14
Nov

Are we in another 1990s tech bubble?

A quick look at the valuations of the so called FAANMG group of stocks – Facebook, Apple, Amazon, Netflix, Microsoft and Google – and it certainly feels like it we’re in a tech stocks bubble a-la the late 1990s.
14
Nov

4 steps to help protect portfolios against political risk

When Australia’s High Court ruled deputy prime minister Barnaby Joyce ineligible to sit in Parliament because of his dual New Zealand citizenship, the decision briefly sent tremors through equity and currency markets. It was a clear reminder that political risk matters to markets.
14
Nov

Could our mortgage monster become the Christmas Grinch?

The disappointing retail sales figures from the last quarter could be just the tip of the iceberg for those watching the retail sector heading into Christmas, reckons Dermot Ryan, AMP Capital’s Portfolio Manager – Australian Equities.
14
Nov

Rising energy costs are eroding retirees' financial wellbeing

Regardless of whether you think climate change exists or not, the flux when it comes to energy policies is having unintended consequences beyond high energy prices.
17
Oct

The rising demand of energy is presenting investment opportunities

World energy demand is expected to grow at an annual rate of 1% over the next 25 years. While renewable energy use will continue to grow, fossil fuels will remain the principal energy source. However, natural gas is the fastest growing fossil fuel and coal will continue to lose market share. This represents a significant opportunity for…
16
Oct

3 ways to position your portfolio as QE ends

The post-GFC world of record low rates and quantitative easing (QE) created many ‘fashionable’ asset classes that outperformed, such as yield plays and defensive growth stocks including big tech companies like Amazon.
16
Oct

The anatomy of a successful commercial property investment

The AMP Capital Wholesale Australian Property Fund recently bought Stage 1 of the Connect Corporate Centre in Mascot, Sydney, a sleek, brand-new building close to the Sydney CBD valued at $43.6 million.
16
Oct

Aussie banks are OK but there's better value overseas

Banks globally are better value than local banks for share market investors but our “big four” still don’t look overvalued, says Shane Oliver, AMP Capital head of Investment Strategy and Chief Economist.
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