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Showing 21 - 30 of 448 results for "Russia"

Geopolitical tensions create investor opportunity: Franklin Templeton

ELIZA BAVIN  |  MONDAY, 2 DEC 2024
Escalating geopolitical tensions around the world has made defense a critical focus for investors, according to a new paper from Franklin Templeton. These geopolitical pressures, comparable in impact to climate change, are now immediate, direct, and ...

Making a splash: The economic impact of AUKUS

KARREN VERGARA  |  WEDNESDAY, 23 OCT 2024
... troops and warships in the western Pacific. It also moved troops and equipment to eastern Europe to counter a resurgent Russia," the LA Times wrote. The Guardian reports he authorised over 10 times more drone strikes than George W. Bush. Obama won the ...

ASIC slaps Macquarie with record $5m fine

KARREN VERGARA  |  WEDNESDAY, 25 SEP 2024
... concerns, which was taking place amidst unprecedented volatility in energy markets globally stemming from supply issues and the Russia-Ukraine war. This year alone, the MDP fined J.P. Morgan Securities Australia $775,000 for its failure to moderate suspicious ...

Active Super found guilty of greenwashing

ANDREW MCKEAN  |  THURSDAY, 6 JUN 2024
... exactly that, by investing indirectly, not directly." O'Callaghan also addressed LGSS' claims about not investing in Russia. On its website and in a report, LGSS said that the fund wouldn't invest in Russia due to the invasion of Ukraine. ...

Value versus growth: Market expectations in 2024

ANDREW MCKEAN  |  THURSDAY, 16 MAY 2024
In 2022, concerns about rising interest rates and the Russia-Ukraine war brought fundamentals back into focus, creating numerous opportunities for value investing to generate alpha. Then transitioning to the first half of 2023, that period saw significant ...

Price dislocations pave way for active managers

KARREN VERGARA  |  WEDNESDAY, 15 MAY 2024
... outside of Europe. Some investors argued that several risks surround Europe like its sluggish economic growth and the UK-Russia war. "I would say to that is investing in European companies should be decoupled with investing in Europe as a market, because ...

Markets, economies benefit from eustress: ABDO

KARREN VERGARA  |  WEDNESDAY, 20 MAR 2024
... Paton said. The path toward this normalisation, however, hinges on the absence of "geopolitical wildcards" that include Russia's war in Ukraine entering its third year, Israel's war on Gaza, and the upcoming US elections. Given the macroeconomic environment ...

Super funds defend controversial weapons holdings

KARREN VERGARA  |  FRIDAY, 2 FEB 2024
... do so. Today, the International Court of Justice (ICJ), the UN's top court, will issue a ruling on Ukraine accusing Russia of falsely claiming that the former was committing genocide to justify its invasion and in turn will stop it. On January 26 ...

Volatility an opportunity for skilled active managers: GSFM

ANDREW MCKEAN  |  WEDNESDAY, 24 JAN 2024
... forthcoming elections in over 50 countries, encompassing nearly half of the world's population, in addition to the continuing Russia-Ukraine conflict and escalating tensions in the Middle East. Considering conflating structural and geopolitical risks ...

Emerging markets well placed for 2024

CHLOE WALKER  |  FRIDAY, 19 JAN 2024
Robeco and Principal Asset Management predict strong performance in emerging markets this year from a macroeconomic and valuation standpoint. According to new research by Robeco, the five-year expected return forecast for emerging markets is 8.25% ...