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.
16
Jan

How to make 2018 money friendly

As the Christmas decorations get packed away and life for many returns to normal, AMP Capital is encouraging customers to consider their finances when setting their resolutions for 2018.   Instead of making vague promises like “get fit” or “pay down debt” AMP Capital Head of Retail of Retail Business Manuel Damianakis recommends people set more specific…
16
Jan

How mortgage stress could impact your share portfolio

Investors in the local share market should be on high alert for signs of risks creeping into their portfolios as mortgage stresses may start mounting on younger families into next year, says Dermot Ryan, AMP Capital’s Equity Income Fund Co-Portfolio Manager. No sooner have we seen slight mortgage increases from the banks do we see a swath…
16
Jan

Volatility could present buying opportunities in 2018

Volatility and the first meaningful lift in inflation coming from the United States will likely be the main differentiating features in global financial markets in 2018 compared to this year, according to Dr Shane Oliver, AMP Capital’s Head of Investment Strategy and Chief Economist.
16
Jan

What a banking Royal Commission means for investors and superannuants

A dip in the value of listed financial stocks including Australia’s Big Four banks the day the federal government announced a Royal Commission into the banking, superannuation and financial services industry, could be a sign of things to come for shareholders in the country’s most widely held institutions.
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