http://www.ampcapital.co.nz AMP Capital Investors New Zealand is a leading specialist investment manager with over 45 years of experience in Asia Pacific 2011-09-29 AMP Capital video AMP Capital video.In the latest video in the Back to Basics series, Michael Fazzini explains the difference between growth and defensive assets. http://video.ampcapital.com.au/video/1/68/back-to-basics-defensive-vs-growth-assets-a-deeper-insight View now 2011-08-19 AMP Capital video 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. http://video.ampcapital.com.au/video/2/64/the-likelihood-of-a-world-recession View now 2011-08-08 Latest Investment Insights 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. http://www.ampcapital.co.nz/K2DOCS/691F5DF8-3687-405E-ADC0-04D042BA7F49/US%20loses%20its%20AAA.pdf Read more 2011-08-05 Latest Investment Insights 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? http://www.ampcapital.co.nz/K2DOCS/site_nzmain/4765B224-A9DF-4A52-940B-D3D1286EF3AB/Slumping%20global%20share%20markets.pdf Read more 2011-06-02 Latest Investment Insights Is it Groundhog Day? Here we are in May and global share markets, after a reasonable start to the year, are fretting again about global growth on the back of worries about Greece, China, and softer global data generally. Just like May last year! Does this mean the global economic recovery is over and shares are heading off the precipice again? Or is it just another correction, as it was a year ago? http://www.ampcapital.co.nz/K2DOCS/120F1E85-7154-461B-840E-D8506FFAA8F6/2011-June_Global-growth-worries.pdf Read more 2011-04-08 Continuing recovery, but still a long ‘worry list' After relative calm in financial markets from September to February, it seems the worry list for investors has blown out again to include: Japan, oil prices, inflation, China, US housing, the US Federal Reserve’s (the Fed) exit from easy monetary policies, European debt problems and high US public debt. http://www.ampcapital.co.nz/K2DOCS/site_nzmain/3DFCB0C9-A73A-4118-808B-B38A2BE0B2A0/2011-April-Continuing-recovery-but-still-a-long-worry-list.pdf Read more 2010-12-02 Greece, Ireland, etc…the ongoing European debt debacle Greece, Ireland, etc…the ongoing European debt debacle. The economic back drop is more supportive than during the mid year Greek crisis as the German economy is holding up well, supporting the rest of Europe. http://www.ampcapital.co.nz/K2DOCS/site_nzmain/1B1BA47F-4E89-4533-96CF-37D8AB30D7D5/2011.12.02_Greece.Ireland.etc.ongoing.European.debt.pdf Read more 2010-11-18 China boom or bust or neither Further tightening in China is likely in order to ensure that inflation expectations remain under control. However, with activity indicators having calmed down after last year's growth rebound and non-food inflation under control, further tightening should be seen as fine tuning rather than a move to crunch the economy. http://www.ampcapital.co.nz/K2DOCS/site_nzmain/D9850E7E-87F1-4C70-B4E5-26299128487A/2010.11.18_China.boom.or.bust.or.neither.pdf Read more 2010-07-23 Risk of a double dip rises, but still not probable While the risk of a double dip for the global economy has increased we remain of the view it will be avoided. Shares may still see further weakness into September/October but are likely to experience strong returns on a six to 12 month horizon as it becomes clear the global recovery is continuing. http://www.ampcapital.co.nz/K2DOCS/584A4983-5CF7-46A3-9732-1ADCED1968BC/2010-July-23_Risk-of-a-double-dip-rises-but-still-not-probable.pdf Read more 2010-07-28 Our latest media release The sovereign debt crisis in Europe, double-dip recession fears and the threat of deflation all contributed to a mixed bag of returns for AMP Capital Investors’ funds for the June quarter said head of investment strategy, Jason Wong. /K2DOCS/D1A56A67-9D9E-4CDF-BBC3-9B1A8F1A579C/2010-July-28_A-challenging-market-environment.pdf Read more 2010-07-16 We have relaunched our website making it easier to use Our website has been relaunched making it easier for you to access key information you need /common/popovers/feedback.asp We welcome your feedback 2010-07-07 The role of active management in global real estate securities The role of active management in global real estate securities http://www.digitalinsights.co.nz Watch the video 2010-06-30 A review and outlook of the New Zealand and global economy A review and outlook of the New Zealand and global economy, for major investment markets and a summary of major indices on a monthly and rolling annual basis. /resources/economic-updates.asp Read more 2010-06-25 Asset allocation isn't everything, but it nearly is Asset allocation isn't everything, but it nearly is. /resources/investment-insights.asp Read more