Search Results | Showing 1 - 10 of 995 results for "Macro" |
| | ... level, it looks for companies with solid balance sheets and strong free cash flow in sectors poised to capitalise on key macro catalysts. "Stocks in the portfolio span a diverse mix of sectors and industries. We're generally invested in larger-cap stocks ... |
| | | The Australian equity market is slightly overvalued following a strong rally, according to Morningstar's Q2 2024 outlook. The S&P/ASX 200 benchmark has climbed about 15% from its October 2023 lows to hover around 7800, signalling what Morningstar called ... |
| | | Frontier Advisors has promoted four staffers - a principal consultant, a senior equities consultant and two quants from the capital markets team. In the asset consultant's latest round of promotions, Claire Casucci has been elevated to principal ... |
| | | It's been all eyes on the US Federal Reserve as investors patiently await interest rate cuts, with the US central bank indicating they should arrive this year. Now US Federal Reserve chair Jerome Powell has confirmed the bank is targeting a rate cut ... |
| | | ... Australian economy. Among the global risks, a further decline in the Chinese property sector could interact with existing macro-financial vulnerabilities, that could spill over to Australia. "The key channels of transmission of financial stress in China ... |
| | | ... 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 ... |
| | | ... 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 ... |
| | | 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 ... |
| | | ... 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 ... |
| | | ... 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 ... |
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