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Showing 31 - 40 of 245 results for "Tariffs"

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 ...

Special feature: Hunting for value

LACHLAN COLQUHOUN  |  MONDAY, 18 AUG 2025
... US growth won't be off the charts it will be a respectable 1.25%, while inflation won't blow out because of the tariffs and the labour market will be stable. The main challenge in the market is the level of debt in the US economy, and particularly ...

American Century cuts US outlook amid tariff impacts

MATTHEW WAI  |  TUESDAY, 29 JUL 2025
... revised its medium-term capital markets assumptions, which were formulated in April before US President Donald Trump's tariffs were announced. US equity return forecasts have declined, driven by falling price-to-earnings ratios (P/E), which have ...

How will Trump's tariffs impact the RBA?

ELIZA BAVIN  |  THURSDAY, 17 JUL 2025
... specialist Stephen Miller expects the central bank will have some of its concerns addressed as US President Donald Trump's tariffs come back into effect. Miller said the surprise interest rate hold was likely to do with the "lack of any evidence in the ...

Section 899 ditched but companies face tax uncertainties

KARREN VERGARA  |  MONDAY, 14 JUL 2025
... ones with highest quality, where they have business models that can navigate markets like this. Whether that's rising tariffs or taxes - companies that have a true, sustainable competitive advantage can actually pass increases on to their customers ...

GQG assets hit record high despite underperformance

KARREN VERGARA  |  WEDNESDAY, 9 JUL 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 ...