inflation

Inflation and interest rates are the biggest themes for markets at the moment, but could these also be opportunities?

Buying ‘value’ companies could once again be the dominant factor for generating alpha over the medium term as ‘sticky’ inflation persists.

Investors are assuming the “Great Moderation” remains intact. But the tectonic plates are shifting – and bode ill for long-term returns.

US inflation came in higher than expectations. Now, month-to-month inflation numbers can be volatile. But there are more than a few data points in this report that are...

I share my thoughts on where we are headed regarding Australia’s 2023 rates outlook, slowing inflation, and the risk of a global recession.

The 24th Prime Minister of Australia and the 2023 bond market may not have a lot in common at first glance.

We believe fixed income markets offer higher yields, and are positioned to further benefit amid potential volatility and a weakening economy

In an inflationary environment, you want to be aware of all your investment options. Is this myth standing in your way?

We challenged fund managers to put forward a bold or dangerous prediction for 2023. Which fortune-teller will reign supreme this year?

High interest rates and weak real earnings growth are pushing consumer spending down and slowing the economy. This is now impacting the revenues and earnings of many...