inflation

With inflation spiking as the world adjusts to the post-Covid regime, investors are naturally interested in how their portfolios might perform in an inflationary...

The closure of Australia's international border has seen a collapse of non-resident employment as foreign workers returned home. This has contributed to the largest...

A good value investor will buy cyclical stocks on high multiples at the bottom of the cycle. This is when earnings have troughed. Computershare (ASX:CPU) will soon...

When Simon Doyle of Schroders Australia takes a broad view of the recent performance of capital markets and thinks about the undercurrents of shifting geopolitical,...

Gold moves on inflation (... finally) There has been ample talk and plenty of anecdotal evidence of inflation this year, none of which has seemed to elicit much of a...

As Australian shares race to fresh record highs, our large-cap duo Matthew Haupt and John Ayoub believe that investors are nearing a pivotal moment of time that will...

Throughout our discussions with the managers of Australia’s top-rated funds, it’s become evident that their views around the biggest tail risk for markets have...

We are in the fourth and final mini reflation cycle of this 12-year bull market. Price signals across capital markets are suggesting we have reached an important...

If 2020 was a wild year for equities, 2021 has been just as exciting for fixed income investors. In February, a sharp rise in bond yields and inflation expectations...

Sustained inflation will remain elusive and the recent uptick is transitory rather than part of a longer-term shift, says Jamieson Coote Bonds' Charlie Jamieson....

This is the final in our series of four posts on the contrarian view for inflation. This time we look at what to do from an investment perspective. The inflation...

Paul Skamvougeras has the privilege of managing Perpetual's Wholesale Concentrated Equity Fund, one of Australia's longest-running unlisted managed products. As the...

Fidelity International’s Kate Howitt took the road less travelled in her journey to become one of Australia’s most respected fund managers. After completing an...

This is the third in a series of four posts on the contrarian view for inflation, this time dealing with the inventory supercycle. Part one: See here. This dealt...

Inflation has emerged as the word on everyone's lips as economies reopen and stimulus continues to flow. But Jasmin Argyrou, portfolio manager and director at Credit...

Given inflation is the most prominent theme in global investment markets, I wanted to provide some thought and insight into what the various outcomes of inflation...

Along with rising commodity prices over recent months, the recent much higher than expected lift in United States consumer prices has heightened global market concern...

With interest rates, inflation, and credit spreads still sitting close to record lows, the most important question for fixed income investors is how this could change...

Environmental, Social, and Governance (ESG) ETF use has exploded over the last few years in Australia, with total assets under management (AUM) surpassing $1.5 billion...

Runaway inflation is the theme du jour. “Protect your portfolio from hyperinflation” scream headlines from investment newsletters. I have an alternative scenario for...