While the Chinese share market and currency stabilised a bit on Friday and US jobs data was positive, investor nervousness remained, pushing Eurozone shares down another 1.7% and the US S&P 500 down another 1.1%. As a result of the poor global lead, the Australian Stock Exchange (ASX) 200 futures fell 80 points, signalling a […]
Video Commentary
What to expect in 2016
As 2015 draws to a close, this is the time when investors typically reflect on their positions – perhaps learning from market and subsequent investment performance throughout the year – and strategise for the New Year. Due to market corrections that occurred midway through the year, and ongoing speculation about the Fed’s position on interest […]
Globally recovery and an optimistic outlook at home
http://vimeo.com/142205665 AMP Capital 13 October 2015 By Shane Oliver Shane Oliver joined AMP in 1984, becoming Chief Economist in 1994 and is now Chief Economist and Head of Investment Strategy. He has extensive experience analysing economic and investment cycles and what current positioning means for the return potential for different asset classes such as […]
Investment opportunities in a volatile market
Global investment market turmoil has continued this past month, although some signs of stabilisation are starting to emerge. We view these falls as a correction and remain positive in terms of the bull market we’ve been experiencing in shares. In this video, Shane Oliver, Chief Economist and Head of Investment Strategy at AMP Capital, provides […]
Investment opportunities in a volatile market
Global investment market turmoil has continued this past month, although some signs of stabilisation are starting to emerge. We view these falls as a correction and remain positive in terms of the bull market we’ve been experiencing in shares. In this video, Shane Oliver, Chief Economist and Head of Investment Strategy at AMP Capital, provides […]
Has the dust settled following events in Greece and China?
The video will play in a few seconds About the Author Head of Investment Strategy and Economics and Chief Economist at AMP Capital, Shane is responsible for AMP Capital's diversified investment funds. He also provides economic forecasts and analysis of key variables and issues affecting, or likely to affect, all asset markets. Important note: While […]
Fed tightening: 3 things for investors to remember
This year, what happens in the US is critically important to what happens in the global economy because of the intense focus on the Federal Reserve (Fed). We’ve had near-zero interest rates since the onset of the global financial crisis, and the Fed has indicated that at some point, probably this year, it will start […]
What does the budget mean for investors?
Dr. Shane Oliver – Head of Investment Strategy & Chief Economist
Australia: Are we likely to see any changes in tax?
There’s been a lot of debate about tax concessions and this followed from the tax discussion paper, released by the Federal Government a month or so ago. There seems to be four areas of focus: Negative gearing Franking credits Capital gains tax discount Tax concessions regarding superannuation In this video, AMP Capital’s Head of Investment […]
The end of US quantitative easing
Key points: After phasing down its quantitative easing (QE) program all year the US Fed has finally ended it. Monetary tightening still looks unlikely until mid-next year at the earliest and is contingent on further improvement in the economy and higher inflation. QE has worked – the US economy is now well into expansion mode […]
