Digital INsights from AMP Capital Investors

Digital INsights from AMP Capital Investorshttp://digitalinsights.ampcapital.com.au/media.rssThe home of financial, economic and investment insights from AMP Capital.http://digitalinsights.ampcapital.com.au/images/digitalInsightsLogo.gifDigital INsights from AMP Capital Investorshttp://digitalinsights.ampcapital.com.au/media.rss102http://digitalinsights.ampcapital.com.au/mediagallery?rss=102&mediaid=102Corporate bonds – still in the sweet spotAndrew Lill, Head of Investment Specialists, AMP Capital Investors, discusses corporate bonds. Wed, 10 Mar 2010 00:00:00 +1100Corporate bonds – still in the sweet spot video time: 5.25 mins Andrew Lill, Head of Investment Specialists, AMP Capital Investors explains why he believes corporate bonds, particularly investment-grade, continue to offer investors an opportunity for relatively high yields and attractive risk-adjusted returns. 101http://digitalinsights.ampcapital.com.au/mediagallery?rss=101&mediaid=101Fixed income - the big pictureMark Beardow, Head of Fixed Income, AMP Capital Investors, discusses the change in markets over the past year and his outlook for fixed income markets. Tue, 09 Mar 2010 00:00:00 +1100Fixed income - the big picture video time: 5.48 mins Mark Beardow, Head of Fixed Income, AMP Capital Investors, discusses the change in markets over the past year and his outlook for fixed income markets. 99http://digitalinsights.ampcapital.com.au/mediagallery?rss=99&mediaid=99Buying opportunities in China and IndiaJonathan Reoch, Senior Portfolio Manager, AMP Capital Investors discusses buying opportunities in China and India.Fri, 05 Mar 2010 00:00:00 +1100Buying opportunities in China and India Please note this video is a direct feed from CNBC Asia. This content may contain advertisements from third parties. AMP Capital Investors does not own nor produce this content. Video time: 5.16 mins Jonathan Reoch, Senior Portfolio Manager at AMP Capital Investors is upbeat on India's autos and financials as well as China's banks. He speaks to CNBC's Oriel Morrison. Please note there is no downloadable version of this video. 97http://digitalinsights.ampcapital.com.au/mediagallery?rss=97&mediaid=97Investment in focus: Interlink RoadsAndrew Lally, Senior Portfolio Manager, Fixed Income, AMP Capital Investors discusses Interlink Roads.Thu, 04 Mar 2010 00:00:00 +1100Investment in focus: Interlink Roads video time: 3.58 mins Andrew Lally, Senior Portfolio Manager, Fixed Income, AMP Capital Investors discusses Interlink Roads. 95http://digitalinsights.ampcapital.com.au/mediagallery?rss=95&mediaid=95Oliver's Insights - China starts to unwind the stimulusDr Shane Oliver, Head of Investment Strategy and Chief Economist, AMP Capital Investors discusses the economic situation in China.Mon, 22 Feb 2010 00:00:00 +1100Oliver's Insights - China starts to unwind the stimulus video time: 2.34 mins Dr Shane Oliver, Head of Investment Strategy and Chief Economist, AMP Capital Investors discusses the economic situation in China. 94http://digitalinsights.ampcapital.com.au/mediagallery?rss=94&mediaid=94Investment in focus: Warringah MallClaire Talbot, Assistant Fund Manager, AMP Capital Shopping Centre Fund, AMP Capital Investors, discusses Warringah mall.Thu, 18 Feb 2010 00:00:00 +1100Investment in focus: Warringah Mall video time: 2.58 mins Claire Talbot, Assistant Fund Manager, AMP Capital Shopping Centre Fund, AMP Capital Investors, discusses Warringah mall. 93http://digitalinsights.ampcapital.com.au/mediagallery?rss=93&mediaid=93Moderate growth seen for Asia in 2010Expect to see moderate growth in Asia this year, says Karma Wilson, head of Asian equities at AMP Capital Investors. Tue, 16 Feb 2010 00:00:00 +1100Moderate growth seen for Asia in 2010 Please note this video is a direct feed from CNBC Asia. This content may contain advertisements from third parties. AMP Capital Investors does not own nor produce this content. Video time: 5.05 mins Expect to see moderate growth in Asia this year, says Karma Wilson, head of Asian equities at AMP Capital. She shares her outlook for 2010, with CNBC's Karen Tso. Please note there is no downloadable version of this video. 92http://digitalinsights.ampcapital.com.au/mediagallery?rss=92&mediaid=92Oliver's Insights - Shares hit a speed bumpDr Shane Oliver, Head of Investment Strategy and Chief Economist, AMP Capital Investors discusses what's happening with shares. Thu, 11 Feb 2010 00:00:00 +1100Oliver's Insights - Shares hit a speed bump Video time: 2.28 mins Dr Shane Oliver, Head of Investment Strategy and Chief Economist, AMP Capital Investors discusses what's happening with shares. 86http://digitalinsights.ampcapital.com.au/mediagallery?rss=86&mediaid=86Oliver's Insights - Review of 2009 and outlook for 2010Dr Shane Oliver, Head of Investment Strategy and Chief Economist, AMP Capital Investors discusses his views on what transpired during 2009 and what he expects to see in 2010. Wed, 23 Dec 2009 00:00:00 +1100Oliver's Insights - Review of 2009 and outlook for 2010 Video time: 6.56 mins Dr Shane Oliver, Head of Investment Strategy and Chief Economist, AMP Capital Investors discusses; <ul> <li>the economic and financial conditions during 2009 </li> <li>how Australia fared in 2009 </li> <li>which asset classes were winners and losers in 2009 </li> <li>his economic outlook for 2010 </li> <li>the risks of the recovery scenario </li> </ul> 87http://digitalinsights.ampcapital.com.au/mediagallery?rss=87&mediaid=87China outlook in 2010Simon Warner, Head of Macro Markets, AMP Capital Investors discusses his outlook for both China and Australia in 2010.Mon, 21 Dec 2009 00:00:00 +1100China outlook in 2010 Please note this video is a direct feed from CNBC Asia. This content may contain advertisements from third parties. AMP Capital Investors does not own nor produce this content. video time: 5.43 mins China's fiscal side will be well supported in 2010, says Simon Warner, head of Macro Markets at AMP Capital, speaking to CNBC's Karen Tso. Please note there is no downloadable version of this video. 85http://digitalinsights.ampcapital.com.au/mediagallery?rss=85&mediaid=85Fixed income - the case for active managementAndrew Lill, Head of Listed Assets Specialists, discusses why AMP Capital prefers an active management approach to fixed income.Tue, 08 Dec 2009 00:00:00 +1100Fixed income - the case for active management Video time: 5.10 mins Andrew Lill, Head of Listed Assets Specialists, discusses why AMP Capital prefers an active management approach to fixed income. 