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Our Blog

Markets

By Greg Fleming
on 22 May 2017 07:44 a.m.
There has been a fair quantity of media coverage about emerging markets in recent months, much of it prompted by the worries over global trade arrangements that accompanied the Trump electoral victory in the USA six months ago. The US withdrawal from the Trans Pacific Partnership ratification process has caused some consternation in those developing economies aiming to increase their exports to the US consumer. On the other hand, the stay-of-execution that the Trump Administration has extended to NAFTA (North American Free Trade Agreement) reassured observers that a swing to protectionism is likely to be erratic. The US Commerce Secretary, Wilbur Ross, is still to present his report on the causes of the huge and persistent US trade deficit and how they might be combatted.
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By Greg Fleming
on 14 March 2017 11:14 a.m.
From our recent Investment Outlook event in Auckland... What are the key themes we're focusing on in 2017 and how does that shape our asset strategy?
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By Bevan Graham
on 09 September 2016 08:43 a.m.
The September edition of Portfolio Watch provides you with an overview of global economies and markets as well as AMP Capital's asset strategy. Hosted by Bevan Graham and guest presenter Matthew Goodson, Salt Funds Management.
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By Bevan Graham
on 12 August 2016 09:14 a.m.
The August edition of Portfolio Watch provides you with an overview of global economies and markets as well as AMP Capital's asset strategy. Hosted by Bevan Graham and Warren Potter.
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By Bevan Graham
on 08 July 2016 09:14 a.m.
The July edition of Portfolio Watch provides you with an overview of global economies and markets as well as AMP Capital's asset strategy. Hosted by Bevan Graham and Callum Thomas.
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By AMP Capital NZ Investment Team
on 05 July 2016 08:48 a.m.
It’s during times like these that the old crisis indicators tend to get wheeled out – metrics such as credit spreads, sovereign CDS (credit default swaps), funding spreads, etc. And this time is no different. 
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By AMP Capital NZ Investment Team
on 30 June 2016 10:43 a.m.
You may be surprised to hear that following the Brexit fallout global shares remain 10% above February lows.
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By AMP Capital NZ Investment Team
on 29 June 2016 09:15 a.m.
AMP Capital's Investment Team provide a Brexit update for clients. They discuss how the decision has affected performance, any changes to portfolio strategy and their outlook moving forward.
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By AMP Capital NZ Investment Team
on 27 June 2016 09:26 a.m.
0:10 - Bevan Graham discusses market reaction, the ongoing political uncertainty and how this will affect the UK economy, as well as the likely impact on the global and NZ economies.
03:03 - Grant Hassell comments on the reaction in bond markets and the potential opportunity in fixed income investment.
04:22 - Keith Poore looks at how markets may respond in the short term, and how investors should be patient and take advantage of ongoing volatility.
 
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By Bevan Graham
on 10 June 2016 09:24 a.m.
The June edition of Portfolio Watch provides you with an overview of global economies and markets as well as AMP Capital's asset strategy. Hosted by Bevan Graham and Keith Poore.
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By Bevan Graham
on 13 May 2016 01:46 p.m.
The May edition of Portfolio Watch provides you with an overview of global economies and markets as well as AMP Capital's asset strategy. Hosted by Bevan Graham and Keith Poore.


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By AMP Capital NZ Investment Team
on 30 July 2015 09:23 a.m.
There has been 11 periods of  reasonably rapid 1% yield movements in US 10 year bonds over the last two decades, with the median yield increase 114 basis points (bps) occurring over seven months. The following table shows the median and worst performance of investible assets in these instances.
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By AMP Capital NZ Investment Team
on 23 July 2015 11:23 a.m.
It is easy to get caught up in the ongoing drama and lose sight of the fundamentals. Valuations are the key determinant of asset returns over the medium term and our view is bonds are still expensive, developed market and New Zealand shares are fully valued, whereas commodities and emerging markets remain inexpensive relative to longer term trends.
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By AMP Capital NZ Investment Team
on 22 July 2015 04:24 p.m.

As this goes to press it looks like Greece will stay in the Eurozone, but if it does exit we believe contagion will be limited to a short term hit to confidence and growth. The rest of the Eurozone is in far better shape now than in 2010-12, in terms of the growth, budget deficits and bank lending

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By AMP Capital NZ Investment Team
on 21 July 2015 11:33 a.m.

The NZD declined sharply over the June quarter, which brings it close to fair value against the USD. Any further falls against the USD would take it into currency ‘overshoot’ territory.

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