MBA Financial ServicesMarket Watch

Market Watch

An estimated US$78 trillion will be required for global infrastructure investment over the next two decades.1 The majority of infrastructure requirements are dominated by the core sectors of transport, energy, water and communications. Additional infrastructure requirements outside of these sectors include roads, airports, port and loading facilities, health, education and other community service provisions. Regional...
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Global investment market turmoil has continued this past month, although some signs of stabilisation are starting to emerge. We view these falls as a correction and remain positive in terms of the bull market we’ve been experiencing in shares. In this video, Shane Oliver, Chief Economist and Head of Investment Strategy at AMP Capital, provides...
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Recent and upcoming changes to bank regulation have brought and will continue to bring positive benefits in terms of improving the stability of the financial system. At the same time however, they have also impacted the market-making ability of banks, and reduced secondary market liquidity (i.e. the ability to buy or sell an asset without...
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Banks have been top performers before correcting The banks represent a large portion of Australia’s share market. The ’big four’ banks have been top global performers (in local currency terms) and a very large driver of our stock market rally particularly since the Euro-crisis days of 2012. All four major banks have outperformed the index....
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The performance of commercial real estate is expected to benefit from tighter lending conditions recently introduced for residential property investors, as investors seek income yield but from an alternative source to residential investment property. Additionally, listed real estate within Australia has shifted focus from non-traditional activities and offshore exposure, back to its core business of...
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With rate cuts buoying the banking environment, it’s important to keep an eye on where asset quality can move from here. In this article, we assess the value of Australia’s four largest banks, namely Commonwealth Bank, Westpac Banking Corporation, Australia and New Zealand Banking Group (ANZ) and the National Australia Bank (NAB). Market fundamentals: Earnings...
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While there are a handful of actively managed equity income funds in the market, many are not optimally designed to meet the needs of a retiree. This article explores the role of equity income (through dividends) for those in or nearing retirement. Where to invest for income? A question many investors face is where to...
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Communication infrastructure has rapidly advanced over recent decades. While many countries have upgraded their infrastructure to keep up with these changes, the rapid pace in which technology is advancing means countries will continually need to invest to remain globally competitive. For example, multinational consulting firm McKinsey, forecasts a telecom infrastructure investment of US$9.5 trillion between...
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Turbulent financial market dynamics in recent weeks have demonstrated the importance of turning down the noise, diversifying widely and adopting an active approach to asset allocation. In this article, we address the situation in Europe and China and what this means for investment markets. Over the past month China’s sharemarket has suffered sharp price falls...
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This year, what happens in the US is critically important to what happens in the global economy because of the intense focus on the Federal Reserve (Fed). We’ve had near-zero interest rates since the onset of the global financial crisis, and the Fed has indicated that at some point, probably this year, it will start...
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