Market Watch
Market Watch
Investing in disruption: Part One
September 19, 2018
Disruption is a term that is used widely. But what does it really mean when it comes to investing? This is the first in a series of articles that explores what disruption really means, exploring examples of leading disruptive companies, and implications for investors. It’s easy to assume disruption is just another business buzzword. But...Read More
Are the troubles in Turkey easing?
September 19, 2018
https://vimeo.com/289814747 Investors may be eyeing off value in emerging markets after the recent sell-off triggered by concerns about the Turkish economy. Emerging market (EM) shares in local currency terms are down around 14% from their January high, and emerging market currencies are down 16% since their February high. Emerging markets are now trading on a...Read More
At its meeting today, the Board decided to leave the cash rate unchanged at 1.50 per cent. The global economic expansion is continuing. A number of advanced economies are growing at an above-trend rate and unemployment rates are low. Growth in China has slowed a little, with the authorities easing policy while continuing to pay...Read More
Investing in the future of fintech
August 17, 2018
The potential for financial technology (fintech) and bank collaboration is endless. Emerging technologies and innovations such as crypto currencies, voice-activated banking and the application of artificial intelligence to financial services are likely to transform banking in the future. This was a key message from Henri Arslanian, founder of the fintech Moven, who addressed AMP’s recent...Read More
Australian equities: The questions you should be asking
August 17, 2018
Investor uncertainty and market volatility appear to be increasing as the economy continues to strengthen, leading to higher bond yields and eventual interest rate rises. Australian equity investors trying to navigate the choppy waters that lie ahead should ignore the day-to-day ‘noise’ of the markets and instead focus on seven key questions. The answers to...Read More
https://vimeo.com/282266316 At AMP’s recent Amplify event, Mark Moore, Uber’s engineering director of aviation and Nick Earle from Hyperloop One, spoke about how innovation is likely to change the face of public transport. Emerging public transport systems are poised to free up road and rail systems, leading to less congestion and better use of infrastructure. As...Read More
At its meeting today, the Board decided to leave the cash rate unchanged at 1.50 per cent. The global economic expansion is continuing. A number of advanced economies are growing at an above-trend rate and unemployment rates are low. Growth in China has slowed a little, with the authorities easing policy while continuing to pay...Read More
EOFY super returns: How have markets faired?
July 13, 2018
The last financial year has been a strong period for super fund portfolios. Equity markets posted solid gains both in Australia and offshore, up 13.7% and 15.4% respectively. Returns were also positive across other asset classes such as direct property and infrastructure, and bond returns, although modest, were much stronger than the previous year. Overall,...Read More
Commercial real estate is a unique asset class that acts and performs differently from other investment classes. It is generally characterised by relatively low total-return volatility and high-income stability. As part of a multi-asset portfolio, commercial real estate can provide several benefits, such as an attractive risk-return profile and low correlation with other asset classes...Read More
How active ETFs work
July 13, 2018
Active ETFs are proactively managed and aim to outperform their benchmark or objective. But they share many attributes with ETFs which are passively managed and aim to track a particular benchmark: Buying and selling via a live market price on the ASX using a full service or online broker Can be managed and reported in...Read More