http://www.ampcapital.com.au AMP Capital is a leading global investment house with over 45 years of experience in Asia Pacific 2013-05-01 Media releases AMP Capital’s Global Direct Property Fund has sold Cheval Apartments for US$63.6 million following a widely marketed sales campaign. Cheval Apartments is a ‘multifamily’ asset – a high quality 387 unit residential complex which is centrally located near major employment and lifestyle centres in Houston, Texas. http://www.ampcapital.com/AMPCapitalGlobal/media/contents/Articles/Media-Releases/2013-May-01-AMP-Capital-sells-Houston-multifamily-property.pdf Read more 2013-04-10 After strong gains share markets are at risk of a correction as we move into a seasonally weaker period of the year given ongoing risks in Europe, a possible soft patch in United States (US) economic data and threats from a variety of sources such as bird fl u and North Korea and as Australian economic conditions remain messy. However, the conditions in Europe are less frightening, stronger US private demand, aggressive Japanese monetary refl ation and emerging signs the Australian economy is responding to lower interest rates suggest a re-run of the 15% to 20% falls seen around mid 2010 and mid 2011 are unlikely. Notwithstanding the risk of a bout of mid year volatility our broader cyclical view for shares remains positive, with further gains likely this year. http://www.ampcapital.com.au/AMPCapitalAU/media/contents/Articles/Olivers-Insights/2013/2013-Apr-10-Olivers-Insights-Are-we-in-for-another-mid-year-bout-of-weakness.pdf Read more 2013-04-05 Media releases AMP Capital has appointed Afrim Ponik to the new role of portfolio manager in the fixed income team (credit markets research) based in its Chicago office. This position is an important milestone for AMP Capital and highlights the growing importance of its United States presence in managing global portfolios. http://www.ampcapital.com/AMPCapitalGlobal/media/contents/Articles/Media-Releases/2013-Apr-5-MR-AMP-Capital-boosts-chicago-credit-research-team.pdf Read more 2013-04-05 This note looks at the critical importance of asset allocation for investors' portfolios. The key points are as follows: China worries are overblown. Property tightening is likely to remain highly targeted and unlikely to threaten overall growth with aggressive monetary tightening unlikely. On the other hand, refl ecting a desire for more sustainable growth there has not been enough stimulus to ensure a strong rebound. Rather, growth this year is likely to come in around 8%, similar to last year’s 7.8%. Chinese shares remain cheap. While periodic growth worries are likely to constrain returns they are nevertheless likely to be reasonable this year. http://www.ampcapital.com.au/AMPCapitalAU/media/contents/Articles/Olivers-Insights/2013/2013-Apr-5-Olivers-Insights-China-worries-return.pdf Read more 2013-04-02 This note looks at the critical importance of asset allocation for investors' portfolios. The key points are as follows: The GFC and the low and volatile returns seen in subsequent years highlighted the importance of asset allocation in determining returns and managing volatility. While a mending global economy will result in better returns, asset allocation will remain critical for investors as returns will likely remain constrained, volatile and lowly correlated. Improved approaches to asset allocation, in particular dynamic asset allocation, and the use of highly liquid and low cost futures and exchange traded funds (ETFs) further enhance the significance of asset allocation. http://www.ampcapital.com.au/AMPCapitalAU/media/contents/Articles/Olivers-Insights/2013/2013-Apr-2-Olivers-Insights-Asset-allocation-is-critical-for-investors.pdf Read more 2013-03-26 Media releases AMP Capital has increased its managed stake in Australia Pacific Airports Corporation (APAC), the owner of Melbourne and Launceston Airports, after exercising its pre-emptive rights on behalf of its funds and clients. AMP Capital has long-standing experience investing in the aviation sector. In 2012 AMP Capital took a 49 per cent interest in