Econosights: The outlook for the global economy

Econosights: The outlook for the global economy   Key points Our forecasts anticipate a solid rebound in global GDP growth over 2H2020 across developed economies from re-openings after strict national lockdowns, better management of COVID-19 cases and continued policy support. A cyclical upswing is evident in US indicators of manufacturing, industrial production and housing. Vaccine developments provide upside and downside risks to our views. Our current growth forecasts assume that a vaccine is available by …

Dividend and buyback lockdown could be close for Aussie shares | AMP Capital

Dividend and buyback lockdown could be close for Aussie shares With the Australia economy partially ramping down to reduce the spread of the virus, the working capital squeeze begins for companies and households. Here, we explore what that could mean for dividends. Early signs It’s too early to say with precision, but dividends could be cut by at least a third in the next 12 months, which would lead to a larger cut to aggregate …

Retirees, COVID-19, and options on the table during a market crash | AMP Capital

Retirees, COVID-19, and options on the table during a market crash The spread of coronavirus has been followed by some of the biggest plunges in share markets since the Global Financial Crisis (GFC), both here in Australia and around the world. There’s nothing new about a market correction, but for those close to retirement it can be a nerve-wracking experience. If you’ve checked your superannuation balance over the last week, you may need a stiff …

Holding your nerve – why retirees fear a market plunge

The spread of coronavirus has been followed by some of the biggest plunges in share markets since the global financial crisis (GFC), both here in Australia and around the world. There’s nothing new about a market correction, but for those close to retirement in can be a nerve-wracking experience. If you’ve checked your superannuation balance over the last week, you may need a stiff drink. For investors, or anyone with super, the general advice is …

Market Update 28 February 2020 | AMP Capital

Investment markets and key developments over the past week US, European and Japanese share markets plunged around 10% over the last week on the back of a rapid escalation of new coronavirus (Covid-19) cases outside China – notably in Japan, Korea, Italy and Iran – and concern that (whether its labelled a pandemic or not) it will disrupt economic activity more deeply and for longer than had been expected a week or so ago. Chinese shares …