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Showing 621 - 630 of 1171 results for "Macro"

2017 to usher in stock-picker renaissance

ALEX BURKE  |  MONDAY, 6 MAR 2017
... different story. Even in the past two months, Wellso has seen enough evidence that outperformance isn't going to come from "big macro calls." "It's going to be stock-picking that drives performance. Investments are definitely going to be less macro-dominated. ...

Going good but there are risks

BENJAMIN ONG  |  MONDAY, 6 MAR 2017
... the systemic impact of these vulnerabilities, including large aggregate mortgage prepayment buffers and recently tightened macro-prudential measures, a fall in house prices and or demand could have significant macroeconomic implications. Specifically ...

Vanguard chief says embrace robo-advice

JAMIE WILLIAMSON  |  FRIDAY, 17 FEB 2017
... of 10 to 20 years of globalisation and technological evolution, and those forces are really changing the landscape. On a macro level, that has to always be kept in mind because those forces are going to be with us for a while - we should expect more ...

CBA records $4.9bn half-year profit

DARREN SNYDER  |  WEDNESDAY, 15 FEB 2017
Commonwealth Bank's wealth management arm recorded a $249 million profit in the second half of 2016, up 6% on the first six months of the calendar year. The wealth division was a small contributor to CBA's overall net profit after tax of $4.9 billion ...

APRA urges banks to raise capital

EMMA RAPAPORT  |  MONDAY, 13 FEB 2017
... encouraged Australian authorities to remain vigilant and continue to enhance the resilience of the banking system to shocks with macro-financial implications, including by encouraging banks to strengthen their capital position. "Financial regulatory ...

Asset manager profits under pressure

ALEX BURKE  |  MONDAY, 6 FEB 2017
The end of a 30-year bull market in assets is putting pressure on asset managers' profit margins - and may mean the industry has reached its peak. In a recent Lipper Alpha Insight discussion, Financial Conduct Authority technical specialist - investment ...

Don't follow consensus: Baur

JAMIE WILLIAMSON  |  FRIDAY, 3 FEB 2017
... raise interest rates to compensate, which isn't what it needs today," Baur said. "Secondly, if we're entering an era where macro-economic events cease being the major cause of movement in financial markets, then its idiosyncratic risk in securities has ...

Finding economic winners in an unpredictable world

EMMA RAPAPORT  |  FRIDAY, 3 FEB 2017
Investors who try and predict macroeconomics as a source of alpha rather than focusing on long term trends will suffer in the long term. AXA Investment Managers' head of Framlington Equities, Asia, Mark Tinker told the Financial Standard Chief Economists ...

Global infrastructure goes for growth in 2017

EMMA RAPAPORT  |  THURSDAY, 2 FEB 2017
... media briefing yesterday, 4D Infrastructure's chief investment officer Sarah Shaw gave a positive outlook on the global macro economy, noting that every major economy from the US to Japan was coming out of a decade of sluggish growth. "We're finally ...

Hedge funds riding wave of uncertainty: AIMA

ALEX BURKE  |  FRIDAY, 27 JAN 2017
Capitalising on uncertainty in global markets, hedge funds outperformed bonds and equities on a risk-adjusted basis throughout 2016. New research from the Alternative Investment Management Association (AIMA) and Preqin found that over the year, hedge ...