inflation

The recent second-quarter US earnings season highlighted how robust and broad-based its economic recovery has been, with healthy wage growth and ramping industrial...

The biggest question on most investors’ minds in the first half of 2021 has been ‘will inflation be transitory or lasting?’ While the issue is far from settled, the...

We covered inflation in a lot of detail in our four-part series earlier this year. So far, the inflation cycle is playing out largely as foreshadowed. In particular,...

For the first time in over a decade, a new economic cycle may be underway – a ‘reflation’ cycle characterised by faster economic growth, higher inflation and ongoing...

There is little doubt that Elvis is in the building, in this case Elvis being elevated data points of price inflation. Central banks are adamant that these data points...

There are tentative signs that substantial supply chain bottlenecks in the US are starting to ease. But delivery times remain elevated, and we see inflationary...

COVID-19 has changed the world and the repercussions will be felt in the bond market for several years. But the message from markets is murky, at best. We're at the...

Plus, the short-term impact of stylistic factors in an already attractive sector. Over the last few years, larger, "growthier", US-based businesses have outperformed...

Since the hawkish Fed meeting in June, investors have talked of a ‘policy mistake’ that could undermine the central bank’s Flexible Average Inflation Targeting...

Headline monthly consumer price index (CPI) figures are not enough to tell us if inflation will linger beyond the coming months. The pace of economic recovery and the...

With the latest US CPI reading over 5%, we have been receiving a number of questions from investors about what this means for the future composition of our...

We believe inflation linkage is a key attribute of infrastructure as an asset class. And we’re often asked to prove it, especially now with fiscal and monetary...

It has been noted by some economic observers that Fed Chairman Jerome Powell has, in 2021, been consistent in one aspect of his predictions about inflation; that he’s...

To be forewarned is to be forearmed, and so we thought it’s worth sharing some insights on themes that investors should keep an eye on. 1. Income: this is...

To many investors today the subject of inflation presents three burning questions. 1) When will it really hit? 2) How badly will it hit? 3) How can we prepare our...

The financial year has ended and it’s a fitting time to take stock of what’s transpired and to also look ahead. Double-digit gains across many share markets featured...

The US is at the centre of financial markets: When it sneezes, the world catches a cold. So recent concerns around inflation have put the world on notice. But,...

Howard Marks’s latest memo on the “topic du jour” of inflation stretches to about 15 pages, around 8,000 words and graciously references the work of dozens of his...

“Inflation is not a problem.” That seems to be what the bond market is saying, an important bellwether as bonds are particularly ill-disposed towards bouts of...

The Australian economy has weathered the COVID-19 storm spectacularly well. Households are spending, disposable incomes are up, a record 63% of the population is...