Five great charts on investing that are particularly useful in times of uncertainty like the present | AMP Capital

Five great charts on investing that are particularly useful in times of uncertainty like the present Key Points Successful investing can be very difficult in times like the present with immense uncertainty around inflation, interest rates, war in Ukraine & continuing covid waves. This makes it all the more important to stay focused on the basic principles of successful investing. These five great charts help illuminate key aspects of investing: the power of compound interest; …

Market Update 11 March 2022 | AMP Capital

Market Update 11 March 2022 Investment markets and key developments over the past week The past week saw a further escalation in sanctions over the war in Ukraine with now energy being targeted resulting in another surge in oil prices and leg down in global share prices before a relief rally kicked in on hopes for a peace deal and increased OPEC production only to see share markets fall again. The gyrations left US, Japanese and …

Market Update 4 March 2022 | AMP Capital

Market Update 4 March 2022 Investment markets and key developments over the past week Uncertainty over the war in Ukraine resulted in another volatile week in investment markets as investors worried about the worsening conflict and disruptions to energy supply following the intensification of western sanctions on Russia. Reports of a fire at a Ukrainian nuclear power plant as a result of Russian shelling and the associated risk of a nuclear catastrophe added to the uncertainty. …

Market Update 25 February 2022 | AMP Capital

Market Update 25 February 2022   Investment markets and key developments over the past week Share markets were hit over the last week as Ukraine tensions escalated and then Russia invaded Ukraine. Although Russia has indicated it does not plan to occupy Ukraine it has indicated that its attack is aimed at its “demilitarization and denazification.” While US shares saw a small bounce on Wednesday on hopes that a worsening of the energy crisis would be …

Econosights: Four reasons to expect a softer US economy in 2022 | AMP Capital

Econosights: Four reasons to expect a softer US economy in 2022 Key points The US economy is facing numerous headwinds in 2022 which will slow US economic growth. Inflation is too high, interest rates are going to rise, the value of the Fed’s balance sheet will fall and fiscal “thrust” has turned negative. These factors are also leading to a peak in earnings growth. We expect lower equity returns in the US market in 2022 …

Market Update 4 February | AMP Capital

Market Update 4 February Source: Bloomberg, FXStreet, AMP Investment markets & key developments Share markets saw another volatile week. Shares initially rose from oversold conditions helped by good US earnings results, but rate hike expectations, particularly in Europe and in the US after very strong US payrolls and divergent tech sector earnings news, added to volatility. Despite a hit from an earnings-miss by Facebook, US shares rose around 1.6% for the week and Japanese shares gained …

The RBA ends bond buying – but remains “patient” on rates. We expect the first rate hike in August | AMP Capital

The RBA ends bond buying – but remains “patient” on rates. We expect the first rate hike in August   Key Points The RBA will end quantitative easing this month. While it now sees unemployment falling below 4% and higher inflation it is prepared to be “patient” for now. We expect rate hikes to commence in August. Ultimately, we see the cash rate rising to around 1.5 to 2% in the years ahead but it’s …

Econosights: Impacts to Australia from Chinese trade restrictions | AMP Capital

Econosights: Impacts to Australia from Chinese trade restrictions   Key points The total value of Australian exports to China impacted by trade disputes (which started in 2019) is $23bn (4.5% of total exports or 1% of GDP). The impact to the Australian economy from Chinese trade bans has been mild because the value of affected exports is low and as most sectors have been able to find alternative export markets. Coal, beef, copper ore, cotton, …

Market Update 21 January | AMP Capital

Market Update 21 January Source: Bloomberg, FXStreet, AMP Investment markets & key developments Global share markets remained under pressure over the past week on the back of concerns about rising inflation, monetary tightening, Omicron and tensions with Russia over Ukraine. The negative global lead and talk of higher interest rates in Australia also pushed Australian shares down with falls led by health, IT, Telco and financial stocks. Long term bond yields rose initially but their increase …

Market Update 14 January | AMP Capital

Market Update 14 January   Source: Bloomberg, FXStreet, AMP Investment markets & key developments Global share markets remained under pressure over the past week from concerns about rising US inflation and faster US interest rate hikes, with interest rate sensitive tech stocks leading the declines. Omicron related disruptions are not helping although markets don’t appear to be too concerned. While European shares rose slightly US, Japanese and Chinese shares fell. The weak global lead weighed on …