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Showing 21 - 30 of 59 results for "Trump Administration"

What to expect in the 2025 Federal Budget

ELIZA BAVIN  |  TUESDAY, 25 MAR 2025
... economic areas such as market volatility due to tariffs, interest rates, debt levels, and the impact of the Trump administration on the Australian market. "While we do not expect any significant impact on client portfolios from the upcoming Federal Budget ...

FOMC holds rates as Chalmers boasts 'our inflation is lower'

ELIZA BAVIN  |  THURSDAY, 30 JAN 2025
... rates in the US steady was no surprise to markets, Fed chair Jerome Powell flagged uncertainty around the new Trump administration's policies. Powell said the FOMC will not act until they have seen "much more than we've seen now", adding "we are not ...

Economist's wishlist: Lower tariffs, bond yields settling

ELIZA BAVIN  |  WEDNESDAY, 15 JAN 2025
... "It is clear that US tariffs on its global trade partners are going to increase in 2025 with the incoming Trump administration. Trump has already said that he will impose an additional 10% tariff on China and a further 25% on Mexico and Canada as soon ...

Trump's response to global conflict adds uncertainty to private markets: IFM

ANDREW MCKEAN  |  TUESDAY, 14 JAN 2025
How the Trump administration handles geopolitical conflicts, including the Russia-Ukraine war and Israeli-Palestinian conflict, will inject uncertainty to private markets, according to IFM Investors' Private Markets Macro Outlook. IFM Investors chief ...

Boutique global asset management firms' investment outlook

ANDREW MCKEAN  |  FRIDAY, 20 DEC 2024
... inflation risks continuing. Uncertainty around fiscal and trade policy decisions, along with the upcoming Trump administration, are also top of mind. GBAM chair and chair of SKAGEN Funds in Norway Tim Warrington highlighted that it's been another good ...

Advisers put faith in global equities, small caps in 2025

MATTHEW WAI  |  THURSDAY, 28 NOV 2024
... large cap stocks. This view is also supported by Kris Webster from Canopy Investors, saying a second Donald Trump administration in the US could spike growth in this sector. Over one third (35%) are expecting to increase client allocations to the asset ...

Trump 2.0 set to boost small and mid-caps: Canopy Investors

MATTHEW WAI  |  THURSDAY, 21 NOV 2024
The volatile environment under a second Donald Trump administration could create opportunities in active investing, particularly in global small and mid-caps companies, according to Canopy Investors. Canopy Investors portfolio manager Kris Webster said ...

Making a splash: The economic impact of AUKUS

KARREN VERGARA  |  WEDNESDAY, 23 OCT 2024
... a problematic relationship with the US, particularly as US politics becomes less stable in the event of a Trump administration, for example," he said. Another major criticism about AUKUS is it has no clawback mechanisms for Australia should the deal ...

Trump victory will jostle trade war, interest rates: Morningstar

KARREN VERGARA  |  FRIDAY, 9 AUG 2024
... electrification and green power," he said. Fortescue, on the other hand, will like face headwinds under a Trump administration. "With steel exports from China set to face headwinds, and the company's mines relatively high on the cost curve, Fortescue's ...

ESG impacts on US pension funds tested

RACHEL ALEMBAKIS  |  MONDAY, 13 FEB 2023
... (ERISA) Administrative Procedure Act, and that the rule departs from policy put in place by the previous Trump administration ruling that required that financial factors take precedence over nonfinancial or nonpecuniary factors. Paxton called the rule ...