84http://digitalinsights.ampcapital.com.au/mediagallery?rss=84&mediaid=84Oliver's Insights - What is the risk of a double dip?Dr Shane Oliver, Head of Investment Strategy and Chief Economist, AMP Capital Investors discusses the likelihood of a double dip back into recession.Tue, 01 Dec 2009 00:00:00 +1100Oliver's Insights - What is the risk of a double dip? Video time: 2.46 mins Dr Shane Oliver, Head of Investment Strategy and Chief Economist, AMP Capital Investors discusses the likelihood of a double dip back into recession. 81http://digitalinsights.ampcapital.com.au/mediagallery?rss=81&mediaid=81Consumer spending and strategies for retailersStuart Langeveldt, Head of Marketing & Communications, AMP Capital Shopping Centres, discusses how consumer shopping trends have changed and how this information can lead to wiser investments. Fri, 27 Nov 2009 00:00:00 +1100Consumer spending and strategies for retailers Video time: 5.11 mins Stuart Langeveldt, Head of Marketing & Communications, AMP Capital Shopping Centres, discusses how consumer shopping trends have changed during the global financial crisis, and how this information can lead to wiser investments. 83http://digitalinsights.ampcapital.com.au/mediagallery?rss=83&mediaid=83Oliver's Insights - Unlisted commercial property values nearing recoveryDr Shane Oliver, Head of Investment Strategy and Chief Economist, AMP Capital Investors discusses property values. Mon, 23 Nov 2009 00:00:00 +1100Oliver's Insights - Unlisted commercial property values nearing recovery video time: 2.55 mins Dr Shane Oliver, Head of Investment Strategy and Chief Economist, AMP Capital Investors discusses property values. 82http://digitalinsights.ampcapital.com.au/mediagallery?rss=82&mediaid=82The state of play in global property securitiesJason Baine, Global Portfolio Manager, AMP Capital Brookfield, discusses how global property securities are positioned today.Tue, 17 Nov 2009 00:00:00 +1100The state of play in global property securities Video time: 5.51 mins Jason Baine, Global Portfolio Manager, AMP Capital Brookfield, discusses; <ul> <li>Where he believes global real estate securities are positioned today </li> <li>How the portfolio was managed during the volatility of the past two years </li> <li>The opportunities in the global real estate securities market </li> <li>How the portfolio is positioned today </li> <li>Where the sector is heading from here </li> </ul> 80http://digitalinsights.ampcapital.com.au/mediagallery?rss=80&mediaid=80Normalcy expected with Australian ratesSimon Warner, Head of Macro Markets, AMP Capital Investors, discusses Australian rates.Mon, 16 Nov 2009 00:00:00 +1100Normalcy expected with Australian rates Please note this video is a direct feed from CNBC Asia. This content may contain advertisements from third parties. AMP Capital Investors does not own nor produce this content. video time: 4.45 mins Australian rates will be normalised after avoiding the recession, says Simon Warner, head of Macro Markets at AMP Capital, speaking to CNBC's Karen Tso. Please note there is no downloadable version of this video. 77http://digitalinsights.ampcapital.com.au/mediagallery?rss=77&mediaid=77Dealing in the corporate bond marketJeff Brunton, Head of Credit Markets, AMP Capital Investors, discusses dealing in the corporate bond market.Thu, 29 Oct 2009 00:00:00 +1100Dealing in the corporate bond market Video time: 2.42 mins Jeff Brunton, Head of Credit Markets, AMP Capital Investors, discusses dealing in the corporate bond market. 78http://digitalinsights.ampcapital.com.au/mediagallery?rss=78&mediaid=78Investment in focus: Bank MandiriJonathan Reoch, Senior Portfolio Manager, Asian Equities, AMP Capital Investors discusses Bank Mandiri.Thu, 29 Oct 2009 00:00:00 +1100Investment in focus: Bank Mandiri Video time: 3.06 mins Jonathan Reoch, Senior Portfolio Manager, Asian Equities, AMP Capital Investors discusses Bank Mandiri. 76http://digitalinsights.ampcapital.com.au/mediagallery?rss=76&mediaid=76The role of corporate governance post the global financial crisisKarin Halliday, Manager Corporate Governance, AMP Capital Investors, discusses the role of corporate governance.Wed, 21 Oct 2009 00:00:00 +1100The role of corporate governance post the global financial crisis Video time: 4.53 mins Karin Halliday, Manager Corporate Governance, AMP Capital Investors, discusses the role of corporate governance. 75http://digitalinsights.ampcapital.com.au/mediagallery?rss=75&mediaid=75Core Property Fund: The move to monthly withdrawalsDamian Fitzpatrick, Portfolio Manager for the AMP Capital Core Property fund, AMP Capital Investors, discusses the AMP Capital Core Property Fund.Mon, 19 Oct 2009 00:00:00 +1100Core Property Fund: The move to monthly withdrawals Video time: 5.12 mins Damian Fitzpatrick, Portfolio Manager for the AMP Capital Core Property fund, AMP Capital Investors, discusses the AMP Capital Core Property Fund. 74http://digitalinsights.ampcapital.com.au/mediagallery?rss=74&mediaid=74Oliver's Insights - Four rules for successful investingDr Shane Oliver, Head of Investment Strategy and Chief Economist, AMP Capital Investors discusses the four rules for successful investing. Wed, 14 Oct 2009 00:00:00 +1100Olivers Insights - Four rules for successful investing Video time: 3.10 mins Dr Shane Oliver, Head of Investment Strategy and Chief Economist, AMP Capital Investors discusses the four rules for successful investing. 73http://digitalinsights.ampcapital.com.au/mediagallery?rss=73&mediaid=73How interest rates shape the economyDavid Scilly, Portfolio Manager Fixed Income, AMP Capital Investors discusses how cash rates shape the economyMon, 12 Oct 2009 00:00:00 +1100How interest rates shape the economy Video time: 3.01 mins David Scilly, Portfolio Manager Fixed Income, AMP Capital Investors discusses how cash rates shape the economy. 72http://digitalinsights.ampcapital.com.au/mediagallery?rss=72&mediaid=72Oliver's Insights - Sharemarket earnings & valuations post reporting seasonDr Shane Oliver, Head of Investment Strategy and Chief Economist, AMP Capital Investors discusses sharemarket earnings and valuations. Wed, 07 Oct 2009 00:00:00 +1100Oliver's Insights - Sharemarket earnings & valuations post reporting season Video time: 2.50 mins Dr Shane Oliver, Head of Investment Strategy and Chief Economist, AMP Capital Investors discusses sharemarket earnings and valuations. 71http://digitalinsights.ampcapital.com.au/mediagallery?rss=71&mediaid=71China can't be ignoredKarma Wilson, Head of Asian Equities, AMP Capital Investors discusses China's market.Fri, 02 Oct 2009 00:00:00 +1000China can't be ignored Please note this video is a direct feed from CNBC Asia. This content may contain advertisements from third parties. AMP Capital Investors does not own nor produce this content. Video time: 4.41 mins China is a market that can't be ignored, says Karma Wilson, head of Asian equities at AMP Capital Investors. She tells CNBC's Oriel Morrison how she is investing there. Please note there is no downloadable version of this video. 