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Five reasons to expect a cooling property market and falling prices in 2023

The main drivers behind the expected slowdown in Australian home prices are: worsening affordability; rising supply; rising rates; macro prudential tightening; and a rotation in spending away from housing. The main risk on the upside would be a fast return to pre-covid immigration.

Five ways to turn down the noise and stay focused as an investor

The risks around investing seem to receive ever higher prominence these days as the digital age enables the rapid dissemination of news and opinion. The danger is that all this noise is making us worse investors as we lurch from one worry to the next. The key to investor success is to manage the noise and stay focussed.

The 2021-22 Australian Budget

The 2021-22 Budget sees the Government ditch its plan to start budget repair (or austerity) once unemployment is 'comfortably below 6%' in favour of continuing to focus on growing the economy to drive full employment and, in doing so, repair the budget that way.

Bull market in Australian house prices may be close to the end

So here we go again with yet another cyclical property boom against the backdrop of poor affordability and high debt levels! Of course we all know this, but how does the latest upswing fit in the context of the long-term or secular swings in the Australian property market?

Market outlook 2021 Q&A

A Q&A on the investment outlook including the global recovery, vaccines, inflation, the risk of a share crash and Australian house prices.

Real Assets Outlook

From across AMP Capital’s global offices, various Infrastructure and Real Assets teams share their key themes for the year ahead and how investors can access the opportunities that emerge.

Latest Updates

Investment strategies

Choose your hedges wisely… and often

A new market regime is exposing the fragility of static hedges. With correlations shifting and safe havens flipping, investors must rethink diversification and adopt more adaptive tools to protect capital.

Investment strategies

Yields take centre stage again

The Australian credit landscape is shifting. Yields are rising, issuance is strong and spreads continue to tighten. Income is re‑emerging as the dominant driver of returns, though pockets of risk may be building beneath the surface.

Investment strategies

The grass is always greener: Rethinking Australian vs global equities

Australia's once‑dominant sharemarket is losing ground as others surge ahead, prompting investors to question home‑bias instincts. Meanwhile, the US market appears attractive. Is it time to revisit your global equity allocation?

Investment strategies

Stop asking if there's a stock market bubble. Ask this instead.

Markets continue to push onwards despite valuations looking stretched by historical standards. Bubble talk is rampant, however investors may be focusing on the wrong thing. The real story sits deeper than the headlines.

Taxation

The GST cannot stop inflation

Raising the GST when inflation jumps sounds clever on paper, until we examine how it may play out in practice. What is pitched as a simple inflation fix can lead to a sharp turn in the wrong direction for prices.

Shares

Why SpaceX is coming to your super fund

SpaceX’s blockbuster debut is grabbing headlines, but the real story for Australian investors is much quieter. Giant listings eventually filter into super funds and ETFs, subtly reshaping portfolios long before most realise.

Taxation

Is the government being honest with us about its business CGT changes?

The government’s assurances on small‑business concessions don’t withstand the scrutiny. Token carve‑outs and a lack of credible rationale for CGT changes may reshape how Australia rewards long‑term value creation. 

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