Investment Insights is a series of economic and financial markets commentaries from AMP Capital's Investment Strategy team.
What the world needs now – the world economy back on the brink
30 September 2011
- Global share markets have retested, and in some cases fallen below, early August lows. This is a result of the chronic failure of Europe to bring its debt problems under control and an ongoing flow of poor global economic data, combined with comments from global officials that there are “significant downside risks”, “the current situation has entered a dangerous phase” and the “world is in a danger zone”.
View What the world needs now – the world economy back on the brink (PDF - 199 Kb)
Mega trends for investors
27 September 2011
- The day-to-day noise surrounding investment markets can be very distracting, making it hard for investors to see the wood for the trees. This is particularly the case with the Global Financial Crisis (GFC) and its aftershocks continuing to roil markets at a time when investors are getting bombarded by more and more conflicting information flows. As such, it is valuable to be mindful of longer term themes that will impact investment returns over the next five years or so.
View Mega trends for investors (PDF - 254 Kb)
Gold - can it keep going higher?
15 September 2011
- Gold is highly speculative. It’s not grounded by an income stream like most shares, property, bonds and cash. Virtually all the gold ever produced still exists and can potentially come back on to the market. At the same time, actual production and demand for jewellery and industrial use is trivial relative to the huge gold stock. So is there a a role for gold in investors’ portfolios? Find out in the latest Investment Insights.
View Gold - can it keep going higher? (PDF - 247 Kb)
The share market panic – what happened to the global economic recovery?
22 August 2011
- The slump in the markets over recent weeks raises a lot of questions: What's driving it? Are we seeing a rerun of the GFC? What is the risk of a return to recession and how vulnerable is New Zealand. This Investment insights discusses these questions and more...
View The share market panic – what happened to the global economic recovery? (PDF - 236 Kb)
Investment Insights archive