69http://digitalinsights.ampcapital.com.au/mediagallery?rss=69&mediaid=69Oliver's Insights - Lehman Brother's demise one year onDr Shane Oliver, Head of Investment Strategy and Chief Economist, AMP Capital Investors discusses the current state of the economy, one year after the collapse of Lehman Brothers.Mon, 28 Sep 2009 00:00:00 +1000Oliver's Insights - Lehman Brother's demise one year on Video time: Dr Shane Oliver, Head of Investment Strategy and Chief Economist, AMP Capital Investors discusses the current state of the economy, one year after the collapse of Lehman Brothers. 68http://digitalinsights.ampcapital.com.au/mediagallery?rss=68&mediaid=68The story of the global credit crisisMichael Fazzini, State Manager, AMP Capital Investors explains the story of the global credit crisis.Fri, 18 Sep 2009 00:00:00 +1000The story of the global credit crisis Video time: 4.57 mins Michael Fazzini, State Manager, AMP Capital Investors explains the story of the global credit crisis. 67http://digitalinsights.ampcapital.com.au/mediagallery?rss=67&mediaid=67Asia's tech sector uncoveredRagu Sivanesarajah, Senior Portfolio Manager, Asian Equities, AMP Capital Investors discusses Asia's tech sector. Mon, 14 Sep 2009 00:00:00 +1000Asia's tech sector uncovered Video time: 3.40 mins Ragu Sivanesarajah, Senior Portfolio Manager, Asian Equities, AMP Capital Investors discusses: <ul> <li>Asia's technology sector </li> <li>Attractive investments within the sector </li> <li>How Asia's technology sector compares with the technology sector of the late 1990's </li> <li>Our approach to investing in this sector </li> </ul> 64http://digitalinsights.ampcapital.com.au/mediagallery?rss=64&mediaid=64The credit cycle explainedDavid Carruthers, Senior Portfolio Manager, Fixed Income, AMP Capital Investors, explains the credit cycle.Fri, 04 Sep 2009 00:00:00 +1000The credit cycle explained Video time: 4.51 mins David Carruthers, Senior Portfolio Manager, Fixed Income, AMP Capital Investors, discusses: <ul> <li>What the credit cycle is </li> <li>How it typically works </li> <li>Where we are currently in the credit cycle </li> <li>What this means for credit markets </li> </ul> 65http://digitalinsights.ampcapital.com.au/mediagallery?rss=65&mediaid=65Economic outlook - September 2009An economic outllook from Dr. Shane Oliver, Head of Investment Strategy and Chief Economist, AMP Capital Investors.Thu, 03 Sep 2009 00:00:00 +1000Economic Outlook - September 2009 Video time: 3.52 mins Dr. Shane Oliver, Head of Investment Strategy and Chief Economist, AMP Capital Investors, provides his economic outlook. 66http://digitalinsights.ampcapital.com.au/mediagallery?rss=66&mediaid=66Oliver's Insights - Australian house prices on the up again, is it sustainable?Dr Shane Oliver, Head of Investment Strategy and Chief Economist, AMP Capital Investors discusses prices in Australia's housing sector. Wed, 02 Sep 2009 00:00:00 +1000Oliver's Insights - Australian house prices on the up again, is it sustainable? Video time: 2.59 mins Dr Shane Oliver, Head of Investment Strategy and Chief Economist, AMP Capital Investors discusses prices in Australia's housing sector. 63http://digitalinsights.ampcapital.com.au/mediagallery?rss=63&mediaid=63Asian markets can make future gainsRagu Sivanesarajah, Senior portfolio manager, Asian Equities, AMP Capital Investors, believes that all the right things are in place for further gains in the Asian markets. Mon, 24 Aug 2009 00:00:00 +1000Asian markets can make future gains Please note this video is a direct feed from CNBC Asia. This content may contain advertisements from third parties. AMP Capital Investors does not own nor produce this content. Video time: 4.00 mins Ragu Sivanesarajah, Senior portfolio manager, Asian Equities, AMP Capital Investors, believes that all the right things are in place for further gains in the Asian markets. Please note there is no downloadable version of this video. 60http://digitalinsights.ampcapital.com.au/mediagallery?rss=60&mediaid=60Quality direct property - what to look forDamian Fitzpatrick, Portfolio Manager for the AMP Capital Core Property fund, AMP Capital Investors, discusses quality direct property.Wed, 12 Aug 2009 00:00:00 +1000Quality direct property - what to look for Video time: 5.29 mins Damian Fitzpatrick, Portfolio Manager for the AMP Capital Core Property fund, AMP Capital Investors, discusses; <ul> <li>The characteristics of a quality property asset </li> <li>Super regional properties and the benfits they provide </li> <li>The opportunities he sees in direct property </li> <li>The benefits of direct property </li> </ul> 59http://digitalinsights.ampcapital.com.au/mediagallery?rss=59&mediaid=59A look into infrastructure Paul Foster, Head of Investments and Portfolio Management, Infrastructure, AMP Capital Investors looks at infrastructure as an asset class.Fri, 24 Jul 2009 00:00:00 +1000A look into infrastructure Video time: 6.59 mins Paul Foster, Head of Investments and Portfolio Management, Infrastructure, AMP Capital Investors discusses; <ul> <li>The defensiveness of infrastructure </li> <li>The different types of infrastructure assets </li> <li>Conditions in debt markets in the context of infrastructure </li> <li>The risks of infrastructure </li> <li>The renewed global focus on infrastructure </li> <li>Why invest in infrastructure </li> </ul> 57http://digitalinsights.ampcapital.com.au/mediagallery?rss=57&mediaid=57Investment in focus: NAB HouseWarwick Mayer, Divisional Asset Manager, Office and Industrial, AMP Capital Investors, discusses NAB House, one of many properties held within the AMP Capital Core Property fund via investment in the AMP Capital Wholesale Office fund. Thu, 09 Jul 2009 00:00:00 +1000Investments in focus: NAB House video time: 2.56 mins Our Investment in Focus series explores the underlying assets held in AMP Capital Investors managed funds. Warwick Mayer, Divisional Asset Manager, Office and Industrial, AMP Capital Investors, discusses NAB House, one of many properties held within the AMP Capital Core Property fund via investment in the AMP Capital Wholesale Office fund. 56http://digitalinsights.ampcapital.com.au/mediagallery?rss=56&mediaid=56Oliver's Insights - Myths and mistakes investors often makeDr. Shane Oliver, Head of Investment Strategy and Chief Economist, AMP Capital Investors, discusses the top myths and mistakes that investors often make.Mon, 29 Jun 2009 00:00:00 +1000Oliver's Insights - Myths and mistakes investors often make Video time: 4.09 mins Dr. Shane Oliver, Head