Rising oil prices – what is the tipping point for growth?

From

Key points Global oil prices remain under upward pressure from turmoil in the Middle East and North Africa. This will dampen global growth and add to the financial pressure on

continue reading

The likely economic/financial impact of Japan’s earthquake

From

Key points The Japanese earthquake has caused terrible human suffering. In terms of the economic impact, in the short term it will likely depress Japan’s economy as a result of

continue reading

AMP Capital hires COO to European infrastructure team

From

AMP Capital Investors today named Simon Ellis as Chief Operating Officer, Infrastructure – Europe. In his role, Mr Ellis will be responsible for key infrastructure operational matters for AMP Capital’s

continue reading

AMP Capital backs Billbergia development of Brisbane CBD property

From

AMP Capital has announced its Select Property Portfolio No. 3 Fund (SPP3) has provided funding to Billbergia for the purchase of the former Austcorp Vision tower site in Brisbane’s CBD.

continue reading

AMP Capital Investors acquires additional stake in Thames Water

From

AMP Capital through its European flagship fund, the Strategic Infrastructure Trust of Europe (SITE) and separately managed accounts, has taken an additional stake in Thames Water, the largest water and

continue reading

Weekly market & economic update – 18 February 2011

From

Headline developments of the past week There was good news out of China with January inflation coming in lower than expected owing to a lower than expected rise in food

continue reading

Where are we in the investment cycle for shares?

From

Key points While mainstream global shares may be due for a short term correction, the cyclical recovery still has further to go. Shares are still cheap, confidence in the sustainability

continue reading

Weekly market & economic update – 11 February 2011

From

Headline developments of the past week China continued to tighten the monetary screws with another interest rates hike. This should not really have been a surprise to anyone and further

continue reading

Weekly market & economic update – 4 February 2010

From

Headline developments Nature continued to wreak havoc in Australia, with Cyclone Yasi smashing into North Queensland as a category 5 storm (the highest they get) leaving a trail of devastation.

continue reading

The threat of inflation in Asian & emerging markets

From

Key points Rising inflation is becoming a major concern in Asia and other emerging countries. So far it’s largely due to higher food prices. Non-food inflation remains reasonably benign. However,

continue reading