Oliver’s Insights – What’s the chance of a bond crash?

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This edition of Oliver’s Insights looks at the outlook for government bonds and specifically the risk of a 1994 style bond crash. The key points are as follows: Sovereign bonds

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AMP Capital adds to its global property portfolio

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AMP Capital’s Global Direct Property Fund (GDPF) has purchased a core office building in Tampa, Florida for US$32 million as well as an adjacent land site for US$2.5 million.  This

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Weekly economic and market update

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The rally in shares continued over the past week with the Australian All Ordinaries index rising above the 5000 level for the first time since April 2011, helped by good

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AMP Capital to invest in US wind energy project

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The new investment from AMP Capital, on behalf of a large Australian superannuation fund client, will help to fund the growth of the wind energy project portfolio.  AMP Capital is

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Weekly economic and market update

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Worries about Europe have flared up again with Berlusconi gaining in the polls in Italy ahead of elections in two weeks and corruption allegations against the Spanish Prime Minister. However,

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Weekly market & economic update

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January has wrapped up with strong gains in shares. There’s an old saying, “as goes January so goes the year” which is often referred to as the January barometer. While

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Weekly economic and market update

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The flow of good global news continued over the past week. Good news included: flash manufacturing conditions PMIs rising in the world’s big 3 regions, ie China, Europe and the

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2013 – a list of lists

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The attached edition of Oliver’s Insights provides a summary of key views on the economic and investment outlook in simple point form. The key points are as follows: – 2013 is likely to

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Weekly economic and market update

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Chinese December quarter GDP data confirmed the message from months of partial economic indicators: Chinese economic growth has bottomed, forget about a hard landing! GDP growth came in at 7.9%

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The US fiscal cliff

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The attached edition of Oliver’s Insights looks at the deal to avert the US fiscal cliff along with its debt ceiling and broader economic outlook. The key points are as follows: The

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