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| | | ... Over the last 20 years, this correlation between bonds and equities often turned positive when inflation in advanced economies averaged above 2%. "With this threshold expected to be breached over the next five years, investors may increasingly seek exposures ... |
| | | | ... accordingly?" APRA's latest Corporate Plan highlights how heightened geopolitical tensions and policy uncertainty in major economies have the potential to create risks to financial stability. "In this environment, the importance of a robust prudential ... |
| | | | ... head of international economics and foreign exchange, responsible for developing CBA's forecasts for the major global economies, central bank policy and currencies. "The refresh of our GEMR team underscores our commitment to delivering sharp, actionable ... |
| | | | ... increasingly complex and uncertain operating environment. "Heightened geopolitical tensions and policy uncertainty in major economies have the potential to create risks to financial stability. In this environment, the importance of a robust prudential ... |
| | | | ... sectors such as technology, financials, consumer goods and resources. These companies span across more than 20 emerging economies including Asia, Latin America, eastern Europe and Africa. BEMG tracks the MSCI Emerging Markets Index and incurs a management ... |
| | | | ... reverted. China, which had been a headwind, was beginning to stimulate its economy while the weaker US dollar was supporting economies which were "less fiscally encumbered." All this is encouraging for active managers who are comfortable with the risks ... |
| | | | ... who invest in them," Constant said. "In an environment where super funds are generally getting bigger and maximising economies of scale, it's an important reminder that bigger has to be better too - or it won't stay that way." Constant added that while ... |
| | | | ... resilience paper identified growing global uncertainty, including supply chain issues, and greater power struggles between economies, as major threats to Australia's economy. It also pointed to the population ageing, shifts in industrial composition ... |
| | | | ... management across asset classes. "If you believe in American exceptionalism, and that American consumers, businesses, economies are going to benefit from this then you want active management to pick the sectors and stocks that will benefit," he said. ... |
| | | | ... partnerships. SMC said Australian investment in venture capital as a percentage of GDP lags well behind other advanced economies and is 15 times lower than the global leader, the US. SMC said this has led to many Australian entrepreneurs taking their ... |
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