Newcastle International Airport in the UK and it has managed an investment in Melbourne Airport since 1997 when the airport was privatised, and Launceston Airport since 1998. http://www.ampcapital.com/AMPCapitalGlobal/media/contents/Articles/Media-Releases/2013-Mar-26-MR-AMP-Capital-acquires-new-stake-in-Australia-Pacific-Airports.pdf Read more 2013-03-25 Media releases AMP Capital today confirmed that the first stage of its residential development at Wentworth Point in Sydney has been completed and fully sold, five months ahead of schedule. Stage Two is now under construction. AMP Capital’s Select Property Portfolio No. 3 (SPP3) holds a 25 per cent interest in the project alongside joint venture partners, Billbergia Pty Ltd and a separate account client of AMP Capital. http://www.ampcapital.com/AMPCapitalGlobal/media/contents/Articles/Media-Releases/2013-mar-25-mr-amp-capital-announces-early-completion-of-stage-one-of-wentworth-point-development.pdf Read more 2013-03-22 Media releases AMP Capital has successfully raised $200 million from new and existing investors in the flagship AMP Capital Shopping Centre Fund. The equity has been raised from Australian institutions and a new mandate from a European pension fund. http://www.ampcapital.com/AMPCapitalGlobal/media/contents/Articles/Media-Releases/2013-mar-22-mr-amp-capital-completes-successful-capital-raising-for-shopping-centre-fund.pdf Read more 2013-03-21 Concerns that quantitative easing will end in hyperinflation and economic mayhem are way overblown. Constrained demand for credit along with significant spare capacity suggests the risk of higher inflation is still several years away. However, the broader picture suggests that if global recovery continues the risk in the years ahead will shift from disinflation and deflation to one of rising inflation. http://www.ampcapital.com.au/AMPCapitalAU/media/contents/Articles/Olivers-Insights/2013/2013-Mar-21-Olivers-Insights-Inflation-and-QE.pdf Read more 2013-03-20 Media releases AMP Capital’s Select Property Portfolio No.3 (SPP3) has now commenced construction at 111 Mary Street, Brisbane after forming an equity joint venture with Billbergia. Activity on the site, which has lain dormant for the past five years, is viewed as a significant event in the Brisbane CBD by the market. http://www.ampcapital.com/AMPCapitalGlobal/media/contents/Articles/Media-Releases/2013-mar-20-mr-amp-capital-begins-construction-at-brisbane-cbd-site.pdf Read more 2013-03-14 Media releases AMP Capital has appointed Andy Peng to the new role of Portfolio Manager/Analyst in the Asian equities team based in Hong Kong. Mr Peng will cover the telecoms, utilities and healthcare sectors (Pan Asia) and consumer discretionary sector (ex-Greater China). http://www.ampcapital.com/AMPCapitalGlobal/media/contents/Articles/Media-Releases/2013-mar-14-mr-amp-capital-expands-asian-equities-team.pdf Read more 2013-03-08 The Italian election and European risk http://video.ampcapital.com.au/video/2/262/the-italian-election-and-european-risk Read more 2013-03-07 The December half profit reporting season was far better than feared and big cost conrols have helped lay the ground work for stronger profit growth ahead. While interest rates may need to fall a bit further, green shoots of recovery suggest we are at or near the low and more importantly, point to an improvement in economic and profit growth on a 12-month horizon. While the share market has moved up ahead of profits this is not particularly unusual and price to earnings multiples are just around their long run average. http://www.ampcapital.com.au/AMPCapitalAU/media/contents/Articles/Olivers-Insights/2013/2013-Mar-7-Olivers-Insights-Australian-profits-growth-interest-rates-and-shares.pdf Read more 2013-03-01 After being in a long-term, or secular, bear market since March 2000 that has resulted in very poor returns for investors, global shares led by the US are likely at or close to entering a new secular bull market. However, returns are likely to be constrained relative to the last secular bull market, which started in the early 1980s, as valuations are