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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.

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.

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.

Most viewed in recent weeks

Stop treating the family home as a retirement sacred cow

The way home ownership relates to retirement income is rated a 'D', as in Distortion, Decumulation and Denial. For many, their home is their largest asset but it's least likely to be used for retirement income.

Welcome to Firstlinks Edition 433 with weekend update

There’s this story about a group of US Air Force generals in World War II who try to figure out ways to protect fighter bombers (and their crew) by examining the location of bullet holes on returning planes. Mapping the location of these holes, the generals quickly come to the conclusion that the areas with the most holes should be prioritised for additional armour.

  • 11 November 2021

Welcome to Firstlinks Edition 431 with weekend update

House prices have risen at the fastest pace for 33 years, but what actually happened in 1988, and why is 2021 different? Here's a clue: the stockmarket crashed 50% between September and November 1987. Looking ahead, where did house prices head in the following years, 1989 to 1991?

  • 28 October 2021

Why has Australia slipped down the global super ranks?

Australia appears to be slipping from the pantheon of global superstar pension systems, with a recent report placing us sixth. A review of an earlier report, which had Australia in bronze position, points to some reasons why, and what might need to happen to regain our former glory.

How to help people with retirement spending decisions

Super funds will soon be required to offer retirement income strategies for members in decumulation. With uncertain returns, uncertain timelines, and different goals, it's possibly “the hardest, nastiest problem in finance".

Tips when taking large withdrawals from super

You want to take a lump sum from your super, but what's the best way? Should it come from you or your spouse, or the pension or accumulation account. There is a welcome flexibility to select the best outcome.

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