RECESSION

Funds management

“Even the best pilots can’t control turbulence”, believes Lonsec chief investment officer Nathan Lim, indicating a need for advisers to hold defensive assets in client po...

Funds management

The investment manager is “surprised” by the lack of investor concern over a potential hard landing for the Australian economy, with a weakening labour market being the “...

Funds management

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....

Funds management

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...

Funds management

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 ...

Funds management

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...

Funds management

A rising number of fund managers believe markets will dodge a recession, according to the latest Bank of America fund manager survey....

Funds management

There is a one in two chance of a recession beginning in Australia in the next 12 months, according to Vanguard....

Funds management

Equity markets are in denial about the potential impact of a US recession and failing to price its impact in, according to Platinum....

Funds management

The fund management firm’s proprietary risk dashboard has predicted a 75 per cent probability of a recession in the US....

Funds management

Magellan has begun positioning its $7.3 billion Global portfolio for a recession, which it believes is a likely scenario this year....

Funds management

The global asset manager is touting investment in value stocks in response to expectations of a longer than anticipated monetary policy tightening cycle. ...

Funds management

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

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Funds management

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

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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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MARKET INSIGHTS

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

3 weeks 3 days ago

This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...

4 weeks 1 day ago

Interesting. Would be good to know the details of the StrategyOne deal....

1 month ago

Insignia Financial has confirmed it is considering a preliminary non-binding proposal received from a US private equity giant to acquire the firm. ...

1 week 2 days ago

Six of the seven listed financial advice licensees have reported positive share price growth in 2024, with AMP and Insignia successfully reversing earlier losses. ...

4 days 19 hours ago

Specialist wealth platform provider Mason Stevens has become the latest target of an acquisition as it enters a binding agreement with a leading Sydney-based private equi...

3 days 23 hours ago