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Showing 831 - 840 of 1171 results for "Macro"

Repressed rally

BENJAMIN ONG  |  MONDAY, 21 JAN 2013
... month of 2013...and it's been so far, so good. Wall Street has climbed to its highest level in seven years and most recent macro indicators, as well as US company profit reports, have been positive and improving. Yet why does it seem to me that this ...

Structural shifts reposition EMs as less risky investments

MARK SMITH  |  WEDNESDAY, 16 JAN 2013
Emerging markets are entering a new phase characterised by greater structural stability and lower volatility, according to US based asset manager, Neuberger Berman. Alan Dorsey, head of investment strategy at the US-based asset manager, says that greater ...

AMP adds hedge fund specialists to alts team

MARK SMITH  |  TUESDAY, 15 JAN 2013
... investment hedge fund due diligence on a range of strategies including long/short equity, convertible arbitrage, global macro, credit and event-driven. "The appointments bolster our team's international experience and credentials in managing our hedge ...

ASX favourites likely to dish more cash in 2013

MARK SMITH  |  FRIDAY, 11 JAN 2013
... underperform in fast rising markets, they don't backtrack either." Additionally, strong balance sheets and an improving macro environment, as well as subdued M&A activity, have raised hopes of some companies issuing special dividends. "Telstra is already ...

High rates saving Australia's economy

ALEX DUNNIN  |  THURSDAY, 13 DEC 2012
Near zero US interest rates giving US authorities very few macroeconomic tools to stimulate their economy other than quantitative easing illustrates the folly in arguments that the RBA should follow suit and slash rates in Australia. If only the US ...

Australian pay rate growth underperforms Asia

ALEX DUNNIN  |  WEDNESDAY, 12 DEC 2012
Wage growth rates in Australia are significantly lagging Asia, but rather than showing Australia to be under-performing they reflect inflation and productivity growth differentials. A survey just released by the global management consultancy, Hay Group ...

China primed for encouraging rebound: HSBC

MARK STORY  |  MONDAY, 10 DEC 2012
... over 15% of total trade in 2013 and around 30% within the next three years. "We see a potential external shock as the key macro risk in 2013. The US fiscal cliff and a potential deterioration of the European economy are likely to trigger a chain reaction ...

Upside for risk assets in 2013: Threadneedle

MARK SMITH  |  THURSDAY, 6 DEC 2012
Next year promises to be fraught with uncertainty for investors but an easing of the largest global risks should pave the way for stronger returns in risk assets, according to Threadneedle's Mark Burgess. Overall the chief investment officer says Threadneedle ...

Flip flop

BENJAMIN ONG  |  TUESDAY, 27 NOV 2012
So what else is new? Up one day, down the next. Optimism that US will jump over the cliff one day, plunge into it the next. Hopeful that Greece would get another euro cent dropped into its begging bowl one day (and from a broader perspective the euro ...

van Eyk launches new asset allocation tool

MARK SMITH  |  TUESDAY, 13 NOV 2012
Investment research house van Eyk has launched a new tactical asset allocation tool for advisers. The new tool forms part of the release of version 4.0 of iRate, the online portal which gives van Eyk's clients access its fund manager and shares research ...