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Showing 91 - 100 of 1171 results for "Macro"

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 ...

Russell Investments names investment head for APAC

ELIZABETH FRY  |  THURSDAY, 29 MAY 2025
... appointment strengthened the asset manager's investment leadership bench in Asia Pacific. "His {Andrews} ability to connect macro insights to portfolio outcomes will directly benefit clients, especially as they navigate an increasingly complex investment ...

Stake 'breaks barriers' with inaugural fixed income product

MATTHEW WAI  |  MONDAY, 26 MAY 2025
... instruments, and cash and private credit. It aims to provide the target return monthly; the investment decisions are based on macro-economic, and company or sector specific views, to capture yield and exploit various inefficiencies across global fixed ...

RBA cut expected, but then what?

ELIZA BAVIN  |  FRIDAY, 16 MAY 2025
The Reserve Bank of Australia (RBA) is expected to cut interest rates when it meets next week by 25 basis points, bringing the official cash rate down to 3.85%. However, Commonwealth Bank (CBA) head of Australian economics Gareth Aird said he is not ...

Analyst promotions: Frontier, Fidelity, ART

ELIZABETH FRY  |  THURSDAY, 15 MAY 2025
Frontier Advisors has announced the appointment of Jacqueline Darwis as an associate in the firm's real assets team. Darwis brings research and consulting experience in the property sector and joins Frontier from PPC Urban, where she carried out ...

Bennelong partners with Allspring for fund launch

ELIZA BAVIN  |  THURSDAY, 15 MAY 2025
Bennelong Funds Management has partnered with Allspring Global Investments to distribute its global income strategy across Australia and New Zealand. Bennelong expects to launch the Allspring Global Income Fund as a unit trust in June this year, offering ...