Light at the end of the coronavirus tunnel – what does it mean for investors? | AMP Capital

Light at the end of the coronavirus tunnel – what does it mean for investors? Key points After a strong rally, in the short-term shares are vulnerable to bleak economic and earnings news. However, positive news on the coronavirus outbreak is starting to get the upper hand – with evidence of curve flattening, an easing in lockdowns and massive policy stimulus pointing to a possible return to growth in the second half, which should ultimately …

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 …

After the Bell: daily market update, March 24 | AMP Capital

ECONOMICS & MARKETS After the Bell: daily market update, March 24 24 Mar, 2020 By AMP Capital Markets finished slightly higher today, and are coming to terms what the lockdown measures mean locally and around the world. Dermot Ryan, co-portfolio manager in the Australian equities team, talks about whether markets have reached peak panic, and the long-term thinking he’s sticking to during this freefall. Important notes While every care has been taken in the preparation of …

Econosights: US Election – implications from the Democratic primaries/caucuses and the risks from the Coronavirus | AMP Capital

  Econosights: US Election – implications from the Democratic primaries/caucuses and the risks from the Coronavirus Key points The two candidates left in the Democratic nomination race are Joe Biden (a moderate Democrat) and Bernie Sanders (far-left leaning). The risk for markets is a Sanders nomination because of his support for significant tax hikes and regulation. However, large wins for Biden in recent state votes mean that Biden is on track to be the Democratic …

After the Bell: daily market update, March 23 | AMP Capital

  ECONOMICS & MARKETS After the Bell: daily market update, March 23 23 Mar, 2020 By AMP Capital The federal government has thrown unprecedented stimulus at the COVID-19 human health emergency, with more to come. We run through the concessions which are set to be available to Australians individuals, businesses and households – and what, if any, impact that has had on markets. Important notes While every care has been taken in the preparation of this …

After the Bell: daily market update, March 20 | AMP Capital

  ECONOMICS & MARKETS After the Bell: daily market update, March 20 20 Mar, 2020 The trading week  has come to an end, and in this episode, we see how markets closed on Friday and discuss the latest major policy announcements from the Australian authorities. While every care has been taken in the preparation of this recording, AMP Capital Investors Limited (ABN 59 001 777 591, AFSL 232497) and AMP Capital Funds Management Limited (ABN …

After the Bell: daily market update, March 19 | AMP Capital

  ECONOMICS & MARKETS After the Bell: daily market update, March 19 19 Mar, 2020 We take a look at markets on a day marked by a substantial easing of monetary policy from the Reserve Bank of Australia, and continued COVID-19 panic worldwide. While every care has been taken in the preparation of this recording, AMP Capital Investors Limited (ABN 59 001 777 591, AFSL 232497) and AMP Capital Funds Management Limited (ABN 15 159 …