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Showing 501 - 510 of 1171 results for "Macro"

Curtain call for JCP Investment Partners

KARREN VERGARA  |  WEDNESDAY, 27 MAR 2019
Boutique Australian equity fund manager JCP Investment Partners is closing its doors and will progressively wind down its funds. JCP said in a statement to Financial Standard it will return funds to clients and its workforce of 21 employees is "unable ...

Melbourne boutique hires portfolio manager

KANIKA SOOD  |  WEDNESDAY, 27 MAR 2019
A $2.5 billion Melbourne-based boutique has hired a new portfolio manager from a family office as it builds out its global capability. Ben Wang will work on Jamieson Coote Bonds' Global Bond Fund which opened to Aussie investors earlier this month ...

Chief economist update: Japan should raise taxes another day

BENJAMIN ONG  |  WEDNESDAY, 27 MAR 2019
... negotiations on the United Kingdom's exit from the European Union (EU) and their effects; and geopolitical risks". The same macro-risks every other central across the globe is guarding against. But there's one major risk that is unique to Japan ...

Chief economist update: RBA repeats history

BENJAMIN ONG  |  FRIDAY, 22 MAR 2019
... decimals) while at the same time ignoring the deteriorating employment growth stats. Of course, international and domestic macro dynamics were different in 2011 compared with today, but the lesson from 2011 is that the RBA's non-pro-active response ...

Bill Gross announces retirement

JAMIE WILLIAMSON  |  TUESDAY, 5 FEB 2019
... strategy name of existing, similar Kapstream portfolios, Janus Henderson said. Maroutsos will be supported by the Global Macro Fixed Income team that reflects the capabilities of Kapstream, which Janus Henderson acquired in 2015. Gross will also work ...

Ironbark dumps investment manager

JAMIE WILLIAMSON  |  FRIDAY, 25 JAN 2019
... volatility. The strategy will change from a portfolio of diversified alternative investment strategies to a quantitative macro strategy comprising global bonds, equities, currency, and commodity markets. The name of the fund will also change, becoming ...

Wealth group acquires asset manager stake

KARREN VERGARA  |  FRIDAY, 25 JAN 2019
... Aura's capabilities, resources and global distribution network. Vantage Point is a Singapore-based asset manager with a macro-focused founded by chief investment officer Nick Ferres and chief operating officer Paul Thomas in 2017. Ferres is formerly ...

Chief economist update: Bring on Aussie dollar depreciation

BENJAMIN ONG  |  THURSDAY, 24 JAN 2019
"Capital Economics sees the local currency falling to US60c this year and hovering there through 2020; it previously forecast it at US65c for 2019 and US70c for 2020." (Australian Financial Review) That's a whopping 15%-16% drop from A$/US$ exchange ...

Chief economist update: Don't buy now, Australian property will be cheaper

BENJAMIN ONG  |  WEDNESDAY, 23 JAN 2019
Last week, the Australian Financial Review (AFR) published a piece headed: "Capital Economics becomes fourth forecaster to call for RBA rate cut". It talked about the "independent macroeconomic research" company joining AMP Capital and Industry Super ...

Where UniSuper sees market opportunities

KANIKA SOOD  |  MONDAY, 31 DEC 2018
... take advantage of further volatility in the market," Pearce said. He added future opportunities will be dictated by a few macro factors, the most dominant of which will be the path that the US Fed takes with interest rates. "Obviously everyone is concerned ...