outlook

Funds management

Australia ‘unlikely’ to see recession: Maple-Brown Abbott

Interest rate cycles do not guarantee the doom and gloom of current economic forecasts, according to a boutique fund manager, and markets could see outperformance....

Funds management

Economies reopening to accelerate global growth

Investors should remain cautious about extrapolating short-term cyclical boosts into a presumption of a higher secular trend rate of growth or inflation, according to Wes...

Funds management

No recession and modest equity returns for 2020: Lazard

Investors need to focus on high returns on capital, strong balance sheets, and robust cashflow while watching out for trade tensions, US labour markets, and technology ec...

Funds management

Expect global growth recovery in 2020

The global economic growth is expected to edge higher in 2020 while the US/China trade tensions will see a calmer period, according to BlackRock....

Funds management

Sentiment sours on Asia investments, says BlackRock

While earnings results remained strong, US trade tariffs and a strengthening of the US dollar has made the mid-year economic outlook for Asia investments unclear. ...

Funds management

Cautious outlook for Australia

Australia remains a low growth market in a high growth region, according to the consensus from Credit Suisse Asian Investment Conference....

Funds management

Macroeconomic outlook benign for infrastructure

The macroeconomic outlook remains benign for infrastructure sector however investors should be aware of technological disruption, according to RARE Infrastructure....