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Showing 1141 - 1150 of 17039 results for "Global"

Trump backflips on tariffs but risks remain

ELIZA BAVIN  |  THURSDAY, 10 APR 2025
... appear to be gearing up for a trade war. Betashares chief economist David Bassanese said despite Trump's concession, the global economy and particularly the US, still face "enormous risk" in the weeks and months ahead. "While equity markets bounced ...

NAB forecasts 50bp rate cut in May

ELIZA BAVIN  |  THURSDAY, 10 APR 2025
... Bank of Australia (RBA) may deliver a 50bps interest rate cut when it meets again in May. Auld said headwinds from the global environment have intensified, but conceded large amounts of uncertainty remain. "We now see the RBA easing more quickly through ...

Janus Henderson to take on $75bn fixed income portfolio

ELIZA BAVIN  |  WEDNESDAY, 9 APR 2025
... will manage over $247 billion (US$147 billion) in fixed income assets globally and over $183 billion (US$109 billion) for global insurance companies. The partnership positions Janus Henderson as a top 15 unaffiliated insurance asset manager. In addition ...

'Crises happen': Investors reminded to stay calm

ELIZA BAVIN  |  WEDNESDAY, 9 APR 2025
... run, but short-term volatility and risk of falls are the price of the entry ticket." Lamont reminded investors that the global stock market has experienced an incredible rally for the past five years. He said $10,000 invested in the stock market five ...

Data centres 'major growth sector' for Australia: Report

MATTHEW WAI  |  WEDNESDAY, 9 APR 2025
... centre investment location having deployed $6.7 billion in capital in 2024, according to a new report from Knight Frank. The Global Data Centres Report projected that the market would hit $6.6 trillion (US$4 trillion) by 2030, at a compound annual growth ...

Cbus plays it steady amid rocky start to the year

ANDREW MCKEAN  |  WEDNESDAY, 9 APR 2025
... to build out new strategies, particularly scalable ones that could grow into multi-billion-dollar strategies. Cbus has a global quality strategy that's been run in-house for five years, Gavin said, and the idea was to add something "somewhat similar" ...

GQG rejigs allocations amid tariff pain

KARREN VERGARA  |  WEDNESDAY, 9 APR 2025
... all four flagship strategies, but not to the extent that it undercut tech and consumer discretionary investments. The GQG Global Equity fund, for example, ended March with a 7.3% allocation in tech stocks compared to its benchmark MSCI ACWI's 23.4%. ...

PM Capital hits back at Platinum after offer rejected

ELIZA BAVIN  |  TUESDAY, 8 APR 2025
The PM Capital Global Opportunities Fund (PGF) has hit back after Platinum Asia Investments (PAI) rejected its non-binding indicative proposal, deciding instead to move forward with plans to merge with the Platinum Asia Fund Complex ETF (PAXX). PGF ...

Fitzpatricks names head of product

KARREN VERGARA  |  TUESDAY, 8 APR 2025
... (SMAs). Russell was tasked to develop and actively manage a factor-based Australian equities solution and a customised global listed infrastructure portfolio for Fitzpatricks' investment arm Atrium Investment Management. "With Russell, we've built ...

Tariff impact on super 'profoundly worrying'

ELIZA BAVIN  |  TUESDAY, 8 APR 2025
... translating into a market meltdown? It's because we've all upgraded our probability of not just a US recession, but maybe even a global recession. After all, tariffs are bad for global trade, definitely bad for the US consumer. This is going to effectively ...