not as attractive, the tailwinds from falling inflation and rising profit shares will be absent and global growth is likely to remain more constrained. Against this backdrop asset allocation will remain critically important, macroeconomic developments will remain a key driver of returns and it will remain important to focus on assets providing decent income flows and/or good growth potential such as commercial property, infrastructure, quality shares and emerging market assets. http://www.ampcapital.com.au/AMPCapitalAU/media/contents/Articles/Olivers-Insights/2013/2013-Mar-1-Olivers-Insights-Constrained-returns.pdf Read more 2013-02-27 An inconclusive election in Italy, which has put a cloud over whether it will continue with economic reforms, has seen the return of worries regarding the Eurozone. Uncertainty is likely to linger for several weeks, but as we have seen in recent times in Europe there is a danger of overreacting as blow-ups have tended to settle down without the feared collapse of the euro. Our assessment is that while the correction in share markets may have a bit further to go, not helped by Italy, the broad rising trend in markets will likely continue. http://www.ampcapital.com.au/AMPCapitalAU/media/contents/Articles/Olivers-Insights/2013/2013-Feb-27-Olivers-Insights-Italian-election.pdf Read more 2013-02-22 This note looks at the outlook for government bonds and specifically the risk of a 1994 style bond crash. Key points to note are: Sovereign bonds have had a great run, but with yields near record lows and global growth improving this is unlikely to continue. A 1994 style bond crash is a risk, but unlikely at this stage as it's hard to see monetary tightening this year. The most likely scenario is a gradual grind higher in bond yields. Very low bond yields highlight the need for active fixed income management where the portfolio manager can increase the exposure to less vulnerable credit and reduce a portfolio’s duration to limit the impact of a rise in bond yields. http://www.ampcapital.com.au/AMPCapitalAU/media/contents/Articles/Olivers-Insights/2013/2013-Feb-22-Olivers-Insights-Whats-the-chance-of-a-bond-crash.pdf Read more 2013-02-15 Media releases AMP Capital’s Global Direct Property Fund (GDPF) has purchased a core office building in Tampa, Florida for US$32 million as well as an adjacent land site for US$2.5 million. This acquisition follows the recent purchase of a Boston office property for US$17.6 million, announced last month. http://www.ampcapital.com/AMPCapitalGlobal/media/contents/Articles/Media-Releases/2013-Feb-15-MR-AMP-Capital-adds-Florida-office-building-to-GDPF.pdf Read more 2013-02-15 A new bull market in shares? http://video.ampcapital.com.au/video/2/258/a-new-bull-market-in-shares Read more 2013-02-12 Media releases AMP Capital is to invest US$100 million in Capistrano Wind Partners, a company formed last year by Edison Mission Energy (EME), TIAA-CREF and Cook Inlet Region, Inc. (CIRI) to develop, own and operate a diversified portfolio of large-scale wind energy projects across North America. The new investment from AMP Capital, on behalf of a large Australian superannuation fund client, will help to fund the growth of the wind energy project portfolio. http://www.ampcapital.com/AMPCapitalGlobal/media/contents/Articles/Media-Releases/2013-Feb-12-MR-AMP-Capital-to-invest-in-US-wind-energy-project.pdf Read more 2013-02-08 This note provides some perspective on the strong share market growth observed since the easing of investor concerns around instability in Europe and the US to assess whether we are now in a long term bull market, based on observations of past share market cycles. Shares are overbought and vulnerable to a correction. February is often a soft month and current risks regarding Italy, Spain, the US budget and earnings results in Australia may constrain markets in the very short term. However, the rising trend in share markets since late 2011, reasonable valuations, improving global economic news and easy monetary conditions suggests shares have likely entered a new cyclical bull