Weekly economic and market update

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Shares had a volatile ride, getting hit earlier in the week following the poor outcome from the Italian election only to then rebound to varying degrees as worries about Italy

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04 Mar 2013

A new secular bull market in shares is close

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The attached edition of Oliver’s Insights looks at the prospects for a new long term or secular bull market in shares. The key points are as follows: After being in

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01 Mar 2013

The Italian election and European risk

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This edition of Oliver’s Insights looks at the implications of the Italian parliamentary elections. The key points are as follows: An inconclusive election in Italy, which has put a cloud

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27 Feb 2013

Weekly market and economic update

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Shares were hit mid week by concerns triggered by the minutes from the last Fed meeting that it may exit quantitative easing earlier than had been thought, renewed property tightening

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25 Feb 2013

Oliver’s Insights – What’s the chance of a bond crash?

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This edition of Oliver’s Insights looks at the outlook for government bonds and specifically the risk of a 1994 style bond crash. The key points are as follows: Sovereign bonds

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22 Feb 2013

AMP Capital adds to its global property portfolio

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AMP Capital’s Global Direct Property Fund (GDPF) has purchased a core office building in Tampa, Florida for US$32 million as well as an adjacent land site for US$2.5 million.  This

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18 Feb 2013

Weekly economic and market update

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The rally in shares continued over the past week with the Australian All Ordinaries index rising above the 5000 level for the first time since April 2011, helped by good

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18 Feb 2013

AMP Capital to invest in US wind energy project

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The new investment from AMP Capital, on behalf of a large Australian superannuation fund client, will help to fund the growth of the wind energy project portfolio.  AMP Capital is

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13 Feb 2013

Weekly economic and market update

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Worries about Europe have flared up again with Berlusconi gaining in the polls in Italy ahead of elections in two weeks and corruption allegations against the Spanish Prime Minister. However,

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11 Feb 2013

A new bull market in shares?

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After recent strong gains, shares are overbought and vulnerable to a correction. February is often a soft month with risks regarding Italy, Spain, the US budget and earnings results in

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08 Feb 2013