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Showing 731 - 740 of 3651 results for "interest rates"

Investors pile into companies on life support

ALLY SELBY  |  TUESDAY, 12 MAY 2020
... opportunity in growth stocks in the current environment. "In an environment where economic growth has been weak and interest rates have been low, performance has tended to favour growth stocks over value stocks," he said. "Going forward we would expect ...

Fundamentals return to the forefront in EM

ELIZA BAVIN  |  TUESDAY, 12 MAY 2020
... Bradford Godfrey, CFA institutional portfolio manager director of alternative & asset allocation strategies noted EM interest rates appear attractively valued when analysed against developed markets and on an inflation-adjusted basis. "We remain neutral ...

Death of dividends greatly exaggerated: Epoch

ELIZA BAVIN  |  TUESDAY, 12 MAY 2020
... Damien McIntyre, chief executive of GSFM, the distributor of Epoch's retail funds in Australia, said record low interest rates were already impacting Australian investors in their search for income before COVID-19. "Australian investors are already ...

Chief economist update: Bad news is good news is back

BENJAMIN ONG  |  MONDAY, 11 MAY 2020
... rise in stock prices by expecting businesses to go on a cost-cutting spree to defend their profit margins. Lower interest rates would also help. However, corporate austerity, in itself, dictates reduced staffing. This would only add to the more than ...

ASIC delivers thinly veiled warning

ELIZABETH MCARTHUR  |  FRIDAY, 8 MAY 2020
... regulator said. "Some are also backed by concentrated portfolios of higher risk unlisted and illiquid assets." Low interest rates and market volatility may be driving consumers to seek such alternatives, ASIC fears. The regulator made no specific mention ...

Cbus ready to deploy cash

KANIKA SOOD  |  THURSDAY, 7 MAY 2020
... over 2020, increase its strategic asset allocation to infrastructure and other assets it saw benefiting from lower interest rates. It had made the first part of that change when COVID-19 arrived. It entered the downturn 6% underweight unlisted assets ...

Pinnacle boutique launches Cayman fund

KANIKA SOOD  |  THURSDAY, 7 MAY 2020
... macro trading strategy is the best way to exploit opportunities across Asia. "Divergent central bank policies on interest rates and foreign exchange, equity market dispersion, and temporary dislocations caused by the dominance of retail flows are combining ...

Opportunities abound in COVID-19 environment

ALLY SELBY  |  WEDNESDAY, 6 MAY 2020
... world economy in recession, it will actually be a positive for businesses as they begin to recover, he argued. "Interest rates will also assist recovery and will stay lower for longer, possibly for years to come," Xiradis said. He recommends investors ...

Chief economist update: No escaping the inverted yield curve

BENJAMIN ONG  |  MONDAY, 4 MAY 2020
... strong labor market, and inflation near our symmetric 2% objective." In other words... the Fed is done cutting interest rates. This optimism is consistent with the December 2019 dot plot of FOMC participants' assessment of appropriate monetary policy ...

Aussie funds bleed $4bn in March

KANIKA SOOD  |  WEDNESDAY, 29 APR 2020
... portfolios in March, with the ASX 200 bouncing around in a range of 25-30% below its February peak and long term interest rates at historical lows, the impact for the funds management sector has been more acute as investor redemptions compound the effects ...