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Showing 181 - 190 of 1170 results for "Macro"

Why BlackRock is taking a risk-on view

ELIZA BAVIN  |  TUESDAY, 26 MAR 2024
... higher for longer than pre-pandemic. Markets are not eyeing that outlook for now. Second, stocks could grow more sensitive to macro news as profit margin pressures mount." BlackRock said it was keeping a close eye on Japanese equities as well but is ...

Economists react to latest RBA rate decision

ANDREW MCKEAN  |  WEDNESDAY, 20 MAR 2024
... rate cuts by year end, taking the cash rate down to 3.6% by December. Meanwhile, State Street Global Markets head of APAC macro strategy Dwyfor Evans said: "The RBA kept the cash rate on hold as widely expected. The tone of the remarks was a tad dovish ...

Markets, economies benefit from eustress: ABDO

KARREN VERGARA  |  WEDNESDAY, 20 MAR 2024
While individuals can benefit from good levels of stress or "eustress", so too do financial markets and economies, according to an investment expert, who says that this can help move toward normalisation following a turbulent number of years. La Trobe ...

GQG reports US$10.5bn increase in FUM

ANDREW MCKEAN  |  THURSDAY, 7 MAR 2024
... distribution platforms, we are in a dominant position to capture future flows in Australia. While I can't predict the macro trends of flows in any country, including Australia, I'm confident in our ability to remain a leader in the categories ...

Large-cap equity funds continue underperformance: SPIVA

KARREN VERGARA  |  FRIDAY, 1 MAR 2024
... and 2023 was not one of them, pointing to the effects of dispersion. When stocks tend to move together driven by the same macro drivers such as monetary policy or pandemic, it is difficult to pick the companies that outperform or namely the idiosyncratic ...

GQG records US$10bn in inflows, eyes Abu Dhabi office

ANDREW MCKEAN  |  FRIDAY, 16 FEB 2024
... to distribution platforms, we are in a dominant position to capture future flows in Australia. While I can't predict the macro trends of flows in any country, including Australia, I'm confident in our ability to remain a leader in the categories we compete ...

ASIC files lawsuit against unlicensed director, companies

JAMIE WILLIAMSON  |  FRIDAY, 16 FEB 2024
The corporate regulator filed a lawsuit against a Queensland man who allegedly deceived people he knew into handing over $100 million to invest in companies he owned without a financial services licence. ASIC commenced proceedings in the Federal Court ...

Magellan names Rahmani as new chief, reports NPAT lift

JAMIE WILLIAMSON  |  THURSDAY, 15 FEB 2024
... named Arvid Streimann as its new head of global equities. He's been with Magellan for about a decade, serving as head of macro and most recently co-portfolio manager of the Magellan Global Fund. Meanwhile, one of the group's strategic priorities ...

AI poses potential challenge to financial stability: Gensler

ANDREW MCKEAN  |  WEDNESDAY, 14 FEB 2024
Artificial intelligence could threaten financial stability, forcing novel macro-prudential strategies, according to US Securities and Exchange Commission (SEC) chair Gary Gensler. In a speech at Yale Law School, Gensler described AI as having "tremendous ...

Fund selectors harbour AI bubble fears, affirm belief in its longevity

ANDREW MCKEAN  |  THURSDAY, 8 FEB 2024
... selectors are realigning their investment strategies to account for increasingly volatile geopolitical forces and an uncertain macro-economic outlook. "With investors' money on the line, it's no surprise that fund selectors are turning more towards active ...