Econosights – inflation trends

The anticipated fall in inflation is occurring across the advanced world, thanks to a decline in commodity prices and slowing in goods inflation. But, sticky services inflation is keeping the overall rate of inflation elevated and well above central bank inflation targets.

Oliver’s insights – house price outlook

Australian home prices rose again in April & along with other indicators suggest the home price downturn is over, but we must now watch rates and unemployment

Econosights – how important is the banking sector to the economy?

In this Econosights we look at the role of the banking sector in an economy and how the recent developments risk a further negative flow-on impact to the rest of the economy.

Oliver’s Insights – the RBA hikes rates by another 0.25% – are we there yet?

The RBA hiked again by 0.25% taking the cash rate to 3.35%. It continues to expect to increase interest rates further.

Experts’ Choice Fund Range Update Webinar | AMP Capital

WEBINARS Webinar: Experts’ Choice Fund Range Update 22 Apr, 2020 Scott McElory, Economic Analyst AMP Capital provides a Macro Market overview followed by Stephen Flegg, Portfolio Manager, who gives an update on the Experts’ Choice Fund Range.   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 Capital Funds Management Limited (ABN 15 159 557 721, AFSL …

Navigating the ‘new normal’ – managing client capital in times of extreme volatility | AMP Capital

WEBINARS Navigating the ‘new normal’ – managing client capital in times of extreme volatility 16 Apr, 2020 As a result of the current uncertainty, many investors should be questioning the resilience of their portfolio, the underlying assets most at risk in the near-term, and any fundamental disruptions COVID-19 could cause in the future. For listed real estate, we believe it is important to focus on 1) cash flow certainty, 2) balance sheet strength and 3) …

After the Bell: daily market update, March 27 | AMP Capital

  ECONOMICS & MARKETS After the Bell: daily market update, March 27 27 Mar, 2020 The ASX slumped again today, Australia is staring down the barrel of more intense lockdown measures, and quarantine looms for anyone who sets foot in the country. Today, strategist in the dynamic markets team, Brad Creighton, runs through markets for the day and what the data is telling us about how containment is tracking. While every care has been taken …

After the Bell: daily market update, March 26 | AMP Capital

ECONOMICS & MARKETS After the Bell: daily market update, March 26 26 Mar, 2020   ASX gains picked up pace today, following the US Senate passing a massive $US 2 trillion stimulus package. This news comes as hot spots for COVID-19, like NSW, are warned about further lockdown measures. We discuss this and more with AMP Capital senior economist, Diana Mousina. While every care has been taken in the preparation of this recording, AMP Capital …

After the Bell: daily market update, March 25 | AMP Capital

ECONOMICS & MARKETS After the Bell: daily market update, March 25 25 Mar, 2020 By AMP Capital   Australians woke up to the news that they are banned from leaving the country and have to practice stricter social distancing in their personal lives. Our chief economist, Shane Oliver, weighs in on that, as well as the trading day, which saw an early surge for the ASX. Important notes While every care has been taken in the …