Benign September quarter inflation clears the way for a rate cut next week

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Headline September quarter inflation came in right as expected at 0.6% in the quarter or 3.5% year on year. However, the key is that the underlying measures came in at

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Oliver’s Insights: What next for China?

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After Europe and the US have effectively played a tag team in causing consternation for investors over the last six months, it seems China may be joining in as well. 

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AMP Capital forms fundamental equity team

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AMP Capital has created a new Australian Fundamental Equities team, enabling it to offer a stronger range of investment products and solutions to both institutional and retail clients. AMP Capital

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Oliver’s Insights: Outcome based investing – new ways of managing multi asset portfolios

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Almost a decade ago I thought we had come into a world of lower and more volatile investment returns, after the well above average returns of the 1980s and 1990s. 

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Oliver’s Insights: Weekly economic and market update

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The game of “yes we will, no we won’t” political ping pong is continuing in Europe. On the negative side there were problems with a European bank requiring government support,

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AMP Capital global infrastructure securities reaches $1 billion milestone

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The AMP Capital global infrastructure securities capability has attracted over $1 billion in funds under management since August 2010. Global investor appetite for the expected long term global growth in

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Mega trends for investors

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The day-to-day noise surrounding investment markets can be very distracting, making it hard for investors to see the wood for the trees. This is particularly the case with the Global

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Asia & emerging countries vulnerability to European debt crisis

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The European debt crisis is still far from resolved and while we see growth in the US avoiding a return to recession, the risk is significant. With fears Europe and

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Oliver’s Insights: Can gold keep going higher?

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Gold is one asset that has come through recent turmoil pretty well. But why is it doing so well? Is it a forewarning of inflation to come, or is it

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Two-strikes rule puts remuneration practices in the spotlight

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More companies are choosing to focus on remuneration practices following the introduction of the controversial ‘two-strikes’ rule allowing shareholders to force a boardroom spill, according to the latest AMP Capital

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