of Investment Strategy and Chief Economist, AMP Capital Investors, discusses the top myths and mistakes that investors often make. 45http://digitalinsights.ampcapital.com.au/mediagallery?rss=45&mediaid=45The case for corporate bondsJeff Brunton, Head of Credit Markets, AMP Capital Investors discusses our Corporate Bond philosohpy.Tue, 16 Jun 2009 00:00:00 +1000The case for corporate bonds Video time: 6.59 mins Jeff Brunton, Head of Credit Markets, AMP Capital Investors discusses; <ul> <li>What a bond is and how a corporate bond works </li> <li>How we assess credit risk </li> <li>Investment grade versus sub-investment grade securities </li> <li>Why invest in corporate bonds </li> <li>The outlook for corporate bonds </li> </ul> 46http://digitalinsights.ampcapital.com.au/mediagallery?rss=46&mediaid=46The manager selection process in Future DirectionsSally Boone, Portfolio Manager, International and Future Directions Funds, AMP Capital Investors, discusses Future Directions Funds.Wed, 03 Jun 2009 00:00:00 +1000The manager selection process in Future Directions Video time: 7:31 mins Sally Boone, Portfolio Manager, International and Future Directions Funds, AMP Capital Investors, discusses; <ul> <li>The factors considered when choosing a manager for an international shares portfolio </li> <li>What's involved with the manager meetings </li> <li>The role asset consultants play </li> <li>Area's to look at when deciding whether or not to keep a manager within the portofolio </li> <li>Why one invests in Future Directions Multi-manager Funds </li> </ul> 44http://digitalinsights.ampcapital.com.au/mediagallery?rss=44&mediaid=44Oliver's Insights - China's economic recoveryDr Shane Oliver, Head of Investment Strategy and Chief Economist, AMP Capital Investors discusses China's economic recoveryFri, 29 May 2009 00:00:00 +1000Oliver's Insights - China's Economic Recovery Video time: 2.55 mins Dr. Shane Oliver, Head of Investment Strategy and Chief Economist, AMP Capital Investors discusses China's economic recovery. 42http://digitalinsights.ampcapital.com.au/mediagallery?rss=42&mediaid=42Credit markets in a deleveraging worldMark Beardow, Head of Fixed Income, AMP Capital Investors discusses credit markets in a deleveraging world.Fri, 22 May 2009 00:00:00 +1000Credit markets in a deleveraging world Video Time: 6.55 mins Mark Beardow, Head of Fixed Income, AMP Capital Investors, discusses: <ul> <li>Why deleveraging is important right now </li> <li>What this means for credit markets </li> <li>Where fixed income markets are heading  </li> </ul> 43http://digitalinsights.ampcapital.com.au/mediagallery?rss=43&mediaid=43Emissions trading: the investment implicationsDr. Ian Woods, Senior Research Analyst, AMP Capital Sustainable Funds Team, AMP Capital Investors discusses the investment implications of emissions trading.Fri, 15 May 2009 00:00:00 +1000Emissions Trading: the investment implications Video Time: 5.17 mins Dr. Ian Woods, Senior Research Analyst, AMP Capital Sustainable Funds Team, AMP Capital Investors discusses the investment implications of emissions trading. Dr. Woods discusses in detail: <ul> <li>How a cap and trade system works </li> <li>How the government proposes to allocate emission permits </li> <li>Why some industries receive free permits </li> <li>How the Australian scheme will link to international ones </li> <li>How ready are Australian companies for an emissions trading scheme </li> </ul> 41http://digitalinsights.ampcapital.com.au/mediagallery?rss=41&mediaid=41Asia - the investment opportunityKarma Wilson, Head of Asian Equities, AMP Capital Investors discusses the investment opportunities within AsiaThu, 30 Apr 2009 00:00:00 +1000Asia - the investment opportunity Video time: 6.51 mins Karma Wilson, Head of Asian Equities, AMP Capital Investors, discusses; <ul> <li>Major themes driving Asia today </li> <li>Accessing sharemarkets in China and India </li> <li>Key indicators of growth in the area </li> <li>How Asia is placed following the global financial crisis </li> <li>Reasons to invest in Asian sharemarkets </li> </ul> <noscript> <img width="1" height="1" style="border:0" src="HTTP://bs.serving-sys.com/BurstingPipe/ActivityServer.bs?cn=as&ActivityID=32642&ns=1" /> </noscript> 37http://digitalinsights.ampcapital.com.au/mediagallery?rss=37&mediaid=37Hot Sector Picks in China's A - Share MarketKarma Wilson, head of Asian equities at AMP Capital Investors sees opportunities in China's A-Share market.Thu, 26 Mar 2009 00:00:00 +1100Hot Sector Picks in China's A-Share Market Please note this video is a direct feed from CNBC Asia. This content may contain advertisements from third parties. AMP Capital Investors does not own nor produce this content. Video time: 4.26 mins Karma Wilson, head of Asian equities at AMP Capital Investors sees opportunities in China's A-Share market. She reveals which sectors she favors and why, with CNBC's Chloe Cho. Please note there is no downloadable version of this video. 35http://digitalinsights.ampcapital.com.au/mediagallery?rss=35&mediaid=35Themes in fixed interest marketsSimon Warner, Head of Macro Markets, AMP Capital Investors discusses fixed interest markets Wed, 18 Mar 2009 00:00:00 +1100Themes in fixed interest markets Video time 5.32 mins Simon Warner, Head of Macro Markets, AMP Capital Investors discusses: <ul> <li>Factors affecting fixed interest markets </li> <li>The major themes he is seeing in these markets </li> <li>The relationship between duration and credit </li> <li>The strategy for fixed interest in this environment </li> </ul> 33http://digitalinsights.ampcapital.com.au/mediagallery?rss=33&mediaid=33The outlook for global propertyKim Redding, Chief Investment Officer, AMP Capital Redding Investors discusses his outloook for global property securities and how his team manages their portfolios Mon, 16 Mar 2009 00:00:00 +1100The outlook for global property Video time: 4.54 mins Kim Redding, Chief Investment Officer, AMP Capital Redding Investors discusses: <ul> <li>His outlook for global property securities </li> <li>Why one should invest in global property securities </li> <li>How his team manages their portfolios </li> </ul> 36http://digitalinsights.ampcapital.com.au/mediagallery?rss=36&mediaid=36Oliver's Insights - Asian shares in a world of deleveragingDr. Shane Oliver, Head of Investment Strategy and Chief Economist, AMP Capital Investors discusses Asian sharesThu, 12 Mar 2009 00:00:00 +1100Oliver's Insights - Asian shares in a world of deleveraging Video time 5.20 mins Dr. Shane Oliver, Head of Investment Strategy and Chief Economist, AMP Capital Investors discusses: <ul> <li>How Asian equities have fared during the global financial crisis </li> <li>How conditions