The US presidential election – implications for investors and Australia

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Key points The run up to the 5th November US election could see increased share market volatility if Trump remains ahead and investors focus on the risks of a new

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Weekly economic and market update – week ending 24 May, 2024

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Investment markets and key developments Major share markets were flat to down over the last week as uncertainty returned around the timing of interest rate cuts after hawkish minutes from

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The next move in the RBA cash rate likely remains down later this year

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Key points While the near-term risks for the RBA cash rate are probably on the upside, the most likely scenario is that the RBA holds rates ahead of rate cuts

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Weekly economic and market update – week ending 10 May, 2024

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Investment markets and key developments Global shares rose again over the last week, helped by ongoing confidence that major central banks are on track to cut rates this year and

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AMP launches Alternative Debt Fund to provide exposure to global private debt

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The new investment solution will provide bespoke access to global private debt investments in developed markets. Currently, the total volume of institutional assets under management allocated to private debt is

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Seasonal patterns in shares – should we “sell in May and go away”?

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Key points Seasonal patterns in shares gave rise to the saying “sell in May and go away, buy again on St Leger’s Day.” However, seasonal patterns can’t always be relied

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Weekly economic and market update, week ending 3 May 2024

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Investment markets and key developments Global shares were mixed over the last week. US shares fell on concerns about slowing growth and delayed Fed rate cuts despite good earnings and

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AMP Advice launches Australia-first solution for democratising access to managed portfolios

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AMP Advice has engaged BlackRock Australia and Lonsec to introduce a new category of tailored managed portfolio solutions, making it accessible to more advice practices – a first of its

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The art of happiness – economics and the “hedonic treadmill”  

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Key points Despite a big rise in GDP per person, surveyed measures of happiness have been flat to falling in the US and Australia. Younger people in the US, Canada,

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Weekly economic and market update – week ending 26 April, 2024

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Investment markets and key developments Global shares rose over the last week recovering some of their losses from prior weeks helped by no further escalation in the Israel/Iran conflict and

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