Market Watch
Market Watch
Residential property has become the new religion in Australia. The buoyant market, particularly in Sydney and Melbourne where house prices have jumped 75% and 50% respectively in recent years, means residential is constantly talked about and analysed. But as more and more baby boomers move into retirement, there is a growing need to seek investments...Read More
At its meeting today, the Board decided to leave the cash rate unchanged at 1.50 per cent. Conditions in the global economy are continuing to improve. Labour markets have tightened further and above-trend growth is expected in a number of advanced economies, although uncertainties remain. Growth in the Chinese economy is being supported by increased...Read More
Key lessons from a recent US utilities trip
August 14, 2017
We argued, however, that global listed infrastructure would weather interest rate rises over time because of its underlying assets and strong cash flows. Despite investors’ concerns, global listed infrastructure has had a strong start to 2017 with the US 10-year bond yield actually drifting lower due to lowered expectations on the Trump administration’s ability to...Read More
Why man and machine is the future of finance
August 7, 2017
Dr Bernard Meyerson, IBM’s chief innovation officer, was in the room in 2011 when his company’s powerful artificial intelligence (AI) computer, Watson, famously won Jeopardy, defeating the game show’s two most successful contestants. “There was an incredible euphoria,” Meyerson said in a presentation at AMP’s recent Amplify program. “Watching the system do that was mind...Read More
At its meeting today, the Board decided to leave the cash rate unchanged at 1.50 per cent. Conditions in the global economy are continuing to improve. Labour markets have tightened further and above-trend growth is expected in a number of advanced economies, although uncertainties remain. Growth in the Chinese economy has picked up a little and is...Read More
4 simple steps to picking the right diversified fund
July 28, 2017
Many diversified funds appear similar on the surface, but when you lift the hood, they’re poles apart. Evaluating diversified fund performance can be like comparing the proverbial ‘apples’ with ‘oranges’. But in this complex and volatile investment environment, choosing the right diversified fund has never been more important for investors and advisors. The wrong fund...Read More
Don’t be driven by short-term sentiment and emotion
July 19, 2017
Arguably, the most common fear holding an investor back from achieving a great return is a misunderstanding of what happens when markets fall (as they invariably do). In order to use fear to our advantage, we would be well served to seek to understand the following three principles around shares and their value: A share...Read More
Infrastructure offers a range of investment characteristics that can be particularly attractive in the low interest rate and volatile market conditions we have seen in recent times. Clients tell us they like its attractive, consistent returns and yield; defensive characteristics; and diversification benefits. Infrastructure is also becoming more accessible to retail investors. In the past, high...Read More
Key points It is clear that the forces from the regulatory and physical environment will shape the future of global real estate. Developers and landlords with quality management teams and the expertise to prepare for these challenges will be at an increasing advantage during volatile weather patterns. An age-old assumption is that carefully selected real...Read More
At its meeting today, the Board decided to leave the cash rate unchanged at 1.50 per cent. The broad-based pick-up in the global economy is continuing. Labour markets have tightened further in many countries and forecasts for global growth have been revised up since last year. Above-trend growth is expected in a number of advanced...Read More