AMP Capital scales up global listed real estate and infrastructure team

From

AMP Capital has scaled up its listed real estate and infrastructure capability, and will now deliver global portfolio management in-house following the appointment of several new portfolio managers/analysts. As part

continue reading

Weekly economic and market update

From

The past week saw investor caution return on the back of soft economic data & renewed worries about China and Europe. This saw shares, commodity prices and the $A fall

continue reading

Global recovery watch – what’s the risk of another mid year growth scare?

From

So far this year we have seen solid gains in global share markets. Economic news has been positive with receding tail risks regarding Europe, greater confidence of continued growth in

continue reading

Weekly economic & market report

From

The past week saw a distinct contrast between strong US economic data and a more optimistic Fed driving US shares and most global share markets higher, but comments from Chinese

continue reading

Oliver’s Insights: US housing market turning the corner

From

Starting with the bursting of the tech bubble in 2000 the fortunes of the US economy have waned. Over this period the US has seen two recessions with the last

continue reading

Weekly economic & market update

From

The past week saw a bit of volatility return to risk trades early in the week on worries that China’s 7.5% growth target for this year is too low, uncertainty

continue reading

Oliver’s Insights – Australian profits and the Australian share market

From

There was plenty of nervousness going into the February profit reporting season in Australia. And for good reason. Domestic demand has been weak, the strong $A is bearing down on

continue reading

Weekly economic and market update

From

The news on the European debt crisis was mostly positive with the ECB providing another €529.5bn in cheap 3 year funding to banks. After allowing for rollovers of existing borrowing

continue reading

Oliver’s Insights: will the world slip up on oil again?

From

World oil prices are rising again. Since its low last October, US West Texas Intermediate is up 40% and Asian Tapis oil prices (which drives Australian petrol prices) are up

continue reading

Weekly economic and market update

From

Euro-zone finance ministers agreed to Greece receiving a second bailout. However, the Greek tragedy is far from over. Greece has to implement agreed policy actions, private investor haircuts need to

continue reading