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23 January 2023 • By Keith Ford • 1 min read

Markets too optimistic about inflation

US bond investors have kicked off the new year convinced that the battle against inflation has been won, but Franklin Templeton says markets are too ...

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Perpetual announces creation of new ‘global leader’

Perpetual has announced the completion of its acquisition of Pendal. In an ASX listing on Monday, Perpetual confirmed the completion of the ...

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Business turnover takes hit as rate pressures mount

A monthly fall in business turnover has been reported across the majority of industries tracked by the ABS — the first time since January 2022

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‘Ample opportunity’ for investors in 2023, but ‘remaining nimble’ will be key

ANZ Private Bank has released its global market outlook. Investors will need to be nimble to take advantage of the opportunities that will emerge ...

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Recession risks ‘skewed to the upside’: Oxford Economics

A recession could be “avoided altogether”, with key indicators signalling a softer-than-anticipated landing from inflationary heights, according to ...

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Earnings growth to drive private equity returns

Morgan Stanley Investment Management says the year ahead in private equity will be propelled by earnings growth and record levels of unallocated ...

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Fed approaches ‘end game’ as recessionary forces ‘intensify’

The latest retail sales figures in the United States point to a nearer-than-expected halt to the Federal Reserve’s tightening cycle as recessionary ...

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Vanguard foresees increased flows into bond ETFs

Interest in fixed income ETFs is expected to continue growing in the year ahead. After picking up significantly in the final quarter of last year, ...

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Income to take centre stage in portfolios in 2023

Talaria Asset Management says income will become an increasingly important part of investment portfolios in 2023. Co-chief investment officer at ...

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BlackRock projects ‘positive turn’ for emerging markets

Assets across emerging markets are set to benefit from a “brighter backdrop” in 2023, building on resilience to global monetary policy tightening, ...

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