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Showing 71 - 80 of 1438 results for "Recession"

Why this fundie sees the economy making a hard landing

ANDREW MCKEAN  |  MONDAY, 25 MAR 2024
... said. Internationally, an investor note from Ophir Asset Management casts a similarly grim outlook. The Sahm Rule, a recession indicator that signals that a recession begins when the three-month moving average of the unemployment rate rises by 0.5% or ...

Markets, economies benefit from eustress: ABDO

KARREN VERGARA  |  WEDNESDAY, 20 MAR 2024
... confidence, particularly data from retail sales, is still in negative territory and sits at a low not seen since the 1990s recession, Paton said. "Don't expect to see the consumer tilt towards eustress in any great hurry. It might take more than ...

Managed account FUM closes in on $200bn milestone

JAMIE WILLIAMSON  |  TUESDAY, 12 MAR 2024
... rate of 12.11% in 2023," Milliman practice leader, Australia Victor Huang said. "The subsiding inflation data, receding recession risk, along with the tech sector growth were key drivers for the strong equity performance and provides a positive platform ...

UK, Japan slip into technical recession

KARREN VERGARA  |  FRIDAY, 16 FEB 2024
Two of the world's major economies fell into recession at the end of 2023. The UK's gross domestic product (GDP) fell 0.3% in the fourth quarter of last year following a contraction of 0.1% in September quarter, according to the Office for National ...

Fund selectors harbour AI bubble fears, affirm belief in its longevity

ANDREW MCKEAN  |  THURSDAY, 8 FEB 2024
... complex environment has led to a nearly 28% reduction in long-term return expectations, from 8.8% last year to 6.3%. Recession fears top their concerns at 52%, with war and terrorism at 50%, and central bank errors at 36%. Yet, 56% remain optimistic ...

Cash rate unchanged at 4.35%

KARREN VERGARA  |  WEDNESDAY, 7 FEB 2024
... overhaul of the RBA. Vanguard Asia Pacific chief economist Qian Wang said the odds of Australia narrowly avoiding a recession in 2024 are high, having benefited from elevated commodity prices as a commodities exporter, relatively less restrictive monetary ...

REITs primed for investor cash amid uncertainty

CHLOE WALKER  |  FRIDAY, 2 FEB 2024
After lagging equities the past two years, real estate investment trusts (REITs) are an attractive investment opportunity in 2024, according to Principal Asset Management. In a recent outlook report for listed REITs, Principal Asset Management chief ...

Volatility an opportunity for skilled active managers: GSFM

ANDREW MCKEAN  |  WEDNESDAY, 24 JAN 2024
... benign slowdown and smooth disinflationary environment. Warning that the risks of sticky inflation and an unexpected recession might be underestimated, Miller pointed to several structural factors that could be inflection points, such as higher neutral ...

Future Fund soars to $272.3bn

KARREN VERGARA  |  TUESDAY, 23 JAN 2024
... the fund remains resilient amidst the risks of sticky inflation and geopolitical issues, as well as the threat of a recession sparked by the collapse of US regional banks that did not eventuate in 2023. "Equity markets were at one point in or near a ...

Infrastructure's diversification benefits timely: Clearbridge

CHLOE WALKER  |  WEDNESDAY, 10 JAN 2024
... this variable lag." Langley said it's important to note that markets are currently estimating the probability of a US recession in 2024 at only 15%. This is an unusually low chance for this point in the economic cycle, he said, especially considering ...