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Showing 1 - 10 of 17 results for "Strait of Hormuz"

Ausbil sees AI, critical minerals driving next growth cycle

VINNY VUCAGO  |  THURSDAY, 11 JUN 2026
... digital infrastructure. Despite recent oil price volatility following tensions in Iran and disruptions to the Strait of Hormuz, Ausbil expects global economic growth to remain resilient, forecasting growth of 3.3% in 2026. For Australian equities, the ...

FEATURE | Emerging markets: Twists and turns

KARREN VERGARA  |  FRIDAY, 29 MAY 2026
... first domino to fall when President Ferdinand Marcos Jr. declared a national energy emergency. The closure of the Strait of Hormuz, a critical maritime chokepoint, which according to United Nations (UN) carries about one quarter of the world's seaborne ...

Emerging markets a 'reasonable' opportunity: Colchester

RIDDHIMA TALWANI  |  TUESDAY, 19 MAY 2026
... promising that, but at real times, historically, it's tending to do okay." Simpson, however, noted if the Strait of Hormuz stays shut for a long period of time, emerging markets probably aren't the place to be. "But neither is any other risk ...

Perpetual to wind up fixed income fund

KARREN VERGARA  |  MONDAY, 11 MAY 2026
... forced a significant repricing of the rate outlook." "The US-Israel conflict with Iran effectively closed the Strait of Hormuz - a chokepoint for roughly 20% of global oil supply - sending oil prices sharply higher and reigniting stagflation concerns. ...

Future Fund gains nearly $2bn in March quarter despite market volatility

MATTHEW WAI  |  TUESDAY, 5 MAY 2026
... of the fund rising modestly, even as markets fell based on inflation concerns stemming from the closure of the Strait of Hormuz and the potential for a stagflationary global environment," Arndt said. "Over the year, risk markets were supportive but there ...

arcpoint OCIO wins three mandates

KARREN VERGARA  |  WEDNESDAY, 22 APR 2026
... portfolio solution. arcpoint chief executive and founding partner Jacqueline Fernley said the disruption in the Strait of Hormuz has markets oscillating between risk-on reflation and risk-off inflation, with geopolitics setting the tempo and regime transitions ...

Chalmers says Budget 'hostage' to Middle East conflict

ELIZA BAVIN  |  MONDAY, 20 APR 2026
... dialogue and, ideally, more progress towards an enduring ceasefire, the end of the war and the opening of the Strait of Hormuz in an ongoing way." Chalmers used strong language during the update from the discussions he was involved in, saying the global ...

Global economy 'drifting' to adverse scenario: IMF

RIDDHIMA TALWANI  |  WEDNESDAY, 15 APR 2026
... IMF said. Gourinchas said with the right policies, including swift cessation of hostility and reopening of the Strait of Hormuz, the damage can remain limited. Considering the fluid environment of the conflict, Gourinchas said the IMF felt the need to ...

Magellan, WAM suffer due to Iran conflict

ELIZA BAVIN  |  WEDNESDAY, 8 APR 2026
... President Donald Trump announced a two-week ceasefire has been agreed. In return Iran said safe passage through the Strait of Hormuz "will be possible". Trump said the Iranian government sent through a 10-point proposal which the US has deemed "workable". ...

US, Iran agree to cease fire, outlook remains 'uncertain'

MATTHEW WAI  |  WEDNESDAY, 8 APR 2026
... US President Donald Trump, threatening to wipe out Iran's critical infrastructure should it fail to reopen the Strait of Hormuz by the deadline. Commenting, Ten Cap chief investment officer Jason Todd said the ceasefire builds on the "significant positive ...
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