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Showing 1 - 10 of 4343 results for "View"

Cooling economy could keep RBA on hold

ELIZA BAVIN  |  WEDNESDAY, 3 JUN 2026
... RBA will be carefully monitoring the overall health of the economy, including employment, before making another move. Our view remains that the terminal rate for this hiking cycle is either the current cash rate of 4.35%, or possibly 4.60% if the RBA ...

FEATURE | Emerging markets: Twists and turns

KARREN VERGARA  |  FRIDAY, 29 MAY 2026
... 10% to 30% are more actively managed. Frontier markets fall into this category. Banyantree typically holds a 12 to 15-month view on these allocations, which provide the ability to move out earlier if things do not pan out as expected. "With that in mind ...

Old settings for TPD 'no longer fit': APRA

RIDDHIMA TALWANI  |  THURSDAY, 28 MAY 2026
... before they become obvious in reported results," she said. "Across product design, pricing and reserving, you bring a clear view of both the liability side of the balance sheet and the interests of policyholders. That puts you in a distinct position ...

'Shockproof' portfolios integrate geopolitical risks: CIO

KARREN VERGARA  |  THURSDAY, 28 MAY 2026
... today's investment landscape, with far-reaching implications for asset pricing and portfolio construction. "There's this view that geopolitical events occur once in a while and are one-off scenarios. The events of the last five or six years have ...

Inflation eases, experts split on next RBA move

VINNY VUCAGO  |  WEDNESDAY, 27 MAY 2026
... softer April unemployment numbers, we do not see a strong case for another increase in the near term," Chesler said. "Our view remains that the terminal rate for this hiking cycle is either the current cash rate of 4.35%, or possibly 4.6% if the RBA ...

Platforms should be wary of cutting options: Experts

RIDDHIMA TALWANI  |  FRIDAY, 22 MAY 2026
... relevant we are in the overall industry," he said. AMP group executive of platforms Edwina Maloney said there is also a mistaken view among regulators that you do not need a lot of options for the same assets on a platform. "We need to educate the regulators ...

Feature: Private credit | The fine print

RIDDHIMA TALWANI  |  FRIDAY, 22 MAY 2026
... Taurus in return for an interest in Metrics Credit Holdings. Zenith Investment Partners, however, did not budge by keeping its view of 'recommended' and 'highly recommended' for both funds respectively. The other part of the equation ...

Aware Super dashboard not flashing red just yet

RIDDHIMA TALWANI  |  FRIDAY, 22 MAY 2026
... of our tactical conversations are around ensuring the portfolio has resilience in both a return and a liquidity point of view, in order to be proactive in the event of stress." Warner said the investment teams spends time to ensure it can be a buyer ...

Hostplus, AIA lose $1.4m TPD dispute

ELIZA BAVIN  |  THURSDAY, 21 MAY 2026
... and did not consider the medicines he was taking as treatment, because his condition was well controlled. In the panel's view the complainant's diabetes was well controlled because he was under the ongoing care of a doctor and taking oral and injectable ...

Macquarie shareholders question its climate change commitment

RIDDHIMA TALWANI  |  THURSDAY, 21 MAY 2026
... published earlier this month, Macquarie said while it remains committed to the goals of the Paris Accord, its longstanding view remains that a managed "glidepath" to energy transition is the only long-term solution to manage "availability, affordability ...
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