this time are different to the 1997 Asian financial crisis </li> <li>The effect on share valuations </li> <li>Why he believes Asian equities will outperform global equities over the long term </li> </ul> 39http://digitalinsights.ampcapital.com.au/mediagallery?rss=39&mediaid=39Investment in Focus: Thames WaterAlison Forrest, Senior Manager, Private Debt Team, discusses Thames Water, a debt asset currently held in the AMP Capital Structured High Yield FundWed, 11 Mar 2009 00:00:00 +1100Investment in Focus: Thames Water Video time: 2.47 mins Our Investment in Focus series explores the underlying assets held in AMP Capital Investors managed funds. Alison Forrest, Senior Manager, Private Debt Team, discusses Thames Water, a debt asset currently held in the AMP Capital Structured High Yield Fund. 32http://digitalinsights.ampcapital.com.au/mediagallery?rss=32&mediaid=32Investment in Focus: CFS Retail Property Trust (CFX)James Maydew, Investment Analyst in the Australian Real Estate Securities Team, discusses CFS Retail Property Trust, an A-REIT held in the AMP Capital Global Property Securities Fund Fri, 06 Mar 2009 00:00:00 +1100Investment in Focus: CFS Retail Property Trust (CFX) Video time: 2.57 mins Our Investment in Focus series explores the underlying assets held in AMP Capital Investors managed funds. James Maydew, Investment Analyst in the Australian Real Estate Securities Team, discusses CFS Retail Property Trust, an A-REIT held in the AMP Capital Global Property Securities Fund. 38http://digitalinsights.ampcapital.com.au/mediagallery?rss=38&mediaid=38How private equity worksSuzanne Tavill, Senior Portfolio Manager, Alternatives, AMP Capital Investors explains how private equity worksThu, 05 Mar 2009 00:00:00 +1100How private equity works Video time 3.52 mins Suzanne Tavill, Senior Portfolio Manager, Alternatives, AMP Capital Investors explains how private equity works. 30http://digitalinsights.ampcapital.com.au/mediagallery?rss=30&mediaid=30The lowdown on credit spreadsThe lowdown on credit spreads by Lydia Serafim, Portfolio Manager, International and Future Directions Funds, AMP Capital InvestorsThu, 26 Feb 2009 00:00:00 +1100The lowdown on credit spreads Video time 3.54 mins Lydia Serafim, Portfolio Manager, International and Future Directions Funds, AMP Capital Investors discusses: <ul> <li>What credit spreads are </li> <li>What has been the main contributor to widening credit spreads </li> <li>What this all means for investors </li> </ul> 34http://digitalinsights.ampcapital.com.au/mediagallery?rss=34&mediaid=34Hot on A-SharesKarma Wilson, Head of Asian equities at AMP Capital Investors likes the A-Share market, highlighting the industrial and consumer sectors. She explains her investment rationale to CNBC's Chloe Cho.Thu, 26 Feb 2009 00:00:00 +1100Hot on A-Shares Please note this video is a direct feed from CNBC Asia. This content may contain advertisements from third parties. AMP Capital Investors does not own nor produce this content. Video time: 5.14 mins Karma Wilson, head of Asian equities at AMP Capital Investors likes the A-Share market, highlighting the industrial and consumer sectors. She explains her investment rationale to CNBC's Chloe Cho. Please note there is no downloadable version of this video. 29http://digitalinsights.ampcapital.com.au/mediagallery?rss=29&mediaid=29AMP Capital Enhanced Yield Fund UpdateAn update on the Enhanced Yield Fund by Jeff Brunton, Head of Credit Markets, AMP Capital Investors and John Mitchell, Director, Business Development, AMP Capital Investors.Mon, 23 Feb 2009 00:00:00 +1100AMP Capital Enhanced Yield Fund Update Video time 7.04 mins Jeff Brunton, Head of Credit Markets, AMP Capital Investors and John Mitchell, Director, Business Development, AMP Capital Investors discuss: <ul> <li>How the Enhanced Yield Fund is managed </li> <li>The fund's recent performance </li> <li>The outlook for the fund </li> <li>Market themes to watch for </li> </ul> 28http://digitalinsights.ampcapital.com.au/mediagallery?rss=28&mediaid=28Oliver's Insights - The global economyThe global economy by Dr. Shane Oliver, Head of Investment Strategy and Chief Economist, AMP Capital Investors.Thu, 22 Jan 2009 00:00:00 +1100Oliver's Insights – The global economy Video time: 7.24 mins An interview with Dr. Shane Oliver, Head of Investment Strategy and Chief Economist, AMP Capital Investors and Clive Tompkins from Finance News Network. Based on the Oliver's Insights article - The global economy: bad now but some positive signs? This update looks at: <ul> <li>Dr Oliver's view of 2009 thus far </li> <li>Will the economy require a stimulus? </li> <li>Dr. Oliver's view on which sectors stand out for investors </li> <li>Discussion on the improvements in a number of economic indicators </li> </ul> Please note there is no downloadable version of this video. 27http://digitalinsights.ampcapital.com.au/mediagallery?rss=27&mediaid=27Review of 2008 and the outlook for 2009Dr. Shane Oliver, Head of Investment Strategy and Chief Economist, AMP Capital Investors reviews 2008 and provides his outlook for 2009.Tue, 30 Dec 2008 00:00:00 +1100Review of 2008 and the outlook for 2009 Video time: 11.58 mins Dr. Shane Oliver, Head of Investment Strategy and Chief Economist, AMP Capital Investors reviews 2008 and the outlook for 2009. In his update, Dr Oliver addresses the following: <ul> <li>The main factors contributing to the global financial crisis in 2008 </li> <li>The outlook for 2009 and how Australia's economy is positioned in 2009 </li> <li>Lessons learnt from the global financial crisis </li> <li>How will the financial world look post the meltdown? </li> </ul> 26http://digitalinsights.ampcapital.com.au/mediagallery?rss=26&mediaid=26Oliver's Insights - How deep the recession?Dr. Shane Oliver, Head of Investment Strategy & Chief Economist, AMP Capital Investors, discusses the slow down in the economy and rapid deterioration in equity markets. Mon, 01 Dec 2008 00:00:00 +1100Oliver's Insights – How deep the recession? Video time: 11.06 mins An interview with Dr Shane Oliver, Head of Investment Strategy & Chief Economist, AMP Capital Investors, and Emma Pearson from Finance News Network discussing the slow down in the economy and rapid deterioration in equity markets. Based on the Oliver’s Insights article – How deep the recession this update looks at: <ul> <li>Global recession is now a given. Australia is also headed for at least a mild recession. </li> <li>The key issue is the depth and duration of the slump. At the moment, leading indicators for global and Australian growth are still in free fall. </li> <li>Rapid policy action should help drive a recovery from the second half of 2009, but given the deleveraging now underway, the risk of a longer recession is high. </li> </ul> Please note there is no downloadable version of this video. 