Hear from the AMP Investments team, Head of Portfolio Management Stuart Eliot and Senior Portfolio Managers Stephen Flegg and Jeronimo Harrison on their outlook for investment markets in the year ahead.
Find out what they're keeping an eye on, what risks they're anticipating and what they're looking forward to.
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Oliver's Insights - Longer term Iran War impacts A stagflationary hit of higher inflation and weaker growth is now baked in with the uncertainty being how long it’s sustained. The flow of ships through the Strait of Hormuz remains the key - as it has been since day one of the War. -
Weekly market update 10-04-2026 Oil prices fell around 13% over the week on the ceasefire news but remain just below $US100 a barrel on uncertainty about whether the ceasefire will stick or not. West Texas remains above Brent reflecting increased demand for US oil. -
Weekly market update 02-04-2026 Financial markets were taken on a roller coaster ride this week as we started and ended the week with promises of TACOs (Trump Always Chickens Out), though it turned out that we were fed NACHOs instead (Not Actually Changing Hormuz Opening)!
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