By AMP Capital This move is probably two years away and the implications for Europe would be minimal as the EU is not the Eurozone. A vote for Britain to exit the EU is unlikely as it would spell bad news for the UK economy. In this article, we assess the impact on listed infrastructure […]
Here’s a brief round-up of what the budget could mean for your family finances—whether you’re starting out in your working life, building a career and family, or enjoying the fruits of your labours in retirement. But don’t forget—the proposals may change or not eventuate at all as legislation passes through parliament. Social Security 1. Pension […]
Statement by Glenn Stevens, Governor: Monetary Policy Decision At its meeting today, the Board decided to lower the cash rate by 25 basis points to 2.0 per cent, effective 6 May 2015. The global economy is expanding at a moderate pace, but commodity prices have declined over the past year, in some cases sharply. These […]
By AMP Capital Markets The European Central Bank (ECB) and Bank of Japan (BoJ) are lowering cash rates or easing monetary policy1 at a time when the US Federal Reserve is gradually edging towards raising rates. Global divergence: US / Europe and Japan The story of 2014 was a divergence in growth opening up amongst […]
By AMP Capital Markets At the same time, Australia’s national income has taken a hit as the demand for our main exports – particularly iron ore and coal – have fallen. This has been augmented by a collapse in energy prices. All of these things are weighing on the economy. Australia’s central bank has done […]
By AMP Capital Markets Some will choose to extend their work years while others may need to accept lower than desired living standards in retirement. The earlier that people focus on the issue of funding their retirement, the greater their capacity to respond. In this article, Jeff Rogers, Chief Investment Officer, ipac Investment Management delves […]
By AMP Capital Markets The new target is in line with China's plan to guide the economy towards slower and more sustainable growth. In this article, we provide an update on the Chinese economy and explore what this means for investment markets. In March, the annual National People’s Congress (NPC) took place in Beijing and […]
Statement by Glenn Stevens, Governor: Monetary Policy Decision At its meeting today, the Board decided to leave the cash rate unchanged at 2.25 per cent. Moderate growth in the global economy is expected in 2015, with the US economy continuing to strengthen, even as China's growth slows a little from last year's outcome. Commodity prices […]
Aviation is broader than airlines The aviation sector extends beyond pure airlines as we traditionally think of them. Frequent-flyer programs, aircraft manufacturing and infrastructure are all examples of related sectors which are often quite profitable and are not so bound by external factors such as oil prices, which can heavily influence airline profitability. In fact, […]
Infrastructure assets can have both bond-like and equity-like characteristics Infrastructure assets, particularly listed infrastructure companies, typically exhibit total returns that have some similarities to both equities and bonds. Some infrastructure assets will have revenue streams more similar to bonds, while others will have a higher equity comparable component. For example, the revenue a toll road […]
