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Showing 31 - 40 of 250 results for "Tariffs"

Global resilience is a key systemic risk: HESTA

ELIZA BAVIN  |  MONDAY, 17 NOV 2025
... to supply chains, geopolitical tensions and all that that has meant different sea routes, the introduction of different tariffs. "This year, we actually see that global resilience as a key investment issue, and that's why we're putting it on ...

Listed asset managers trail ASX 200 in 2025: Morningstar

RIDDHIMA TALWANI  |  WEDNESDAY, 22 OCT 2025
... industry pulse noted shares of asset managers are likely to remain volatile, as investor sentiment remains vulnerable to US tariffs and macroeconomic uncertainties. The research estimated modest returns for listed asset managers in the medium term rather ...

'We have entered a new economic era': CBA

ELIZA BAVIN  |  WEDNESDAY, 22 OCT 2025
... "Things that have been disdained in recent decades are back on the table, including conflict, sanctions, industry policy, tariffs and restrictions on investment and exports," Yeaman said. "This is a deep structural change, not a temporary Trump phenomenon ...

New 100% tariffs on China: Another TACO moment?

KARREN VERGARA  |  TUESDAY, 14 OCT 2025
As the US threatens more outlandish tariffs on China, investment experts foresee more market volatility in the short term with neither side backing down. But will US President Donald Trump once again "chicken out"? Trump roiled investor confidence last ...

Australian economy 'at a crossroads': CBA

ELIZA BAVIN  |  MONDAY, 13 OCT 2025
... still remains elusive despite most US trading partners now having settled reciprocal rates. The US economy is absorbing tariffs with little impact on consumer inflation to date, but employment in import-heavy sectors has weakened. In addition, China's ...

Controversial US policy to benefit Australia

ELIZA BAVIN  |  WEDNESDAY, 8 OCT 2025
When US President Donald Trump announced his plan to impose tariffs on all nations in April this year, investors were concerned about the effect they would have on Australia, but new research from EY suggests the nation is still set to benefit. The ...

RBA's Hauser warns super funds of $1tn FX risk

ELIZA BAVIN  |  WEDNESDAY, 17 SEP 2025
... shift" over time. "Uncertainty remains elevated, and we are yet to see the full economic implications of the changes to US tariffs play out. It is encouraging therefore that many super funds are strengthening their capacity to think through and manage ...

GQG FUM rises $1bn in face of continued outflows

ELIZA BAVIN  |  THURSDAY, 11 SEP 2025
... consumer discretionary and information technology holdings to reposition for the "extraordinary market volatility" after US tariffs were rolled out. GQG also scaled back holdings in communication services, materials and industrials across all four flagship ...

Ausbil launches active ETF

KARREN VERGARA  |  MONDAY, 8 SEP 2025
... discretionary and utilities sectors and underweight position in consumer staples. "Australia managed to escape the high tariffs and had to settle for a reciprocal 10% because of the perceived unfairness of the GST on US exporters here. With China in ...

FEATURE: Hyped up

KARREN VERGARA  |  FRIDAY, 5 SEP 2025
... about where the value of AI is," Davis says. Down to earth ECP Asset Management portfolio manager Annabelle Miller says tariffs and DeepSeek are two poignant examples that have a real chance at challenging US 'exceptionalism.' Firstly, the tariffs ...