Defensive vs growth assets - a deeper insight

(29 September 2011)

AMP Capital video.In the latest video in the Back to Basics series, Michael Fazzini explains the difference between growth and defensive assets.  
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Dr Shane Oliver, on the likelihood of a world recession

(19 August 2011)

AMP Capital video. Dr Shane Oliver, Head of Investment Strategy and Chief Economist, AMP Capital Investors, discusses the likelihood of world recesssion given recent data and research that has come through from Europe and the US.  
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The US loses its AAA credit rating.

(8 August 2011)

Latest Investment Insights. Standard and Poor’s has downgraded the US from AAA to AA+. The impact on US borrowing costs is likely to be minor and swamped by the impact of weak economic growth and safe haven demand for bonds. Over time it could be a positive for the currencies of other AAA rated countries including the New Zealand dollar (NZD), but in the short term it only adds to uncertainty. For share markets the downgrade should have been discounted already, but it reinforces the pressure for premature fiscal tightening in the US.  
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Slumping global share markets and debt debacles

(5 August 2011)

Latest Investment Insights. The fall in share markets has accelerated on signs the global economic outlook is faltering badly. Does this mean the ride for share markets and other growth assets is likely to remain rough in the months ahead?  
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