market. http://www.ampcapital.com.au/AMPCapitalAU/media/contents/Articles/Olivers-Insights/2013/2013-Feb-8-Olivers-Insights-A-new-bull-market-in-shares.pdf Read more 2013-02-05 This note looks at the prospects for asset class returns over the coming year, placing the current market fundamentals in context with the historical experience. Key points to note are: Cash and bonds have been the place to be over the past five years as a whole, providing higher returns than residential property and shares. We all know that past returns are not a good guide to future returns and this is particularly likely to be the case for cash and bonds. Going forward, shares and to a lesser degree property, are likely to be a better option for investors. http://www.ampcapital.com.au/AMPCapitalAU/media/contents/Articles/Olivers-Insights/2013/2013-Feb-5-Olivers-Insights-Shares-property-bonds-or-cash.pdf Read more 2013-01-31 In this video Shane discusses the implications of reflation on the Japanese economy and global share markets. http://video.ampcapital.com.au/video/2/254/japanese-reflation Read more 2013-01-29 Media releases AMP Capital has appointed Margaret Payn to the position of Chief Financial Officer, effective 1 February 2013. As part of AMP Capital’s senior leadership team reporting to AMP Capital Managing Director Stephen Dunne, Ms Payn will oversee AMP Capital’s finance operations across the company’s global operations. http://www.ampcapital.com/AMPCapitalGlobal/media/contents/Articles/Media-Releases/2013-Jan-29-MR-Margaret-Payn-joins-AMP-Capital-as-Chief-Financial-Officer.pdf Read more 2013-01-24 While it likely still has more to do, the Bank of Japan is on a path towards major policy reflation for the Japanese economy. This is likely to see further downwards pressure on the yen and strong gains in Japanese shares. It is also positive for the global economy as Japan will likely no longer be a drag on global growth going forward. While Japanese monetary reflation adds to upwards pressure on the Australian dollar, a stronger Japan will be positive for Australia overall as it remains our second biggest export market. http://www.ampcapital.com.au/AMPCapitalAU/media/contents/Articles/Olivers-Insights/2013/2013-Jan-24-Olivers-Insights-Japanese-reflation.pdf Read more 2013-01-23 Media releases AMP Capital’s Global Direct Property Fund (GDPF) has purchased a core office building in Boston, Massachusetts for US$17.6 million. This follows the acquisition of a Paris office property during 2011 and is the fund’s first US acquisition since the Global Financial Crisis. Two Liberty Square is a historic B Grade office building centrally located in the most established and densely built area in the Boston financial district, poised for near term growth and long term stability. The iconic building consists of over 64,000 square feet over 11 storeys and is currently 81 per cent occupied. http://www.ampcapital.com/AMPCapitalGlobal/media/contents/Articles/Media%20Releases/2013-Jan-23-MR-AMP-Capital-expands-global-direct-property-portfolio-with-Boston-office-acquisition.pdf Read more 2013-01-22 2013 is likely to be another good year for investors underpinned by a lessening in tail risks, very easy global monetary conditions and improving global growth. Watch global business conditions purchasing managers' indices (PMIs), European bond yields, Chinese money supply growth, the Australian dollar and Australian housing indicators. Australia will likely continue to grow, but could go through a rough patch as mining investment slows, before picking up pace during the second half of the year. There is always a cycle and investors should avoid the crowd. Right now the cycle is moving away from cash and bonds in favour of equities and growth assets. http://www.ampcapital.com.au/AMPCapitalAU/media/contents/Articles/Olivers-Insights/2013/2013-Jan-22-Olivers-Insights-2013-and-beyond.pdf Read more 2013-01-15 Media releases Improved communication since the introduction of the two-strike rule has provided an opportunity for shareholders to engage in valuable discussions with boards, according to the latest AMP Capital Corporate Governance