inflation

Funds management

JPMAM looks to increase equity weighting

J.P. Morgan Asset Management is “warming up” to going back to equities after holding an underweight position and would strengthen this position if there is a signal infla...

Financial planning

Higher interest rates still 'needed' despite inflation peak: RBA

Appearing before the Senate select committee, the Reserve Bank of Australia has held fast to its monetary policy tightening strategy despite conceding inflation has passe...

Funds management

BlackRock favours fixed income with central banks poised to ‘overtighten’

Fixed income assets are set to benefit from a prolonged monetary policy tightening cycle, with stubbornly high inflation to quash market expectations of rate cuts later t...

Financial planning

CPI inflation reaches highest peak since 1990

Data from the Australian Bureau of Statistics has shown the latest rise in CPI inflation over the 12 months to December 2022 is the highest since 1990. ...

Funds management

Investment managers brace for ‘highly complex’ market conditions

“Caution remains the watchword” for investors in a rapidly-evolving market environment, according to senior investment managers. ...

Funds management

Corporate earnings trajectory could ‘surprise’ investors

Premium-rated growth and yield stocks remain vulnerable to further adjustments to interest rates amid continued economic uncertainty, according to investment manager Mapl...

Funds management

Global economy on a ‘razor’s edge’: World Bank

The World Bank has slashed its global growth forecasts for 2023 by 1.3% amid rising interest rates, inflationary pressures and ongoing geopolitical issues....

Policy & Regulation

Will inflation dampen Aussies’ post-pandemic ‘YOLO attitude’ in 2023?

While Australia has been in a generally sweet spot compared to global peers, this could be the year spending declines as interest rate hikes pinch, argue experts. ...

Financial planning

CPI inflation rises to 7.3%

CPI inflation rose to 7.3% in November, according to latest figures from the Australian Bureau of Statistics....

Funds management

CPI inflation tipped to dip as global rate outlook moderates

Australia’s upcoming CPI data is expected to reflect an easing of inflationary pressures, according to ING Economics....

Funds management

Schroders consider commodities exposure in inflationary environment

After a long period of negativity on commodities, Schroders is looking at the asset class again as it believes they could be interesting in an inflationary environment....

Funds management

‘2023 will not be a straight path’: SSGA

The speed and aggressiveness of central bank hikes is concerning State Street Global Advisors as it believes the world is on the brink of overtightening and 2023 will con...

Funds management

The ‘golden opportunity’ for EMs

While developed markets feel the hit of inflation, it is expected emerging markets will see a ‘decisively different’ shift in investment environment....

Financial planning

Aussies sceptical of RBA's ability to ease financial pressure

Australia is living in an “alien era of austerity”, according to a consumer study, with almost half questioning whether the RBA will be able to ease cost of living pressu...