inflation

“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...

For anyone who thought Australia's inflation story would be different from our global counterparts, today may have provided quite the alarm. A day after the Federal...

“This is nothing like the 1970’s, which was a pretty dismal period, and not just because of polyester and disco.” – Barry Ritholtz, CEO, Ritholtz Wealth Management ...

I recently spoke to Bennelong Funds Management's Stuart Fechner about the insidious nature of inflation and the spectre of a recession - as well as the surprising...