Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 41 - 50 of 1176 results for "Macro"

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 ...

Super moves: Aware, VFMC, CareSuper, UniSuper, NGS

ELIZABETH FRY  |  THURSDAY, 18 DEC 2025
Aware Super has added former Future Fund investment chief Sue Brake (pictured) to its trustee board, effective 1 January 2026. Brake has been an independent member of the Aware Super Investment Committee since April and brings more than 30 years of ...

FEATURE: Private credit | At the precipice

GLENDA KORPORAAL  |  FRIDAY, 12 DEC 2025
... liquidity but come with increased volatility that may often not be associated with underlying credit risk, but instead driven by macro and technical factors," he says. Market runway ahead Other US-based managers also see significant growth potential. ...

JBWere partners to enhance advisers' portfolio analytic capabilities

MATTHEW WAI  |  TUESDAY, 9 DEC 2025
JBWere's clients are now provided with customised insights on the risk and return characteristics of their investment portfolios through BlackRock's comprehensive analytic platform, Aladdin Wealth. The partnership marks the first Australian bank or ...

Super moves: HESTA, Nest, Resolution Life, NZ Super

ELIZABETH FRY  |  THURSDAY, 4 DEC 2025
HESTA's head of portfolio design, Dianne Sandoval, has been appointed chief investment officer of the US$74 billion Maryland State Retirement and Pension System. Sandoval brings more than 30 years' experience across pension and sovereign wealth ...