Video Insight – Japan’s monetary easing and global markets

Following the recent changes to Japan’s monetary policy, AMP Capital’s Head of Strategy and Chief Economist, Shane Oliver, discusses the implications for global share markets. Chapters in this video: What changes has Japan made to its monetary policy? (00:10) What does this mean for the global economy? (00:50)

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Video Insight – Are China worries overblown?

AMP Capital’s Head of Investment Strategy and Chief Economist, Shane Oliver, analyses the outlook for China’s growth in light of mixed economic data and fears of a property bubble. Chapters in this video: What is driving the current concerns about China? (00:09) What is the outlook for growth this year? (00:48) What about China’s share […]

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Video Insight – Why asset allocation is critical for investors

AMP Capital’s Head of Investment Strategy and Chief Economist, Shane Oliver, looks at the importance of asset allocation in determining returns and managing volatility. Chapters in this video: What is asset allocation? (00:10) Why is asset allocation likely to remain important? (01:05)

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Video Insight – Can Australian banks continue their strong run?

Jonas Palmqvist, Senior Portfolio Manager, discusses the current valuations of Australian banks and the outlook for the sector for the remainder of the year. Chapters in this video: How have Australia’s banks had such a strong run? (00:10) Can it continue? (00:51) Which companies does AMP Capital currently like? (01:51)

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Video Insight – Australian equities – sector in focus: media

Following a challenging period for the media sector, Carlos Castillo, Portfolio Manager, discusses the companies that are leading the way in innovation. Chapters in this video: What challenges is the media sector currently facing? (00:10) Which companies are successfully innovating? (01:33) What is the outlook for the sector? (02:57)

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Video Insight – Australian equities – sector in focus: mining

Andy Gardner, Australian Resources Analyst, discusses the current challenges and opportunities in the mining sector. Chapters in this video: What is AMP Capital’s view on the mining sector? (00:10) Do you expect to see a recovery in the sector this year? (01:05) Are any companies looking particularly attractive at present? (01:58)

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Video Insight – Money printing – what are the risks?

In our latest market update video, Shane discusses the risks of quantitative easing and its effect on share markets and bond yields. Chapters in this video: What is quantitative easing and why do it? (00:10) How is it affecting shares and bonds? (00:41) What is the main risk of quantitative easing? (01:31) What does this […]

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Video Insight – Back to Basics – The rising importance of asset allocation

Why is selecting the right asset classes important for your portfolio? Our latest “Back to Basics” video takes a look at the rising importance of asset allocation. Chapters in this video: What is asset allocation? (00:18) What is the current thinking on asset allocation? (00:54) What changes have fund managers made? (01:53)

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Video Insight – What is driving US share markets?

In this video Shane explains some of the factors that have driven the Dow Jones’ record high. Chapters in this video: Is the Australian market lagging behind the US? (00:10) Why are US markets looking so strong? (01:25)

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Video Insight – The Italian election and European risk

In this video Shane discusses how the Italian election result is affecting global share markets. Chapters in this video: How has the Italian election result affected global markets? (00:10) What is the outlook for the Eurozone? (01:30)

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