Global fund managers are no longer predicting a recession for the first time in almost two years, according to Bank of America, with bullish sentiment continuing to rise....
According to two investment professionals, investors are bracing for a US recession in 2024’s first quarter, alongside a potential Trump presidency by November, as likely...
Fund managers are the least bearish since February 2022 with cash weightings shifting into equities and 42 per cent expecting no recession in the next year, according to ...
With markets having already experienced an ‘unsynchronised recession’, the asset manager expects a re-acceleration of big tech in the coming quarters and suggests the wor...
A rising number of fund managers believe markets will dodge a recession, according to the latest Bank of America fund manager survey....
There is a one in two chance of a recession beginning in Australia in the next 12 months, according to Vanguard....
Equity markets are in denial about the potential impact of a US recession and failing to price its impact in, according to Platinum....
The fund management firm’s proprietary risk dashboard has predicted a 75 per cent probability of a recession in the US....
Magellan has begun positioning its $7.3 billion Global portfolio for a recession, which it believes is a likely scenario this year....
The global asset manager is touting investment in value stocks in response to expectations of a longer than anticipated monetary policy tightening cycle. ...
“Caution remains the watchword” for investors in a rapidly-evolving market environment, according to senior investment managers. ...
The World Bank has slashed its global growth forecasts for 2023 by 1.3% amid rising interest rates, inflationary pressures and ongoing geopolitical issues....
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...
High yield could be seen as a relatively lower risk option on an eventual recovery ahead of equity returns, says a top investment executive....
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....
trustees are already requesting such confirmations when advisory fees (even via fixed term agreements) are deducted from...
CSLR should be broken down into 2 sub sectors, one for product manufacturers and one for financial advisers. Product ma...
We must stand up and show our opposition to both the ASIC Levy and CSLR as they both contribute to the high cost of advi...