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Markets

31 October 2023 • By Jon Bragg • 1 min read

Ariel Investments bullish on emerging markets

The global value-based asset management firm believes that earnings growth in emerging markets will likely exceed developed markets over the longer ...

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Gold, oil, bonds rally as equities slump continues

Risk aversion continues to dominate the outlook for investment markets as geopolitical tensions simmer and monetary policy expectations evolve

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Population ‘shock’ threatens inflation outlook: HSBC

The recent surge in population growth has been flagged as an understated upside risk to the inflation outlook and the trajectory of monetary policy

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Aussie ETF industry ‘still a long way behind’ global counterparts

While the local ETF industry has grown significantly, the CEO of Stockspot says that Australia punches below its weight compared to other countries

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US GDP, CPI prints rekindle hopes of a soft landing

The latest economic data out of the United States has eased concerns over a looming recession but it’s not all good news for the US economy

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Shares at ‘high risk’ as Australian recession fears resurface

A “further correction” in the Australian equities market could be on the cards as markets brace for a harder landing. Australian equities have ...

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Sticky inflation, Israel–Gaza conflict ‘key issues’ for Future Fund

Australia’s sovereign wealth fund declined by half a percentage point during the September quarter amid a “challenging period” for investment markets

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ART chief economist sees value in global equities, with a prudent approach

The chief economist has outlined his view on bonds, equities, and unlisted assets. Australian Retirement Trust (ART) is currently overweight in US ...

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‘Wary’ Bullock concedes ‘we might need to go again’

The Reserve Bank governor has reacted to the surprise inflation print, which has solidified expectations of a hike to the cash rate next month

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‘Unsettling’ Magellan CEO departure to drive further redemptions

Morningstar has weighed up the impact of David George’s sudden departure. In the wake of the exit of Magellan chief executive officer David George ...

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