25http://digitalinsights.ampcapital.com.au/mediagallery?rss=25&mediaid=25An update on the current environmentStephen Dunne, Managing Director, AMP Capital Investors gives an update on the current environment and AMP Capital Investor's focus on managing your investments. Thu, 27 Nov 2008 00:00:00 +1100An update on the current environtment Video time: 1.52 mins Stephen Dunne, Managing Director, AMP Capital Investors gives an update on the current environment and AMP Capital Investor's focus on managing your investments. 23http://digitalinsights.ampcapital.com.au/mediagallery?rss=23&mediaid=23Oliver's Insights - Global growth and outlook for interest ratesDr Shane Oliver, Head of Investment Strategy and Chief Economist, AMP Capital Investors, discusses global and Australian growth and the outlook for interest rates.Wed, 05 Nov 2008 00:00:00 +1100Oliver's Insights – Global growth and outlook for interest rates Video time: 9.42 mins An interview with Dr Shane Oliver, Head of Investment Strategy and Chief Economist, AMP Capital Investors, and Clive Tompkins from Finance News Network. Based on the Oliver’s Insights article – Global and Australian growth and the outlook for interest rates this update looks at: <ul> <li>The intensification in the global financial crisis over the last two months has led to a further deterioration in the outlook for global and Australian economic growth. </li> <li>Against this backdrop, and the consequent plunge in commodity prices, inflation is now a non issue. </li> <li>As a result, interest rates are heading substantially lower with the US and Japan likely to be in a race to zero, UK and European interest rates are likely to reach 2% and Australian interest rates are likely to fall another 0.5% next week. </li> </ul> Please note there is no downloadable version of this video. 21http://digitalinsights.ampcapital.com.au/mediagallery?rss=21&mediaid=21Economic update - Part 1An economic update from Dr. Shane Oliver, Head of Investment Strategy & Chief Economist, AMP Capital Investors.Tue, 04 Nov 2008 00:00:00 +1100<div id="tab_synopsis_content"> Economic update - Part 1 Video time: 4.35 mins Dr. Shane Oliver addresses the following topics: <ul> <li>His view on what has been happening in the markets </li> <li>Key indicators for a market re-bound </li> <li>Key messages for investors </li> </ul> </div> 22http://digitalinsights.ampcapital.com.au/mediagallery?rss=22&mediaid=22Economic update - Part 2An economic update from Dr. Shane Oliver, Head of Investment Strategy & Chief Economist, AMP Capital Investors.Tue, 04 Nov 2008 00:00:00 +1100Economic update - Part 2 Video time: 4.42 mins Continuing from part 1 of the economic update, Dr. Shane Oliver addresses the following topics: <ul> <li>His view on freezing of funds and the government bank guarantee </li> <li>The cause and impact of the recent volatility of the $A </li> <li>Impact of the US election on the markets </li> </ul> 24http://digitalinsights.ampcapital.com.au/mediagallery?rss=24&mediaid=24Carbon emissions trading scheme explained Dr. Ian Woods, Senior research analyst, AMP Capital Sustainable Funds Team, AMP Capital Investors, explains how carbon emissions trading works. Thu, 30 Oct 2008 00:00:00 +1100 Carbon emissions trading scheme explained from an investment perspective Video time: 2.51 mins Carbon emissions trading has recently been touted by the Federal Government as a key policy measure to address the serious global warming problem. But what might such a scheme potentially mean from an investment perspective? Dr. Ian Woods, Senior Researcher from AMP Capital Investors explains about how carbon emissions trading works, the potential issues and investment opportunities and AMP Capital’s perspective. 17http://digitalinsights.ampcapital.com.au/mediagallery?rss=17&mediaid=17What's the story with the credit markets?Jeff Brunton, Head of credit markets, AMP Capital Investors, explains what's the story with credit markets.Tue, 21 Oct 2008 00:00:00 +1100What's the story with the Credit markets? video time: 5.52 mins The collapse of Lehman Brothers, the rescue of AIG and the much publicised Troubled Assets Relief Act are but a few events that have impacted on the credit markets. Jeff Brunton, Head of Credit Markets, AMP Capital Investors helps you understand: <ul> <li>What’s happening in the credit markets </li> <li>AMP Capital’s strategy during the credit crunch </li> <li>The outlook for the credit markets </li> </ul> 20http://digitalinsights.ampcapital.com.au/mediagallery?rss=20&mediaid=20Economic updateListen to Dr. Shane Oliver's views on the causes and implications of movements and announcements in the Australian and Global economy as they unfold. Mon, 20 Oct 2008 00:00:00 +1100Market Update - 27 October 2008 Audio time: 6.43 mins Listen to Dr. Shane Oliver's views on the causes and implications of movements and announcements in the Australian and Global economy as they unfold. 19http://digitalinsights.ampcapital.com.au/mediagallery?rss=19&mediaid=19AMP Capital's role in Corporate Social ResponsibilityHear from different business areas on what AMP Capital Investors is doing for our corporate responsibility strategy Tue, 16 Sep 2008 00:00:00 +1000 What is AMP Capital Investors doing in relation to corporate social responsibility? Video time: 8.44 mins Corporate social responsibility, sustainable business practices and inconvenient truth - phrases we have all heard of over the last couple of years, so what is AMP Capital Investors doing in relation to corporate social responsibility? Hear from different business areas on what we are doing around the business in relation to our corporate responsibility strategy and how we are executing the strategy. AMP Capital is also a signatory to the United Nationals Principals of Responsible Investing (UN PRI) which provides us with an internationally recognised framework help continue to incorporate environmental, social and governance issues into our investment decision framework across the business as a whole. 13http://digitalinsights.ampcapital.com.au/mediagallery?rss=13&mediaid=13Property – What's the story with bricks and mortar?Damian Fitzpatrick, Portfolio Manager for the AMP Capital Core Property Fund, answers some important questions regarding property markets. Mon, 15 Sep 2008 00:00:00 +1000Property – What's the story with bricks and mortar Video time: 6.34 mins For years many investors have had a relatively smooth ride when it comes to property. But times have changed. Listed property markets are currently experiencing volatility. In this webcast Damian Fitzpatrick, Portfolio Manager for the AMP Capital Core Property Fund, answers some important questions regarding property markets. This is an opportunity to learn more about: <ul> <li>What is happening in the listed and direct property markets </li> <li>The factors that must be addressed for a recovery to occur </li> <li>How the current situation differs from 1991 </li> </ul> Please note there is no downloadable version of this video. 