ECONOMICS & MARKETS After the Bell: daily market update, March 31 31 Mar, 2020 Volatility reigns and the ASX has dropped again, and Australia is coming to terms with a stimulus package never before seen in our history. What does it all mean for the recovery? AMP Capital’s chief economist Shane Oliver talks us through the day in markets and developments in the last 24 hours. Important information While every care has been taken in …
ECONOMICS & MARKETS After the Bell: daily market update, March 30 Gains on the ASX today, a rough weekend for property sellers and another big stimulus injection heading our way. AMP Capital’s senior economist, Diana Mousina, talks through the major moves and announcements since Friday.30 Mar, 2020 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 …
Is Coronavirus driving a recession, depression or an economic hit like no other? What does it mean for the bear market in shares? Key points Global share markets have fallen into a bear market, but whether this turns out to be long or short depends on how long the hit to the economy from coronavirus lasts. There are big differences between the current disruption to economic activity – which could be very deep in the …
Key points from the latest COVID-19 stimulus package for Australia Over the weekend in Australia, the federal government announced a second fiscal stimulus package to offset the hit to growth from COVID-19. Below are some of the main take-aways: An additional $46bn worth of direct government spending for individuals and businesses impacted the coronavirus. Along with the first round of stimulus announced recently ($17.6bn to individuals and businesses, $2.4bn to the healthcare sector and $5bn …
WEBINARS The case for calm with COVID-19 Original Author: Produced by AMP Capital and published on 13/03/2020 Source
Why so many fail at investments in the age of information One of the pervasive risks that we face in the digital age is that even as the amount of information in the world is increasing, the gap between what we know and what we think we know may be widening. This means the ability to separate noise from signal is of increasing importance. Signal or noise? In science, algorithms do a great job in …
Key points The rout in financial markets has continued, on the back of coronavirus, made worse by a flow on to oil markets. The risk of a deeper hit to economic activity has risen. Key things to watch are the daily number of new cases, measures of economic stress and policy stimulus. Key things for investors to bear in mind remain that: share market falls are normal; selling shares after a fall locks in a …
The market is feeling very confident that profits accelerate from here and has been very generous in looking beyond some relatively weak results for the second half of FY18-19, and although it is probable that similar results will be unveiled at the first half of FY19/20 in February, we believe it is still optimistic to expect a major rebound in profits given the current low growth and the building headwinds such as bushfire fallout and …
Weekly Market Update 13 December 2019 Investment markets and key developments over the past week The past week saw good news on the geopolitical front with the US and China reaching a Phase 1 trade deal, Congressional agreement on the USMCA (NAFTA replacement), Congress averting another US Government shutdown from December 20 and the Conservatives on track for a big majority in the UK’s election. This pushed most global share markets higher, with the exception of …
Weekly Market Update 6 December 2019 Investment markets and key developments over the past week Share markets were mixed over the last week with falls in the US and Europe on trade war fears and mixed economic data, but Japanese shares rose on fiscal stimulus plans and Chinese shares rose too. The Australian share market fell back from record highs taking its lead from the declines in US shares and worries about global trade but with …
