inflation

Like a bear with a sore head, many investors probably wish they had stayed in hibernation in 2022. It has been a brutal year so far, the worst since the Great...

"In a negotiated purchase of a business, you’re almost always dealing with someone that has the option of either selling or not selling, and can sort of pick the time...

I read with interest the ‘Livewire readers’ 20 most tipped stocks to beat inflation’ article earlier this week. Mainly because I’ve spent the past few months...

There is no doubt that “inflation” is the million-dollar word on everyone’s lips right now - and for that matter, the million-dollar problem. Everyone is affected by...

When the $32 billion deal marking Sydney Airport’s exit from the boards of the ASX was completed earlier this year, one of the nation’s best-known listed...

Given stubbornly high U.S. inflation and the Federal Reserve’s apparent determination to bring it down, I now foresee a U.S. recession within the next 12...

Investors traditionally flock to defensive asset classes like fixed interest in volatile and inflationary markets, but equities might offer a better defence. It just...

Returns on bonds can be further increased when bonds approaching their maturity or call dates are reinvested ahead of time. We look at the benefits of actively...

Let's face it, it has been hard going in the small caps space - which is down almost 18% this calendar year. As soon as you get headwinds such as inflation and rate...

In a rising rate environment, Chris Joye joins David to discuss where investors should look for returns going forward. Throughout the episode, Chris covers a range of...

Rising inflation is one of the biggest challenges for investors today and it turns out that covid, climate change and the war on Ukraine have had driving roles in...

Invest in inflation. It's the only thing going up. — Will Rogers Every day we read about higher costs of food, energy and property via higher interest rates, while...

We're all well aware of the headwinds battering markets today - inflation, supply-chain pressures, and rate hikes. Yet it's easy, and misguided, to broad-brush the...

Over the past two and a half years, global inflation markets have gone from shot to prominence for investors, as global lockdowns switched to global re-openings fueled...

May 2022 Since the start of the year, global financial markets have been in a tailspin. The year began with global markets rotating aggressively from growth to...

In the AFR I write that in an age of record household debt, the Reserve Bank of Australia’s monetary policy transmission mechanism is a beast to behold. When the RBA...

This week, billionaire investor Bill Ackman sent out a tweet that got quite a lot of attention. I’m reproducing part of it here because Bill is wrong, and I want to...

If 'pandemic' and 'vaccine' were Merriam Webster's 2020 and 2021 words of the year respectively, then I'd put good money on 2022's being 'inflation'. It has been a...

Everyone knows that the four most dangerous words in investment are ‘it’s different this time’. Sometimes, it is. More often, things end up much the same. The...

It's clear that rising rates haven't been great for local and global share markets. High P/E names, those that have led the world's major bourses over the past few...