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Showing 101 - 110 of 995 results for "Macro"

Reporting season may prove dramatic: UBS

CASSANDRA BALDINI  |  TUESDAY, 14 FEB 2023
... however, experts say things might be looking up for active stock pickers. UBS explained this is due to markets exiting the macro-driven stage of the market cycle and transitioning to an earnings delivery phase. "Unlike last year, where moves in bond ...

Value companies to outperform in 2023: VanEck

ANDREW MCKEAN  |  THURSDAY, 9 FEB 2023
VanEck portfolio manager Cameron McCormack forecasts a bright outlook for value companies in 2023, particularly among Australian equities. "We think value companies are likely to outperform in 2023," McCormack said. "We're entering a period that echoes ...

Whole of portfolio solutions running hot: BlackRock

CHLOE WALKER  |  THURSDAY, 9 FEB 2023
... specific. Usually, that's with the help of a sophisticated manager and obviously sophisticated systems as well." From a macro point of view, Petering said that BlackRock expects markets to be a lot more volatile moving forward. "We've moved from ...

Downside risk dominates Australia's economic outlook: IMF

ANDREW MCKEAN  |  THURSDAY, 2 FEB 2023
The International Monetary Fund (IMF) has warned Australia's economy is on a narrow path to a soft landing, with downside risks. An IMF report said downside risks to the economic outlook dominate, with uncertainty regarding global growth, commodity ...

Bonds are back: GSFM

CHLOE WALKER  |  WEDNESDAY, 25 JAN 2023
While last year was a "shocker" for both bonds and equities alike, 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 ...

Generation Development Group inflows decline, FUM increases

ANDREW MCKEAN  |  TUESDAY, 24 JAN 2023
In an ASX announcement, Generation Development Group (GDG) has reported negative quarterly gross inflows, down 38% on the period prior. GDG's net inflows were $59 million in the December quarter. The business also had $114 million sales inflows. GDG ...

Country head appointed at Fulcrum Asset Management

CHLOE WALKER  |  FRIDAY, 20 JAN 2023
... with their original entry into Australia back in 2012 when I worked for Ambassador," Carson said. "Fulcrum's core focus- macro investing- has really come to the fore in recent years, providing its investors with a stream of uncorrelated absolute returns ...

Spaceship reduces headcount, reorganises executive team

JAMIE WILLIAMSON  |  THURSDAY, 19 JAN 2023
... "to accelerate our path to self-sustainability and ensure we are well positioned to navigate the challenges of the current macro environment." It added that the changes serve to reduce costs, but the strategy and core business remain unchanged. It also ...

73% of chief executives predict global economic decline: PwC

ANDREW MCKEAN  |  TUESDAY, 17 JAN 2023
A PwC survey shows that 73% of chief executives predict global economic decline in 2023, the most pessimistic outlook in over a decade. Moreover, according to the PwC Global CEO Survey, nearly 40% of chief executives think their organisations won't ...

HUB24 inflows slow amid challenging market dynamics

ANDREW MCKEAN  |  TUESDAY, 17 JAN 2023
HUB24 recorded $2.8 billion of platform net inflows in Q2 FY23, down 23.6% year on year. The funds platform also saw net inflows of $5.8 billion in 1H FY23, a drop of 13.6% from the previous corresponding period. In an ASX announcement, HUB24 said its ...