Bonds are Back

In this AMP Investments webinar, hear from Diana Mousina, Deputy Chief Economist, give an overview of the current macro-economic backdrop, followed by Chris Baker, Portfolio Manager, who provides a deep dive on the current fixed income environment.

Oliver’s insights Podcast: Ep#91

Episode #91: For what it’s worth: why what you pay for an investment is a key driver of its return. The cheaper you buy an asset the higher its prospective return might be. However, this is frequently forgotten with investors who focus on recent returns. AMP’s chief economist Dr. Shane Oliver explores the main issues behind starting point valuations and what current valuation signals are telling us. Read Oliver’s insights here: www.amp.com.au/insights-hub/blog…luations-look-now Important information: This …

Long-term global trends and implications for markets

Trends that influencing economic growth and investment markets

Market Update 09 September 2022 | AMP Capital

Market Update 09 September 2022 Investment markets and key developments over the past week Sharemarkets were mostly up over past week, with the US lifting by 2.1%, Australia +0.7%, Japan +2.1% and China +2.3%. The exception was in the Eurozone where equities fell by 0.9%. After global sharemarkets rallied hard from mid-June to August on expectations of a “central bank pivot” from aggressive rate hikes, shares had been on a downtrend since then as central …

Market Update 22 July 2022 | AMP Capital

Market Update 22 July 2022   Investment markets and key developments over the past week Global sharemarkets have rallied again this week with US up 3.5%, Australia 2.9%, Europe 3.4%, Japan 3.8% while Chinese stocks are down by 0.3%. Positive gains in most sharemarkets recently after weeks of declines is leading to questions about whether we have seen the low in markets. Our view has not changed – we think the risk is of more downside …

Inflation in the 70s – baby boomer fantasy or nightmare? Why central banks must focus on getting inflation back down | AMP Capital

Inflation in the 70s – baby boomer fantasy or nightmare? Why central banks must focus on getting inflation back down   Key points The high inflation of the 1970s was bad for economies and bad for investment returns. The long-term downtrend in inflation and interest rates is likely over removing a tailwind for investment returns. But a return to sustained 1970’s levels of inflation appears unlikely. Introduction I grew up in the 1970s and it …

Econosights: How will households respond to higher interest rates? | AMP Capital

Econosights: How will households respond to higher interest rates?   Key points We think that the Reserve Bank of Australia will start to tighten interest rates at the end of 2022 (the RBA themselves think a rate hike will come in 2024 or possibly 2023). The last time the central bank hiked the cash rate was more than a decade ago. Falling interest rates over the past 20 years has led to a large decline …

Compound interest is like magic – and it’s an investor’s best friend | AMP Capital

Compound interest is like magic – and it’s an investor’s best friend Key Points Compound interest is an investor’s best friend. The higher the return, the greater the investment contribution and the longer the period the more it works. To make the most of it, ensure an adequate exposure to growth assets, contribute early and often to your investment portfolio and find a way to avoid being thrown off by the investment cycle. Introduction If …

12-things-Ive-learned-from-renovating

12 things I’ve learned from renovating AMP’s Sandy Maxwell tries to create his dream home Thinking of renovating? You’re not alone. Sometimes it can feel as though the whole country is busy demolishing, sawing, painting, tiling, bricklaying… While new builds attract the bulk of our dollar spend, renovations are increasingly popular, perhaps reflecting a desire to fortify our castle defences from all the COVID craziness out there. In the March 2021 quarter, Australians spent $16.2bn …