The low return investment world 10 years on…

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A decade has now passed since I first wrote a note suggesting that we are coming into an environment of low and volatile investment returns. At the time I and

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27 Feb 2012

AMP Capital adds investment resources

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AMP Capital has expanded its new Australian Fundamental Equities team, with the appointment of Andy Gardner as Portfolio Manager/Analyst and Ed Rayner as Senior Portfolio Manager/Analyst. AMP Capital’s Head of

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21 Feb 2012

Greece & Europe – what’s the risk of a break up?

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Logic argues against a euro-zone break up given the costs to countries that exit. Nevertheless, a disorderly Greek default is a high risk, but at least Europe is becoming being

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20 Feb 2012

Weekly economic & market update

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The “yes we have a deal no we don’t” regarding Greece’s latest bailout negotiations raged on again over the last week, resulting in a volatile ride for risk assets like

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20 Feb 2012

Australia – the economy, the market, the $A…and the RBA

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Global economic news over the last couple of months has improved with Europe pulling back from the brink, the US economy seemingly perking up again and China continuing to grow

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14 Feb 2012

Weekly economic & market update

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The past week globally was dominated by the ongoing soap opera regarding whether Greece would agree to the terms required by the troika of the IMF, EU and ECB for

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13 Feb 2012

AMP Capital relaunches Wholesale Australian Property Fund

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AMP Capital will relaunch one of Australia’s largest unlisted retail direct property funds. Previously under the management of AXA Australia, AMP Capital will implement a new strategy for the Wholesale

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07 Feb 2012

Are bonds in a bubble?

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Outside of the troubled countries in Europe, government bond yields in developed countries have fallen to generational and in some cases record lows. Reflecting the capital gains that are generated

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06 Feb 2012

Weekly market & economic update

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The key development over the last week was that manufacturing business conditions indicators, or PMIs, in the US, Europe, Japan, China, India and even Australia all rose in January providing

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06 Feb 2012

Global economy looking a little less scary

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The past few weeks have been interesting. Sovereign rating downgrades in Europe have intensified. The World Bank and now the International Monetary Fund (IMF) have slashed their growth forecasts for

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31 Jan 2012