consumer spending

Funds management

VanEck prepares for consumer spending decline

VanEck is expecting to see a downturn in consumer discretionary companies as the cost of living increases and consumer spending declines....

Funds management

Medium-term outlook for consumer demand remains positive

Despite the challenging period and first recession in Australia in 30 years, consumer spending, particularly in categories such as furniture, home improvement and electro...

Funds management

Consumer spending boosts Aussie equity funds

A high weighting to consumer discretionary stocks has worked in favour of Australian equity funds with those funds significantly outperforming their peers and two reporti...

Funds management

Will the rate cut benefit consumer spending-focused funds?

With the Reserve Bank’s June rate cuts intended in part to stimulate consumer spending, a dive into FE Analytics reveals which funds stand to gain the most from an uptick...

Policy & Regulation

Budget surplus to improve consumer spending

With the Government last night announcing the Federal Budget is in a $7.1 billion surplus, Martin Currie’s chief investment officer, Reece Birtles, expects consumer spend...