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Showing 891 - 900 of 1171 results for "Macro"

Missing the forest for the daily grind

BENJAMIN ONG  |  THURSDAY, 19 APR 2012
... calm(er) despite renewed jitters to necessitate printing action. Better include this in your model too. The bottom line is that macro dynamics continue to progress pinkier than it did last year - as indicated by the better-than-expected (on balance) ...

Market Wrap

AAP  |  WEDNESDAY, 18 APR 2012
... of the US with housing, but even though that happened, their market bucked that trend which is good news. The other main macro news coming out was the IMF upgrading the 2012/2013 growth expectations for the world." At the close, London's benchmark FTSE ...

Best friends forever

BENJAMIN ONG  |  FRIDAY, 13 APR 2012
... China GDP numbers print less than rumoured later today, there's always policy stimulation to count on. Just last night, SGH Macro Advisors - a NY-based macro policy think tank - reported that it expects the Peoples Bank of China to cut its bank's reserve ...

Goldman Sachs equities fund awarded AA rating

RACHEL DAVIS  |  THURSDAY, 5 APR 2012
... environment. As a fundamental investor we spend a lot of time identifying companies that we feel can prosper irrespective of the macro environment and this continues to be a major focus for us. "From a sector perspective we are positive on Banks, Transport ...

Professional Associations Super targets investment risk

MELANIE TIMBRELL  |  THURSDAY, 29 MAR 2012
Industry fund Professional Associations Super is building an enterprise-wide approach to managing investment risk in an effort to explore how risks should be mitigated or exploited. Focusing on exposure to primary risks such as sovereign default and ...

Advisers told to rethink growth asset allocations

MELANIE TIMBRELL  |  THURSDAY, 29 MAR 2012
Advisers should rethink growth asset allocations and prepare to protect portfolios against fiscal constraints, delegates heard at an industry event. These were two key messages from global investment manager PIMCO, delivered at yesterday's Adviser's ...

No greed, no fear, no volume

BENJAMIN ONG  |  MONDAY, 26 MAR 2012
... how this could be good news. Good for energy companies' profits perhaps... but only for a short while. And then the bigger macro dynamics assert themselves. Just last week Big Ben told the US Congress how. "Higher energy prices would probably slow growth ...

When optimism rains, it pours

BENJAMIN ONG  |  THURSDAY, 15 MAR 2012
... corrections along the way - perhaps, even big, nerve-wracking ones. But those who look at the economic landscape from a macro standpoint would only see "buy-op" flashing before them.

Good memories

BENJAMIN ONG  |  THURSDAY, 8 MAR 2012
"I'm afraid to buy And I don't know why I'm jealous of the people who Are not afraid to buy" "Coz now stocks are fallin' Fallin' fast again." My apologies to Teri de Sario for my rendition of his classic "Fallin'", it's just that by changing a few words ...

Strong period for markets ahead: K2

ELISE BURGESS  |  MONDAY, 5 MAR 2012
... equities, with the firm's portfolios currently fully exposed to equities,' said Hall. K2 also advised that while the major macro event has passed, returns expectations will be muted on the up and the downside barring any unforeseen circumstances with ...