Vicky and Warren Potter from the NZ Fixed Income team were also guests for the April edition of Portfolio Watch, our monthly webinar. They joined regular hosts Bevan Graham (NZ Managing Director and Chief Economist) and Greg Fleming (Head of Investment Strategy) to provide a fixed income perspective.
Vicky Hyde-Smith, Head of NZ Fixed Income, provides a short update on AMP Capital’s Cash, NZ Fixed Income and NZ Short Duration funds for the March 2020 quarter.
The quarter saw significant moves in bond yields, the likes of which haven’t been seen since the GFC, and a collapse in oil prices added to investors’ woes. Initially interest rates moved sharply lower, completely reversing the December […]
Joseph Titmus, Portfolio Manager/Analyst, provides a short update on the AMP Capital Global Listed Infrastructure Fund for the March 2020 quarter.
The start of 2020 was significantly challenging one for financial markets and global listed infrastructure was no exception. The month of March was particularly painful for almost all asset classes as COVID-19 spread rapidly around the world and governments reacted by enacting lockdowns. With concerns surrounding the economic impact of […]
You might also be interested in a recent webinar James Maydew presented on. In this he discusses the impacts of COVID-19 on real estate, how AMP Capital are managing their listed real estate investments on behalf of clients during this period, and our outlook on global listed real estate in a world post-COVID-19.
James Maydew, Head of Global Listed Real Estate, provides an update on the AMP Capital Global Property Securities Fund for the March 2020 quarter.
Performance in all risk assets has been challenging in the first three months of 2020 and listed real estate is no different. The economic fallout we are seeing on a week by week basis, and will continue to see in the weeks and months to come, is unprecedented.
Coming […]
13 April 2020 – Tracy Chen, CFA, CAIA
The COVID-19 outbreak is a classic black swan event, in that it came out of the blue, and the global economy will not be the same even when it fades away.
The virus disrupted the intricate workings of globalisation that we took for granted over the past four decades. The pandemic exposed how vulnerable the foundation of the global economy is, which was […]
