Market Watch

https://vimeo.com/371515683 The market backdrop Investors are resetting expectations for returns amidst continuing pressures in the economic environment as the world continues to experience global political uncertainty, sluggish economic growth and trade tensions between economic powerhouses. Interest rates are now expected to remain lower for longer than first anticipated. In this context, investors are turning to...Read More

https://vimeo.com/377459230 To the relief of homeowners, the Australian market has performed exceptionally in the second half of 2019. This much-anticipated change in direction for the housing industry has set the tone for the year ahead. The road so far In May the Coalition government unexpectedly won the federal election, which removed some of the risks...Read More

Movements on the global and domestic stage in 2019 have driven home some tried-and-tested lessons in investing, markets, and keeping your cool. Each year, we see new leaders, new policies, and new conflicts which impact markets. At the ground level, it can be tempting to get caught up – or overwhelmed – by the micro....Read More

In this paper, we explore the material ESG issues we are facing globally, the key drivers for action, and the important role that the real estate industry, asset owners, customers, partners and the community have to play in driving change that delivers positive outcomes, while ensuring the assets we manage at AMP Capital continue to...Read More

https://w.soundcloud.com/player/?url=https%3A//api.soundcloud.com/tracks/724800409%3Fsecret_token%3Ds-wsdpL&color=%23ff5500&auto_play=false&hide_related=true&show_comments=false&show_user=true&show_reposts=false&show_teaser=true&visual=true%22%3E With interest rates at historic lows and concerns regarding valuations of equity markets, retirees often wonder what is the right strategy to generate sustainable income for the longer term? In this podcast episode, we speak with Dermot Ryan, Co-Portfolio Manager at AMP Capital, to discuss this timely topic. Author: Tim Keegan, Global Head of...Read More

There are several global events and themes on our radar for the remainder of 2019 and moving into 2020. Those who recognise the utility of bonds in a broader investment portfolio should take note of these broader conditions. There have been strong gains for bonds in recent months, after a period of declines. An example...Read More

At its meeting today, the Board decided to leave the cash rate unchanged at 0.75 per cent. The outlook for the global economy remains reasonable. While the risks are still tilted to the downside, some of these risks have lessened recently. The US–China trade and technology disputes continue to affect international trade flows and investment...Read More

Investors may be surprised to learn about the patterns which have formed in the small caps market since the Global Financial Crisis. Here, we take a closer look at recent data, and what is driving earnings and valuations. Overview Australian small cap stocks have failed to live up to their potential in recent times. By...Read More

There are mechanisms to maximise returns in this lower-for-longer environment, and a green alpha strategy in real estate investment is one option on the table. Against a global backdrop of lower interest rates, falling government bond yields and bank term deposit returns at or below 2 per cent, achieving higher, low risk returns is becoming...Read More

In today's environment of low interest rates, many investors are chasing income by moving into lower-quality high-yield bonds, but are they ignoring the downside risks? While an overweight to high-yield credit may be an efficient way to boost a portfolio’s yield, investors need to be mindful of the additional risks they are taking on and...Read More