bfinance poll reveals shift in ESG sentiments amid heightened geopolitical concerns

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In March 2025, bfinance invited institutional investors to participate in a snap poll conducted in the wake of mounting economic and geopolitical turbulence. Recent months have seen significant disruption to... Read more continue reading

Acadian launches Enhanced Emerging Markets Equity Fund

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Global systematic investment manager, Acadian Asset Management LLC has launched an emerging markets equity fund for Australian wholesale investors, giving financial advisers and their clients access to a diversified portfolio... Read more continue reading

Investing risks are in plain sight as global markets bet on falling bond yields 

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Global investors are exhibiting a high level of complacency by betting on falling US bond yields and are overlooking fundamental risks to inflation and ignoring the potential for other financial... Read more continue reading

Seven reasons Australia is likely to avoid recession from Trump’s shock

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Key points President Trump’s trade war poses a threat to Australian economic growth particularly via the indirect impact of weaker global activity driving less demand for our exports and lower... Read more continue reading

U.S. bond market turmoil signals technical stress, not fundamental shift 

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Following a sharp retreat in both U.S. and global equity markets, another pillar of the financial system has come under pressure: the U.S. bond market. In a matter of days,... Read more continue reading

Market impacts of the 90-day tariff reprieve

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President Trump announced a 90-day reprieve on reciprocal tariffs, reducing them to 10% across all countries except for China, on which the U.S. raised reciprocal tariffs even further, from 104%... Read more continue reading

Impact of tariffs – how concerned should investors be?

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Concerns are mounting over the worldwide economic consequences of Donald Trump’s tariff policies, and many investors will currently be grappling with the question of how concerned they should be about... Read more continue reading

The year ahead for fixed income markets

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The forces shaping fixed-income markets found themselves at a confluence of economic, fiscal, and political factors heading into 2025. Inflation dynamics remained in flux, a new Treasury Department was in... Read more continue reading

Seeking stability

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At a time of sweeping geopolitical change and clear challenges for riskier assets, bond markets offer a source of stability. Key takeaways The world has entered a period of geopolitical... Read more continue reading

Tariffs and turbulence: What it means for your investments

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The global investment landscape has taken a sharp and unexpected turn following the recent announcement of sweeping U.S. tariffs—changes that were both faster and more extensive than markets anticipated. As... Read more continue reading