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Showing 31 - 40 of 1170 results for "Macro"

Trump imposes tariffs as Greenland bid escalates

ELIZA BAVIN  |  MONDAY, 19 JAN 2026
US President Donald Trump has escalated his bid to acquire Greenland, imposing additional tariffs on European allies. The 10% tariffs on goods from Denmark, Norway, Sweden, France, Germany, the Netherlands, Finland and the UK is effective February 1 ...

Super moves: NGS Super, HESTA, Mercer

ELIZABETH FRY  |  THURSDAY, 15 JAN 2026
... she worked with the responsible investments team as well as serving as a private markets specialist. Separately, a HESTA macro analyst is set to return to Dublin to take up a new role at the €125 billion Irish Life Investment Managers, which invests ...

Fairlight adds Sydney partner

ELIZABETH FRY  |  THURSDAY, 15 JAN 2026
... Australia. Founded in 2018, the London-based Fairlight seeds, backs and builds specialist investment managers, including global macro firm Bowmoor Capital. As part of his role, George will also run the firm's local distribution strategy for Bowmoor ...

Federated Hermes appoints global fixed income CIO

RIDDHIMA TALWANI  |  TUESDAY, 13 JAN 2026
Federated Hermes has promoted R.J. Gallo from deputy chief investment officer to chief investment officer for its global fixed income portfolio, who will succeed Robert Ostrowski when he retires in May of this year. Gallo has also served as the co-head ...

GQG reports $5.8bn net outflows

ELIZA BAVIN  |  TUESDAY, 13 JAN 2026
GQG experienced net outflows of $3.1 billion (US$2.1bn) for the month of December, resulting in total outflows in the year ended 31 December 2025 of $5.8 billion (US$3.9bn). Despite this, net flows for the year were offset by positive investment performance ...

Equity managers' research most reliant on AI: Report

KARREN VERGARA  |  FRIDAY, 9 JAN 2026
Australian and global equities fund managers are increasingly relying on generative artificial intelligence (AI) for their research, with the latter saying it is no longer an "additive" but an integral part of this function, new analysis shows. Frontier ...

No room for a neutral stance in 2026: BlackRock

ANGELIQUE MINAS  |  TUESDAY, 6 JAN 2026
... Institute, capital spending ambitions tied to the AI buildout are turning the economy inside out. "The micro is becoming macro," the report reads, and investors are worried about an AI bubble. Dominated by a handful of companies with significant spending ...

China's two speed economies: Which one wins?

RIDDHIMA TALWANI  |  TUESDAY, 6 JAN 2026
... improved compared to 2024. "There's the two speed economies. One is the old, one is the new. They are both China, from the macro level at the top-down perspective, you see all these problems still exist: the deflation, the (property) bubble burst ...

An outlook for fixed income allocations in 2026

ANGELIQUE MINAS  |  TUESDAY, 23 DEC 2025
Fixed income allocations are becoming an increasingly viable and attractive option for investors in 2026, head of investment specialists at Insight Investment April LaRusse told Financial Standard. Providing guidance for the new year, LaRusse offered ...

Change in AI sentiment, credit events could 'derail activity': AustralianSuper

RIDDHIMA TALWANI  |  MONDAY, 22 DEC 2025
AustralianSuper remains cautiously optimistic for global markets over the medium-term but is wary of short-term risks such as credit events and a change in AI sentiment which could derail activity. AustralianSuper head of macroeconomic research David ...