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Showing 21 - 30 of 376 results for "bubble"

Productivity problem a long-term trend: PC

ELIZA BAVIN  |  THURSDAY, 27 MAR 2025
... to 2019 leading up to the pandemic." Robson said this showed that the productivity increase during the pandemic was a "bubble". "We saw a sharp rise in productivity driven by the lockdowns which was then wiped out as lockdowns ended and hours worked ...

AI is not a bubble: ECP Asset Management

ELIZA BAVIN  |  TUESDAY, 25 FEB 2025
... valuations. "The market has seen this movement towards generative AI, and I think you can put aside conversations about a bubble because it all comes down to valuations," Warton said. "And the question on valuations is stock-specific, it's not a market ...

The productivity bubble has burst: Productivity Commission

ANDREW MCKEAN  |  THURSDAY, 19 DEC 2024
The latest national account figures indicate that Australia's productivity growth remains in the doldrums, prompting the Productivity Commission to declare revitalising productivity growth as a national priority. September quarter figures showed ...

Labor delivers another budget surplus, but productivity stalls

ELIZA BAVIN  |  TUESDAY, 1 OCT 2024
... leading up to the pandemic. "During the pandemic, aggregate productivity rose but then fell as restrictions were eased. This bubble has now well and truly burst, and our productivity level remains at about its 2015-2019 average," Productivity Commission ...

Small cap investors told to 'stop whinging'

ELIZA BAVIN  |  THURSDAY, 18 APR 2024
... there are plenty of smaller companies that have seen significant share price rises. "There are reflections of the 2021 meme bubble in some artificial intelligence related stocks (I use the word "related" loosely)," Johnson said. "But, for the most part ...

Why this fundie sees the economy making a hard landing

ANDREW MCKEAN  |  MONDAY, 25 MAR 2024
... Australia experienced its third worst annual reading in 30 years, worse than during the GFC, but ahead of the 2000 post-tech bubble. The biggest clue on the direction of consumer health and spending, and therefore the economy, according to Birtles, is ...

The tide is turning for North Asian equity markets: Maple-Brown Abbott

ELIZA BAVIN  |  TUESDAY, 12 MAR 2024
... currently "experiencing a renaissance", the pair said, after a multi-decade period of stagnation following the burst of the bubble economy during the late-1980s, its equity market recently hit new highs. The MSCI Japan index was up ~29% in 2023 and another ...

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

ANDREW MCKEAN  |  THURSDAY, 8 FEB 2024
Fund selectors, wary of an AI bubble, still believe in its longevity, with some viewing it as an opportunity bigger than the internet, according to a Natixis Investment Managers (Natixis IM) survey. Natixis IM conducted a survey of 500 investment professionals ...

No bubble risk in Sydney housing market: UBS

CHLOE WALKER  |  THURSDAY, 21 SEP 2023
... a price correction since the highs of 2020 and 2021, Sydney's housing market remains overvalued but is not at risk of a bubble, says UBS. The UBS Global Real Estate Bubble Index ranks Sydney at 16th of 25 international cities in terms of housing affordability ...

Recession risk is receding: Natixis IM

CHLOE WALKER  |  WEDNESDAY, 26 JUL 2023
... 2023, the report said less than a third of respondents expect it to "continue steadily" and 6% of strategists think the "bubble will burst". When asked specifically about AI, while 88% believe it can unlock previously undetectable investment opportunities ...