AMP Capital Investors says the rally on global equity markets is not finished yet after one of the strongest quarters for returns in the last decade.
The fund saw retuns jump 6.6% in the three months to September, as equity markets rebounded sharply, though returns are a more modest 1.5% on an annual basis.
AMP's head of investment strategy, Jason Wong says equity markets should continue to power ahead, though it's open to question whether that can be sustained once the effects of the fiscal stimulus wears off.