Vesna Poljak

Vesna Poljak

The $US1.1 trillion elephant in the Federal Reserve room

Vesna Poljak A huge S&P; 500 contract expiry looms after the Fed's blockbuster December meeting, adding to the growing mood of tension about this week's historic decision on interest rates.

Ann Sherry says boards that fail on gender have no hope for diversity targets

Ann Sherry says gender is the easiest of the diversity targets to achieve.

Vesna Poljak Trailblazing business leader Ann Sherry has challenged the findings of a survey that suggests simplistic ideas of diversity are stifling the ability to recruit the right talent to boards.

Gordon Brown, Jean-Claude Trichet join Pimco on Ben Bernanke-led advisory board

Ben Bernanke has taken on a greater profile at Pimco.

Vesna Poljak Even by Wall Street standards, Pimco has staged a coup in recruiting Gordon Brown and Jean-Claude Trichet to its advisory board.

How fund managers decipher the tricks of private equity IPOs

New floats can sometimes revive familiar names, so discount history at your peril.

Vesna Poljak Profit downgrades from Dick Smith and Spotless in the past week have undermined the outlook for IPOs coming out of private equity hands.

After Spotless and Dick Smith, next private equity trick will have to try harder

Challenging times for Spotless but will investors play ball again with PE backed IPOs.

Vesna Poljak Spotless is the latest former member of the private equity club to fall on its face, fuelling renewed cynicism towards future floats coming out of private equity hands, and concerns there could...

Hedge fund economics tested by challenging regulatory climate

Vesna Poljak The reality of increased regulation has had a surprising effect on hedge fund business models.

Perpetual sees Uber and friends as disrupters, at risk of being disrupted

Cabcharge shares are down 40 per cent this year.

Vesna Poljak Investors face a challenge in identifying how businesses will be affected by disruption.

Fed to hike at every meeting in 2017, RBC chief economist Tom Porcelli forecasts

US Federal Reserve chair Janet Yellen: markets are indicating about a 75 per cent chance of a US rate increase next month, the first in almost a decade.

Vesna Poljak Zero to 3.5 per cent for the Fed in two years? That is what RBC's top US economist sees.

Goldman sees sudden US dollar rally as major risk to Chinese economy in 2016

A sharp unexpected rally in the US dollar would cause a tightening of financial conditions in China.

Vesna Poljak A renewed downturn in China and a rapid climb in the value of the $US are the two big "spillover" risks for world growth in 2016, Goldman economist Jan Hatzius warns.

Capex survey carries hopes of a nation as economists count on lift in spending

Businesses are feeling better lately, but they have been unwilling to invest.

Vesna Poljak Prime Minister Malcolm Turnbull's ability to rescue business confidence in Australia faces its first big test this week.

BHP hits 10-year low

Rescue workers search for victims after two dams burst in Minas Gerais state, Brazil.

Vesna Poljak "We've had a once in a generation boom in commodity prices."

Goldman Sachs reveals 'best' risk-reward trade in all of US fixed income

Vesna Poljak The market is too dovish on the path for interest rates in the United States next year and the reality will be much closer to what the Federal Reserve is forecasting, argues Goldman Sachs.

Perfect storm wipes $27 billion off Australian shares

Australian shares tumbled on Monday.

Mark Mulligan and Vesna Poljak More than $27 billion was wiped off Australian shares on Monday after the prospect of higher US interest rates drove the Aussie dollar down, undermined commodity prices and cut the chances of another...

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VW scandal: What investors can learn

VW has been caught cheating emissions standards and the fallout continues.

Vesna Poljak The carmaker's emissions rigging scandal shows why environment, social and other risks matter, bond fund manager says.

China the winner in 'new' investment era, says Alliance Bernstein

Services now account for half of China's gross domestic product.

Vesna Poljak The end of 2015 also marks the end of an investment era and it is China that stands to benefit the most as it transitions to more sustainable growth, says global asset manager Alliance Bernstein.

Ajax, Arsenal, Bayern: The football clubs at the top of the credit league

Dutch powerhouse Ajax and English giants Arsenal (with player of the moment Alexis Sanchez pictured here) occupy the top two spots for the second year running.

Vesna Poljak Ajax, Arsenal and Bayern Munich won just two trophies between them last season, but in the eyes of credit analysts, they are the real champions of Europe.

The football clubs at the top of the credit league

Alexis Sanchez of Arsenal celebrates scoring their third goal.

Vesna Poljak Ajax, Arsenal and Bayern Munich won just two trophies between them last season, but in the eyes of credit analysts, they are the real champions of Europe.

China GDP Markets approve of China growth, fears of hard landing fading

China's thrid-quarter GDP result appears to have helped ease fears of a slowdown.

Vesna Poljak Despite its weakest quarter of growth since 2009, GDP result suggests fears of a hard landing in China are overdone.

Central banks watching the inflation genie, still in the bottle

Without an improvement in wages, the economy is not getting the desired lift in spending.

Vesna Poljak Inflation remains elusive for most central banks around the world but three economies – the United States, Sweden and Chile – may have witnessed the first signs of low inflation thawing...

Malcolm Turnbull 'halo effect' for consumer confidence still trails the Tony Abbott days

PM Malcolm Turnbull has moved the dial on consumer confidence, but not by as much as people expected

Vesna Poljak The elevation of Malcolm Turnbull to prime minister helped lift consumer sentiment 4.2 per cent this month. But Australians are not as confident as they were when Tony Abbott was elected.