Report. AMP Capital Head of ESG Research Ian Woods said the increased scrutiny of remuneration reports has led to improved discussions on other governance factors throughout the recent Annual General Meeting (AGM) season. http://www.ampcapital.com/AMPCapitalGlobal/media/contents/Articles/Media-Releases/2013-Jan-15-MR-AMP-Capital-welcomes-increased-board-engagement.pdf Read more 2013-01-11 Media releases AMP Capital has bolstered its Alternatives team with the appointment of Dr Alistair Rew as Senior Portfolio Manager and Celine Nguyen as Portfolio Manager. AMP Capital Head of Alternatives Suzanne Tavill says the new hires bring extensive international knowledge and experience that will enhance the team's capability. http://www.ampcapital.com/AMPCapitalGlobal/media/contents/Articles/Media-Releases/2013-Jan-11-MR-AMP-Capital-strengthens-Alternatives-Team-with-two-new-hires.pdf Read more 2013-01-03 The US deal to avert the fiscal cliff combination of tax hikes and spending cuts is not the long term “grand bargain” that could have been hoped for to address America’s long term budget and debt problems. Such issues will come up again in February in negotiations to raise America’s debt ceiling, possibly resulting in another bout of market volatility around then. However, by scaling back the bulk of the huge recession threatening fiscal cutbacks that would otherwise have occurred this year, the fiscal cliff deal means that the US economy will likely be able to pick up speed to around 2.5% helped in particular by a housing recovery. This is great news for the global economy and growth assets such as shares. By year end I continue to see the Australian share market rising to around 5000, resulting in a total return for investors of around 12%. This wouldn’t be too bad given that Australian shares returned 20.3% in 2012. http://www.ampcapital.com.au/AMPCapitalAU/media/contents/Articles/Olivers-Insights/2013/2013-Jan-4-Olivers-Insights-The-US-fiscal-cliff-debt-ceiling-and-economic-outlook.pdf Read more 2012-12-19 The outlook for shares in 2013 http://video.ampcapital.com.au/video/2/250/the-outlook-for-shares-in-2013 Read more 2012-12-13 This note provides a review of key developments of relevance for investors in 2012 and the outlook for 2013. While 2012 has had its share of worries, it has turned out far better than feared and share markets and growth assets have been able to generate strong returns for investors. This has been helped by investors looking for higher yields in the face of zero or falling cash rates. The combination of diminishing extreme downside risks globally, a modest pick up in growth as the year progresses and attractive valuations for most growth assets points to another year of reasonable returns in 2013. Expect interest rates to remain low globally and fall a bit further in Australia. The main risks relate to US budget and debt problems, a relapse in Europe, slow growth in Australia and a sharp back up in bond yields if investors get more confident. http://www.ampcapital.com.au/AMPCapitalAU/media/contents/Articles/Olivers-Insights/2012/2012-Dec-13-Olivers-Insights-Review-of-2012-outlook-for-2013.pdf Read more 2012-12-06 Media releases Ocean Keys Shopping Centre in Perth's northern coastal region is set to become a standout shopping centre for the community with construction of a $105 million redevelopment to start in January 2013. http://www.ampcapital.com/AMPCapitalGlobal/media/contents/Articles/Media%20Releases/2012-Dec-6-MR-AMP-Capital-Shopping-Centres-starts-$105-million-redevelopment-of-Ocean-Keys-Shopping-Centre.pdf Read more 2012-12-05 This note looks at the decision by the Reserve Bank of Australia (RBA) to cut the official cash rate to its 2009 GFC low of 3%. http://www.ampcapital.com.au/AMPCapitalAU/media/contents/Articles/Olivers-Insights/2012/2012-Dec-5-Olivers-Insights-The-RBA-is-still-not-there-yet-expect-more-cuts.pdf Read more 2012-12-03 Media releases AMP Capital has launched the AMP Capital Infrastructure Debt Fund II (IDF) to institutional investors, following significant growth in demand for infrastructure in developed markets