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Showing 91 - 100 of 1176 results for "Macro"

Ninety One strengthens multi-asset bench with senior hire

ELIZABETH FRY  |  THURSDAY, 3 JUL 2025
... his co-portfolio manager responsibilities, he will focus on fostering greater collaboration across teams and enhancing the macro research that underpins our strategies." Ninety One's head of institutional for its Asia Pacific and Middle East client ...

LGT Crestone promotes investment duo

ELIZABETH FRY  |  THURSDAY, 3 JUL 2025
LGT Crestone has announced two senior promotions within its chief investment office, strengthening its asset allocation and capital markets leadership. Firstly, the private wealth firm has promoted Matthew Tan to head of asset allocation, acknowledging ...

Finance news foretells stock market volatility: Study

KARREN VERGARA  |  TUESDAY, 1 JUL 2025
Daily financial news can better predict stock market volatility and deliver more accurate signals about risk than backward-looking macroeconomic data, a new study suggests. University of Auckland finance lecturer Justin J. Case and Queensland University ...

Select stocks in charge of their own destiny: Aoris

MATTHEW WAI  |  THURSDAY, 19 JUN 2025
... increase] towards tariffs... I put them [fees] up 5%, 6%, or 8% - will they [clients] really know the difference?" By avoiding macro factors, companies can better focus on growth from other issues. For example, Aoris has a position in the cosmetic giant ...

Lower interest rates conducive for bigger risk appetite, small caps

KARREN VERGARA  |  FRIDAY, 6 JUN 2025
As interest rates continue to fall, small caps are poised to reap from the current macroeconomic backdrop and investors increasing their appetite for more risk, a fund manager says. Janus Henderson portfolio manager Nick Sheridan predicts the tide is ...

Alternatives high on the radar to escape Trump's tariffs: Fidante

MATTHEW WAI  |  THURSDAY, 5 JUN 2025
Financial advisers are increasingly searching for alternative sources to capture alpha amid ongoing market volatility. Surveying 174 financial advisers, Findante found that four in 10 advisers are now bearish on both US equities and Australian equities ...

Retirement confidence highest since 2020: SSGA

MATTHEW WAI  |  TUESDAY, 3 JUN 2025
Despite persisting cost-of-living pressures, economic uncertainty, and heightened retirement costs, retirement confidence has increased from 24% in 2023 to 33% in 2025. Australia now sits just behind the US (34%) as one of the most optimistic countries ...

Apostle launches CastleKnight Management in Australia

KARREN VERGARA  |  MONDAY, 2 JUN 2025
... securities and asymmetric risk-return opportunities. Apostle managing director Mitchell Gunman said CastleKnight applies a macro lens and rigorous bottom-up research process to identify investments driven by catalysts such as M&A, restructurings, regulatory ...

GAM nabs Janus Henderson equities team

ELIZABETH FRY  |  THURSDAY, 29 MAY 2025
... majority owner and a strong, investment-led culture that traces its roots to Gilbert de Botton." The team also believes the macro backdrop is shifting decisively in Europe's favour. "For decades, cheap valuations alone weren't enough to catalyse ...

Former TCorp exec sets up consultancy

ELIZABETH FRY  |  THURSDAY, 29 MAY 2025
A longtime investment professional has set up an investment consultancy to advise superannuation funds on the total portfolio approach (TPA) to investment. Nigel Wilkin-Smith founded Long Horizon Enterprises to address what he sees as a glaring gap ...