Econosights – recession risks

Forecasts of a looming recession in 2023 or early 2024 in major economies have become consensus

Market Update 24 June 2022 | AMP Capital

Market Update 24 June 2022 Investment markets & key developments Share markets managed to stabilise and, in most major markets, bounce from oversold levels over the last week as there were no new hawkish surprises from central banks and weak economic data saw bond yields fall taking pressure of share market valuations despite increasing worries about recession. For the week (to date) US shares are up just over 3% and Australian shares rose by just …

Inflation Q&A – how worried should investors be about higher inflation? | AMP Capital

Inflation Q&A – how worried should investors be about higher inflation?   Key Points Inflation is placing increasing pressure on major central banks to remove monetary stimulus. Inflation & rising interest rates will likely contribute to more volatile & constrained investment returns this year. The long-term downtrend in inflation and interest rates since the early 1980s is likely to be over removing a tailwind for investment returns. Introduction For last few decades inflation has not …

The bond crash of 2021? Seven things for investors to consider

The bond crash of 2021? Seven things for investors to consider Key points Higher bond yields are normal in economic recovery and should not be a major problem for shares if they are matched by rising earnings. But too rapid a rise in bond yields risks driving a deeper correction in shares. Central banks want higher inflation but will look through any short-term spike. The 40-year downtrend in inflation and bond yields is likely over. …

Market Update 14 August 2020 | AMP Capital

  Market Update 14 August 2020 Investment markets and key developments over the past week Major global share markets, with the exception of Chinese shares, rose over the last week as US new coronavirus cases trended down and on optimism regarding a vaccine and the economic outlook, with the US share market briefly surpassing its February closing high. The positive global lead along with a fall in new Victorian cases saw Australian shares rise to the …

Market Update 03 July 2020 | AMP Capital

Market Update 03 July 2020 Investment markets and key developments over the past week Despite ongoing concerns about coronavirus most major share markets saw solid gains over the last week helped by good economic data, positive vaccine news and policy stimulus. Japanese shares fell but US shares rose 4% in a holiday shortened week, Eurozone shares rose and Chinese shares surged above their pre-coronavirus highs. The strong global lead also helped the Australian share market overcome …

After the Bell: daily market update, June 29 | AMP Capital

ECONOMICS & MARKETS After the Bell: daily market update, June 29 ASX started the week lower, following most major share markets finishing last week lower as well. There’s a fair bit happening socially and politically at the moment, but it appears second wave fears are a primary focus for markets. Our chief economist, Shane Oliver, shares his thoughts. Important information While every care has been taken in the preparation of this video, AMP Capital Investors …

Market Update 26 June 2020 | AMP Capital

Market Update 26 June 2020 Investment markets and key developments over the past week Most major share markets fell over the last week as concerns about “second waves” of coronavirus cases, uncertainty about the growth outlook and geopolitical risks continue to rattle investors. The weak global lead and concerns about rising cases in Victoria also contributed to a fall in Australian shares with sharp falls in energy, industrial, IT and property shares. Bond yields were little …

How to prepare for retirement both emotionally and financially | Q&AMP

Retirement is a new and exciting chapter of life. As with any major life change, it’s important to have a retirement plan that prepares you both emotionally and financially for what lies ahead. AMP Capital Senior Economist Diana Mousina and AMP Workplace Education Manager Jess Arambulo discuss why you should spend time preparing for retirement and learn the strategies to employ when adjusting to retirement life. Watch for practical tips on how to prepare for …

Market Update 22 May 2020 | AMP Capital

Market Update 22 May 2020 Investment markets and key developments over the past week Major global share markets, with the exception of Chinese shares, rose solidly over last week on optimism regarding the development of a vaccine for coronavirus and on reopening, although escalating US/China tensions saw some of the gains reversed towards the end of the week. While it gave up some of its gains on China trade fears, the Australian share market also had …