Outlook for investment markets

Market Update 8 October | AMP Capital

Market Update 8 October Investment markets & key developments Global shares mostly rose over the last week as the US debt ceiling was pushed out to December and there was some easing in concerns regarding the European energy crunch. The positive global lead saw Australian shares rebound led by energy, utility, financial and material shares. Consistent with a bit of “risk on” along with still rising inflation concerns bond yields continued to rise as did oil, …

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Market Update 1 October | AMP Capital

Market Update 1 October Investment markets Global shares fell over the past week amidst a long worry list including the US debt ceiling, the impact of power shortages on global inflation and growth and rising bond yields. This saw Australian shares fall too with health, IT and property stocks leading the decline. As a result September lived up to its name of being a bad month for shares with the month seeing US shares down -4.8%, …

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Market Update 24 September | AMP Capital

Market Update 24 September Investment markets Global shares fell sharply early in the week but then rebounded as fears around China Evergrande receded and the Fed meeting was out of the way. This saw US, European and Chinese shares rise for the week, but Japanese shares fell. Australian shares also fell despite a mid-week rally as the weak iron price weighed on miners which along with falls in financial and property shares more than offset big …

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Market Update 17 September | AMP Capital

Market Update 17 September Investment markets Global shares were mixed over the last week with US and Japanese shares up, European shares flat and Chinese shares down. US shares were helped by stronger than expected activity data and softer inflation, but Chinese shares were hit by a further slowing in Chinese data and concerns about Evergrande Group. Australian shares fell with solid gains in energy and property shares offset by sharp falls in mining stocks on …

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Market Update 10 September | AMP Capital

Market Update 10 September Investment markets and key developments over the past week Global shares were mixed over the last week. US and European shares fell on concerns about the growth outlook and central banks reducing stimulus, but Japanese shares continued to rise on hopes for more fiscal stimulus after PM Suga announced he would step down and Chinese shares rose. Australian shares fell on the back of the weak global lead, lower iron ore prices …

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Market Update 03 September | AMP Capital

Market Update 03 September Investment markets and key developments over the past week Global share markets saw continuing gains over the past week helped by expectations that the Delta outbreak won’t lead to lockdowns in major developed countries and that the Fed would be gradual in scaling back monetary stimulus. Helped by the positive global lead and rapidly rising vaccination rates, the Australian share market also rose despite rising local coronavirus cases, with the gains …

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Australian GDP slowed in the June quarter & will be hit hard by the lockdowns – but here’s 7 reasons to look beyond the gloom | AMP Capital

Australian GDP slowed in the June quarter & will be hit hard by the lockdowns – but here’s 7 reasons to look beyond the gloom Key Points Australian GDP growth slowed in the June quarter but to a stronger than expected +0.7%qoq. This avoids a technical recession, but the current quarter is likely to see a 4% slump due to the lockdowns. While there is lots of gloom around there remains strong reason for optimism …

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Six reasons why shares are at or near record levels. But is it sustainable? | AMP Capital

Six reasons why shares are at or near record levels. But is it sustainable? Key Points Bonds and shares often diverge – we saw this a year ago with shares rallying but bond yields staying low. Shares have been boosted by strong earnings news, improved valuations, investor awareness of last years’ experience of a post lockdown bounce back, vaccines providing optimism in a more sustained reopening, some pressure for more stimulus & M&A activity. While …

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Market Update 13 August | AMP Capital

Market Update 13 August Investment markets and key developments over the past week Global share markets continued to rise over the last week with reopening and earnings optimism offsetting Delta concerns and propelling US and European shares to record highs. The Australian share market also rose to a new high on the back of good earnings news offsetting ongoing dismal news on lockdowns – notably in NSW – with banks, telcos, utilities and retail stocks leading …

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Market Update 6 August | AMP Capital

Market Update 6 August Investment markets and key developments over the past week Global share markets rose over the last week with US and European shares making a new high helped by good earnings results offsetting Delta concerns. The Australian share market also rose to a new high propelled by M&A activity in relation to Afterpay and Santos & Oil Search with strong gains in IT, financial, consumer staple and property stocks. Bond yields rose in …