inflation

If you've been noticing a little less cash in your wallet recently, it's very likely that inflation is to blame. For the 12 months until the end of September, the...

2022 has been a difficult year for investors. If the year ended today, 2022 would be the first year that US stocks and long-term bonds are both down more than 10% in...

Each year, the Neuberger Berman investment leaders identify the 10 key themes they believe will be prominent in markets over the next 12 months.

“Luxury goods are the only area in which it is possible to make luxury margins.”– Bernard Arnault, Founder, Chairman, CEO, LVMH High-end shoppers are ignoring the...

“A US dollar is an IOU from the Federal Reserve Bank. It’s a promissory note that doesn’t actually promise anything.” – PJ O’Rourke, US humourist The strong US...

Benjamin Graham, the father of ‘value investing’, once famously said that in the short run the market is a “voting machine”, but in the long run it is a “weighing...

It was December 2020 when the US Federal Reserve first told us what conditions it would take for the interest rate in the world's largest economy to begin rising...

Fears of a sharp slowdown in global growth have continued to intensify over recent months. Inflation has proven to be stickier than most expected, interest rates have...

Finance headlines are like any other type of news headlines. Sometimes they're based in fact, other times rumour and innuendo, and at worst lies and mistruth.  Yet...

With inflation still the word on everyone’s lips, our latest podcast has been published in two parts. In part 1, Greg Goodsell, 4D's Global Equity Strategist, speaks...