The proliferation of online shopping has heralded a structural shift in Australian listed real estate and poses challenges for the passive investor whose portfolio returns depend, in part, on history repeating itself.
Following a strong rebound in share markets in 2019, is it time to “sell in May and go away?” What are the forces that tend to create a seasonality in share prices?
Investing in the systems and technologies that connect people, business and things can harness the growth and progress of our digital infrastructure journey.
With the election called for May 18, investors should consider the impact of Federal elections on investment markets and the critical policy differences this time around.
Shane Oliver provides his key insights on the investment outlook in simple point form, covering diversified portfolios, recession fears, global politics and Australian property.
Shave Oliver looks at the main issues around the housing downturn and what it means for the economy and investors in 2019.
Getting your personal finances right can be a challenge. Here are 13 tips that may be of use, from managing debt, to covering unexpected events, to accessing financial services, and more.
No one really knows for sure whether a recession is imminent, but certain indicators help provide some guidance as to the risks. This note looks at five charts to monitor in terms of the state of the global economy.
This edition of Oliver’s Insights looks at nine keys to successful investing, including the power of compound interest, long-term horizons, diversification, ignoring market noise and obtaining advice.
Property prices in Sydney and Melbourne are expected to decline, so property investors in these cities should remain wary. Other cities should perform better.
While driverless cars will eventually help solve traffic congestion issues in densely populated areas, other solutions in the medium term will require significant infrastructure investment.
2018 has started favourably but volatility may pick up as geopolitical threats loom a little larger and US inflation rises. Here is a summary of key insights on the global investment outlook in simple dot point form.
These five charts illuminate key aspects of investing: the power of compound interest; the investment cycle; the roller coaster of investor emotion; the wall of worry; and time is on your side.
The institutional investment environment in Japan is undergoing a transformation. This paper examines the factors that AMP Capital believes will result in Japanese investors increasingly allocating to real assets.
Regulatory uncertainty and a plethora of new products present an opportunity for financial advisers to keep ahead of these trends and meet the needs of SMSF trustees.
A deep dive into how a company is managing its ESG risks and opportunities, with a particular focus on new trends they are watching.
As recently as the 1990s, all-male boards were accepted as the norm. This has changed and improving gender diversity has since progressed beyond being seen as ‘right’ to being the ‘smart’ and ‘necessary’ thing to do.
Considered to be the next evolution of exchange traded products, ETMFs allow direct and SMSF investors to access active management in the same way as buying and selling shares via a broker.
Shane Oliver of AMP Capital writes on the outlook for the Australian housing market, including the surging unit supply, the economy and what it all means for investors.
This paper explains how exchange traded managed funds (ETMFs) differ from regular exchange traded funds (ETFs) and managed funds and what to consider before investing in this product.
The next three to four years look fascinating, as real estate and indeed all investment classes navigate a raft of global economic and investment cross currents and challenges.
This paper focuses on valuations for unlisted and listed infrastructure equities, and explores some of the challenges and controversies that emerge when considering valuations.
Part 1 in a three-part series examines the strategies and investment trends currently adopted by SMSF Trustees, and explains a shift from a traditional mix of investments to more diversification in times of volatility.
AMP Capital’s Head of Environmental, Social and Governance Investment Research, Ian Woods, outlines how to assess the exposure and risks to global and Australian equity portfolios of greenhouse gas emissions.
Fixed interest securities such as corporate bonds can play a defensive role in an investor’s asset allocation, offering capital stability and steady returns to support the rest of the portfolio.
SMSF trustees want control but not paperwork, most have unmet financial advice needs and want validation support, they value receiving newsletters and like to use managed funds for global equities.