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Showing 61 - 70 of 1515 results for "Fiscal"

Deficit to reach $26bn: Deloitte

KARREN VERGARA  |  MONDAY, 17 MAR 2025
... deficit marks a $0.8 billion improvement from the projected $26.9 billion deficit in the 2024-25 mid-year economic and fiscal outlook (MYEFO), primarily driven by revenue upgrades. "However, starting in 2025-26, this trend is expected to reverse, with ...

Australia must focus on 'friend-shoring': UNSW

ELIZA BAVIN  |  THURSDAY, 13 MAR 2025
... low job mobility and a growing care sector," the report said. Essential to the nation going forward was also restoring fiscal sustainability as budgetary pressures are expected to grow. "Future budget surpluses are at the whim of iron ore prices and ...

US equities face volatility as growth risks mount: Morgan Stanley

ANDREW MCKEAN  |  TUESDAY, 11 MAR 2025
US equities face a volatile path ahead as policy uncertainty, fiscal constraints, immigration enforcement, the lagged impact of interest rate hikes, and strong dollar combine to pressure earnings forecasts, according to Morgan Stanley. The investment ...

Global tariffs to spike under Trump: Economist

KARREN VERGARA  |  WEDNESDAY, 19 FEB 2025
... countries," she said. While Trump's policies will boost US economic growth, Masters said, interest rates with a large fiscal deficit will also come to the fore. "Government debt in the US is forecast to go from 100% of GDP to 140% of GDP under Trump's ...

Magellan Financial Group 'redemption risks heightened'

ANDREW MCKEAN  |  WEDNESDAY, 5 FEB 2025
... infrastructure strategy - equivalent to around 50% of infrastructure FUM and 22% of the asset manager's FUM - throughout fiscal 2025-26. The research house said this aligns with historical precedent, when the chief executive and chief investment officer ...

Trump orders creation of US sovereign wealth fund

ANDREW MCKEAN  |  TUESDAY, 4 FEB 2025
... wealth fund would help maximise the stewardship of the nation's wealth, ensuring long-term economic competitiveness and fiscal sustainability, according to a White House statement. "Sovereign wealth funds exist around the world as mechanisms to amplify ...

Canadian pension fund names new CIO

ELIZABETH FRY  |  THURSDAY, 30 JAN 2025
... managing a diversity of stakeholders" make him well-positioned "to lead CGF." The pension scheme returned 7.2% for the 2024 fiscal year. Its five and ten-year net annualised returns were 7.95% and 8.3%, respectively.

Dimon 'cautiously pessimistic' on US economy

KARREN VERGARA  |  FRIDAY, 17 JAN 2025
... stock and house prices. "But I would put two real 'buts' in there. One, is a lot of it is also fuelled by a lot of fiscal monetary stimulus, which drives inflation a little bit. And I think that geopolitics is very complicated. It's scary. ...

Monetary policy to underscore 2025 allocations

ANDREW MCKEAN  |  FRIDAY, 10 JAN 2025
... closely," de Pourbaix said. Elsewhere, all eyes will be on the sluggish Chinese consumer, he said, and whether eagerly awaited fiscal stimulus follows the sweeping economic measures introduced in September to boost liquidity, stimulate consumer spending ...

Boutique global asset management firms' investment outlook

ANDREW MCKEAN  |  FRIDAY, 20 DEC 2024
... risks in the US, geopolitical risks raising prospects of 'grey swans,' and inflation risks continuing. Uncertainty around fiscal and trade policy decisions, along with the upcoming Trump administration, are also top of mind. GBAM chair and chair of SKAGEN ...