inflation

Transitory was the macro word of 2021 as the Federal Reserve and other major central banks attempted to calm markets about the pace of inflation. Investors fought...

Global stocks struggled early in 2022 because investors were concerned about faster inflation, which has risen to its highest in four decades in the US, a record...

For more than two decades, investors have put faith in the value of the traditional 60:40 portfolio (1). This portfolio structure was designed to protect investors...

For over a decade conditions for most asset classes could hardly have been better with low interest rates and benign volatility. This was underpinned and turbo charged...

Here's something unexpected: A chocolate index. Anthony Doyle from Firetrail Investments explains more, assessing whether you can expect your just desserts this Easter...

When you hear that the US dollar has existed for more than 100 years and isn’t going anywhere; that’s provably false. A dollar in 1910 could be exchanged for gold by a...

The Russian invasion of Ukraine has thrown up a plethora of issues for European and global markets. This is mainly because Russia, like Australia, is heavily endowed...

Accelerating inflation has rightly caught the attention of policy makers and investors alike. Expectations that rising prices would cool during the latter half of 2021...

Recent data on both job vacancies and worker mobility show that Australia's labour market is continuing to tighten, pointing to ongoing reductions in the...

As we shift towards a new market regime, Roger Montgomery, of Montgomery Investment Management, believes investors should seek out high-quality growth stocks. In this...

Global economies and financial markets are now entering the late stages of the business cycle. Fiscal stimulus has peaked and household purchasing power from savings...

Jerome Powell's re-election as Federal Reserve chair late last year was a relief to investors, but a few short months later his credibility is now on the line. As...

For most people, it's been decades since they've had to deal with high inflation - if ever. But it's looking increasingly likely this will be the story of the years...

Companies with tailwinds to ride the reopening and continued capacity to keep growing earnings are the stocks you should be considering now, says Ben Clark from TMS...

This year is going to be year of transition. We're seeing interest rates go up globally and in fact, I think Central Banks generally are behind the curve, so they...

Hurricanes Harvey, Irma and Maria may have devastated parts of the US in 2017 but the Janet Yellen-led Federal Reserve was determined to persist with an unprecedented...

At the latest Crestone Investment Forum, held on 22 February 2022, we asked panelists to share their views on the likely path of markets and the global economy in...

A boom in M&A activity has filled the pipeline for private debt investors like Revolution Asset Management’s Bob Sahota. In this short wire, he explains how private...

Undervalued healthcare stocks are by no means a dime a dozen but we believe we have identified one that is still trading below market value. This company has excellent...

Commodities have typically performed well late in the business cycle – and during periods of global turmoil – offering a potential hedge against inflation and...