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| | | ... inflation - coming in at 3.2%," Hannah said. "Had inflation continued to move north, this could have sealed the deal for a rate hike next month, which would be the first increase in more than two years. As it stands, the positive developments from today's ... |
| | | | Wilson Asset Management's (WAM) active investment portfolio delivered significant performance in 2025, returning 41.4% for its investors, outperforming the S&P/ASX All Ordinaries Accumulation Index by 30.8% in the period. The exceptional returns enabled ... |
| | | | Fund managers remain "remarkably positive" and bullish about their prospects over the next five years despite menacing headwinds stemming from institutional clients, a new report from Frontier Advisors shows. Canvassing the perspectives of 83 fund managers ... |
| | | | ... annual hyperscaler revenue increasing by $1.6 trillion. That would fall short of the revenues needed to deliver a reasonable rate of return of 9-12% on that upper end of AI investment," it said. In the instance that "we break out of a 2% growth world ... |
| | | | ... build shareholder value," she said. In 2026, investors are keeping watch over several risk factors including the interest rate, inflation and economic outlook, the survey revealed. Global and US political developments are also at the forefront of investor ... |
| | | | ... management bonuses are down 25% over the last two years. She expects the downward trend to continue, albeit not at the same rate, falling by 5% in 2026. She notes leveling out for funds management as they reshape and grow into 2027. Kaizen Recruitment ... |
| | | | ... February. Commonwealth Bank economist Ashwin Clarke said the bank has revised its forecasts, now expecting a 25 basis point cash rate rise in February. "Australia has ended 2025 in a cyclical upswing. While growth has improved, progress on inflation ... |
| | | | ... to the end of 2026," LaRusse said. In light of recent economic data and industry sentiment anticipating a rise in the cash rate for 2026, it stands as an opportune time to allocate towards fixed income securities, LaRusse added. Wood also outlined that ... |
| | | | ... tax system, combining a lower company income tax of 20% for small and medium businesses earning up to $1 billion, and a tax rate of 28% for larger firms, with a net cashflow tax of 5% for all companies. The PC suggested this reformed tax system would ... |
| | | | AustralianSuper remains cautiously optimistic for global markets over the medium-term but is wary of short-term risks such as credit events and a change in AI sentiment which could derail activity. AustralianSuper head of macroeconomic research David ... |
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