Quarterly Strategic Outlook January 2016

After a tough September quarter for global shares, prices bounced back in the December quarter assisted by some stability in China's financial markets, moderation of expected US rate hikes, plus further easing from the European Central Bank. In contrast, elevated global supplies, soft industrial demand and a stronger US dollar contributed to lower commodity prices over the quarter.

Highlights are:

> China market volatility returns with a jolt in early 2016
> Don't expect a China hard landing or global growth collapse
> Emerging economies to remain mixed; worries overdone
> Global share price decline = higher equity risk premium
> Lower for longer commodity prices; inflation to remain subdued in 2016
> New Zealand shares - curb your enthusiasm.

Read more from our investment strategy team in the latest AMP Capital Quarterly Strategic Outlook. Click here to read more. 

 mortgage calculator

Contact

+64 3 943 4108

196 St Asaph Street
Christchurch

PO Box 5507 Papanui
Christchurch 8542

 

Amicus Group

For Life Insurance, KiwiSaver, Investment and Lending:
This email address is being protected from spambots. You need JavaScript enabled to view it. 

 

Amicus Brokers

For Commercial, Rural and Domestic Insurance:

This email address is being protected from spambots. You need JavaScript enabled to view it.