News
Apple price hikes signal AI inflation: de Vere
1+ hour, 27+ min ago (469+ words) Home > Investment > Apple price hikes signal AI inflation: de Vere Apple's decision to raise prices on several flagship devices to offset AI-driven chip costs signals the technology is beginning to fuel inflation, says Nigel Green, chief executive of de Vere…...
Syndicated loans offer fixed income alternative: Bentham AM
4+ day, 1+ hour ago (416+ words) Home > Investment > Syndicated loans offer fixed income alternative: Bentham AM Bentham Asset Management's Richard Quin has suggested investors seeking high income without fixed rate risk to consider syndicated loans, saying it presents a viable alternative to traditional fixed income strategies....
Franklin Templeton sees stagflation risks building
1+ week, 5+ day ago (573+ words) Home > Investment > Franklin Templeton sees stagflation risks building Franklin Templeton has warned that global market is drifting toward a more stagflationary environment as inflationary pressures intensify and growth diverges across major economic regions. In its latest macro report, the $1. 66 trillion…...
RBA acknowledges signs of economy cooldown with rate hold
1+ week, 5+ day ago (762+ words) Home > Investment > RBA acknowledges signs of economy cooldown with rate hold At its latest monetary policy decision, the Reserve Bank of Australia (RBA) has fulfilled market expectations to hold the official cash rate at 4. 35 per cent and in doing so…...
Ausbil positive on economic growth
1+ mon, 17+ hour ago (470+ words) Home > Managed Accounts > Ausbil positive on economic growth Managing Editor and Publisher Investment Manager Ausbil believes the outlook for Australian and US economic growth remains positive for 2026, despite the impacts of the US action in Iran. In a commentary on…...
April CPI signals RBA pause, for now
1+ mon, 1+ day ago (433+ words) Home > Investment > April CPI signals RBA pause, for now Managing Editor and Publisher The April Consumer Price Index (CPI) data released by the Australian Bureau of Statistics yesterday has seen market economists predicting the Reserve Bank board will leave interest…...
Bentham AM's "deliberately conservative' approach
1+ mon, 1+ week ago (458+ words) Home > Managed Accounts > Bentham AM's "deliberately conservative' approach Managing Editor and Publisher In what represents a sign of the times, Bentham Asset Management has confirmed that its high-yield exposure to muti-sector funds is the lowest it has ever been. The…...
Interest rate debate focused on wrong risk: Datt Capital
1+ mon, 1+ week ago (498+ words) Home > Investment > Interest rate debate focused on wrong risk: Datt Capital Datt Capital's Emanuel Datt has stressed investors are focusing on the wrong risk on interest rates, saying the key issue is not whether the Reserve Bank of Australia would…...
AI-led productivity boom masks macro dangers: GSFM
1+ mon, 3+ week ago (554+ words) Home > Managed Accounts > AI-led productivity boom masks macro dangers: GSFM US equity markets may be brushing off mounting geopolitical tensions and sticky inflation fears, but GSFM investment specialist Stephen Miller says investors should not mistake resilience for complacency. He argued…...
Life insurers resume return to work pitch
1+ mon, 3+ week ago (582+ words) Home > Life Insurance > Life insurers resume return to work pitch Managing Editor and Publisher Australia's major life insurers have again raised the issue of being allowed fund some medical expenses with a new report released by the Council of Australia…...