Weekly market update 23-08-2024

This weekly market update covers the oncoming signals from Fed at Jackson Hole; payrolls revision is not a big deal in the context of other labour market data; RBA still pushing back on rate cut views; Kamala Harris momentum fading; and more.

COVID-19: How long may your super savings take to recover?

COVID-19: How long may your super savings take to recover? As investment market volatility continues, what does this mean for Australians’ retirement savings? The COVID-19 (coronavirus) crisis has caused uncertainty in many areas of life, not least on investment markets. Share prices have been fluctuating wildly as investors react to unfolding global events. From its high point in March the Australian All Ordinaries Index shed more than a third of its value before recovering some …

AMP Capital Multi-Asset Fund & AMP Capital Core Retirement Fund Webinar | AMP Capital

WEBINARS AMP Capital Multi-Asset Fund & AMP Capital Core Retirement Fund Webinar 13 May, 2020 Whilst all investors face common risks and challenges, the market volatility created from COVID-19 has produced a significant challenge for retirees relying upon investment income for daily living. To help deliver stable income streams and manage drawdowns for retirees in this period, it is increasingly important to have the appropriate risk management strategies in place. Important information While every care …

Supporting clients with super choices during the COVID-19 crisis | Money & Life

Supporting clients with super choices during the COVID-19 crisis Policy changes and market volatility are throwing the spotlight on super as the COVID-19 crisis ramps up. Get insights from industry leaders to keep in mind as you talk to clients about options for their super. The COVID-19 pandemic cast a long shadow over the 2020 Retirement Conference held on 31 March in more ways than one. As you’d expect at this time of social distancing, …

Mixed implications for infrastructure as COVID-19 outbreak continues | AMP Capital

COVID-19: Impacts on Infrastructure AMP Capital believes infrastructure, as an asset class, offers defensive positioning that makes it an attractive inclusion in a portfolio in an environment such as the one we are currently facing. That’s not to say that individual infrastructure assets won’t be exposed to significant risk from the COVID-19 outbreak, however, in our view, a number of defining characteristics of the sector – consistent returns, lower volatility, and reliable long-term income yields …

2017-18 saw strong returns for diversified investors – but there’s a few storm clouds around

2017-18 saw strong returns for diversified investors – but there’s a few storm clouds around Key points 2017-18 saw strong returns for diversified investors, but it was a story of two halves with strong December half returns but more volatility in the past 6 months. Key lessons for investors from the last financial year include: turn down the noise around financial markets, maintain a well-diversified portfolio; be cautious of the crowd; and cash continues to …

Share market volatility – Trump and trade war risks

Share market volatility – Trump and trade war risks Key points Worries about the Fed, trade wars (the risk of which has been significantly exaggerated) and President Trump generally have increased the risk around the global outlook but are unlikely to drive a major bear market. The key issue is whether the US is about to enter a recession and our assessment remains that a US recession is not imminent. The key for investors is …

Where’s all the share market volatility coming from?

Where’s all the share market volatility coming from? There is quite a lot of talk about volatility coming back to share markets all of a sudden, and with the talk there’s also bit of conjecture about where the volatility originates from. Some say it’s because interest rates and bond yields are beginning to rise; others will point to the end of quantitative easing in the United States and elsewhere for the bumpier ride. The return …

Volatility: 10 key messages for investors

Volatility: 10 key messages for investors Financial markets can be subject to periods of event-related volatility during which investor confidence can be significantly undermined. Here, Fidelity provides 10 key messages to help investors steer their portfolios through volatile times. 1. Volatility is a normal part of long-term investing From time to time, there is inevitably volatility in stock markets as investors react nervously to changes in the economic, political and corporate environment. Above all else, …

‘Volatility comes in clusters’: Dermot Ryan

‘Volatility comes in clusters’: Dermot Ryan Investors glued to their share portfolio screens recently following the abrupt share market selloff should expect to experience more of the same in the months ahead, according to Dermot Ryan, AMP Capital Income Equity Fund Co-Portfolio Manager.While more volatility can mean higher levels of anxiety for some investors, it can also bring opportunities to those able to stay calm during these periods, Ryan adds. “Volatility, where we haven’t seen …