While the fund manager’s initial predictions for the year were of sticky inflation and stagflation due to President Donald Trump’s tariffs and budget deficits, growth has proved to be resilient.

The board must shift its focus from managing inflation to stimulating the economy with the trimmed mean inflation figure edging closer to the 2.5 per cent target, economists have said.

While emerging markets debt was negatively impacted by the 2 April maximalist tariff announcements, after the delay in implementation and some backtracking, the asset class was able to bounce back.

The US and Europe trade deal represents a significant step forward in resolving trade conflict, but markets have largely priced in the good news already, says the asset manager.

Morningstar expects the the Reserve Bank will still make around three cuts in this cycle, bringing the cash rate to a neutral level of around 3 per cent. In a recent briefing, Morningstar said its ...

Economists have tipped inflation to ease further, but any upside surprise in the June quarter CPI could derail the Reserve Bank’s plans.

The first wave of earnings reports for mega-cap tech stocks has led some to declare the end of the magnificent seven era but VanEck remains broadly optimistic on their outlook.

Positive investor sentiment has returned to January levels despite the US dollar’s decline, according to a Goldman Sachs survey. Amid ongoing discussions about US volatility, many investors have ...

The fundamentals for high-yield credit remain attractive but valuations have become extremely stretched, according to Allspring Global Investments.

He also drew attention to the attractive valuations and resilient labour markets in the region. European banks have seen exceptional returns, with some experiencing gains of 35 per cent to 45 per cent ...

The Reserve Bank of Australia’s (RBA) July monetary policy meeting went down as a shock decision to markets and commentators as the board announced a hold in the cash rate, leaving it at 3.85 per cent ...

Family offices have embraced active management and private equity as they rebuild resilient portfolios for the ever-evolving economic landscape, new research has shown.