Oliver’s Insights: The search for yield

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Assets with a decent and sustainable yield are attractive because they provide a greater certainty of return in an environment of volatile and constrained capital growth. However, bank term deposit... Read more continue reading
30 Jul 2012

Corporate Governance 2012 mid year report

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The sustainability of company business models and profit growth can be affected by a wide range of environmental, social and governance issues (ESG). For precisely this reason AMP Capital searches... Read more continue reading
26 Jul 2012

Equity yields rise towards 15 year highs

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Equity yields around the world, including those of blue-chip investments, are higher than average over the past 15 years – and investors are increasingly recognising this and taking advantage of... Read more continue reading
20 Jul 2012

Risk-off – go global for best returns urges fund manager

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A desire by Australian investors to mitigate risk has seen a pile-up of funds sitting in cash. Rates on cash are higher in Australia than in many OECD countries and... Read more continue reading
19 Jul 2012

Have shares lost their appeal for long term investors?

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While rolling ten year periods occasionally see shares lose to bonds and cash, this is rarely the case over 20year, and has never been the case over 40 year, periods.... Read more continue reading
18 Jul 2012

Ways to handle market volatility

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Markets are being driven by politics and they won’t stabilise while the eurozone situation is unresolved and, more importantly, while the threat remains that Spain or Italy could go the... Read more continue reading
13 Jul 2012

Will the next decade be like the 1930s or the 1970s?

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Some investors are drawing comparisons with the 1930s and 1970s as indicators of what is to come. Although it is tempting to make parallels with the past, I believe the... Read more continue reading
06 Jul 2012

What will the new financial year bring investors?

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Will markets end the next 12 months higher than they began? While it would be nice, it isn’t crucial to successful investing, suggests one of the world’s most successful fund... Read more continue reading
04 Jul 2012

US jousting with China over the Yuan misplaced

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US Republican presumptive presidential nominee Mitt Romney has already declared what he will do on his first day in power; declare China a currency manipulator. He first stated this intent... Read more continue reading
27 Jun 2012

Asset allocation: strategic or tactical?

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Asset allocation has never been more important than in this post-financial crisis period. The focus has shifted from beating benchmarks to the requirement that liabilities are met. Determining a sensible... Read more continue reading
18 Jun 2012