from investors in Asia, Europe and North America. http://www.ampcapital.com/AMPCapitalGlobal/media/contents/Articles/Media%20Releases/2012-Dec-3-MR-AMP-Capital-launches-second-infrastructure-debt-fund-as-global-demand-rises-and-expands-investment-team.pdf Read more 2012-11-28 Dr Shane Oliver analyses the recent downturn in equities and the outlook for markets in 2013. http://video.ampcapital.com.au/video/2/242/shares-in-another-rough-patch Read more 2012-11-22 http://www.ampcapital.com.au/AMPCapitalAU/media/contents/Articles/Olivers-Insights/2012/2012-Nov-22-Olivers-Insights-Shares-in-another-rough-patch.pdf Read more 2012-11-21 Dr Shane Oliver discusses the outlook for the Chinese economy. http://video.ampcapital.com.au/video/2/240/growth-in-china-looks-to-be-bottoming Read more 2012-11-19 Media releases AMP Capital Shopping Centres has appointed Mark Kirkland as Head of Development, David Woodcock as General Manager Major Project Delivery and Simon Van de Velde as Divisional Leasing Manager – Projects to oversee the $2 billion retail development pipeline at the company. http://www.ampcapital.com/AMPCapitalGlobal/media/contents/Articles/Media%20Releases/2012-Nov-19-MR-AMP-Capital-Shopping-Centres-makes-senior-appointments-to-deliver-2bn-development-pipeline.pdf Read more 2012-11-16 Media releases AMP Capital has reduced its unitholding in AIMS AMP Capital Industrial REIT (AA REIT) to 5.01 per cent and will retain its 50 per cent ownership of the management company responsible for the Singapore Exchange-listed REIT. http://www.ampcapital.com/AMPCapitalGlobal/media/contents/Articles/Media%20Releases/2012-Nov-16-MR-AMP-Capital-takes-Singapore-REIT-stake-to-10-10-per-cent.pdf Read more 2012-11-15 http://www.ampcapital.com.au/AMPCapitalAU/media/contents/Articles/Olivers-Insights/2012/2012-Nov-15-Olivers-Insights-Growth-in-China-bottoming.pdf Read more 2012-11-14 Media releases AMP Capital has established a Chicago-based dealing desk to manage the company’s real-time trade execution in equities and fixed income in Europe and the Americas. http://www.ampcapital.com/AMPCapitalGlobal/media/contents/Articles/Media%20Releases/2012-Nov-14-MR-AMP-Capital-establishes-Chicago-equities-and-fixed-income-dealing-desk.pdf Read more 2012-11-09 http://www.ampcapital.com.au/AMPCapitalAU/media/contents/Articles/Olivers-Insights/2012/2012-Nov-9-Olivers-Insights-Post-US-election-lookout.pdf Read more 2012-11-08 Media releases The AMP Capital Community Infrastructure Fund (CommIF) has handed back the Emergency Alerting System Public Private Partnership (PPP) project to the Victorian Government as agreed following the end of the seven year project term. http://www.ampcapital.com/AMPCapitalGlobal/media/contents/Articles/Media%20Releases/2012-Nov-8-MR-AMP-Capital-community-infrastructure-fund-completes-Victorian-PPP.pdf Read more 2012-11-08 http://www.ampcapital.com.au/AMPCapitalAU/media/contents/Articles/Olivers-Insights/2012/2012-Nov-8-Olivers-Insights-Debt-how-does-Australia-compare.pdf Read more 2012-10-31 James Maydew discusses the opportunities in the global REITs sector. http://video.ampcapital.com.au/video/1/235/global-reits-whats-hot Read more 2012-10-29 Media releases AMP Capital’s European flagship fund, the Strategic Infrastructure Trust of Europe (SITE), has acquired a 49 per cent interest in NIAL Group Limited (the Group), the holding company for Newcastle International Airport (Newcastle Airport). http://www.ampcapital.com/AMPCapitalGlobal/media/contents/Articles/Media%20Releases/2012-Oct-29-MR-AMP-Capitals-SITE-fund-to-acquire-49-per-cent-stake-in-Newcastle-airport.pdf Read more 2012-10-29 Dr Shane Oliver discusses the outlook for the Chinese economy. http://video.ampcapital.com.au/video/2/234/investment-cycles-why-they-matter Read more 2012-10-25 Media releases Macquarie Centre in Sydney’s north-west will be transformed from a regional to a super regional shopping centre with a major $390 million redevelopment to create one of Sydney’s premier fashion destinations. http://www.ampcapital.com/AMPCapitalGlobal/media/contents/Articles/Media%20Releases/2012-Oct-25-MR-390m-Macquarie-Centre-redevelopment-kicks-off.pdf