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Showing 11 - 20 of 53 results for "Stagflation"

REITs see best start versus equities in a decade: Principal AM

ANDREW MCKEAN  |  THURSDAY, 24 APR 2025
... administration's trade policy changes. The worst-case scenario is that tariff-induced inflation could lead to US stagflation. He said rising yields and slowing growth would be a headwind for real estate unless the Federal Reserve cuts rates to support ...

Market turmoil hits portfolios

ELIZA BAVIN  |  FRIDAY, 4 APR 2025
Following US President Donald Trump's "Liberation Day" tariffs, major stock indexes on Wall Street dropped as much as 6%, losing $4.9 trillion (US$3.1 trillion) in market value, marking the largest decline since March 2020. VanEck Asia Pacific chief ...

'Turbulent' environment expected in 2025: Robeco

ELIZA BAVIN  |  FRIDAY, 22 NOV 2024
Robeco has forecasted another challenging year for the global economy, marked by conflicting signals and complex dynamics, in its 2025 economic outlook titled This is not a landing. Robeco said the US economy shows signs of continued resilience, despite ...

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

ANDREW MCKEAN  |  THURSDAY, 8 FEB 2024
... by 69%, and 65% anticipate increased stock market volatility. Although 62% expect a soft economic landing, 60% fear stagflation, especially in Asia (79%), EMEA (66%), and the UK (58%). To navigate this, fund selectors are fine-tuning strategies with ...

ECB raises rates to record high of 4%

CASSANDRA BALDINI  |  FRIDAY, 15 SEP 2023
Overnight, the European Central Bank (ECB) raised interest rates by a further 25 basis points to a historical peak of 4%, saying inflation is simply still too high. The governing council remains determined in its efforts to drag inflation back down ...

Rest switches up recruitment focus

ELIZABETH FRY  |  FRIDAY, 24 MAR 2023
... proper scenario testing is critical. Portfolio resilience is everything, he says. This means more scenario plays for stagflation, energy crises, or rapid interest rate hikes and more tests to check which straegies are performing well and which act as ...

Global pension report reveals flight to safety

ELIZABETH FRY  |  FRIDAY, 9 DEC 2022
... markets to post stellar returns. That era has come to a crashing halt in 2022 as interest rate hikes and the threat of stagflation loom large. Asset owners don't expect that these issues will fade any time soon. The survey shows that the global economic ...

Sovereign wealth funds increase investment horizons, private market exposure

ANDREW MCKEAN  |  FRIDAY, 25 NOV 2022
... prospects, while also making it harder to contain inflation, and in doing so made for a potentially toxic recipe for stagflation," the study said. Instead, respondents are deploying capital to the US and APAC, with 33% and 23% expecting to increase their ...

QIC braces against recession risks

ELIZABETH FRY  |  FRIDAY, 12 AUG 2022
... actively investing in the 70s, so we are all trying to be attuned to the risks that could arise, particularly if we see stagflation," she said. Hill is looking ahead for signs of recession in the US; "There is a debate over whether the US is already ...

Value investing a likely winner: Maple-Brown

ANDREW MCKEAN  |  FRIDAY, 5 AUG 2022
... recent de-rating of many ASX listed companies will likely go further, favouring value investors. Maple-Brown said: "Stagflation fears and the end of easy money have already resulted in the de-rating of many high-flying stocks but it's likely there ...