AMP Capital

What happened to all the worries about rising inflation & bond yields?

What happened to all the worries about rising inflation & bond yields? :- Goldilocks, tariffs, Turkey & other things Key points The fear of rising inflation and bond yields that dominated investor thinking earlier this year has faded thanks to a combination of: ongoing relatively benign inflation in the US; Fed hikes remaining gradual; strong earnings growth helping distract share market investors; trade war fears; geopolitical worries around Italy and now Turkey; and finally, slower …

FinancialPartners 15/08/2018 20/08/2018 Blog / E - Economics / E - Markets & Investments / E - Oliver's Insights / FP - Financial Planning About / AMP Capital / amp capital investors limited / Bond / bond yields / distract share market investors / Inflation / rising / source bloomberg amp capital / What happened to all the worries about rising inflation & bond yields? / worries / yields

Fixed Income view: It’s the End of the World as we know it, and I feel fine

Fixed Income view: It’s the End of the World as we know it, and I feel fine Economic momentum has gathered pace over the past 12 months, whilst the compensation for risk, known as risk premium, has deteriorated across asset markets. Valuations are expensive leaving investors highly susceptible to any macro-economic shifts, a tightening of financial conditions, and geopolitical shocks, according to AMP Capital’s Global Fixed Income Head of Macro, Ilan Dekell. “It’s critical to …

FinancialPartners 25/06/2018 20/08/2018 Blog / E - Insights Papers / E - Markets & Investments / FP - Investment AMP Capital / AMP Capital 2018 Fixed Income Forum / and I feel fine / Australia / Bonds or fixed income / fixed income / Fixed Income Forum / Fixed Income view / Fixed Income view: It’s the End of the World as we know it / I feel fine / It’s the End of the World as we know it / Reserve Bank / Reserve Bank of Australia