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Showing 91 - 100 of 255 results for "Investment Strategist"

Bonds are back: GSFM

CHLOE WALKER  |  WEDNESDAY, 25 JAN 2023
... allocating to fixed income securities in 2023 offers an attractive yield for investors, according to GSFM investment strategist Stephen Miller. Addressing attendees at the GSFM investor outlook lunch in Sydney yesterday, Miller highlighted the benefits ...

US inflation hits one-year low

ANDREW MCKEAN  |  FRIDAY, 13 JAN 2023
... more proof that my economic plan is working." "We have more work to do, but we're on the right track." GSFM investment strategist Stephen Miller said last night's US core CPI result is vindication in the Federal Reserve's aggressive approach to contain ...

RBA set to lift the cash rate again

ANDREW MCKEAN  |  TUESDAY, 6 DEC 2022
... likely pause early 2023 as the RBA assesses the impact of its tightening strategy." More ominously, GSFM investment strategist Stephen Miller said: "The RBA is underestimating the momentum in price and wage inflation and will have to move the policy ...

The future of defined contribution asset allocation

ANDREW MCKEAN  |  MONDAY, 7 NOV 2022
Strategy discussions around defined contribution workplace saving tend to focus on plan design and engagement but questions of asset allocation are also critical, according to a discussion summary of the most recent Jasper Forum. The Forum was led by ...

CPI poses awkward optics for RBA: Economist

ANDREW MCKEAN  |  MONDAY, 31 OCT 2022
... circumstances are different or less challenging than elsewhere in the developed country complex, but GSFM investment strategist Stephen Miller believes that any "difference" wasn't evident in the latest consumer price index (CPI) data. "The big drivers ...

RBA tipped for another rate rise

CHLOE WALKER  |  TUESDAY, 4 OCT 2022
... it's now approaching tenuous levels which somewhat forces the hand of the RBA," he said. Janus Henderson investment strategist Frank Uhlenbruch agreed with Solomon's forecast. "Given Fed signalling, we now look for a 50bps tightening from the RBA in ...

Equities challenged but opportunities are there

CHLOE WALKER  |  THURSDAY, 28 JUL 2022
... overseas, it is not all doom and gloom, according to GSFM and Munro Partners. At a recent briefing, GSFM investment strategist Stephen Miller said that all developed country central banks were late in recognising just how great a challenge inflation ...

Recession a distinct possibility: Natixis

ANDREW MCKEAN  |  THURSDAY, 21 JUL 2022
Most investment strategists believe that a recession is a distinct possibility over the next six months, with a Natixis survey showing that nearly one-quarter think it's inevitable. "After six months of navigating rising rates, inflation and geopolitical ...

Julia Lee pops up at State Street

ELIZABETH FRY  |  FRIDAY, 8 JUL 2022
... Australia's most popular financial commentators, has landed at State Street Global Advisors SPDR as an equity investment strategist for the Asia Pacific. Lee - who joins from Burman Invest, which she founded and served as investment chief - has appeared ...

Sue Brake to leave Future Fund

JAMIE WILLIAMSON  |  TUESDAY, 21 JUN 2022
... strategic advisory and a senior investment consultant at Willis Towers Watson and, before that, was a senior investment strategist at NZ Super Fund. She has previously served as an external expert to the International Monetary Fund and currently sits ...