Market Update: Correction time for shares? This article looks at the pullback seen in US shares and the implications going forward. The key points are as follows: The US share market is long overdue a decent correction. This now appears to be unfolding as higher inflation, a slightly more aggressive Fed and higher bond yields are [...]
Investment Market Update re Brexit The uncertainty generated by the UK’s vote to leave the EU has been reflected in market volatility in the last few days. You may wish to read and share Shane Oliver’s view and some of the commentary and insight from AMP Capital. Key points to note: • While the immediate [...]
The outlook for shares and growth assets - short term risks but 7 reasons for optimism Shane Oliver, AMP Capital Head of Investment Strategy and Chief Economist. After decent gains in shares and other growth assets since February we could have a short term rough patch given risks around the Fed, Brexit, elections, etc. However, [...]
Emotional investing magnifies volatility and volatility is not necessarily the same as risk - what investors need to know Shane Oliver, AMP Capital Head of Investment Strategy and Chief Economist. The attached note looks at volatility in investment markets. The key points are as follows: • The past year has seen volatility in investment markets [...]
The Australian dollar - up for now, but likely to resume its long term down swing The Australian dollar - up for now, but likely to resume its long term downswing Key points A more dovish Fed, better Australian economic data, higher commodity prices and the reversal of high levels of shorts have seen the [...]
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