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Showing 1 - 10 of 53 results for "Stagflation"

Cooling economy could keep RBA on hold

ELIZA BAVIN  |  WEDNESDAY, 3 JUN 2026
Australian gross domestic product (GDP) rose 0.3% in the March quarter 2026 and 2.5% compared to a year ago, according to the Australian Bureau of Statistics (ABS). "Economic growth slowed in the March quarter, with modest household and public sector ...

Aware Super dashboard not flashing red just yet

RIDDHIMA TALWANI  |  FRIDAY, 22 MAY 2026
... three channels in which the conflict could translate into changes in the capital market. The first one he notes is stagflation. "We don't have a very rich data set in terms of our stress tests. How do you scenario test that?" he questioned. "How ...

Perpetual to wind up fixed income fund

KARREN VERGARA  |  MONDAY, 11 MAY 2026
... Strait of Hormuz - a chokepoint for roughly 20% of global oil supply - sending oil prices sharply higher and reigniting stagflation concerns. The war created volatility across energy, rates, equities and credit markets as inflation was re-priced, as ...

FEATURE: Fixed income | Adjusting the lens

PENNY PRYOR  |  TUESDAY, 5 MAY 2026
US President Donald Trump's 'Operation Epic Fury' in the last days of February brought fixed income back into the spotlight almost overnight. As investors flew out of equities into March, fixed income was one of the chief beneficiaries of ...

Future Fund gains nearly $2bn in March quarter despite market volatility

MATTHEW WAI  |  TUESDAY, 5 MAY 2026
Future Fund has reported positive returns across all its portfolios, adding some $28.3 billion in 12 months. In the March quarter, Future Fund returned 0.6% to $269.1 billion, almost a $2 billion increase from the end of 2025. Other funds managed by ...

Australia averts recession but not slowdown: JPMAM

KARREN VERGARA  |  WEDNESDAY, 29 APR 2026
Australia's economy will take a hit at the fallout of the Middle East conflict, but the good news is it will avoid a recession, J.P. Morgan Asset Management predicts. The asset manager downgraded Australia's annualised growth rate from 2% tipped at ...

Calm urged as global markets look 'increasingly unstable'

ELIZA BAVIN  |  TUESDAY, 7 APR 2026
... said. "What is emerging instead is a far less comfortable regime, where inflation remains sticky, growth is uneven. Stagflation appears as the base case, a Goldilocks scenario of low inflation and high growth is not on the cards, with the best case being ...

Listed asset managers trail ASX 200 in 2025: Morningstar

RIDDHIMA TALWANI  |  WEDNESDAY, 22 OCT 2025
Morningstar's research found most ASX-listed asset managers have underperformed the ASX 200 Total Return Index since the start of 2025. The latest industry pulse noted shares of asset managers are likely to remain volatile, as investor sentiment ...

Special feature: Hunting for value

LACHLAN COLQUHOUN  |  MONDAY, 18 AUG 2025
... the world and the 'r' word - recession - is hardly mentioned. Some doomsayers were forecasting the blight of stagflation for the US economy a few months ago, but if they still believe that is still likely they are keeping it largely to themselves ...

American Century cuts US outlook amid tariff impacts

MATTHEW WAI  |  TUESDAY, 29 JUL 2025
... forecasts have declined, driven by falling price-to-earnings ratios (P/E), which have increased the likelihood of stagflation or recession, according to American Century. The firm's latest outlook presents a hard landing for the US economy has become ...
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