Home > Latest news Media releases Oliver's Insights Market Watch Insights papers AMP Capital TV Office and industrial Shopping centres Can money buy happiness? 14 June 2017 There is a happiness payoff when we spend money on certain things. For more information, download the full infographic. Download the infographic Insights Paper Share this article Share on Facebook Share on Twitter Share via email Share on Google+ Share on LinkedIn Print Download as PDF Archive May 2018 An investment oasis in a barren land Heads I win, tails you lose Federal Budget 2018 – what’s in it for real estate investors ESG Wrap April 2018 Winners and losers from the pre-election budget ESG Wrap How to play duration in fixed income at this stage of the cycle March 2018 There’s been a ‘changing of the guard’ among sustainable dividend earners ESG Wrap Time to get set in commercial property linked to GDP growth A slip in house prices is no reason to panic Where’s all the share market volatility coming from? Is residential property the next Singapore Sling (shot)? Look to the future – change is good February 2018 How I use ETFs to execute a global macro view Are Australian households more vulnerable than we think? Equities riding on fear not fundamentals Industrials: top pick for real estate sector this year ‘Volatility comes in clusters’: Dermot Ryan ESG Wrap The outlook for real assets in 2018 What the rise of the $A means for global investors What high household debt means for investors Eurozone may be a cheap option for global equities What if interest rates rise faster than expected? The problem with the active versus passive debate Beware the double edged sword of US tax reform January 2018 Energy, oil and the case for unloved assets in 2018 The risk shares and bonds will no longer correlate Why we’re thinking about yield all wrong Could last year’s strong equity returns keep on rolling? Investors channel Millennials, call for an end to modern slavery December 2017 ESG Wrap How mortgage stress could impact your share portfolio Don’t make changes to the dividend imputation system What a banking Royal Commission means for investors and superannuants Volatility could present buying opportunities in 2018 How the yield trade is shaping our view of the world All aboard the Bitcoin bandwagon Plenty of value at the Hotel California How to invest here and now in the driverless car future How to invest in the driverless car future November 2017 Investing in students makes sense E-commerce revolution pushes property investors into strategy rethink How to pick the top of the real estate market The ‘Amazon effect’ is transforming the global logistics market Beware China’s shift to financial reform What could trigger a property price correction? Pricing President Trump into global markets When it’s time to listen to the herd China’s consumers swapping Christian Dior for campuses and kangaroos US infrastructure deals in a Trump world How I'm playing the return of inflation October 2017 When is the best time to pay performance-based fees? How stimulatory will US tax reform be? ESG Wrap Fixed Income benchmarks: do you really know what you’re getting? Getting institutions to buy into social housing How to generate alpha from ESG Winners and losers as the QE party comes to an end Why Catalonia isn’t a sign of Eurozone instability How share market investors can play QT Aussie banks are OK but there’s better value overseas Why the $A could be heading lower How technology is changing the shape of healthcare Prepare for a passive march on fixed income September 2017 Why I’m betting against Warren Buffett on this one Why we’re still waiting on a correction Could the ‘SMSF trade’ be coming to an end? Thinking what others are not thinking Q&A with Karin Halliday The big shift – Australia’s move from brownfield infrastructure recycling to greenfield development Credit portfolio optimisation and the credit risk premia ESG Wrap August 2017 When good economics meet average profit guidance NSW Releases New Public Private Partnership Guidelines Ecommerce creating the infrastructure of the future Artificial intelligence and technological disruption to be the new normal Electricity is charging towards the future Electricity is charging towards the future Opportunities come flowing down the pipeline So, you think Volatility Risk Premium is not relevant to your portfolio? Choose your own path using AMP Capital fixed income investments Opportunities come flowing down the pipeline Runaway Pay and Conflicts of Interest How robotic surgery will revolutionise healthcare July 2017 Rethinking retirement investment strategies Diversified funds’ performance – how did they do that? June 2017 Can money buy happiness? Digital disruption in the cognitive era The Chinese wealth effect is a direct flight away Flexibility key to real estate success AI is making the future harder to model The rise of customer service avatars Who wants to live forever? US Real Estate, Beyond The Gateway April 2017 Macron to face Le Pen in French run-off election - a good outcome for investment markets Generational shift sees Japanese investors flock to real assets US missile strike against Syria: market implications Rate Impact on Unlisted Infrastructure Valuations Infrastructure pivotal in aged care? Watch your sweet tooth: sugar presents a risk to earnings 3 disruptive technologies to watch in 2017 Let’s talk about Executive Pay Packets 10 ESG factors that matter Safe as houses? Global real estate is literally exposed to the elements Factory farmed meat off the menu March 2017 Corporate governance report reveals top ESG trends Generation Rent – the symbiosis of apartment REITs and Millennials February 2017 Global Listed Infrastructure: Not Just a Bond Proxy Intergenerational Theft November 2016 HeartBreak Hotel President Trump: Populist or Pragmatist? October 2016 Global equities debate: Cities – are they the next stranded asset? US Presidential election: what does it mean for investment markets? The policy inflexibility index: A systematic approach to assessing policy options and limits Don't look back in anger September 2016 Investing in the grey boom Call for a new investment framework August 2016 The greatest investment theme of our lives May 2016 Fixed income dislocations: risks and implications for investors Don't tell me this isn't real estate Heightened market volatility: opportunities for the long-term investor April 2016 CEO Pay: What are CEOs worth? February 2016 Counterparty risk in E&P Bankruptcies Greenhouse gas emissions: risks and challenges for portfolios Greenhouse gas emissions: risks and challenges for portfolios November 2015 Global Fixed Income Forum October 2015 Building resilience in your equity portfolio August 2015 The changing face of global liquidity July 2015 Lessons learnt: The return of the financial engineering - don't repeat the sins of the last cycle May 2015 Spotting an investment trend before it happens Connecting your equity strategy to the real world March 2015 Global Fixed Income Forum Corporate governance report is now available Bull, Bear or Goat? Unconventional gas extraction February 2015 Australian Commercial Real Estate December 2014 The future of Australian aviation Equity Investment Forum How exposed are you to Australian banks? The risk of being overweight in all the wrong areas: a review of the food and beverage sector November 2014 Thematic investing - principles for long-term investing Thematic investing - applications for alpha Thematic investing - an alternative to benchmarks? Global Fixed Income Forum October 2014 ESG - busting the myths Infrastructure investment: combining listed with unlisted September 2014 Greenfield economic infrastructure: a new model June 2014 Institutional Investor Report - Direct Real Estate takeout February 2014 Listed infrastructure – have investors missed the boat? November 2013 Building better portfolios - What really drives returns? October 2013 Staying invested: Invested - but alert to the risks September 2013 Hunting for income - A changing landscape July 2013 Meeting the income challenge - Opportunities in Australian real estate A more stable footing for markets April 2013 Transport and ESG – watch out for bumps along the road A baseline for better times March 2013 Active management in the ‘new world’ February 2013 Airports: A strategic investment opportunity? January 2013 Corporate bonds: How to source income in a low interest rate environment November 2012 Term deposits: where to from here? Drivers of environmental sustainability in shopping centres September 2012 The outlook for global equities markets July 2012 How sustainable are Australian retailers’ new sourcing strategies?