Global – Page 20

Beware the double-edged sword of US tax reform

Beware the double-edged sword of US tax reform Tax reform in the United States has helped to spur on global economic growth, but investors should be aware of the double-edged sword that comes with the added exuberance, as already expensive share markets continue to edge higher. While company earnings growth in the US – and indeed in Australia – are generally supportive valuations, according to Diana Mousina, AMP Capital’s Senior Economist, the continued strong run …

FinancialPartners 02/02/2018 20/08/2018 Blog / E - Economics / E - Insights Papers Beware / Beware the double-edged sword of US tax reform / Central bank / double-edged / Economic growth / Economics / economy / Finance / Global / Hedge fund / IMF / International Monetary Fund / Mutual fund / Percentage point / reform / share / Shareholder / Stock / Stock exchange / Stock market / Stock market index / sword / Tax / Technical analysis / Trader / United States / US / US Share market / USA

Higher global inflation and higher bond yields – what’s the risk and implications for other assets?

01 February 2018 Higher global inflation and higher bond yields – what’s the risk and implications for other assets? Key points Rising global growth and rising commodity prices indicate the risks to inflation are gradually moving to the upside. This is most acute in the US with the Fed likely to raise rates more than the market expects this year. This supports the view that the 35-year super cycle decline in bond yields is over. …

FinancialPartners 01/02/2018 20/08/2018 Blog / E - Oliver's Insights assets / Bank / Bank run / Bond / Bonds / Capitalism / Central bank / Core inflation / Deflation / Economic growth / Economics / Federal Reserve System / Finance / Financial crisis / Financial crisis of 2007–2010 / Fractional-reserve banking / Global / Great Depression / Gross domestic product / higher / Higher global inflation and higher bond yields – what’s the risk and implications for other assets? / implications / Inflation / Interest rate / Investment / Lancashire / Monetary policy / Money / Money supply / other / property / Risk / Stock / Stock market / The Bond / What’s / Yield / yields

What’s in Store for Interest Rates, Housing Market and Australian & Global Economies in 2018?

What’s in Store for Interest Rates, Housing Market and Australian & Global Economies in 2018? Important note: While every care has been taken in the preparation of this document, AMP Capital Investors Limited (ABN 59 001 777 591, AFSL 232497) and AMP Capital Funds Management Limited (ABN 15 159 557 721, AFSL 426455) make no representations or warranties as to the accuracy or completeness of any statement in it including, …

FinancialPartners 31/01/2018 20/08/2018 Blog / E - Economics / E - Market Update / E - Oliver's Insights 2018 / Australian / Economics / Economies / Global / housing market / Housing Market and Australian & Global Economies in 2018? / Interest rates / Trade / What's in Store / What's in Store for Interest Rates

The world economy in 2018 – how much longer can the global upturn last?

The world economy in 2018 – how much longer can the global upturn last? Key points The global economic environment and corporate profits remain in a strong position and economic growth in 2018 will run at its fastest pace since 2011. It’s too early to fear a significant lift in global interest rates. Central banks in Europe and Japan will keep interest rates unchanged in 2018. US rate hikes will continue. Inflation is likely to …

FinancialPartners 25/01/2018 20/08/2018 Blog / E - Economics 2018 / Bank of England / Capital accumulation / Central bank / Developed country / Economic development / Economic growth / Economics / economy / Economy of the United States / Emerging markets / Euro / European Central Bank / Eurozone / Federal Reserve System / Four Asian Tigers / Fractional-reserve banking / Global / Gross domestic product / Inflation / Interest / Interest rate / Investment / Italy / last / longer / Macroeconomics / Monetary policy / Money supply / Sustainability / The world economy in 2018 – how much longer can the global upturn last? / Uneconomic growth / Unemployment / United States / United States dollar / upturn / World / World Growth Institute

Debunking 3 myths around global listed infrastructure

13 December 2017 Debunking 3 myths around global listed infrastructure Did you know it takes 957 gallons of water to create a single Big Mac? Some 550 million Big Macs are consumed each year in the US alone. That’s a lot of water. But we simply wouldn’t have Big Macs without the infrastructure to filter and transport water to each part of the Big Mac production process. It’s easy to forget that infrastructure is a …

FinancialPartners 20/12/2017 20/08/2018 Blog / E - Market Watch / E - Oliver's Insights around / Asset / Big Mac / Capital accumulation / Capital asset / Debunking / Debunking 3 myths around global listed infrastructure / Economic growth / Economics / economy / Electric power / Electricity generation / Finance / Global / Inflation / Infrastructure / Investment / listed / Macroeconomics / Myths / Natural gas / Peak oil / Uneconomic growth / Water / Water management / Water resources / Water supply / Water supply network

Pricing President Trump into global markets

10 November 2017 Pricing President Trump into global markets Pricing in the possibility of an early exit by Donald Trump from the United States Presidency may feel a bit hypothetical at this stage, but it’s an exercise worth undertaking for investors concerned about potential portfolio shocks, says Dr Shane Oliver, AMP Capital’s Head of Investment Strategy and Chief Economist. Straight off the bat it’s worth noting that a possible move to impeach President Trump – …