Markets have continued to rally and the US S&P index has just turned positive for 2020 by 0.05%. This is due to the backdrop of a much smaller unemployment number than what was anticipated printing at just under 14% as opposed to the expected 19% figure in the US as initially touted when the ... Read more
Investor Psychology and Market Update by Aziz Meherali
To say markets are volatile would be an understatement. However, I hope all the write-up and phone calls are keeping you informed and hopefully alleviating as much concern and worry as possible. Let me worry for you so that you can take the stress out of your lives! Here is an interesting chart ... Read more
Are Markets due for a Correction? — Dr Shane Oliver, Chief Economist for AMP Capital
Please click on the link below to view a video from Dr Shane Oliver, Chief Economist for AMP Capital on the potential for a market correction. Are Markets due for a Correction ... Read more
The political pendulum swings to left – implications for medium term investment returns —By Shane Oliver, Chief Economist, AMP Capital
20 June 2016 The success of Trump and Sanders in the US, the close Brexit vote and the Australian Federal Election campaign suggest median voters have shifted to the left and support for economic rationalist policies has fallen. The risk is that a reversal of such policies will be ... Read more
Super is for retirees, not for balancing budgets —Business Spectator (by Paul Batchelor, Former AMP CEO)
In Paris we would be burning tyres in the streets. Anarchy has never looked so appealing. In more than 30 years in the superannuation industry I have only once before been as surprised by a policy announcement by a government. That was in 2006 when Peter Costello announced the ... Read more
RBA rate cuts, inflation targets, deflation and are central banks out of ammo? by Dr.Shane Oliver
19 May 2016 The RBA eased this month because actual inflation has fallen below target and is likely to stay there for a while. Cutting inflation targets would be foolish and make it harder to get inflation back up to target. Low rates are helping the Australian economy and zero ... Read more
Gold’s Moment to Shine —Business Spectator
Gold's moment to shine by Ric Spooner Commodity markets have recently seen investors and traders engaged in the dispiriting business of adjusting their expectations ever lower as fresh price support levels are broken with alarming frequency. Perhaps surprisingly, gold is one ... Read more