inflation

I read an article recently, in which a journalist was reporting on a piece of simple financial advice from American billionaire Mark Cuban. When asked what one should...

With many economic indicators pointing to a slowdown most investors have been keenly watching emerging earning trends for signs of an earnings slow down or...

China’s entry into the World Trade Organisation in 2001 saw an explosion of Chinese imports into the US (see chart). It is estimated that between 2001 and 2006...

It’s time for a new episode of Stocks Neat, the podcast with nothing watered down.In July’s episode of Stocks Neat, at a more important time than ever, Gareth and I...

After the largest bond market sell-off in 30 years, and with risk markets pricing in a higher probability of recession, global fixed interest and credit markets offer...

The last month has seen a rally in global bond markets, after a protracted period of repricing, US 10-year yields down around 32 points to 2.76% as of 9 August. This...

Fears of a sharp slowdown in global growth have continued to intensify over the past couple of months. And after one of the most significant valuation corrections in...

Last week I spoke with Bennelong Funds Management's Jodie Saw about the impact changing interest rates and inflation can have on infrastructure; and the...

Since bravely declaring that inflation would be “transitory” the Chair of the U.S. Federal Reserve, Jerome Powell, has been ridiculed for being so wrong. After all,...

This past week has seen Wall Street flooded with earnings releases as the July reporting season hits full flow. A good earnings season with plenty of positive...