Market Update 10 July 2020 Investment markets and key developments over the past week Share markets were mixed over the last week as investors were torn between rising coronavirus cases and US/China tensions on the one hand but indicators of recovery and policy stimulus on the other. US shares rose but gave up some of their initial gains, Eurozone shares fell, Japanese shares rose and Chinese shares surged by 9% or so. Australian shares fell on …
Five asset classes we’re watching in the COVID-19 recovery At a time when most investors are seeking out defensive positioning, savvy managers should have an eye to the opportunities provided by the unfolding pandemic. These may be asset classes that are already undervalued at the present moment, but also include those which stand to benefit from an eventual recovery to an extent not currently priced in by the market. The latter might not necessarily represent …
WEBINARS AMP Capital Multi-Asset Fund & AMP Capital Core Retirement Fund Webinar 13 May, 2020 Whilst all investors face common risks and challenges, the market volatility created from COVID-19 has produced a significant challenge for retirees relying upon investment income for daily living. To help deliver stable income streams and manage drawdowns for retirees in this period, it is increasingly important to have the appropriate risk management strategies in place. Important information While every care …
WEBINARS Webinar: Experts’ Choice Fund Range Update 22 Apr, 2020 Scott McElory, Economic Analyst AMP Capital provides a Macro Market overview followed by Stephen Flegg, Portfolio Manager, who gives an update on the Experts’ Choice Fund Range. 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 15 159 557 721, AFSL …
WEBINARS Navigating the ‘new normal’ – managing client capital in times of extreme volatility 16 Apr, 2020 As a result of the current uncertainty, many investors should be questioning the resilience of their portfolio, the underlying assets most at risk in the near-term, and any fundamental disruptions COVID-19 could cause in the future. For listed real estate, we believe it is important to focus on 1) cash flow certainty, 2) balance sheet strength and 3) …
ECONOMICS & MARKETS After the Bell: daily market update, March 27 27 Mar, 2020 The ASX slumped again today, Australia is staring down the barrel of more intense lockdown measures, and quarantine looms for anyone who sets foot in the country. Today, strategist in the dynamic markets team, Brad Creighton, runs through markets for the day and what the data is telling us about how containment is tracking. While every care has been taken …
ECONOMICS & MARKETS After the Bell: daily market update, March 26 26 Mar, 2020 ASX gains picked up pace today, following the US Senate passing a massive $US 2 trillion stimulus package. This news comes as hot spots for COVID-19, like NSW, are warned about further lockdown measures. We discuss this and more with AMP Capital senior economist, Diana Mousina. While every care has been taken in the preparation of this recording, AMP Capital …
ECONOMICS & MARKETS After the Bell: daily market update, March 25 25 Mar, 2020 By AMP Capital Australians woke up to the news that they are banned from leaving the country and have to practice stricter social distancing in their personal lives. Our chief economist, Shane Oliver, weighs in on that, as well as the trading day, which saw an early surge for the ASX. Important notes While every care has been taken in the …
ECONOMICS & MARKETS After the Bell: daily market update, March 24 24 Mar, 2020 By AMP Capital Markets finished slightly higher today, and are coming to terms what the lockdown measures mean locally and around the world. Dermot Ryan, co-portfolio manager in the Australian equities team, talks about whether markets have reached peak panic, and the long-term thinking he’s sticking to during this freefall. Important notes While every care has been taken in the preparation of …
ECONOMICS & MARKETS After the Bell: daily market update, March 23 23 Mar, 2020 By AMP Capital The federal government has thrown unprecedented stimulus at the COVID-19 human health emergency, with more to come. We run through the concessions which are set to be available to Australians individuals, businesses and households – and what, if any, impact that has had on markets. Important notes While every care has been taken in the preparation of this …
