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Showing 21 - 30 of 533 results for "Economic outlook"

Mercer SmartPath returns exceed 12%

KARREN VERGARA  |  TUESDAY, 8 JUL 2025
... This should give members confidence as we manage the challenges to come," he said. "In response to the evolving economic outlook, we moderately reduced our exposure to equities to manage short-term fluctuations. We remained confident in our long-term ...

RBA cut expected, but then what?

ELIZA BAVIN  |  FRIDAY, 16 MAY 2025
... at more cuts. "US trade policy has been erratic. And this has led to significant uncertainty around the global economic outlook," Aird said. "The RBA will have the opportunity to opine on the global trade situation next week. Indeed, we expect RBA communication ...

Fed holds rates, but RBA still poised for a cut

ELIZA BAVIN  |  THURSDAY, 8 MAY 2025
... awaits the inflationary impacts of US President Donald Trump's tariffs. The Fed noted that "uncertainty about the economic outlook has increased" and the central bank was watching the situation closely. "In some ways it appears that the Fed is concerned ...

WA takes the economic crown: CBA

ELIZA BAVIN  |  TUESDAY, 29 APR 2025
... between interest rate cuts, federal election outcomes, and global trade dynamics will be crucial in shaping the economic outlook," he said. The State of the States report also compares the annual growth rates across eight major indicators, enabling comparisons ...

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

ANDREW MCKEAN  |  THURSDAY, 24 APR 2025
... at reshaping the US economic landscape and foreign policy have created greater uncertainty in markets and the economic outlook, and consequently, defensive areas of equity markets are outperforming. That dynamic has played out clearly in US REITs, which ...

RBA opens door to May rate cut

ELIZA BAVIN  |  WEDNESDAY, 16 APR 2025
... yet clear. "Members turned their discussion to the risks that were most prominent in their thinking about the economic outlook, and the relative importance of these," the minutes said. "They agreed that the risks to the outlook were two-sided, with some ...

Trade war rattles pre-election economic outlook

KARREN VERGARA  |  TUESDAY, 8 APR 2025
Treasury admits that escalating trade hostilities and risks to the economy are "more significant than expected" as it releases its Pre-election Economic and Fiscal Outlook (PEFO). While the government's Budget figures have not changed since they were ...

Underperforming managers in China could see pay halved

KARREN VERGARA  |  MONDAY, 17 MAR 2025
... fade from October 2024 to January 2025. "Escalating US-China trade tensions pose further downside risks to the economic outlook. However, China equity saw a strong performance (+11.4%) in February compared to the overall APAC region (-0.4%)," the note ...

2025 economic outlook 'threatening': AMP

ELIZA BAVIN  |  THURSDAY, 5 DEC 2024
AMP chief economist Shane Oliver has shared his "worry list" for 2025, outlining the risk of recession, trade wars and geopolitical turmoil. Oliver said just as with 2024, the list of concerns for investors heading into 2025 is long, and "even more ...

'Turbulent' environment expected in 2025: Robeco

ELIZA BAVIN  |  FRIDAY, 22 NOV 2024
... 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 cooling consumption. ...