Weekly economic and market update – week ending 10 September, 2021

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Investment markets and key developments over the past week Global shares were mixed over the last week. US and European shares fell on concerns about the growth outlook and central banks reducing stimulus, but Japanese shares continued to rise on hopes for more fiscal stimulus after PM Suga announced he would step down and Chinese

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Weekly economic and market update – week ending 3 September, 2021

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Investment markets and key developments over the past week Global share markets saw continuing gains over the past week helped by expectations that the Delta outbreak won’t lead to lockdowns in major developed countries and that the Fed would be gradual in scaling back monetary stimulus. Helped by the positive global lead and rapidly rising

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Weekly economic and market update – week ending 27 August, 2021

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Investment markets and key developments over the past week Global share markets rebounded over the last week with US shares making a new record high helped by signs that the Delta wave may be slowing in the US, before a bit of caution pared gains later in the week ahead of the central bankers Jackson

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Weekly economic and market update – week ending 20 August, 2021

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Investment markets and key developments over the past week Global share markets had a rough week reflecting a confluence of bad news – Afghanistan, China’s continuing regulatory crackdown, worries about the Delta wave in the US and the Fed’s meeting minutes confirming that reduced bond buying (or tapering) is getting nearer. Helped by a Friday

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Six reasons why share markets are at or near record levels. But is it sustainable?

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Key points Bonds and shares often diverge – we saw this a year ago with shares rallying but bond yields staying low. Shares have been boosted by strong earnings news, improved valuations, investor awareness of last years’ experience of a post lockdown bounce back, vaccines providing optimism in a more sustained reopening, some pressure for

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Weekly economic & market update – week ending 13 August, 2021

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Investment markets and key developments over the past week Global share markets continued to rise over the last week with reopening and earnings optimism offsetting Delta concerns and propelling US and European shares to record highs. The Australian share market also rose to a new high on the back of good earnings news offsetting ongoing

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Great investment quotes for topsy turvy times

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Introduction The current environment seems to be one of extreme uncertainty. We have seen a strong economic recovery from last year’s global and Australian recessions – but there are worries about the resurgence of coronavirus driven by the Delta variant, peak growth, peak monetary and fiscal stimulus, high inflation, and high debt levels. And ‘get

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Weekly economic and market update – week ending 6 August, 2021

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Investment markets and key developments over the past week Global share markets rose over the last week with US and European shares making a new high helped by good earnings and economic data offsetting Delta concerns. For the week US shares rose 0.9%, Eurozone shares gained 2.1%, Japanese shares rose 2% and Chinese shares rose

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Weekly economic and market update – week ending 30 July, 2021

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Investment markets and key developments over the past week Despite some concerns about Chinese regulatory tightening early in the week and ongoing worries about coronavirus US and European shares rose over the last week helped by strong earnings results in the US and strong data in Europe. Japanese and Chinese shares fell though with regulatory

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New appointments to boost AMP Capital’s Community Infrastructure Fund

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AMP Capital has announced three new appointments to the Community Infrastructure Fund (CommIF) with Odette Linnett as Investment Director, Carolyn van Leuven as Senior Advisor and Mathew Pirotta as Associate. AMP Capital Infrastructure Equity Co-Head for Australia and New Zealand Michael Bessell said the new appointments would bolster the AMP Capital team managing CommIF. “These

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