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Econosights: The impact of economic shocks on inflation

Econosights: The impact of economic shocks on inflation Key points COVID-19 has caused a big change in consumer spending patterns. In developed countries, demand for goods has generally gone up but services demand has collapsed. Changes in demand along with some supply constraints have caused an increase in goods prices while prices for services have been weaker. Consumer inflation data uses consumer spending baskets from prior years to construct quarterly price changes. However, these …

FinancialPartners 27/10/2020 27/10/2020 Blog / E - Economics / E - ESG Wrap (Econosights) / E - Insights Papers / E - Market Update / FP - Financial Planning “baskets” / categories / commonly / consumer / known / Measuring / more / spending / used

AMP Capital Core Infrastructure Fund update – Webinar | AMP Capital

INFRASTRUCTURE AMP Capital Core Infrastructure Fund update – Webinar 19 May, 2020 Within the infrastructure space, we are seeing an impact on the performance of some categories of assets, while others have proved to be resilient. In our view, some of the distinguishing characteristics of the infrastructure sector – assets that provide essential services, lower volatility and reliable long-term revenue streams – indicate that a well-diversified infrastructure portfolio should be well-placed to withstand a downturn …