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Showing 61 - 70 of 639 results for "Trump"

Lower interest rates conducive for bigger risk appetite, small caps

KARREN VERGARA  |  FRIDAY, 6 JUN 2025
As interest rates continue to fall, small caps are poised to reap from the current macroeconomic backdrop and investors increasing their appetite for more risk, a fund manager says. Janus Henderson portfolio manager Nick Sheridan predicts the tide is ...

Alternatives high on the radar to escape Trump's tariffs: Fidante

MATTHEW WAI  |  THURSDAY, 5 JUN 2025
... in 10 advisers are now bearish on both US equities and Australian equities, predominately due to the US President Donald Trump's rapid fire of tariffs. Advisers were also split in their views on how the markets will perform in the next six months; one ...

Global stock markets rally, but Trump's next post could flip the script

ANDREW MCKEAN  |  TUESDAY, 3 JUN 2025
... looms large. UniSuper head of fixed interest David Colosimo says that just one Truth Social post from US President Donald Trump could trigger market volatility. Colosimo noted that US shares climbed 6% in May, their strongest month in over a year, after ...

GAM nabs Janus Henderson equities team

ELIZABETH FRY  |  THURSDAY, 29 MAY 2025
... change in Europe. But that's no longer the case. Geopolitical realignment sparked, in part, by the return of Donald Trump who has done more for EU unity than any post-war president," said Ross. "We're seeing a more assertive Europe: a looser ...

Australian firms may face 'intense competition': RBA

ELIZA BAVIN  |  MONDAY, 26 MAY 2025
Reserve Bank of Australia (RBA) deputy governor Andrew Hauser said the effects of US President Donald Trump's tariffs may increase competition for Australian firms operating in China. Hauser said he visited China just after Trump's "Liberation Day" ...

J.P. MAM slashes recession probability to 30%

KARREN VERGARA  |  TUESDAY, 20 MAY 2025
... 30% amid relief from the latest tariff announcements, but it warns risks remain elevated. Last week, US President Donald Trump substantially lowered tariffs on Chinese imports from 145% to 30%. China, on the other hand, reduced its tariffs on US imports ...

ETF industry growth streak continues, shatters net inflow records

ANDREW MCKEAN  |  MONDAY, 19 MAY 2025
... despite turbulence in the VIX Index, the US market's "fear gauge," which spiked earlier this year following President Donald Trump's announcement of sweeping tariffs on all US imports. The initial shock triggered a global market selloff, erasing US$5 ...

Tariffs were never the answer: Experts

JAMIE WILLIAMSON  |  MONDAY, 19 MAY 2025
The tariffs doled out - and then largely wound back or paused by - the Trump administration are unlikely to help the US realise its economic priorities, an industry conference has heard. Opening the Stockbrokers and Investment Advisers Association's ...

'Lunatic' tariffs can directly hit Australia: Academics

KARREN VERGARA  |  MONDAY, 12 MAY 2025
... Hugh White is at odds with determining exactly what the US is trying to achieve with its tariff policies, with some in the Trump administration seemingly wanting to "do a grand bargain with China" while others talk of isolating China. Speaking at a panel ...

US financial market dominance can't last indefinitely: MSCI

ANDREW MCKEAN  |  MONDAY, 12 MAY 2025
... around 30% in the first quarter following JD Vance's speech at the Munich Security Conference, where he emphasised the Trump administration's view that Europe must materially raise its defence spending and shoulder more of its own security. "The ...