The ‘Amazon effect’ is transforming the global logistics market

Published: November 22, 2017

James Maydew, AMP Capital’s Global Head of Listed Real Estate, leverages his global view to bring a regular insight to property value trends from around the world.     The rise of e-commerce has enabled Amazon to become the global giant that continues to grow, a trend that’s having a huge impact on the global […]

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Market Update

Published: November 22, 2017

17 November 2017   Investment markets and key developments over the past week While Chinese shares rose 0.2% over the last week, US shares fell 0.1%, Eurozone shares fell 1.1%, Japanese shares lost 1.3% and Australian shares fell 1.2% with a bit of profit taking. Bond yields fell slightly as inflation news remained weak. While […]

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4 steps to help protect portfolios against political risk

Published: November 9, 2017

  When Australia’s High Court ruled deputy prime minister Barnaby Joyce ineligible to sit in Parliament because of his dual New Zealand citizenship, the decision briefly sent tremors through equity and currency markets. It was a clear reminder that political risk matters to markets. We face troubling political and geopolitical risk across the world: Trump, […]

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Weekly Market Update

Published: November 2, 2017

                        Investment markets and key developments over the past week   Global share markets rose over last week, boosted by solid earnings and economic data. US shares rose 0.2% with strong gains in tech stocks, Eurozone shares gained 1.2% helped by a dovish European […]

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Weekly Market Update

Published: September 29, 2017

  Investment markets and key developments over the past week Global share markets rose over the last week with Japanese shares up 2.5%, Eurozone shares up 0.7%, Chinese shares up 0.2% and US shares up 0.1%. However Australian shares were down 0.2% on rate hike fears and falls in the iron ore price. Bond yields […]

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What are the risks of an Australian recession?

Published: September 13, 2017

Key points Australia’s two key economic vulnerabilities are i) the housing market and ii) the dependence on Chinese growth for commodity demand. Vulnerabilities leave an economy exposed to downside shocks which could led to a recession. Dwelling price growth may be hit by interest rate hikes and a boom in the new supply of homes. […]

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Don’t be driven by short-term sentiment and emotion

Published: July 19, 2017

Arguably, the most common fear holding an investor back from achieving a great return is a misunderstanding of what happens when markets fall (as they invariably do). In order to use fear to our advantage, we would be well served to seek to understand the following three principles around shares and their value: A share […]

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4 simple steps to picking the right diversified fund

Published: July 13, 2017

Many diversified funds appear similar on the surface, but when you lift the hood, they’re poles apart. Evaluating diversified fund performance can be like comparing the proverbial ‘apples’ with ‘oranges’. But in this complex and volatile investment environment, choosing the right diversified fund has never been more important for investors and advisors. The wrong fund […]

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5 reasons why investors should consider infrastructure

Published: July 12, 2017

Infrastructure offers a range of investment characteristics that can be particularly attractive in the low interest rate and volatile market conditions we have seen in recent times. Clients tell us they like its attractive, consistent returns and yield; defensive characteristics; and diversification benefits. Infrastructure is also becoming more accessible to retail investors. In the past, high […]

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Safe as houses? Global real estate is literally exposed to the elements

Published: July 5, 2017

Key points It is clear that the forces from the regulatory and physical environment will shape the future of global real estate. Developers and landlords with quality management teams and the expertise to prepare for these challenges will be at an increasing advantage during volatile weather patterns. An age-old assumption is that carefully selected real […]

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