Market Update 19 March 2021 Investment markets and key developments over the past week Global sharemarket performance continues to diverge. US shares started the week strongly but higher bond yields following the US Federal Reserve’s meeting led US shares down 0.7% over the week for the S&P500 with the heavier tech weighted NASDAQ even weaker (-1.5%). The theme of a rotation out of US to global shares continues to play out with European shares up …
What could a Biden Presidency mean for market outcomes? Market performance in the wake of the US election has been overwhelmingly positive, with Australian and US shares up 11% in November, Japanese shares up 16% and Eurozone shares up 17%. It’s somewhat of an ironic note, given Donald Trump’s fondness to cite stock market strength as indicators of his own economic success, and yet it’s gone up on news of his election loss. There are …
September job figures make the case for further monetary easing After a stronger-than-expected performance in August, September employment numbers exceeded expectations for the second month in a row, falling by 29,500 jobs as opposed to consensus estimates of a 40,000 drop. Nonetheless, this month’s decline in employment figures after three months of growth suggests we’re now on track to see slow growth in employment and a rising participation rate. We expect the headline unemployment rate …
The smart money is with sustainable listed real estate In investing parlance, sustainability isn’t just a catch-all phrase for the numbers that don’t carry dollar signs. It refers to substantial elements of the ability of a business to perform over the longer term. For real estate, predicated as it is on ongoing rental yields and the relationships between landlords and tenants, our view is that sustainability factors almost always have considerable impact on performance over …
INFRASTRUCTURE AMP Capital Core Infrastructure Fund update – Webinar 19 May, 2020 Within the infrastructure space, we are seeing an impact on the performance of some categories of assets, while others have proved to be resilient. In our view, some of the distinguishing characteristics of the infrastructure sector – assets that provide essential services, lower volatility and reliable long-term revenue streams – indicate that a well-diversified infrastructure portfolio should be well-placed to withstand a downturn …
Diversified funds’ performance – how did they do that? 12 July 2017 Comparing managed funds can be confusing because, contrary to current practices, evaluating performance is not all about returns – it’s also about how much risk you as the end investor took to get there. So how can you measure your fund’s level of risk? Below are four broad indicators to watch for: Exposure to growth assets – this is the most common method of …
How can we help? Take control of your super Getting your super sorted How can we help? Take control of your super. Retirement may seem like a long way off, but putting money into super now is still a tax effective way to invest your money. That’s because some types of contributions you make and the investment earnings on those contributions, are taxed at concessional rates. Not only is super a tax effective way of …