16http://digitalinsights.ampcapital.com.au/mediagallery?rss=16&mediaid=16Oliver's Insights – Approaching a long-term bear market?Dr Shane Oliver, Head of Investment Strategy and Chief Economist, AMP Capital Investors, looks at the current economic conditions and the actions necessary to head off a long-term bear market. Mon, 15 Sep 2008 00:00:00 +1000Oliver's Insights – Approaching a long term bear market Video time: 8.51 mins An interview with Dr Shane Oliver, Head of Investment Strategy and Chief Economist, AMP Capital Investors, and Clive Tompkins from Finance News Network. Based on the Oliver’s Insights article – Are we heading into a long-term bear market? – this update looks at the current economic conditions and the actions necessary to head off a long-term bear market. Key points: - Predictions of a long-term bear market based on an unwinding of household debt levels and a slump in consumer spending are becoming more common. - While the risks have increased, our assessment is that ongoing action by the US authorities to do whatever is necessary to protect the economy and lower interest rates will head off a long-term bear market in shares. Please note there is no downloadable version of this video. 15http://digitalinsights.ampcapital.com.au/mediagallery?rss=15&mediaid=15Oliver's Insights – The turn in the cycleDr Shane Oliver, Head of Investment Strategy and Chief Economist, AMP Capital Investors, looks at the implications of falling interest rates. Fri, 12 Sep 2008 00:00:00 +1000Oliver's Insights – The turn in the cycle Video time: 6.28 mins An interview with Dr Shane Oliver, Head of Investment Strategy and Chief Economist, AMP Capital Investors, and Clive Tompkins from Finance News Network. Based on the Oliver’s Insights article – The turn in the cycle – this update looks at the implications of falling interest rates. Key points: - The Reserve Bank of Australia (RBA) has kicked off an easing cycle with a 0.25% rate cut. While the RBA was circumspect about future moves, we expect soft economic conditions to result in more cuts, taking the cash rate to 6% in a years’ time. - One rate cut will not see a sustained improvement in the economy or shares; however it is going in the right direction. Please note there is no downloadable version of this video. 14http://digitalinsights.ampcapital.com.au/mediagallery?rss=14&mediaid=14AMP Capital Global Property Securities Fund Richard Shields, Managing Director, UK and Europe, AMP Capital Investors, presents the features and benefits of the AMP Capital Global Property Securities Fund.Mon, 08 Sep 2008 00:00:00 +1000AMP Capital Global Property Securities fund Video time: 2.52 mins In this video, Richard Shields, Managing Director, UK and Europe, AMP Capital Investors, presents the features and benefits of the AMP Capital Global Property Securities Fund. Specifically, Richard discusses: • Why investing in global property securities with AMP Capital is an attractive investment option • Investment opportunities available through the Fund • New investment opportunities on the horizon for this asset class 12http://digitalinsights.ampcapital.com.au/mediagallery?rss=12&mediaid=12The case for global property securitiesJoseph Titmus, Investment Adviser for Real Estate Securities, AMP Capital Investors, revisits the reasons why global listed property makes good investment sense. Tue, 02 Sep 2008 00:00:00 +1000 The case for global property securities Video time: 5.06 mins Joseph Titmus, Investment Adviser for Real Estate Securities, AMP Capital Investors, revisits the reasons why global listed property makes good investment sense. 11http://digitalinsights.ampcapital.com.au/mediagallery?rss=11&mediaid=11Oliver’s Insights – Falling commodity prices Dr Shane Oliver, Head of Investment Strategy and Chief Economist, AMP Capital Investors, looks at the slump in commodity prices over the past month or so.Fri, 15 Aug 2008 00:00:00 +1000 Oliver's Insights – Falling commodity prices Video time: 6.03 mins An interview with Dr Shane Oliver, Head of Investment Strategy and Chief Economist, AMP Capital Investors and Clive Tompkins from Finance News Network. Based on the Oliver’s Insights – Falling commodity prices, more good news than bad - this update looks at the slump in commodity prices over the past month or so. Key points: • After a longer than normal delay, commodity prices have entered a significant correction on the back of slumping global growth and a stronger $US • This is good news for the global growth outlook and for shares generally as it takes pressure off inflation and hence clears the way for lower interest rates. But it is bad news for resource shares and the $A • While the correction in commodity prices has further to go, their long-term trend is likely to remain up Please note there is no downloadable version of this video. 10http://digitalinsights.ampcapital.com.au/mediagallery?rss=10&mediaid=10AMP Capital Sustainable Share FundThis video covers both the features and benefits of the AMP Capital Sustainable Share Fund.Wed, 06 Aug 2008 00:00:00 +1000AMP Capital Sustainable Share fund Video time: 3.31 mins Presenting this video is AMP Capital Investors’ Michael Anderson, Director of Sustainable Funds, Michael Murray, Senior Portfolio Manager, Sustainable Funds, and Ian Woods, Senior Research Analyst, Sustainable Funds. This video talks about the features and benefits of the AMP Capital Sustainable Share Fund; specifically: • What AMP Capital looks for in sustainable investments • What the Fund invests in • AMP Capital’s experience in this asset class • Why investing in this Fund is an attractive investment 9http://digitalinsights.ampcapital.com.au/mediagallery?rss=9&mediaid=9Oliver’s Insights - The Australian economy – past the tipping pointDr Shane Oliver, Head of Investment Strategy and Chief Economist, AMP Capital Investors, looks at the outlook for the Australian economy and the implications for interest rates and shares.Fri, 01 Aug 2008 00:00:00 +1000Oliver's Insights – The Australian economy – past the tipping point Video time: 7.29 mins An interview with Dr Shane Oliver, Head of Investment Strategy and Chief Economist, AMP Capital Investors and David Taylor from Finance News Network. Based on the Oliver’s Insights – The Australian Economy – past the tipping point, this update looks at the outlook for the Australian economy and the implications for interest rates and shares. The key points are as follows: <ul> <li>The Australian economy has slowed abruptly on the back of higher borrowing costs and higher petrol prices. </li> <li>The RBA has gone too far on interest rates and the next move will be a rate cut, ideally before Christmas. </li> <li>High export prices and the scope for fiscal & monetary easing mean Australia is in a better position than many countries, but the risk of recession is now very high. </li> <li>After a 30% fall, Australian shares have factored in a lot of the bad news & are already factoring in a recession. </li> </ul> Please note there is no downloadable version of this video. 