Weekly Market Update 24 August 2018

Weekly Market Update 24 August 2018 Investment markets and key developments over the past week The past week saw most global share markets rise as Turkey slipped out of the headlines, but Australian shares were hit by political uncertainty. Bond yields fell a bit in the US and Australia, were unchanged in Japan and were up a bit in Germany. Oil and metal prices rose but the iron ore price slipped. While the US dollar slipped …

Econosights – Should we worry about emerging markets?

Econosights – Should we worry about emerging markets? Key Points Emerging market equities have performed poorly since the beginning of the year. More recently, trade tensions between the US and China, a rising US dollar and issues in individual emerging market economies have hit emerging markets. The last emerging market downturn was in 2015 on the back of Chinese growth concerns, a devaluation in the Chinese Yuan and Fed interest rate hike fears. Emerging market …

Weekly Market Update 15 June 2018

Weekly Market Update 15 June 2018 Investment markets and key developments over the past week The past week saw most share markets gain as strong US data more than offset worries about a more hawkish Fed and tariffs, the ECB remained dovish, Italian risks receded a bit and the US-North Korean summit was seen as successful. Chinese shares were not helped by soft economic data but gains in global shares generally and lower bond yields helped …

How to make the most of investment and economic research

16 August 2017 How to make the most of investment and economic research In a world where people can be bombarded with information, AMP Capital Head of Investment Strategy and Chief Economist Shane Oliver recommends taking a strategic approach to investing. “If you are to be a successful investor you have to have an investment process,” says Oliver. The trick, he says, is cutting out the noise and sticking to the fundamentals. AMP Capital’s approach …

Interest rates likely to remain on hold until economic growth improves

11 August 2017 Interest rates likely to remain on hold until economic growth improves There is little chance the Reserve Bank of Australia will hike interest rates in the next six months, even though property prices are at record highs in some markets, according to AMP Capital Head of Investment Strategy and Chief Economist Shane Oliver. “I can understand why people think maybe they should,” says Oliver. “But I think it’s a 2018 story, not …