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Showing 51 - 60 of 12546 results for economic

Why BlackRock is taking a risk-on view

ELIZA BAVIN  |  TUESDAY, 26 MAR 2024
... shifts we see driving returns, also call for a higher neutral rate - the interest rate that neither stokes nor limits economic activity - than in the past," it said. "We think the Fed's nudged up long-run policy forecasts are starting to reflect ...

Why this fundie sees the economy making a hard landing

ANDREW MCKEAN  |  MONDAY, 25 MAR 2024
... feel better, it is hard to hide the truth in cash flows. The reality is that it is getting harder," Birtles said. This economic environment favours Australian stocks with defensive earnings, robust cash flows, strong balance sheets and cost control amid ...

Australian Ethical eyes small caps as play for advisers

ANDREW MCKEAN  |  FRIDAY, 22 MAR 2024
... and smalls," head of distribution and client relationships Leah Willis told Financial Standard. "We're also seeing the economic backdrop become more supportive, with a potential easing cycle over 2024, boding well for small caps." In particular, Willis ...

Why active managers are falling behind in emerging markets

ELIZA BAVIN  |  FRIDAY, 22 MAR 2024
... emerging markets equities. According to the research, single factor strategies fail because emerging markets have fragmented economic cycles and a single factor approach typically results in a single country dominating the portfolio, further reducing ...

Chalmers expected to deliver Budget surplus

ELIZA BAVIN  |  THURSDAY, 21 MAR 2024
... ore prices and a softening labour market put a dent in how large it will be. Speaking at an event for the Committee for Economic Development of Australia, Chalmers said many of the big Budget announcements have already been made, including the stage ...

Institutional investors shift gears amid 'new market regime'

ANDREW MCKEAN  |  THURSDAY, 21 MAR 2024
... Nearly half of investors plan to increase allocations to investment-grade fixed income, possibly due to expectations of an economic slowdown. "Across all fixed income segments, corporate debt is attracting interest from investors. Corporates were the ...

US Federal Reserve eyes multiple interest rate cuts this year

ELIZA BAVIN  |  THURSDAY, 21 MAR 2024
... in line with our own forecast for three cuts this year, starting in June," she said. "The new dot plot and Summary of Economic Projections (SEP) indicated that inflation has proven to be slightly stronger than the Fed had anticipated, but economic growth ...

Economists react to latest RBA rate decision

ANDREW MCKEAN  |  WEDNESDAY, 20 MAR 2024
In its March meeting, the Reserve Bank of Australia (RBA) kept its cash rate unchanged at 4.35%, as predicted by nearly all economists. HSBC chief economist Paul Bloxham stated that the decision was in line with expectations and that there are risks ...

Investors being influenced by the 'Powell pivot'

ELIZA BAVIN  |  WEDNESDAY, 20 MAR 2024
... have an "invaluable opportunity" to evaluate active fixed income teams' decisions and performance through the evolving economic and interest rate conditions of 2020-2023. "The COVID period provided the first opportunity in many years to see managers ...

Markets, economies benefit from eustress: ABDO

KARREN VERGARA  |  WEDNESDAY, 20 MAR 2024
While individuals can benefit from good levels of stress or "eustress", so too do financial markets and economies, according to an investment expert, who says that this can help move toward normalisation following a turbulent number of years. La Trobe ...