Welcome to the latest issue of Capital Edition, our global publication designed to spotlight AMP Capital’s investments, people and ideas. In this month’s issue we discuss how:
Signposts to watch out for in 2020
Equity investors have enjoyed an incredible ride over the past decade with the US S&P500 index rallying over 300% since early 2009, and New Zea- land’s NZX50 up by a similar amount.
This performance has been supported by a range of sources including record low interest rates, massive liquidity strategies from the major central banks and government fiscal initiatives.
As we look into 2020, with […]
5th Dec 2019
Confident consumers
In the end, 2019 wasn’t as bad as feared. Markets survived and thrived despite a backdrop of slowing economic growth and political unrest. Trade wars, a manufacturing slowdown, civil unrest in Hong Kong and the BREXIT fiasco to name just a few. Why have markets survived regardless?
In my opinion there are two reasons the global economy hasn’t collapsed.
Number 1: the consumer, who makes up around […]
5th Dec 2019
Strong Global performance
Global funds performed strongly in November. Markets were buoyant as investors became more confident about a resolution to the trade war and less concerned about a US recession. We are also seeing signs global growth may be on the rise from depressed levels which has given us the confidence to become more fully invested. We have also seen rotation into cyclical or value stocks […]
5th Dec 2019