The ASX200 index rose 7.6% in a strong quarter to close at 6,195. Australia’s economic outlook continues to improve with growth expected to continue on-trend this year. The Reserve Bank of Australia (RBA) maintained the cash rate at 1.50% p.a. for a record 22 consecutive month. US Stock markets returned to growth this quarter with the DOW increasing 2.7% and th

The ASX200 index rose 7.6% in a strong quarter to close at 6,195.

Australia’s economic outlook continues to improve with growth expected to continue on-trend this year. The housing market cycle has peaked with both Sydney and Melbourne prices easing and auction clearance soft through the Winter period. Business spending and planned public infrastructure proj

The ASX200 index fell 5.0% in a volatile quarter to close at 5,752.

Australia’s economic outlook continues to improve with growth expected to continue on-trend this year. Though the housing market cycle appears to have peaked with both Sydney and Melbourne prices easing and auction clearance rates returning to average. Planned infrastructure projects are exp

The ASX200 index completed a strong quarter raising 6.7% to close at 6,065.

The RBA’s economic outlook continues to improve with growth expected to continue on-trend this year. The mining sector is expected to weaken further for some time to come. The housing market cycle appears to have peaked. Upcoming supply releasing into the market in the coming

Market Commentary – September 2017

The ASX200 index continues to trade in a sideways holding pattern falling 0.7% to 5,681 for the quarter. Banking stocks continue to be subdued whereas material stocks like BHP and RIO have performed strongly balancing out overall market performance.

Australia’s economic outlook is improving and

Market Commentary – June 2017

The ASX200 index experienced a disappointing quarter falling approximately 2.5% to 5,721. The market began the quarter surging towards 6,000 points before being dragged back primarily by the four major banks. The banks experienced large share price declines between 10-20% triggered by the announcement of

Market Commentary – March 2017

The Australian market remains resilient despite the ongoing global political turmoil. The S&P ASX 200 rose 3.5% to close at 5,865. The ASX 200 continues to benefit from price recovery in the top 20 stocks by capital weighting including house hold names the likes of the banks, big resource and insuran

The AMP Core Infrastructure fund has been a recent addition to the Limberg Asset Management investment models in July 2016. The Infrastructure fund has been included to provide the models with a different asset class that is diversified from traditional equities and bonds. Infrastructure assets traditionally have defensive characteristics as they invest in large

Market Commentary – December 2016

The Australian market has proven very resilient despite the political turmoil over the last 12 months. With the S&P ASX 200 shrugging off the election of Donald Trump to achieve a 4.6% increase for the quarter.  Market conditions continue to be fractious, but not without opportunities. The ASX 20

The AMP Wholesale Property fund will be added to the investment models in the near future. The reason for adding this investment is to gain exposure to property. Property traditionally has a low correlation to equities providing diversification with sustainable income from tenants rent and capital growth from quarterly property revaluations.

Fund objective: Th