AMP Capital: Weekly economic & market update

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The weekly economic and market report reviews the key developments of the past week for investment markets, as well as the outlook. Headline developments of the past week After much delay Europe

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31 Oct 2011

Oliver’s Insights: Has Europe done enough?

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October has seen a strong rebound in share markets driven by a combination of improved data out of the US and signs Europe is heading towards a “comprehensive” response to

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28 Oct 2011

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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27 Oct 2011

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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24 Oct 2011

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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14 Oct 2011

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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10 Oct 2011

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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26 Sep 2011

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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19 Sep 2011

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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09 Sep 2011

Oliver’s Insights: Why yield matters

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The renewed turmoil of the last month or so has provided a reminder that we are in an investment environment of constrained capital growth and increased volatility. This is likely

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06 Sep 2011