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| | | ... from the initial announcements as the US moves into the negotiation and resolution stage. "From a diversification point of view, if there is a recessionary shock, and a recession comes alongside tariffs, then the fixed income allocation is what you rely ... |
| | | | Treasurer Jim Chalmers has opened the new economic reform consultation paper while issuing more invitations to the government's Economic Reform Roundtable. "The roundtable is an important opportunity to build consensus for long term economic reform," ... |
| | | | ... corporate balance sheets are in good health and earnings are robust and the economy remained resilient. From our process point of view, we still want to keep our equities at least at neutral," he said. MLC MySuper, for example, mandates a mix of active ... |
| | | | ... across Asia Pacific." Brookfield co-head of real estate Australia Ruban Kaneshamoorthy added: "Brookfield took a contrarian view when we invested in Aveo. We identified a challenged platform that owned great real estate, and this allowed us to execute ... |
| | | | ... "committed to supporting the inquiry." "This is a wide-ranging inquiry, and it will provide an independent and transparent view of the work we have done, and the work we still have to do. It will be critical to ensuring our stakeholders can have trust ... |
| | | | ... economic security program director Brendan Coates has slammed the government's superannuation tax concessions, reinforcing his view that the super system is no longer being used to fund retirements. "The concessions available through superannuation ... |
| | | | ... "The market is currently predicting three rate cuts this year, which would see the RBA cash rate reduced to 3.10%. In our view, the market is getting ahead of itself." "Based on current economic data, we do not think any more than two cuts by the end ... |
| | | | In an uncertain environment, Aoris Investment Management is attempting to steer clear of volatility by avoiding businesses that exhibit significant ties to what it calls the 'no-go zone'. Aoris aims to have up to 15 investments in its portfolio at any ... |
| | | | ... priority and on what terms," he said. But he noted that these national priorities require significant capital and a long-term view, and address pressing domestic economic needs. "Importantly, they align with our investment strategy. The national priorities ... |
| | | | ... are committed to supporting the inquiry. This is a wide-ranging inquiry, and it will provide an independent and transparent view of the work we have done, and the work we still have to do. It will be critical to ensuring our stakeholders can have trust ... |
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