Monetary Policy Decision – Statement by Philip Lowe, RBA Governor, April 2018

Published: April 3, 2018

At its meeting today, the Board decided to leave the cash rate unchanged at 1.50 per cent. The global economy has strengthened over the past year. A number of advanced economies are growing at an above-trend rate and unemployment rates are low. The Chinese economy continues to grow solidly, with the authorities paying increased attention to the […]

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Where’s all the share market volatility coming from

Published: March 14, 2018

There is quite a lot of talk about volatility coming back to share markets all of a sudden, and with the talk there’s also bit of conjecture about where the volatility originates from. Some say it’s because interest rates and bond yields are beginning to rise; others will point to the end of quantitative easing […]

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Is residential property the next Singapore Sling (shot?)

Published: March 14, 2018

James Maydew, AMP Capital’s Global Head of Listed Real Estate, leverages his global view to bring a regular insight to property value trends from around the world.   Key Points  Residential house prices in a few global cities have soared because of:      ​​•​ Concentration of business activity      •​ Low global interest rates But […]

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Investment that capitalises on fast infrastructure evolution

Published: March 14, 2018

The infrastructure industry is evolving rapidly worldwide and specialist investment firms are taking bold steps to be ahead of the changes. Smart investors have long recognised the infrastructure sector’s relative stability and reliable growth potential, and therefore its quality as an asset class. Yet the infrastructure environment has changed radically in recent decades and this […]

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Why passive investing now won’t deliver all your goals

Published: March 14, 2018

Passive investment funds used to be a relatively obscure part of the market. But with their popularity soaring in recent years, many investors might now be sceptical about paying for active investment. Market performance over recent years would reinforce that scepticism. Holding a passive mix of mainstream assets has performed very well over the last […]

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Monetary Policy Decision – Statement by Philip Lowe, RBA Governor, March 2018

Published: March 6, 2018

At its meeting today, the Board decided to leave the cash rate unchanged at 1.50 per cent. The global economy has strengthened over the past year. A number of advanced economies are growing at an above-trend rate and unemployment rates are low. Growth picked up in the Asian economies in 2017, partly supported by increased international trade. […]

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What high household debt means for investors

Published: February 14, 2018

“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 […]

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Equities riding on fear not fundamentals

Published: February 14, 2018

“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 […]

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The problem with the active vs passive debate

Published: February 14, 2018

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 […]

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Industrials: top pick for real estate sector

Published: February 14, 2018

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. The US stock market endured its biggest plunge in six years earlier this week, triggering ongoing volatility across […]

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