inflation

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...

Inflation has been an especially hot topic in recent quarters. A range of factors have come together to see inflationary expectations increase and the core Consumer...

Capital markets do not always behave as expected, as evidenced by the decline in core government bond yields in recent weeks, and the flattening yield curves that have...

I’m borrowing from Financial Times columnist Merryn Somerset Webb’s expression that inflation is a wealth tax because it so elegantly puts into relief what the current...

The first half of 2021 has provided no shortage of ‘big picture’ topics to be concerned about: take your pick between the pace of vaccine-rollouts, ongoing border...

Variations in vaccination progress and economic stimulus have delayed synchronization of the global economic recovery. The U.S. is expected to lead the recovery in...

Google searches for “inflation” are higher now than at any time since such things were first measured around 13 years ago. It’s partly a natural reaction to the...

Long-term readers of Livewire will be familiar with the views of strategist Chris Watling, the founder and chief economist of London-based Longview Economics....

The mother of all “unknown unknowns” (to borrow some tortured phrasing from former US Defense Secretary Donald Rumsfeld, who passed away on Friday) hit the world a...

MLC Asset Management's Jonathan Armitage has navigated a crisis or two during his working life and argues that this time, it is different. At the dawn of his career,...

With EOFY comes sales, parties and, of course, tax returns. It also presents an opportunity to reflect on the year to date and reassess the composition of your...

Equity markets are currently at all-time highs. This has generated returns that, we believe, are unlikely to continue, so we need to think about where returns are...

Recently, there’s been a lot of discussion about whether the significant government stimulus, combined with record low interest rates and unconventional monetary...

The biggest question for markets globally is how high will inflation reach and for how long. To understand why it’s such an important question, you need to appreciate...

COVID-19 is the destructive force that’s shaken the tectonic plates of financial markets and sparked a rethink of how portfolios and risks need to be managed in the...

The US just printed 5% inflation. Any number of pundits are suggesting investments from commodities to value stocks to protect your investment portfolio from rising...

Google searches for the term “inflation” doubled in May from the 2020 average, hitting the highest level since 2009. More curiously – but obviously linked – searches...