Opportunities flowing down the pipeline

AMP Capital

Volatility in commodity prices have led to a significant dislocation between market and fundamental valuations around the world. As the long-term demand for natural gas continues to rise, our Global Listed Infrastructure team took some time to share their thoughts on the future of the industry, including which companies look... Show More

5 consumer headwinds for the year ahead

AMP Capital

The Australian retail environment remains in a tough position due to factors weighing on consumer demand along with discounting pressures from competitors. Annual retail spending growth has averaged 3.0% over 2017, well below the 6.1% pa average of the pre-GFC decade. A shift to offshore online spending is one of... Show More

Are driverless cars the next major disruption?

AMP Capital

With more people living in urban areas than ever before, and over 1.2 billion cars on the road today, urbanisation will put strain on the existing, grossly inefficient infrastructure. However, as driverless vehicles come of age, cities are being reshaped to cater for changing infrastructure needs, creating a unique investment... Show More

Why man and machine is the future of finance

AMP Capital

Dr Bernard Meyerson, IBM’s chief innovation officer, was in the room in 2011 when his company’s powerful artificial intelligence (AI) computer, Watson, famously won Jeopardy, defeating the game show’s two most successful contestants. “There was an incredible euphoria. Watching the system do that was mind blowing” Meyerson said in a... Show More

Flexibility the key to real estate success

AMP Capital

Adaptation and flexible spaces will be pivotal in successful real estate design and management in the next decade, driven by changes in the way people shop, work and socialise. Bill Gates famously said: “We always overestimate the change that will occur in the next two years and underestimate the change... Show More

President Trump: Implications for investors and Australia

AMP Capital

After a seemingly long and arduous campaign, Donald Trump has been elected president of the United States with the Republican Party retaining control of the House, and the Senate, in Congress. Trump’s election risks ushering in a period of policy uncertainty which could cause further sharemarket weakness in the short... Show More

Positioning for the unexpected

AMP Capital

When market consensus is heavily positioned for one outcome, it pays to evaluate the probability of the exact opposite occurring. Consider inflation. It has been drifting down in Australia over the last fifteen years and is now as low as 1%. Consensus is for inflation to stay low, or even... Show More

Smart Asset Allocation drives fund performance

AMP Capital

Empirical studies have demonstrated that asset allocation determines the vast majority of the returns that a portfolio will generate*, with a landmark study by Brinson, Hood and Singer calculating the figure to be as high as 91.5%. To fully leverage this, allocation ranges need to be completely flexible, and AMP... Show More

The single biggest opportunity in global markets

AMP Capital

With developed countries’ equity, bond and property indices all looking expensive, investors need to look further afield to find an asset class with significant growth potential. AMP Capital’s new exchange traded managed fund, the Dynamic Markets Fund (Hedge Fund), ASX:DMKT, has about 65% of its capital allocated in growth assets,... Show More

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