Econosights: Australian economic policy beyond COVID-19 | AMP Capital

Econosights: Australian economic policy beyond COVID-19   Key points The post-pandemic economic rebound is strong in Australia. But, after the initial bounce in activity, there is a need to reinvigorate the drivers of long-run economic growth. Productivity growth has been low in Australia and needs to lift to see a rise in incomes and living standards. Higher productivity growth is achieved through economic reform. Areas in Australia that deserve policy attention include: lifting household incomes …

Shares have had a very strong rebound since March last year so where are we in the investment cycle? | AMP Capital

Shares have had a very strong rebound since March last year so where are we in the investment cycle?   Key points The history of cyclical bull markets in shares suggests that the rebound since last March still has a way to go. But it’s normal for the second 12 months of a cyclical bull market to see slower returns from shares. While shares are vulnerable to a further correction triggered by the spike in …

Seven reasons why the trend in shares will likely remain up, albeit with bumps along the way | AMP Capital

  Seven reasons why the trend in shares will likely remain up, albeit with bumps along the way   Key points Shares have had a strong run up from their March lows with US shares now at a record high. While shares are vulnerable through the seasonally weak months ahead in the run up to the US election, the positives – including good progress in developing vaccines, the downtrend in the US dollar, signs of …