Register For Our Mailing List

Register to receive our free weekly newsletter including editorials.

Register

Tuesday, 13 April 2021

Home / Whitepaper

Whitepapers: AMP Capital

1-41 out of 41 results.

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.

Five reasons for optimism in 2021

There’s no shying away from it, recovering from COVID-19 and the great lockdown will be unsteady and challenging. However, for Australia, there are green shoots appearing for 2021.

Five reasons why Australian shares are likely to outperform in the year ahead

This note provides an update and looks at five reasons why the Australian economy is well placed for a solid recovery in 2021 and why Australian shares are likely to be relative outperformers versus global shares.

The 2020-21 Australian Budget

Last year's “back in black and back on track” budget was all about delivering the long-awaited budget surplus. This year, it’s spend, spend, spend as the focus remains on recovery and jobs, jobs, jobs.

2019-20 poor returns but it could have been much worse

The past financial year was poor for investors as coronavirus knocked economies into what is likely to be their biggest hit since the 1930s. The blow was softened by a strong rebound in the June quarter.

10 medium to longer-term implications from the coronavirus shock

There has been much debate about the short-term economic and investment impact of coronavirus – on economic activity, unemployment, interest rates, house prices, shares, etc. However, the magnitude of the shock means it will have medium to longer-term implications as well.

Is there light at the end of the coronavirus tunnel for investors?

After a strong rally, in the short-term shares are vulnerable to bleak economic and earnings news. However, positive news on the coronavirus outbreak is starting to get the upper hand.

Five charts on investing for rough times like these

While we haven’t seen a pandemic-driven bear market before, the basic principles of investing have not changed. This note revisits five charts that are particularly useful in times of stress.

Why sustainability matters in real estate

As Australia’s largest employer of 1.4 million people, and Australia’s biggest industry, the real estate industry has a tremendous opportunity to lead the way on addressing key ESG issues and support a sustainable future.

Five charts to watch on the global economy and markets

Shane Oliver looks at five charts worth keeping an eye on regarding the global investment outlook for this year.

Women, parental leave and financial stress

While no group or demographic is immune from financial stress, Australian working women are continuing to feel the pressure, with one in five identifying as financially stressed.

Investment returns have been good, but are likely to slow

The past 10 years have seen pretty good returns for well-diversified investors. But, while it sounds like a broken record, the decline in yields points to eventually more constrained returns ahead.

The growing role of ESG in infrastructure

ESG factors are central to the sustainability of an asset, and are especially critical for assets owned by global listed infrastructure companies given their fixed nature, lengthy lives, and centrality to economic growth and the smooth running of society.

The green bond market: from inception to today

Green bonds have been in the marketplace for a little over a decade – a slither of time compared to bank lending or government bonds. But it is undoubtedly among the fastest growing of the fixed income instruments.

Structural shifts in Australian real estate

The proliferation of online shopping has heralded a structural shift in the marketplace. With it comes challenges for investors, particularly passive investors whose portfolio returns depend, in part, on history repeating itself.

Seasonal patterns: sell in May and go away?

Should we “sell in May and go away” and what about renewed trade war fears?

Investing today for tomorrow’s needs

A digital transformation has revolutionised how the world communicates and how information is accessed, processed and stored.

The 2019 Australian Federal election and investors

Some might be forgiven for thinking the wheels have fallen off Australian politics over the past decade with the same number of PM changes as Italy, a fractured Senate and “minority government” at times making sensible visionary long-termpolicy making hard. 

A list of lists on the 2019 investment outlook

2017 was a great year for well diversified investors – returns were solid (balanced super funds returned around 10%) and volatility was low. So optimism was high going into 2018 but it turned out to be anything but great for investors who saw poor returns (average balanced super funds look to have lost around 1-2%) and volatile markets.

The Australian economy in 2019 – house prices, growth and interest rates

  • 13 December 2018

Australian growth has slowed again. The housing cycle downturn and its impact on the economy will likely see growth constrained to around 2.5-3%.

13 common sense tips to manage your finances

  • 22 November 2018

Getting your personal finances right can be a challenge. Here are 13 tips that may be of use.

Five charts to watch on the global economy

  • 18 October 2018

Five key global charts to watch in getting a handle on whether a major downturn is on the way are: global business conditions PMIs; global inflation; the US yield curve; the US dollar; and global trade growth.

Nine keys to successful investing

  • 9 August 2018

Investing during times of uncertainty can be nerve wracking, but even in good times it can be problematic. For this reason, it’s useful for investors to keep a key set of things – call them rules – in mind.

The 2018-19 Australian Budget

  • 8 May 2018

The 2018-19 Budget will be the last before the next election (due by May 2019) and so had to provide pre-election goodies but in a way that keeps the return to surplus on track. Thanks to an improvement in the budget position since the Mid-Year review, of around $7bn per annum, this has been made relatively easy. A modest fiscal stimulus will help households, but the main risk is that the revenue boost proves temporary.

Falling Sydney and Melbourne home prices – is this the crash?

  • 12 April 2018

Falling Sydney and Melbourne home prices – is this the crash? What about other cities and the impact on the economy?

Autonomous vehicles: the real investment opportunity

  • 15 March 2018

More balance is needed in the conversation about the scale and speed of change presented by autonomous vehicles. It will take much longer before this evolution can solve the growing congestion problem than excited commentary would suggest.

