Weekly economic and market update

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The past week has seen the usual post summit let down in Europe with general scepticism regarding whether the latest EU summit will achieve much in terms of stabilising Europe’s

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2011 in review and looking toward 2012…should we be scared?

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2011 has been a year full of disasters with floods, earthquakes, civil wars in the Middle East, and of course public debt woes in Europe and the US. Fears of

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Weekly market & economic update

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The past week has seen investors switch back to “risk on” in a big way thanks to talk of a fast tracked fiscal union in the Euro zone which will

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Oliver’s Insights: why the RBA should cut rates again

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After the Reserve Bank of Australia’s rate cut a month ago, the general consensus was there was little urgency for the RBA to move again. The most likely outcome seemed

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The threat from Europe – how big?

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Analysing Europe is becoming a drag. But its also unavoidable. This note looks at the threat to global and Australian growth over the year ahead flowing from the worsening crisis

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Weekly economic & market update

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Another week dominated by Europe. The good news is that new governments led by technocrats in Italy and Greece are settling in. However, passing austerity measures and economic reforms in

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AMP Capital weekly economic and market update

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The past week saw another roller coast ride in investment markets reflecting the debacle in Europe, with risk assets falling sharply into mid week before an improvement in the political

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Oliver’s Insights: the Australian dollar and Europe

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A year ago I thought the $A would head up to around $US1.10. Having done that, it has been messy since mid year with the $A falling just below $US0.94

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AMP Capital appointed to manage new €1 billion Irish Infrastructure Fund

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AMP Capital has been appointed as the investment manager of a major new infrastructure fund being established by Irish Life Investment Managers (ILIM). The new fund – Irish Infrastructure Trust

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Shares & the long term – how long is long?

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A few weeks ago after producing a graph showing shares outperform cash and bonds over the long term I was asked a question along the lines “if shares outperform other

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