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Showing 91 - 100 of 4345 results for "View"

Three megatrends to watch in 2026

ELIZA BAVIN  |  MONDAY, 15 DEC 2025
... does the Reserve Bank of Australia have to rein in growth through higher interest rates? Ultimately, I guess my base case view is that I think the inflation will moderate. My base case, the RBA won't need to raise interest rates," Bassanese said. ...

FEATURE: Private credit | At the precipice

GLENDA KORPORAAL  |  FRIDAY, 12 DEC 2025
The warning by JPMorgan Chase chief executive Jamie Dimon about the possibility of there being more "cockroaches" in the US private credit market has sparked a flurry of debate about risks in the market at a time when its potential is being assessed ...

RBA hike may come as soon as February

ELIZA BAVIN  |  FRIDAY, 12 DEC 2025
... all point to monetary policy being too accommodative," Citi economist Faraz Syed. "Therefore, we shift our no policy change view to 50 basis points worth of rate hikes in 2026, starting as early as February, followed by May." However, not all economists ...

Vanguard identifies strongest asset classes for coming decade

MATTHEW WAI  |  THURSDAY, 11 DEC 2025
... chorus of global central banks lowering interest rates," Chronis said. "Australia is insulated somewhat from tariffs, and that view is reinforced by its favourable standing with the bilateral framework on critical minerals and rare earths with the US. ...

Australian businesses most worried about possible recession: Survey

MATTHEW WAI  |  MONDAY, 8 DEC 2025
Findings from World Economic Forum's Executive Opinion Survey suggest Australian business leaders are most concerned with economic risks like recession in the coming years. The Executive Opinion Survey, conducted in partnership with Zurich and Marsh ...

Stafford Capital establishes $1.8bn forestry fund

ELIZA BAVIN  |  FRIDAY, 5 DEC 2025
... and scale have made it a highly attractive vehicle for institutional investors, particularly for large pension schemes that view timberland as a core long-term strategic asset within their portfolios," Stafford said. Of the existing investors in SIT ...

Super moves: HESTA, Nest, Resolution Life, NZ Super

ELIZABETH FRY  |  THURSDAY, 4 DEC 2025
... multi-asset portfolios. She also carried responsibility for quantitative models and contributed to the group's macroeconomic view. Before joining the life office three years ago, she was a doctoral researcher at Monash University, specialising in ...

Shield proposes to liquidate equities to pay investors

KARREN VERGARA  |  WEDNESDAY, 3 DEC 2025
... conceivably mean that there are not sufficient remaining assets to pay those compensations claims. However, the liquidator's view is that it is in the best interests of investors to pursue the Interim Distribution Proposal despite the potential tension ...

Brookfield, GIC chase $4bn acquisition

ELIZA BAVIN  |  FRIDAY, 28 NOV 2025
... exclusivity ending 7 December 2025. "During the exclusivity period, the parties have agreed to negotiate in good faith with a view to entering into a SIA on terms consistent with the indicative proposal by no later than 7 December 2025," NSR said. "The ...

Tech bubble top of mind for super funds in 2026: Report

KARREN VERGARA  |  WEDNESDAY, 26 NOV 2025
... expect AI to drive productivity improvements across private markets and especially middle market companies," Watson said. "Our view is that there is a low probability of a near term recession in the US because these companies are starting to use AI technologies ...