Weekly market update 12-05-2023

Over the week, US and Aus sharemakets were flat; Aus Fed Budget will not add to inflation; US CPI moving in the right direction; and more.

Econosights: Australian housing – impacts from the fixed rate mortgage “cliff” and risks to housing construction | AMP Capital

In this Econosights we look at some of the current issues in the housing market, including the the expiration of fixed rate mortgages and the outook for residential construction… Econosights: Australian housing – impacts from the fixed rate mortgage “cliff” and risks to housing construction Key points A large chunk of home loans that have been recently fixed at ultra-low rates will roll onto a variable mortgage rate that is 2-3 times higher. This is …

Investment outlook Q&A – inflation, interest rates, Russia & Ukraine, the risk of a share crash, house prices and other issues | AMP Capital

Investment outlook Q&A – inflation, interest rates, Russia & Ukraine, the risk of a share crash, house prices and other issues Key Points Inflation will likely slow later this year but remain well above pre-pandemic levels over the medium term. Wages growth is likely to pick up to 3% this year. A Russian invasion of Ukraine risks a short term hit to shares followed by recovery over the next 3 to 12 mths. Australian home …

An introduction to ‘ethical investing’ | Money & Life

An introduction to ‘ethical investing’ Growing concern about a range of environmental and social issues is fuelling a rise in ethical investing in Australia. Here’s a look at this fast expanding sector. For many personal and financial reasons, a growing number of investors are seeking to apply an ethical lens to their decision making. For some it’s about using their funds to drive change on issues like the climate, animal cruelty or human rights abuse. …

The return of geopolitical risk? – what to watch over the remainder of 2021 | AMP Capital

The return of geopolitical risk? – what to watch over the remainder of 2021 Key points Geopolitical issues generate much interest but don’t necessarily have a significant impact on markets. But geopolitical risks are higher than prior to the GFC reflecting three big themes: a populist backlash against economic rationalist policies; the falling relative power of the US; and the polarising impact of social media. After a lull following the transition to President Biden, key …

JUN 20 – Safety, privacy and sustainable change – ethical investing in a pandemic | AMP Capital

WEBINARS JUN 20 – Safety, privacy and sustainable change – ethical investing in a pandemic 10 Jun, 2020 By Kristen Le Mesurier B Com, B Laws (Hons), M LawsPortfolio Manager – Multi Asset GroupSydney, Australia 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 426455) makes no representations …