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Five reasons to expect a cooling property market and falling prices in 2023

The main drivers behind the expected slowdown in Australian home prices are: worsening affordability; rising supply; rising rates; macro prudential tightening; and a rotation in spending away from housing. The main risk on the upside would be a fast return to pre-covid immigration.

Five ways to turn down the noise and stay focused as an investor

The risks around investing seem to receive ever higher prominence these days as the digital age enables the rapid dissemination of news and opinion. The danger is that all this noise is making us worse investors as we lurch from one worry to the next. The key to investor success is to manage the noise and stay focussed.

The 2021-22 Australian Budget

The 2021-22 Budget sees the Government ditch its plan to start budget repair (or austerity) once unemployment is 'comfortably below 6%' in favour of continuing to focus on growing the economy to drive full employment and, in doing so, repair the budget that way.

Bull market in Australian house prices may be close to the end

So here we go again with yet another cyclical property boom against the backdrop of poor affordability and high debt levels! Of course we all know this, but how does the latest upswing fit in the context of the long-term or secular swings in the Australian property market?

Market outlook 2021 Q&A

A Q&A on the investment outlook including the global recovery, vaccines, inflation, the risk of a share crash and Australian house prices.

Real Assets Outlook

From across AMP Capital’s global offices, various Infrastructure and Real Assets teams share their key themes for the year ahead and how investors can access the opportunities that emerge.

Latest Updates

Investment strategies

Australian stocks will crush housing over the next decade, 2025 edition

Two years ago, I wrote an article suggesting that the odds favoured ASX shares easily outperforming residential property over the next decade. Here’s an update on where things stand today.

Property versus shares - a practical guide for investors

I’ve been comparing property and shares for decades and while both have their place, the differences are stark. When tax, costs, and liquidity are weighed, property looks less compelling than its reputation suggests.

Investment strategies

What if Trump is right?

Trump may be right on two trends: nations are shifting from aspiration to essentials and from global dependence to self-reliance, pushing capital toward security, infrastructure, and energy.

Gold

After a stellar 2025, can gold shine again next year?

Gold has had a remarkable 2025, with the spot price likely to post its strongest return since 1971. This explores the key factors that will shape the outlook for the yellow metal next year, and long-term.

Superannuation

Critics of Commonwealth defined benefit schemes have it wrong

Critics like Clime's John Abernethy have questioned many aspects of defined benefit pensions for public servants. This is an attempted rebuttal, suggesting these pensions aren't the problem they're made out to be.

Infrastructure

Why airport stocks deserve a place in long-term portfolios

Aircraft constraints are holding back global air travel. Those constraints should soon ease which combined with a structural boom in travel demand could be a boon for global airport stocks.

Investment strategies

What is the future of search in the age of AI?

Search is changing fast. AI tools like ChatGPT and Google’s Gemini are reshaping how we find information, opening new opportunities for innovation, user engagement, and future revenue growth.

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