Oliver’s Insights: Australia – the RBA, the economy & shares

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For some time our view has been that Australian interest rates need to be lower. The Reserve Bank at its last meeting seemed to be finally coming around to this

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26 Apr 2012

Weekly economic and market update – week beginning 23 April 2012

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Europe remains a source of consternation, but there have been some positive developments. News that Italy is delaying its return to budget surplus by one year, Spanish banks’ bad loans

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23 Apr 2012

Oliver’s Insights: China – soft landing, slow easing, shares cheap

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China’s growth rate has slowed to 8.1%…given monetary easing it is likely to stabilise at around 8% this year, consistent with a soft landing. Chinese economic data for March contained

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19 Apr 2012

AMP Capital Multi Asset Fund wins first institutional mandate

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AMP Capital’s Multi Asset Fund has won its first institutional mandate from the South Pacific based Tuvalu Trust Fund for $55 million. The Multi Asset Fund was launched last year

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19 Apr 2012

Oliver’s Insights: Here we go again?

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After strong share market gains in the March quarter a correction or rough patch was inevitable and we now may have entered just that, particularly with the Euro-zone debt crisis

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17 Apr 2012

Weekly economic & market update

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The past week saw volatility return in a big way to investment markets. Initially share markets fell sharply in response to the poor US non-farm payroll release and intensifying concerns

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16 Apr 2012

Weekly economic & market update

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The past week has seen a swing to “risk off” with shares, commodities and growth currencies like the $A all weak on worries about Spain capped off by a disappointing

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10 Apr 2012

Oliver’s Insights: should Australian super funds have more bonds?

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There has recently been much debate about whether Australian super funds have too much in shares and not enough in bonds. The basic argument is that compared to other major

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09 Apr 2012

Weekly economic & market update

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Detailed below is the weekly economic and market report which reviews the key developments of the past week for investment markets and the outlook. Euro-zone finance ministers look likely to agree

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02 Apr 2012

S&P places AMP Capital Property and Listed Infrastructure Fund ratings ‘On Hold’

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Standard & Poor’s Fund Services has placed its ratings on all AMP Capital property, and listed infrastructure funds, ‘On Hold’. This follows AMP Capital’s announcement today that it will be ending

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29 Mar 2012