Oliver’s Insights: US dollar breaking down, gold and the $A breaking up – what does it mean for investors?

From

Key points The US dollar looks to have peaked in part reflecting reduced safe haven demand with more downside likely. The gold price has broken out to a record high reflecting a declining US dollar, investors demand for an inflation hedge and a fall in the opportunity cost of holding gold. More upside is likely.

continue reading

Weekly market update – week ending 24 July, 2020

From

Investment markets and key developments over the past week Global share markets started the past week off strongly with US shares breaking out to new recovery highs, but gains were reversed later in the week on worries about the economic recovery in the face of rising coronavirus cases and increasing US/China tensions. This saw US

continue reading

AMP Capital positions for further global growth

From

AMP Capital has announced a number of changes to its leadership team, strengthening the global focus of the business to drive its next phase of growth. The appointments expand the leadership group to reflect AMP Capital’s strategy to grow in the world’s largest asset management markets and ensure both clients and investment expertise are represented.

continue reading

Weekly market update – week ending 17 July, 2020

From

Investment markets and key developments over the past week US, European and Japanese share markets rose over the past week as positive news on vaccines and mostly good economic data offset a continuing rise in new US coronavirus cases. Australian shares benefitted from the positive US lead with strong gains in materials, utilities, retail and

continue reading

Weekly market update – week ending 10 July, 2020

From

Investment markets and key developments over the past week Share markets were mixed over the last week as investors were torn between rising coronavirus cases and US/China tensions on the one hand but indicators of recovery and policy stimulus on the other. US shares rose but gave up some of their initial gains, Eurozone shares

continue reading

2019-20 saw poor returns – but it could have been much worse

From

Key points 2019-20 saw a rough ride for investors as coronavirus hit resulting in small losses for well diversified investors. Key lessons for investors from the last financial year were to: maintain a well-diversified portfolio; timing market moves is hard; beware the crowd; turn down the noise; and don’t fight the Fed. With coronavirus risks

continue reading

Weekly market update – week ending 3 July 2020

From

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

continue reading

COVID-19: implications for those nearing or in retirement

From

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

continue reading

The US presidential election – implications for investors

From

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

continue reading

Weekly market update – week ending 26 June,2020

From

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

continue reading