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Showing 121 - 130 of 2860 results for "Outlook"

Cbus plays it steady amid rocky start to the year

ANDREW MCKEAN  |  WEDNESDAY, 9 APR 2025
... accounting for 67% of the MSCI All Country Index (ACWI) and 70% of the MSCI World Index, has made him more cautious on the outlook. "We went into this year thinking the new Trump administration would be a mixture of pro-growth and anti-growth measures. ...

Trade war rattles pre-election economic outlook

KARREN VERGARA  |  TUESDAY, 8 APR 2025
... hostilities and risks to the economy are "more significant than expected" as it releases its Pre-election Economic and Fiscal Outlook (PEFO). While the government's Budget figures have not changed since they were announced on March 25, the PEFO report ...

Market turmoil hits portfolios

ELIZA BAVIN  |  FRIDAY, 4 APR 2025
... to stagflationary conditions, even if it doesn't fully meet the definition. This mix adds complexity to the policy outlook." Betashares chief economist David Bassanese said this could impact the outlook for interest rate cuts at home as the Reserve ...

RBA flags concerns over 'geopolitical uncertainties'

ELIZA BAVIN  |  WEDNESDAY, 2 APR 2025
... the central bank flagged ongoing uncertainty amid fears US tariffs could impact global growth. "Uncertainty about the outlook abroad also remains significant. On the macroeconomic policy front, recent announcements from the United States on tariffs are ...

AMP introduces geared retirement options

MATTHEW WAI  |  MONDAY, 31 MAR 2025
AMP's North has worked with Betashares to introduce Australia's "first targeted geared retirement series." Unveiled today, the Betashares Moderately Geared Managed Account Portfolios, now added to North, are designed to increase exposure to defensive ...

Budget deficit to balloon to $42.1bn

ELIZA BAVIN  |  TUESDAY, 25 MAR 2025
... surpluses in nearly two decades and smaller deficits and lower debt compared to the 2022 Pre-election Economic and Fiscal Outlook (PEFO)," Budget documents said. "The Budget position is cumulatively $207 billion better than PEFO over the seven years ...

BlackRock rebalance sparks record-high ETF trades on ASX

KARREN VERGARA  |  THURSDAY, 20 MAR 2025
... portfolio." Australian equities appear to be a potential detractor in the near term given a "relatively weaker domestic earnings outlook and stretched valuations." Underpinning this are concerns of a US recession set in motion by President Donald Trump's ...

RBA forecasting has been 'terrible': Yarra Capital Management

MATTHEW WAI  |  THURSDAY, 20 MAR 2025
... policy restrictiveness in its decision... the board acknowledges that progress has been made but is cautious about the outlook." Further, in its March minutes, the RBA has doubled down on the sentiment. "While economic outcomes had given members more ...

Underperforming managers in China could see pay halved

KARREN VERGARA  |  MONDAY, 17 MAR 2025
... fade from October 2024 to January 2025. "Escalating US-China trade tensions pose further downside risks to the economic outlook. However, China equity saw a strong performance (+11.4%) in February compared to the overall APAC region (-0.4%)," the note ...

Deficit to reach $26bn: Deloitte

KARREN VERGARA  |  MONDAY, 17 MAR 2025
... marks a $0.8 billion improvement from the projected $26.9 billion deficit in the 2024-25 mid-year economic and fiscal outlook (MYEFO), primarily driven by revenue upgrades. "However, starting in 2025-26, this trend is expected to reverse, with deficits ...