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Showing 511 - 520 of 1178 results for "Macro"

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 ...

Chief economist update: ECB bids farewell to QE

BENJAMIN ONG  |  FRIDAY, 14 DEC 2018
The European Central Bank (ECB) delivered on its promise. While it kept interest rates unchanged - repo rate at 0%; deposit facility rate at -0.4%; marginal lending facility rate at 0.25% - at its December 13 Governing Council meeting, it also confirmed ...

Future Fund investment specialist joins NZ Super

KARREN VERGARA  |  WEDNESDAY, 12 DEC 2018
The former chief investment strategist of the Future Fund has joined New Zealand's sovereign wealth fund as its chief investment officer. Stephen Gilmore joins the $37 billion New Zealand Super Fund in the top investment role. He will lead a team ...

Insurer awards $80m mandate

KANIKA SOOD  |  MONDAY, 10 DEC 2018
... "In a time when investors are seeking differentiated sources of alpha for a compelling fee, H2O's returns in global macro - from bonds and currencies in particular - have outstripped some of the world's best performing managers. "H2O has built ...