RECESSION

Funds management

Chris Haynes, head of equities at Equity Trustees Asset Management, says the full impact of RBA rate hikes is yet to be felt and there may be stockmarket bargains to pick...

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Funds management

T. Rowe Price is neutral on Australia as it believes there are potential earnings downgrades on the horizon and it is likely to see an earnings recession....

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Funds management

Ausbil CIO and head of equities, Paul Xiradis, has shared his thoughts on what to expect from Australian markets in the coming year....

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Funds management

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....

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Funds management

There are four factors which could help Australia successfully dodge a recession for the next two years, according to VanEck. ...

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Funds management

Leading US economist, Larry Summers, has told a Sydney audience that a recession is inevitable and central banks will find it harder to respond this time round....

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Financial planning

Ahead of the RBA’s meeting this afternoon and with fears of a global recession, Money Management journalist, Alexandra Vanags, reflects on her own ‘Lehman moment’ 14 year...

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Funds management

Global fund managers are at maximum bearish sentiment with fears of a recession causing them to hold the highest cash weightings since post-9/11....

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Funds management

The largest headwind to the global economy is the threat of recession in the US, according to abrdn, and is a threat that is looking increasingly likely....

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Funds management

The outperformance of growth equities is “over for the foreseeable future”, according to Natixis Investment Managers, with rising inflation ranked as the biggest market r...

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Funds management

Aviva Investors expects global growth to slow to a below-trend pace over the next 18 months but expects economies to rebound quickly given the absence of major imbalances...

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Funds management

Vanguard has forecast the probability of recession in major developed markets over the next 12 months, with one region having a 50% chance....

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Funds management

The overwhelming lesson from economic and market data in the US going back almost 100 years is that long-term investors shouldn’t view an approaching downturn as a sign t...

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Funds management

Entering a recession, a presidential victory and a record-low rate cut are among events to have rocked markets in the second half of the year....

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Outsider

Amid the reality of a recession, Outsider continues to be surprised by which segments of the economy are doing well and which are not....

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MARKET INSIGHTS

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Squeaky'21

My view is that after 2026 there will be quite a bit less than 10,000 'advisers' (investment advisers) and less than 100...

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Jason Warlond

Dugald makes a great point that not everyone's definition of green is the same and gives a good example. Funds have bee...

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Jasmin Jakupovic

How did they get the AFSL in the first place? Given the green light by ASIC. This is terrible example of ASIC's incompet...

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AustralianSuper and Australian Retirement Trust have posted the financial results for the 2022–23 financial year for their combined 5.3 million members....

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The verdict in the class action case against AMP Financial Planning has been delivered in the Federal Court by Justice Moshinsky....

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