As one of Australia’s largest investment managers, AMP Capital Investors offers significant breadth and depth of investment expertise. We provide specialist investment opportunities to suit your clients’ individual needs.
In recent years, we’ve seen the economic cycle reach a peak and then deteriorate. Mark Beardow, Head of Fixed Interest at AMP Capital Investors believes the ups and downs are a normal part of any business cycle and it’s the behaviour of the credit cycle within the broader economic cycle that is more significant.
The recent market underperformance of global equity markets has raised questions around whether global indices are aligned to future growth areas. When comparing traditional benchmarks to higher growth regions, such as Asia, it can be argued these benchmarks fail to capture growth due to their bias toward more developed economies. Adopting a new approach to asset allocation could provide greater exposure to key growth markets.