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Showing 261 - 270 of 709 results for "Neutral"

Chief economist update: Cash rate should be 1%

BENJAMIN ONG  |  THURSDAY, 7 MAR 2019
... the economy of $2.9 million." RBA rate cut here we come. According to the AFR, "Ten forecasters challenge the RBA's neutral monetary policy bias", with all now expecting one (or two) 25 basis point rate cuts this year. They've now come around ...

Mixed year for local market neutral funds

KANIKA SOOD  |  TUESDAY, 5 MAR 2019
Australian market neutral funds returned a disappointing -3.2% last year on average but the style still remains an important portfolio diversifier, according to Zenith head of equities Quan Nguyen. The -3.2% after fee returns are roughly in line with ...

Chief economist update: How would you vote if seated on the RBA board?

BENJAMIN ONG  |  TUESDAY, 5 MAR 2019
... official cash rate, with the Australian central bank itself just recently changing its policy bias from tightening to neutral. Note, Westpac recently announced two rate reductions of 25 bps each - one in August, another in November this year. No doubt ...

Chief economist update: The Fed has hit neutral

BENJAMIN ONG  |  WEDNESDAY, 27 FEB 2019
... "aside from those transitory effects, we expect that inflation will run close to 2%." The US Federal Reserve has reached neutral - the "neutral interest rate" level, that is - the Goldilocks state of monetary policy where it is neither accommodative ...

Chief economist update: Cut it, cut it now

BENJAMIN ONG  |  THURSDAY, 21 FEB 2019
... of me for it's only been two weeks since the Australian central bank changed its policy stance from tightening to a neutral stance which, at the time, I surmised could be enough to change sentiment and the outlook for Australia - particularly through ...

Fidelity adds US equities exposure

KANIKA SOOD  |  TUESDAY, 19 FEB 2019
... said. Bateman added Fidelity is mindful of the risk of defensive posturing. Last month, Fidelity Multi Asset shifted from neutral to overweight in both equities and fixed income while going underweight in cash. It also has an overweight to emerging markets ...

Chief economist update: Unchanged RBNZ stance would force it to change stance

BENJAMIN ONG  |  THURSDAY, 14 FEB 2019
... A-OK. Financial markets were expecting just that. However, financial markets' didn't expect the RBNZ to retain its neutral stance on policy - "We expect to keep the OCR at this level through 2019 and 2020. The direction of our next OCR move could ...

Netflix-style shopping for funds

KANIKA SOOD  |  TUESDAY, 12 FEB 2019
... is not subjective or based on shareholder trading activity at a later date. Around November, Forum 360 will introduce a neutral meeting place where investors can browse funds, listed companies, Netflix style, while keeping their adviser in the loop. ...

Chief economist update: The RBA capitulates

BENJAMIN ONG  |  THURSDAY, 7 FEB 2019
... torture the data some more. Sure, Financial Standard has called for an outright interest rate reduction, but a shift to neutral would be the next best thing as explained in the piece titled " Time for an RBA shift to neutral ". The main thesis being ...

Chief economist update: RBA still in denial

BENJAMIN ONG  |  WEDNESDAY, 6 FEB 2019
... information". This is because "available information" on the Australian economy points to at least a change in stance to neutral, if not an outright reduction in interest rates. I've already listed them in my piece, " Anatomy of an RBA rate cut " ...