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Showing 81 - 90 of 321 results for "Tariff"

No US recession priced in yet: UniSuper

ELIZA BAVIN  |  FRIDAY, 2 MAY 2025
... great deal of uncertainty, a recession in the US may not be on the cards - yet. "I think in the immediate aftermath of the tariff announcement, there did become a general consensus that the magnitude of the tariffs would be enough to send the US economy ...

Inflation figures point to May rate cut

ELIZA BAVIN  |  WEDNESDAY, 30 APR 2025
... problem remains. "Australia's inflation surprise reinforces that we're not past the inflation problem yet - especially with tariff risks still looming globally," Chanana said. "The RBA will have to remain cautious, and while a May rate cut is fully priced ...

REITs see best start versus equities in a decade: Principal AM

ANDREW MCKEAN  |  THURSDAY, 24 APR 2025
... given the pace and unpredictability of the Trump administration's trade policy changes. The worst-case scenario is that tariff-induced inflation could lead to US stagflation. He said rising yields and slowing growth would be a headwind for real estate ...

Institutional capital returns to retail real estate after hiatus

ANDREW MCKEAN  |  THURSDAY, 17 APR 2025
... official cash rate, the likelihood of which has increased due to global economic risks linked to US President Donald Trump's tariff measures, are also expected to bolster the household savings rate. In turn, the decline in inflation and lower short-term ...

RBA opens door to May rate cut

ELIZA BAVIN  |  WEDNESDAY, 16 APR 2025
The Reserve Bank of Australia (RBA) board has indicated it is open to the consideration of an interest rate cut in May, as US President Donald Trump's tariffs place risks on the global economy. The RBA board minutes from the April meeting acknowledged ...

VanEck to intro RMBS, India ETFs

JAMIE WILLIAMSON  |  TUESDAY, 15 APR 2025
VanEck will soon list two new ETFs, one being an RMBS strategy and the other investing in Indian growth stocks. The VanEck Australian RMBS ETF (ASX: RMBS) will give investors access to a residential mortgage-backed securities strategy, which VanEck ...

ClearBridge launches three active ETFs

KARREN VERGARA  |  TUESDAY, 15 APR 2025
... impacted by international trade. Regulation and cost pass-through mechanisms may shelter these companies from global trade and tariff headwinds more effectively than other sectors." Meanwhile, the infrastructure income fund invests in a similar vein ...

Short-term noise reinforces long-term investment thinking: ART

KARREN VERGARA  |  FRIDAY, 11 APR 2025
... discussed the many risks he and the investment team are fielding in the wake of US President Donald Trump's most recent tariff announcements. In the lead up to the event, major stock market indices lost billions in value, with the S&P 500 Index dropping ...

Bullock hushes rate cut expectations

ELIZA BAVIN  |  FRIDAY, 11 APR 2025
... situation closely. "Inevitably, there will be a period of uncertainty and adjustment as countries respond to the ongoing tariff announcements by the United States administration," Bullock said. "It will take some time to see how all of this plays out ...

US pension funds haemorrhage US$249bn

ANDREW MCKEAN  |  THURSDAY, 10 APR 2025
... considered, total losses are expected to be "significantly higher." Equable noted the initial market reaction to the new tariff regime, a universal minimum rate on imports and higher rates on select countries, has hit public markets the hardest, however ...