Weekly market update – week ending 3 July 2020

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Investment markets and key developments over the past week Despite ongoing concerns about coronavirus most major share markets saw solid gains over the last week helped by good economic data, positive vaccine news and policy stimulus. Japanese shares fell but US shares rose 4% in a holiday shortened week, Eurozone shares rose and Chinese shares […]

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COVID-19: implications for those nearing or in retirement

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Talk of a recession and underlying unemployment continuing to head north of the 7.1% official rate won’t be allaying the feelings of uncertainty we’re all feeling at the moment, including those nearing, or in, retirement. While the situation this time around is different to recessions of the past, and the GFC, the need to understand […]

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The US presidential election – implications for investors

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Key points The run up to the US election on 3rd November has the potential to see increased share market volatility if it looks increasingly likely Biden will win and if Trump ramps up tensions with China (and maybe Europe) in response. However, this is likely to be short lived as there is no reason […]

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Weekly market update – week ending 26 June,2020

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Investment markets and key developments over the past week Most major share markets fell over the last week as concerns about “second waves” of coronavirus cases, uncertainty about the growth outlook and geopolitical risks continue to rattle investors. The weak global lead and concerns about rising cases in Victoria also contributed to a fall in […]

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Using infrastructure debt in a diversified portfolio

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In the first of a two-part series on asset allocation and infrastructure debt, Andrew Jones, Global Head of Infrastructure Debt at AMP Capital, provides a framework for considering infrastructure debt in the context of a diversified portfolio. Infrastructure debt is increasingly popular with investors, as evidenced by our $6.2 billion fundraise for AMP Capital IDF IV in […]

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Weekly market update – week ending 19 June, 2020

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Investment markets and key developments over the past week Share markets rose over the last week as ongoing signs of economic recovery and stimulus measures helped offset concerns about a “second wave” of coronavirus cases. US shares gained 1.9%, Eurozone shares rose 3.1%, Japanese shares rose 0.8% and Chinese shares rose 2.4%.  Australian shares also […]

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AMP Capital leadership transition

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AMP Limited has announced the appointment of Boe Pahari as Chief Executive Officer of AMP Capital, effective 1 July 2020. Mr Pahari will succeed Adam Tindall who will retire from AMP after almost five years leading AMP Capital. During his time as CEO, AMP Capital has grown assets under management by approximately A$43 billion[1]  and […]

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Interest from advised clients in rebuilding super rises as COVID-19 queries ease

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Clients of AMP financial advisers are seeking out strategies to rebuild their superannuation balances as enquiries about COVID-19-related help start to ease, according to the latest figures from the technical adviser support team. Data from the month of May[1] shows voluntary concessional and non-concessional super contributions were the most common topic dealt with by advisers compared […]

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Weekly market update – week ending 12 June, 2020

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Investment markets and key developments over the past week Share markets fell sharply over the last week on concerns about a second wave of cases in many US states and the pace of economic recovery after cautious Fed comments. This came after a huge rally since the March lows – with US shares rising 44% […]

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Shares climb a “wall of worry” – but is it sustainable

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Key points The strong rally in shares since their March lows reflects a combination of economic reopening, signs of recovery, policy stimulus and once pessimistic investors closing underweight or short positions. Shares are vulnerable to a short-term consolidation or pullback. But if we are right, and April was the low in economic conditions, then shares […]

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