2018 – a list of lists on the investment outlook

  • 29 January 2018

2018 has started favourably but volatility may pick up as geopolitical threats loom a little larger and US inflation rises. Here is a summary of key insights on the global investment outlook in simple dot point form.

Five great charts on investing

  • 26 July 2017

Pension Fund Indicators delivers an objective and educational source of investment data with practical explanations, covering the range of investment opportunities available to superannuation funds.

Japanese investors flock to real assets

  • 31 May 2017

Since the Japanese ‘bubble economy’ burst at the end of the 1980s, it has seen sub-par growth, recessions, deflation and a secular bear market in shares and property. These events have had a lasting impact on the funds management industry and on the long-term asset allocation strategies of Japanese institutional investors.

Black Sky Report on SMSF trends in 2017

  • 4 May 2017

SMSF investment insights and trends, and a new way of thinking SMSFs control $600 billion in assets, or one-third of all superannuation money invested in Australia.

New ESG trends are crucial to watch

  • 4 April 2017

ESG insights and new trends

Why gender diversity really matters

  • 2 February 2017

Gender diversity: The real reason we are still talking about it by Karin Halliday, Senior Manager, Corporate Governance.

Active Exchange Traded Managed Funds

  • 8 December 2016

Exchange traded funds have been one of the fastest growing investment structures over the last decade, opening up access to strategies and assets difficult for many to reach. More recently, exchange traded managed funds (ETMFs) have been launched and are considered to be the next evolution of exchange traded products.

The Australian housing market

  • 25 October 2016

The Australian housing market – surging unit supply, the economy and what it all means for investors

Exchange traded managed funds: What you need to know

  • 11 August 2016

An active exchange traded managed fund (ETMF) is a managed fund that is traded on a stock exchange such as the ASX. They are built like managed funds, but trade like shares, meaning that pricing is transparent and they can be bought and sold during any trading day just like ordinary shares.

Commercial property: Where’s the rent growth?

Over the next few years look fascinating, real estate (and indeed all investment classes) must navigate a raft of global economic and investment cross currents and challenges.

Equity Infrastructure Valuations

Global institutional demand for infrastructure assets has risen substantially during recent years and with portfolio allocations to infrastructure expected to rise, global demand is likely to remain strong over the medium to long term.

Greenhouse gas emissions: risks and challenges for portfolios

“The Paris Climate Change Agreement highlights the commitment of countries to address climate change. It reinforces the need for both investors and companies to assess, communicate and manage their climate change risks. The task is not without its challenges.

SMSF – A guide to fixed income investing in a volatile environment

As the global search for yield continues, corporate bonds can play an important role in an investor’s portfolio. They can provide capital stability and a steady stream of income.

Black Sky Report – The SMSF Opportunity

  • 25 June 2015

Digital disruption is shaking up every industry and changing our perception of business. It is giving people and companies easier access to the entire world and the opportunities in it.

Firstlinks is sponsored by:

Most viewed in recent weeks

400th Edition Special: 45 of the best investment ideas

Over eight years since February 2013, Firstlinks has become a leading financial newsletter, publishing thousands of articles from hundreds of writers. To mark this milestone, 45 experts have joined the celebration for our 400th edition bringing their best investing ideas for the next few years.

Four bubbly market pockets show heightened risk for investors

At the top of every market, there are signs that investors look back on and say the excesses were obvious. While many parts of the market are fairly valued, here are four bubbles which show irrational exuberance.

Turning point: the 2020s baby boom retirement surge

Every week, 2,500 Australians retire, or at least, reach the age of 65, and 2021-2027 will represent the peak years of the baby boom retirement surge. Longevity of life comes with dangers and opportunities.

Hume and Frydenberg reset super with two buzz words

The solutions to retirement problems are obvious. All we need are 'efficiency' and 'flexibility'. Learn what these two words mean and the future of superannuation policy is clear. Just don't tell Paul Keating.

How long will my retirement savings last?

Many self-funded retirees will outlive their savings as most men and women now aged 65 will survive at least another 20 years. Compare your spending with how much you earn to see how long your money will last.

The world in 2030: Six investing tips for the next decade

Six portfolio managers look at how life may change by the end of the decade and how shifting trends are influencing their investment decisions. It's an optimistic view of the world in 2030 as a better place.

Sponsors

Alliances

Site Map

About Firstlinks

© 2021 Morningstar, Inc. All rights reserved.

Disclaimer
The data, research and opinions provided here are for information purposes; are not an offer to buy or sell a security; and are not warranted to be correct, complete or accurate. Morningstar, its affiliates, and third-party content providers are not responsible for any investment decisions, damages or losses resulting from, or related to, the data and analyses or their use. Any general advice or ‘regulated financial advice’ under New Zealand law has been prepared by Morningstar Australasia Pty Ltd (ABN: 95 090 665 544, AFSL: 240892) and/or Morningstar Research Ltd, subsidiaries of Morningstar, Inc, without reference to your objectives, financial situation or needs. For more information refer to our Financial Services Guide (AU) and Financial Advice Provider Disclosure Statement (NZ). You should consider the advice in light of these matters and if applicable, the relevant Product Disclosure Statement before making any decision to invest. Past performance does not necessarily indicate a financial product’s future performance. To obtain advice tailored to your situation, contact a professional financial adviser. Articles are current as at date of publication.
This website contains information and opinions provided by third parties. Inclusion of this information does not necessarily represent Morningstar’s positions, strategies or opinions and should not be considered an endorsement by Morningstar.

Website Development by Master Publisher.