ASX:DMKT

Nader Naeimi

Underpinned by a number of global factors, including rising demand for smartphones and increased consumer confidence, nickel and copper are two commodities that we believe represent a strong investment opportunity. Buoyed by an improving economic cycle and strong currency growth, both commodities look set to capitalise on strong global tailwinds.... Show More

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

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

AMP Capital

AMP Capital’s new exchange traded managed fund, the Dynamic Markets Fund (Hedge Fund), uses five key considerations as part of the dynamic asset allocation investment process. These include asset valuations, stage of the earnings cycle, liquidity and monetary policy, market sentiment, and also technical signals. This process has uncovered an... Show More