Capital Edition

Welcome to the latest issue of Capital Edition, our monthly publication designed to spotlight AMP Capital’s investments, people and ideas

What our economists learnt in 2020

Our economists Shane Oliver and Diana Mousina share their views on 2020, and ponder what the events of this year could mean for 2021 and beyond.

This issue also features:

Running a credit desk through the crisis of a generation: Head of credit, Sonia Baillie on COVID-19’s impact on markets compared to the Global Financial Crisis, and some truisms about investing that have hit home.

Undoing the dark realities of tobacco: Our head of ESG, Adam Kirkman, discusses the normalisation and acceptance of tobacco – despite it being one of the greatest threats to human life in our history.

The growing force in global listed real estate: Opportunities in global listed real estate have not ceased this year. Our head of global listed real estate, James Maydew, explores a new force rising in the residential real estate industry.

The four pillars of infrastructure in the wake of COVID-19: Our head of global listed infrastructure, Giuseppe Corona, and portfolio manager, Andy Jones, share their thoughts on the pillars of infrastructure in the wake of the pandemic, and the structural trends that look to be accelerating.

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We hope you enjoy the latest issue of Capital Edition and we look forward to hearing your feedback.

Important notes: This article has been prepared to provide general information and does not constitute 'financial advice' for the purposes of the Financial Advisors Act 2008 (Act). An individual investor should, before making any investment decisions, consider the information available in the relevant Product Disclosure Statement and seek professional advice. While every care has been taken in the preparation of this document, AMP Capital Investors (New Zealand) Limited and the AMP Group (together, 'AMP') make no guarantee that the information supplied is accurate, complete or timely and do not make any warranties or representations in respect of results gained from its use. The information is not intended to infer that current or past returns are indicative of future returns. The views expressed are those of the author and do not necessarily reflect those of AMP. These views are subject to change depending on market conditions and other factors.