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Showing 861 - 870 of 1171 results for "Macro"

Add duration: UBS

BEN COLLINS  |  WEDNESDAY, 22 AUG 2012
... been capital flight - that's why yields are low and our currency is high, he said. Johnson said now that two of the biggest macro drivers - capital flight from Europe and a Chinese slow down - were starting to reverse, Australian bonds were set to do ...

No change - no mas, no less

BENJAMIN ONG  |  WEDNESDAY, 22 AUG 2012
... - gained 1.4% between end-May and end-July. This is a monthly series so I don't have August's numbers yet but unless the macro dynamics changes between now and the end of this month, don't expect this to suddenly turn into a 20% rally. The headlines ...

The rally that no one's enjoyed

BENJAMIN ONG  |  MONDAY, 20 AUG 2012
... the US, Europe, China -- the world -- last week? You betcha Virginia, there wasn't. Yet for all the continued worries over macro dynamics and rumours and innuendos coming out of Europe, speculation about China and lowered company earnings estimates ...

The QE Paradox

BENJAMIN ONG  |  FRIDAY, 10 AUG 2012
... still be cutting rates call, then that's ok too. Howeva, and sowee to be stating the obvious, the RBA looks at the whole macro picture and it sees a bright one. Think Mr. Stevens will back me up on this one. Australians have every reason to feel gloomy ...

Patron grows adviser numbers

LINDA HAUSKEN  |  THURSDAY, 9 AUG 2012
... advisory sector that is currently dissatisfied with institutionally owned dealer groups. "The second reason is to meet our macro business goal of 100 advisers with Eastern state presence. "Thirdly and most importantly, we want to expand because advisers ...

Super funds urged to include macro-level ESG principles

BEN COLLINS  |  THURSDAY, 9 AUG 2012
... demanding that Environmental, Social and Governance principles be considered in mandate design - and it needs to be from a macro-level, said Solaris Investment Management. "Several of Solaris' institutional clients have requested Environmental, Social ...

Benchmarks stop us thinking: AXA IM

BEN COLLINS  |  TUESDAY, 31 JUL 2012
... because you actually believe in it," he said. Investors should instead concentrate more on thematic drivers - and look for macro tailwinds when picking equities, he said. Both tinker and Gardner were speaking after the release of a survey by AXA IM that ...

Playing with a loaded dice

BENJAMIN ONG  |  THURSDAY, 26 JUL 2012
... production to protest against surging costs spurred by the oilseed's rally to a record." It's started... Certainly, the macro and investment backdrop is laden-filled with challenges. But could you recall a time when they haven't? Even during boom times ...

Lucky in so many ways

BENJAMIN ONG  |  WEDNESDAY, 25 JUL 2012
We all know the drill. Once Europe's back in the headlines, markets suffer a case of the jitters. When they do, they begin hoping that a QE fix would soon be in the offing. Homer (the cartoon, not the Greek epic poet and author of the Iliad and the ...

LUCRF expands in-house investment team

BEN COLLINS  |  WEDNESDAY, 18 JUL 2012
... AustralianSuper chief investment officer, said that having a presence in the region would provide a better understanding of macro trends, provide contacts and help with networking. "China is one of the biggest drivers of the Australian equity market ...