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Showing 41 - 50 of 249 results for "Tariffs"

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 ...

Trade war could have positive impact on Aussie GDP: PC

ELIZA BAVIN  |  TUESDAY, 8 JUL 2025
... industry assistance policies found that continuing to advocate for free and open trade and looking for opportunities to lower tariffs would be our best responses to changes in global trade policy. "Australia's prosperity has been built on free and open ...

Improved economy not a guarantee of business success

MATTHEW WAI  |  THURSDAY, 3 JUL 2025
... said global volatility, particularly US policies, are not the only focus for domestic economy and businesses. "However, tariffs are not the whole story. While 84% of chief financial officers believe they will negatively impact the Australian economy ...

Local assets help deliver 12% for ART

KARREN VERGARA  |  WEDNESDAY, 2 JUL 2025
... resolution stage. "From a diversification point of view, if there is a recessionary shock, and a recession comes alongside tariffs, then the fixed income allocation is what you rely on to provide some defensiveness in the portfolio," he said.

MLC AM delivers real returns for members in FY25

KARREN VERGARA  |  MONDAY, 30 JUN 2025
... stance on equities, spurred by the Liberation Day turbulence. In early April, US President Donald Trump unleashed a slew of tariffs that were higher than what the market was expecting, leaving many wealth managers jumbled on whether to take an overweight ...

Managed fund inflows jump over 20x: Report

ANDREW MCKEAN  |  THURSDAY, 26 JUN 2025
... network Calastone. Calastone said local investors appeared "cautiously resilient" amid major events, like the Liberation Day tariffs in April, and ensuing market volatility that tested global markets. In fact, rather than retreating, local investors ...

Chalmers advocates for Aussie instos on 'Big Beautiful Bill'

ELIZA BAVIN  |  THURSDAY, 26 JUN 2025
... conversation with US Treasury Secretary Scott Bessent, where they discussed a range of issues facing Australia, including tariffs and Trump's tax bill. "This was a very positive discussion, a very productive discussion. We were able to cover a whole ...