financials

Investment Strategy

AMP Capital takes direct route to China

There is more to the China investment story than buying mining stocks such as BHP and Rio as proxies, according to AMP Capital fund manager Patrick Ho. Hong Kong-based Ho is in Australia this week to meet with investors to promote his fund, the $330-million AMP Capital China Growth Fund, which is listed on the […]
Investment Strategy

Great Depression times three, or credit’s the place to be

Normal 0 false false false MicrosoftInternetExplorer4 /* Style Definitions */ table.MsoNormalTable {mso-style-name:”Table Normal”; mso-tstyle-rowband-size:0; mso-tstyle-colband-size:0; mso-style-noshow:yes; mso-style-parent:””; mso-padding-alt:0cm 5.4pt 0cm 5.4pt; mso-para-margin:0cm; mso-para-margin-bottom:.0001pt; mso-pagination:widow-orphan; font-size:10.0pt; font-family:”Times New Roman”; mso-ansi-language:#0400; mso-fareast-language:#0400; mso-bidi-language:#0400;} Financial markets are pricing in corporate credit default rates more than three times higher than during the Great Depression, meaning super funds that invest […]
Investment Strategy

Great Depression times three, or credit’s the place to be

Normal 0 false false false MicrosoftInternetExplorer4 /* Style Definitions */ table.MsoNormalTable {mso-style-name:”Table Normal”; mso-tstyle-rowband-size:0; mso-tstyle-colband-size:0; mso-style-noshow:yes; mso-style-parent:””; mso-padding-alt:0cm 5.4pt 0cm 5.4pt; mso-para-margin:0cm; mso-para-margin-bottom:.0001pt; mso-pagination:widow-orphan; font-size:10.0pt; font-family:”Times New Roman”; mso-ansi-language:#0400; mso-fareast-language:#0400; mso-bidi-language:#0400;} Financial markets are pricing in corporate credit default rates more than three times higher than during the Great Depression, meaning super funds that invest […]
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