deflation

Howard Marks, Cathie Wood, Ray Dalio, and Bill Ackman on inflation, tariffs, and what to do with your portfolio now.

This chart pack showcases some of our customers’ own creations.

Inflation rates have dropped dramatically, and we expect them to drop even further. This is good news for long-term investors.

There are two major themes I’ve been writing about over the past six months: 1. The Fed will crush the US economy with its tight monetary policy, leading to a...

In my last wire two weeks ago, I argued that inflation was a rear-view mirror story. Since then, you’ve seen further data on the macro front that that is indeed...

Big business is back and that's a great thing for credit. Partially driven by stimulus, and partly by broader economic confidence, people are willing to spend again...

While rising inflation expectations were a minor feature in January, in February markets reflected higher inflation expectations and we expect this to continue in...

In this weeks investment webinar Nucleus Wealth's Head of Investments Damien Klassen, Head of Financial Advice Tim Fuller and Jeff Booth discuss Jeff's #1 best seller...

So much of asset pricing hinges on selecting an appropriate discount rate, which is how we transform future cash flows into a value today. In fixed income we have the...

Our roadshow around Australia took place in July and August. If you couldn’t make it, a recording of the event is available on our Youtube channel. Despite the funds’...