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| | | ... through the broader economy. At the same time, she warned geopolitical tensions, supply chain realignment and persistent inflation pressures had fundamentally altered the investment landscape, making broad market exposure alone insufficient. "It's ... |
| | | | ... portfolio construction beyond traditional equity and bond allocations, arguing that slowing productivity, persistent inflation risks and changing market dynamics require greater focus on real assets and private credit. Speaking at Advisers Big Day Out ... |
| | | | ... 2026, according to the Australian Bureau of Statistics (ABS). Housing came out to be the largest contributor to annual inflation for the month. Trimmed mean inflation remain unchanged for the month at 3.6%. The inflation data was the last major economic ... |
| | | | ... market is gradually loosening, they will also say it is still 'a little tight'," Bloxham said. "All up, with inflation set to still be too high (despite likely being lower than the RBA) and the jobs market still a little tight (despite being ... |
| | | | ... well to respond to the current environment. Macquarie flagged market conditions, including global economic condition, inflation and interest rates and significant volatility events as a factor that could impact its short-term outlook. Macquarie chair ... |
| | | | ... points to 75.6 in the week between July 13 and 19, lifting the four-week average by 0.7 points to 75.4. Meanwhile, weekly inflation expectations ticked up 0.1% to 5.8%, with the four-week moving average remained unchanged at 5.6%. The index also displayed ... |
| | | | ... investors but can be an attractive asset class for those seeking long-term capital growth as well as diversification and inflation protection characteristics," Latham said. "With APIF, private infrastructure is now within reach to a broader investor ... |
| | | | ... steady consumer demand. Despite tailwinds, Aberdeen warned investors face a more complex environment marked by persistent inflation and heightened geopolitical risks. In its Q3 House View, the asset manager forecasts global growth of around 3.2% this ... |
| | | | ... changes to the framework, including the creation of an 'emerging assets' category that would assess investments against inflation-based return objectives rather than difficult-to measure market benchmarks. Under the proposal, funds would still be required ... |
| | | | ... Economists another cash rate hike could be on the cards. Hunter said the RBA will "continue to act as needed" to ensure inflation returns to the target range of 2-3% and the labour market has sustainable full employment. "Ultimately, while supply shocks ... |
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