14
Mar

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…
14
Mar

Is residential property the next Singapore Sling (shot?)

  James Maydew, AMP Capital’s Global Head of Listed Real Estate, leverages his global view to bring a regular insight to property value trends from around the world.  
14
Mar

Investment that capitalises on fast infrastructure evolution

The infrastructure industry is evolving rapidly worldwide and specialist investment firms are taking bold steps to be ahead of the changes.    
14
Mar

Why passive investing now won't deliver all your goals

Passive investment funds used to be a relatively obscure part of the market. But with their popularity soaring in recent years, many investors might now be sceptical about paying for active investment.   .
14
Feb

What high household debt means for investors

“High house-hold debt is Australia’s Achilles heel,” says AMP Capital Head of Investment Strategy and Economics and Chief Economist, Shane Oliver. “I’ve been thinking this for many years now and yet it seems to keep going higher.” Latest data from the Australian Bureau of Statistics puts total household liabilities at $2.466 trillion, or 199.7 percent of disposable…
14
Feb

Equities riding on fear not fundamentals

“The only thing we have to fear is fear itself,” said Franklin D Roosevelt at his inauguration as US President in 1933. I think “the only thing we have to fear is the fear index itself” is a better description of where investors are at right now. It’s been a wild ride on Wall Street and beyond…
14
Feb

The problem with the active vs passive debate

How did we find ourselves here? It’s a question I ask myself whenever I come across an article or when I’m drawn into a discussion comparing index fund returns with the after-tax returns of active fund managers. And I’m asking it a lot lately. As head of AMP Capital’s Multi Asset Group, the debate is usually misdirected…
14
Feb

Industrials: top pick for real estate sector

The sudden market realisation that US borrowing costs are likely to rise significantly this year will drive demand for real estate investments that offer income growth, according to AMP Capital Head of Real Estate Research Luke Dixon.
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