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Market Watch - August

We're please to bring to you the Market Watch - August from AMP Capital, see the below articles.

Prefer a pdf version, click here - Market Watch - August 2016

If you would like to discuss any of the issues in this edition, please phone on (07) 3841 1200 or email to askus@designedwealth.com.au.

Regards
Designed Wealth

Shares rally but deflation threat looms

Share markets have delivered solid gains in Australia and elsewhere in the world as positive economic data and easy for longer monetary policy helped investors look beyond concerns over Brexit. In this video, Shane Oliver, Head of Investment Strategy and Chief Economist at AMP Capital, offers an outlook for the rest of the year.

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Three things you may not know about listed real estate

Australia’s love of home ownership can lead real estate investors to residential property and other types of bricks and mortar, overlooking the potential benefits of global listed real estate for investors able to stay the course for at least five years.

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Lower for longer: why term deposits are risky

Bank term deposit rates are set to remain lower for longer so it makes sense to continue to look elsewhere for income. If you’re a long term investor, term deposits are, ironically, one of your riskier assets. In this article, Shane Oliver, Chief Economist and Head of Investment Strategy, AMP Capital, and Paul Clitheroe, Executive Director, ipac, discuss the ramifications of holding bank term deposits in a low-yield world. They conclude that investors have the potential to receive a higher cash flow from other growth assets such as Australian property and shares.

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What does lower oil mean for infrastructure?

Following a period of relative stability at around US$105 per barrel (2010 through to mid-2014), oil prices have declined sharply since June 2014 and are expected to remain low for a considerable period of time. While we have seen some improvement in oil prices since the lows recorded at the start of 2016, the general weakness in prices represents the end of the commodity super-cycle that began in the early 2000s. In this article, we explore the issue of falling energy prices and assess what it means for infrastructure.

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