In focus this month are the following articles: • Thinking about managing your own super? • Blinded by optimism • A growing family doesn't have to blow the budget Our articles cover a range of topics which we hope you will find interesting. We aim to keep you informed of changes as they happen, but [...]
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 impact across regions and markets [...]
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, with most share markets offering reasonable value, global monetary conditions remaining easy and no sign of [...]
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 spike higher. • While fundamental drivers of volatility have fallen over time, investor sentiment has become a bigger driver. [...]
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 $A gain 12% from its January low. It could hit $US0.80 in the short term. However, [...]
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