Original Article: https://www.ampcapital.com/au/en/insights-hub/articles/2019/april/the-2019-20-australian-budget-the-long-awaited-surplus-and-the-promise-of-more-tax-cuts The 2019-20 Budget had three aims: to cement the Government’s fiscal credentials by delivering the long-awaited return...
Original Article: https://www.ampcapital.com/au/en/insights-hub/articles/2019/march/millennial-socialism-and-the-swing-of-the-political-pendulum When I was in my early 20s I thought socialism might be the way to go. Two...
Original Article: https://www.ampcapital.com/au/en/insights-hub/articles/2019/march/global-growth-slowing-plunging-bond-yields-and-inverted-yield-curves The past week has seen a renewed intensification of concerns about global growth. Bond yields have plunged...
Original Article: https://www.ampcapital.com/au/en/insights-hub/articles/2019/march/australia-slides-into-a-per-capita-recession Much has been made of Australia’s nearly 28 years without a recession. Despite many seeing recession as...
Introduction While global and Australian shares had a nice bounce from their late October lows – rallying about 5%, partly...
The housing cycle and house prices always incite high interest in Australia. Until recently it was all about surging prices...
Key points Australian growth has slowed again. The housing cycle downturn and its impact on the economy will likely see...
Key points Despite continued volatility, 2019 is likely to be better for diversified investors than 2018 was. Recession is unlikely...
Original Article: https://www.ampcapital.com/au/en/insights-hub/articles/2018/September/million-worries-and-truth-decay-how-to-turn-down-the-noise Introduction It may seem that the worry list for investors is bigger and more confusing than ever before....
Original Article: https://www.ampcapital.com/au/en/insights-hub/articles/2018/October/the-pullback-in-shares-seven-things-investors-need-to-keep-in-mind Introduction Every so often shares go through rough patches. We saw this most recently around February on...