InvestNow News 6th Sep – AMP Capital – Why disruption alone is not enough
3rd sep 2019 – Simon Steele – Head of AMP Capital Global EquitiesLondon, United Kingdom
Capitalising on opportunities created by disruption is, in our view, a key investment theme in the 21st century as technology advances the pace of change, but the concept of disruption itself is not new – it is simply a modern-day term for the change to a longstanding phenomenon that has underpinned […]
InvestNow News 30th Aug – AMP Capital – The outlook for the Eurozone and ECB
In this economic update Diana Mousina, Senior Economist, AMP Capital Australia, takes a look at the outlook for the Eurozone and ECB, including political risks, manufacturing slump and negative interest rates.
The weakness in the Eurozone economy in the second half of 2018 was expected to be transitory, and a recovery in […]
InvestNow News 30th Aug – AMP Capital – Winter 2019 issue of Taking Stock
The Winter 2019 issue of Taking Stock is now available to view online. Check out the latest news from AMP Capital, including key themes in global listed real estate, ethical issues associated with social media companies, how the role of benchmarks is changing, and AMP Capital’s Global Property Securities Fund.
Featured in this issue are:
- Lead story: Opportunities in global listed real estate
- The ethics of investing in […]
InvestNow News 30th Aug – Antipodes – Investing in an age of uncertainty
At Antipodes, we believe the biggest risk to your clients’ portfolios is overexposure to expensive growth.
When considering this risk, most will immediately think about exposure to growth-style funds, but overexposure can materialise in ways you may not fully appreciate.
Consider the passive index. Given software and internet alone have grown to account for 10% of the index, this represents an area of risk.
The last time this was the case was […]
InvestNow News 30th Aug – Antipodes – Siemens: Quality and growth, without the headlines
At Antipodes, we look beyond the headlines and explore less obvious parts of the market in order to find true value and growth.This is particularly important in the market we are currently faced with.
It’s a market relentlesslyreaching for structural growth and quality at any price, while cyclical sector valuations have rarely traded on lower multiples.
The reality of persistently low real rates is that the adoption of disruptive technologies […]
InvestNow News 30th Aug – Elevation Capital Presents: The Walt Disney Company
Elevation Capital’s Investment Summary and overview are available here.
InvestNow News 30th Aug – Harbour – a2 Milk Steps Up Market Development
26th August 2019
The a2 Milk Company reported on earnings last Wednesday. In spite of net profit being 47% ahead of last year with a 41% increase in revenue, the market was disappointed by reduced margins, reportedly due to increased spending on marketing and, as a consequence, the price has fallen.
- a2 spent more on marketing and product development than expected
- We see this as building the foundation to be […]