inflation

Expectations for performance in 2022 are difficult to pin down. Market volatility continues due to uncertainty from COVID variants as well as high valuations in...

I have some pretty clear ideas about which trends are sustainable and which ones aren't in the long term. However, the short term is far less clear. A combination of...

In the AFR I write that you should buckle-up and prepare for a wild ride in 2022. Investors will have to resolve the cognitive dissonance of buying equities at record...

2021 was a tough year for many. But for those with a well-diversified portfolio, there was the silver lining of solid returns. The ever-popular Shane Oliver kicks off...

With the clock ticking over to 2022, the world will have endured two years of COVID-19. But despite the well-documented challenges, 2021 was a successful year for...

In this article we have a look back at 2021 and consider what 2022 might bring. This time last year it felt like we had been through a year for the ages and that some...

In the AFR I write that while the comparatively benign Omicron variant of the virus may provide a path out of the pandemic, it will only serve to amplify the...

It's hard enough to predict what might happen in our local communities, let alone how global markets could perform over the year ahead. But they say there is strength...

Theme 1 Battery market consolidation Looking back at 2019, we initiated coverage on the battery metals sector and mentioned at the time the market had reached an...

In the AFR I write that the contradictory cocktail of extremely high inflation, zero interest rates, tight labour markets, robust wages growth, elevated inflation...

The Fed's preferred measure of US core inflation printed overnight 0.5% in the *month* of November and an incredible 4.7% over the last 12mths. The first chart below...

Central banks have started to take back last year's rate cuts as their economies have recovered from last year's recession, lifting policy interest rates after...

Gold prices have continued to trade in a narrow range in December, with the precious metal oscillating around the USD 1,800/oz price point. Assuming there’s no...

The spectre of sustained high inflation and the behaviour of bond markets continue to perplex market observers as the year draws to a close and attention turns to...

As we enter 2022 one business that we think is well-positioned to prosper even in the event of an inflationary environment is a company called Raiz. Raiz is a...

It has been a challenging year for fixed income. The asset class has historically been a go-to option for risk-averse investors or investors seeking an additional...

Growth is slowing, inflation pressures are building, but for companies with proven pricing power that also benefit from growth trends, inflation is nothing to fear. In...

In a world of short attention spans and instant gratification, few people have been shocked by the speed of the recovery since the March 2020 dislocations. The...

One is inflation, second is COVID, third is debt on both public and private balance sheets. Here we provide a few factors we've been considering at Pella Funds...

If you turn on the finance news or open any financial paper today, the word “inflation” is everywhere. After three decades of hibernation, it would appear the...