | AMP Capital

Investment markets and key developments over the past week Share markets pulled back over the last week as oil prices fell further, not helped by very poor economic data. However, the falls were relatively mild compared to the 20% plus rally from the March low point. For the week, US shares fell 1.3%, eurozone shares fell 1.8%, Japanese shares fell 3.2% and Chinese shares lost 1.1%. Australian shares were dragged down by 4.5% for the week …

What signposts can we watch to be confident shares have bottomed? | AMP Capital

What signposts can we watch to be confident shares have bottomed? Key points While shares have rallied 15-20% from their March low and may have started a bottoming process, it’s still too early to say with confidence we have seen the low for this bear market. Key signposts to watch for are: signs that the virus can soon be contained (here the evidence is starting to look better); monetary & fiscal stimulus to minimise collateral …