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Showing 451 - 460 of 1178 results for "Macro"

Listed infrastructure mispriced: FSI

HARRISON WORLEY  |  WEDNESDAY, 15 APR 2020
... rates will stay low due to these high debt burdens," he said. "We believe the GLI asset class is well suited to this type of macro environment, with its essential service nature, structural rather than cyclical growth characteristics and a benign interest ...

COVID-19 damage to stretch several quarters: Natixis IM

ALLY SELBY  |  TUESDAY, 14 APR 2020
... "The S&P 500 now sits in no-man's-land, 17% below its all-time high and 25% above the March 23rd low," he said. "While the macro risks around the outbreak remain underpriced, the stocks no longer are. "Three weeks ago, the S&P 500 traded below 14x forward ...

BlackRock bullish on China

ELIZA BAVIN  |  THURSDAY, 9 APR 2020
Chinese equity valuations are near or below long-term averages and with projected growth of 15% now is the time to pounce, according to BlackRock. The investment company said the lower starting point for price/earnings ratios has mitigated downward ...

CBA appoints chief economist

ALLY SELBY  |  TUESDAY, 7 APR 2020
Commonwealth Bank has appointed a new chief economist, set to take on the new role in addition to his responsibilities as the bank's head of global economic and markets research. Stephen Halmarick nabbed the new role this week, having been with ...

Business unusual: COVID-19 threats facing real estate

ALLY SELBY  |  THURSDAY, 2 APR 2020
... lock-downs continue," he said. "There will be tenants that don't survive this, it's just a question of how many. On a macro level there are the logistical challenges of completing due diligence, tenants are pausing leases and lenders can't ...

Diversification pays off for some, but not all: bfinance

ALLY SELBY  |  MONDAY, 30 MAR 2020
... trillion (US$2.5 trillion). Over 30 respondents of the survey were Australian. As investors rush to hedge their wealth against macro uncertainty and volatility, the survey revealed diversified strategies produced mixed results for investors. "Although ...

The bulls are back

ELIZA BAVIN  |  FRIDAY, 27 MAR 2020
The Dow Jones has recorded its shortest bear market in the index's history, as investors regain confidence in a market rife with volatility. The Dow experienced its strongest three days in nine decades after record weekly US jobless claims came ...

Frontier warns super fund clients of recession

KANIKA SOOD  |  FRIDAY, 20 MAR 2020
... previously to take a more defensive stance. "We didn't see something like this [COVID-19] coming but we were aware of the macro risks last year and advised our clients to take a more defensive stance with their asset allocation [like] a bit less ...

World rolls out stimulus

ELIZA BAVIN  |  WEDNESDAY, 18 MAR 2020
... led by Narendra Modi, show the need to act fast and cut through legislative wrangling and red tape," SSGA head of global macro policy research Amlan Roy said. "Street talk of 'global recession' is confused, when based on stock market losses and ...

Profits down as Perpetual looks to future

HARRISON WORLEY  |  THURSDAY, 20 FEB 2020
... the first half of last year. Perpetual chief executive and managing director Rob Adams said a combination of regulatory, macro and geopolitical influences hit the industry in the first half, with asset management and advice bearing the brunt of the impact. ...