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Showing 21 - 30 of 1170 results for "Macro"

Inflation rises 3.8%, rate rise 'firmly in play'

ELIZA BAVIN  |  WEDNESDAY, 25 FEB 2026
... environment where policy uncertainty remains and growth is moderating, that yield for defensive exposure is compelling." BNY APAC macro specialist Wee Khoon Chong agreed today's data suggests another rate rise is likely at the RBA's May meeting. ...

Product showcase: Strength amid noise

STAFF WRITER  |  FRIDAY, 20 FEB 2026
... storm that could impact other asset classes. "We're not taking equity positions, and we're not betting on short-term macro moves," Paton says. "The bipartisan commitment to revitalising Middle America - through investment in manufacturing, infrastructure ...

GQG sees $6bn outflows in a month

ELIZA BAVIN  |  WEDNESDAY, 11 FEB 2026
GQG Partners saw $5.94 billion (US$4.3bn) in outflows in January alone. By comparison, the investment manager saw total outflows in the year ended 31 December 2025 of $5.8 billion (US$3.9bn). GQG did not provide an explanation for the outflows in its ...

Institutional investors' risk appetite trends down: State Street

ANGELIQUE MINAS  |  TUESDAY, 10 FEB 2026
... to bonds and cash decreased further to their lowest since August 2008. State Street Markets head of Asia Pacific (APAC) macro strategy Dwyfor Evans said: "The equity-bond allocation divergence continues apace." "The USD remained on the back foot and ...

Global pension assets near $90tn: Research

MATTHEW WAI  |  TUESDAY, 10 FEB 2026
... in cash. Commenting, Thinking Ahead Institute director Jessica Gao said 2026 will be shaped by policy decisions and other macro themes. "2025 saw broad-based gains across global markets, with most major asset classes delivering positive returns. Equities ...

Aware Super appoints fixed income specialist

ELIZABETH FRY  |  THURSDAY, 5 FEB 2026
... brings more than 20 years' experience in asset management, with expertise across Australian and global fixed income, macro markets, derivatives, and portfolio construction and implementation. Scott joins from Australian Ethical Investors, where he ...

Super moves: Brighter Super, UniSuper, Rest, Acenda

ELIZABETH FRY  |  THURSDAY, 5 FEB 2026
Rest Super has hired a senior analyst in research and portfolio construction from Frontier Advisers. Viola Miao joins the fund after more than three years at the asset consultant, where she worked in the capital markets and asset allocation team. Her ...

Janus Henderson to acquire Richard Bernstein Advisors

ELIZA BAVIN  |  TUESDAY, 27 JAN 2026
... part of the transaction, Richard Bernstein Advisors founder Richard Bernstein will join Janus Henderson as global head of macro and customised investing. Bernstein has over 40 years of experience on Wall Street, including as chief investment strategist ...

Gold soars over Trump's Greenland rhetoric

ELIZA BAVIN  |  THURSDAY, 22 JAN 2026
... as we move through 2026. "We view recent price action not as a signal to chase performance, but as confirmation that the macro conditions under which gold has historically added value - policy uncertainty, institutional strain, and geopolitical risk ...

Partners Group launches new strategy, appoints lead

MATTHEW WAI  |  WEDNESDAY, 21 JAN 2026
... creation." Partners Group president Juri Jenkner added: "We believe the coming economic transformation, amplified by continued macro-economic uncertainty, will offer a significant untapped market opportunity for special opportunities investments; the ...