Read more 2012-10-25 Media releases AMP Capital plans to redevelop Garden City Booragoon, with a $350 to $400 million redevelopment enhancing the retail offer of Perth’s iconic shopping centre. http://www.ampcapital.com/AMPCapitalGlobal/media/contents/Articles/Media%20Releases/2012-Oct-25-MR-350m-to-400m-redevelopment-plan-for-Perths-Garden-City-Booragoon.pdf Read more 2012-10-25 http://www.ampcapital.com.au/AMPCapitalAU/media/contents/Articles/Olivers-Insights/2012/2012-Oct-25-Olivers-Insights-Investment-cycles.pdf Read more 2012-10-18 Media releases AMP Capital and Mirvac Group have welcomed the decision by the NSW Government to approve the concept plan for the development of 71-79 Macquarie Street, part of the iconic Circular Quay precinct. http://www.ampcapital.com/AMPCapitalGlobal/media/contents/Articles/Media%20Releases/2012-Oct-18-MR-AMP-Capital-receives-concept-plan-approval-for-a-landmark-Circular-Quay-site.pdf Read more 2012-10-17 http://www.ampcapital.com.au/AMPCapitalAU/media/contents/Articles/Olivers-Insights/2012/2012-Oct-17-Olivers-Insights-The-US-election.pdf Read more 2012-10-12 Media releases AMP’s Australian Core Property Portfolio and Sunsuper have received development approval for a new 12 level office building at the Coronation Drive Office Park (CDOP) precinct, the largest CBD fringe office complex in Brisbane. http://www.ampcapital.com/AMPCapitalGlobal/media/contents/Articles/Economic%20updates/Weekly%20updates/2012-Oct-12-MR-Development-approval-granted-for-new-Brisbane-office-tower.pdf Read more 2012-10-05 http://www.ampcapital.com.au/AMPCapitalAU/media/contents/Articles/Olivers-Insights/2012/2012-Oct-5-Olivers-Insights-RBA-rate-cuts.pdf Read more 2012-10-04 http://video.ampcapital.com.au/video/1/229/what-rate-cuts-mean-for-australians Read more 2012-09-20 http://video.ampcapital.com.au/VidEmbedInternal_edit.aspx?mid=224&url=http://video.ampcapital.com.au/galleries/2/market-update-videos&txt=More Videos from Dr. Shane Oliver Read more 2012-09-13 http://video.ampcapital.com.au/video/2/222/shane-oliver-europe-and-america-will-monetary-policy-work Read more 2012-09-12 http://video.ampcapital.com.au/video/2/223/shane-oliver-is-australia-still-a-lucky-country Read more 2012-08-29 What does the Two Strike Rule mean for investors? Karin Halliday looks at the new Two Strike Rule in its second year. She talks about the effect of the rule, and the likelihood that boards that scored one strike last year will be spilled this year. http://video.ampcapital.com.au/video/1/221/esg-two-strike-rule-will-boards-be-spilled Read more 2012-08-29 Alison Cunniffe ESG & Sustainability Manager, Infrastructure 29 August 2012 | 03:32 minutes Category: Investment videos Alison Cunniffe, ESG and Sustainability Manager, Infrastructure, discusses the importance of active engagement of ESG in managing Infrastructure investments. http://video.ampcapital.com.au/video/1/220/infrastructure-and-esg-the-importance-of-active-engagement Read more 2012-07-19 http://video.ampcapital.com.au/video/1/200/how-are-esg-issues-relevant-to-infrastructure-assets Read more 2012-06-29 Ian Chitterer, Portfolio Manager, Credit Research and Analysis explains what his team looks for in a corporate security. http://video.ampcapital.com.au/video/1/195/fixed-income-case-study-loy-yang Read more 2012-06-14 http://video.ampcapital.com.au/video/1/188/us-reits-compelling-for-investors Read more 2012-06-13 http://video.ampcapital.com.au/video/1/186/esg-the-value-of-australian-media-companies Read more 2012-05-28 Jeff Brunton, Head of Credit Markets, discusses the benefits of bond funds in an environment of declining interest rates. http://video.ampcapital.com.au/video/1/175/bond-funds-vs-term-deposits Read more 2012-02-13 Nader Naeimi, Senior Investment Strategist, Multi Asset Group discusses the concept of dynamic asset allocation and how it can benefit investors. He is joined by Matt Hopkins, Senior Portfolio Manager, Multi Asset Group, discussing the benefits of dynamic asset allocation. http://video.ampcapital.com.au/video/1/117/dynamic-asset-allocation Read more