8http://digitalinsights.ampcapital.com.au/mediagallery?rss=8&mediaid=8AMP Capital Core Infrastructure fund – an updateThis video covers the AMP Capital Core Infrastructure fund's unlisted holdings in Melbourne and Launceston Airports, what’s happened with the Fund since launch including the acquisition of new assets, and the outlook for the sector. Fri, 25 Jul 2008 00:00:00 +1000AMP Capital Core Infrastructure fund – an update Video time: 12.05 mins AMP Capital Core Infrastructure Fund – a special update featuring: <ul> <li>Stephen Dunne, Managing Director, AMP Capital Investors </li> <li>Chris Woodruff, CEO of the Australian Pacific Airports Corporation, who manages Melbourne and Launceston Airports </li> <li>Mar Beltran, Portfolio Manager of the Fund </li> </ul> Infrastructure assets have many defensive qualities such as high barriers to entry and long term inflation-linked cashflows, which can help reduce the volatility of portfolios. This is an opportunity to learn more about: <ul> <li>The Fund’s unlisted holdings in Melbourne and Launceston Airports </li> <li>What’s happened with the Fund since launch including the acquisition of new assets </li> <li>And the outlook for the sector </li> </ul> Please note there is no downloadable version of this video. 7http://digitalinsights.ampcapital.com.au/mediagallery?rss=7&mediaid=7AMP Capital Global Property Securities FundBrett Ward, Global Head of Property Securities, AMP Capital Investors, gives an overview of what has happened to global real estate investment trusts (REITs) markets since early 2007 and discusses the outlook for this sector.Thu, 24 Jul 2008 00:00:00 +1000AMP Capital Global Property Securities fund Video time: 5.28 mins Brett Ward, Global Head of Property Securities, AMP Capital Investors, gives an overview of what has happened to global real estate investment trusts (REITs) markets since early 2007 and discusses the outlook for this sector. He explains why we are seeing stronger correlations between global property securities and equity markets, whether there is still demand for global property and the benefits of continuing to invest in this asset class. 6http://digitalinsights.ampcapital.com.au/mediagallery?rss=6&mediaid=6AMP Capital Core Property Fund Andrew Bennett, Executive Business Development Manager, AMP Capital Investors, talks about the features and benefits of the AMP Capital Core Property Fund.Mon, 23 Jun 2008 00:00:00 +1000AMP Capital Core Property Fund Video time: 2.56 mins Andrew Bennett, Executive Business Development Manager, AMP Capital Investors, talks about the features and benefits of the AMP Capital Core Property Fund. Specifically, Andrew discusses: • How the Fund works • AMP Capital Investors’ experience in this asset class • Why this Fund makes an attractive investment option 5http://digitalinsights.ampcapital.com.au/mediagallery?rss=5&mediaid=5AMP Capital Core Infrastructure FundThis video introduces infrastructure as a viable asset class for investment. It discusses numerous aspects to consider about infrastructure investing.Thu, 19 Jun 2008 00:00:00 +1000AMP Capital Core Infrastructure fund Video time: 6.56 mins An introduction to the AMP Capital Core Infrastructure Fund by Mar Beltran, Portfolio Manager for Infrastructure Investments, AMP Capital Investors and Paul Foster, Head of Portfolio Management for Infrastructure, AMP Capital Investors. This note introduces infrastructure as a viable asset class for investment. It discusses numerous aspects to consider about infrastructure investing, specifically: <ul class="bList1"> <li style="margin-bottom: 5px;">What it is and why it’s a good investment </li> <li style="margin-bottom: 5px;">How AMP Capital Investors invests in infrastructure </li> <li style="margin-bottom: 5px;">Why the AMP Capital Core Infrastructure Fund is a good investment option </li> </ul> 3http://digitalinsights.ampcapital.com.au/mediagallery?rss=3&mediaid=3Investing in infrastructure – tips and traps in a volatile worldInvesting in infrastructure – tips and traps in a volatile world by Mar Beltran, Portfolio Manager for Infrastructure Investments, AMP Capital Investors.Thu, 05 Jun 2008 00:00:00 +1000Investing in infrastructure – tips and traps in a volatile world Video time: 4.23 mins Investing in infrastructure – tips and traps in a volatile world by Mar Beltran, Portfolio Manager for Infrastructure Investments, AMP Capital Investors. Known for its stable cashflows and defensive characteristics, infrastructure has attracted the interest of investors for some time. If anything, the level of interest has grown in light of the extreme volatility currently being experienced by listed markets. Not all infrastructure assets are the same, so caution needs to be taken when including these assets in an investment portfolio - You have to choose well and mind the risks. 1http://digitalinsights.ampcapital.com.au/mediagallery?rss=1&mediaid=1Oliver’s Insights - Putting negative investment returns in contextPutting negative investment returns in context by Dr. Shane Oliver, Head of Investment Strategy and Chief Economist, AMP Capital Investors.Mon, 05 May 2008 00:00:00 +1000Oliver's Insights – Putting negative investment returns into context Video time: 2.28 mins Oliver’s Insights - Putting negative investment returns in context by Dr. Shane Oliver, Head of Investment Strategy and Chief Economist, AMP Capital Investors. This note looks at the slump in investment returns for diversified (superannuation) funds over the last five months, and the temptation many investors naturally have to switch to cash. Key points: <ul> <li>Negative investment returns are disconcerting, but are a normal part of the cycle for diversified funds </li> <li>Responding to negative returns by switching to cash will only lock in losses and produce lower returns over the long term </li> <li>The best approach remains to adopt an appropriate long term investment strategy and to stick to it </li> </ul>