Oliver’s Insights: Here we go again?

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After strong share market gains in the March quarter a correction or rough patch was inevitable and we now may have entered just that, particularly with the Euro-zone debt crisis

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Weekly economic & market update

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The past week saw volatility return in a big way to investment markets. Initially share markets fell sharply in response to the poor US non-farm payroll release and intensifying concerns

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Weekly economic & market update

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The past week has seen a swing to “risk off” with shares, commodities and growth currencies like the $A all weak on worries about Spain capped off by a disappointing

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Oliver’s Insights: should Australian super funds have more bonds?

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There has recently been much debate about whether Australian super funds have too much in shares and not enough in bonds. The basic argument is that compared to other major

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Weekly economic & market update

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Detailed below is the weekly economic and market report which reviews the key developments of the past week for investment markets and the outlook. Euro-zone finance ministers look likely to agree

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AMP Capital scales up global listed real estate and infrastructure team

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AMP Capital has scaled up its listed real estate and infrastructure capability, and will now deliver global portfolio management in-house following the appointment of several new portfolio managers/analysts. As part

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Weekly economic and market update

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The past week saw investor caution return on the back of soft economic data & renewed worries about China and Europe. This saw shares, commodity prices and the $A fall

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Global recovery watch – what’s the risk of another mid year growth scare?

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So far this year we have seen solid gains in global share markets. Economic news has been positive with receding tail risks regarding Europe, greater confidence of continued growth in

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Weekly economic & market report

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The past week saw a distinct contrast between strong US economic data and a more optimistic Fed driving US shares and most global share markets higher, but comments from Chinese

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Oliver’s Insights: US housing market turning the corner

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Starting with the bursting of the tech bubble in 2000 the fortunes of the US economy have waned. Over this period the US has seen two recessions with the last

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