inflation

We have discussed for some time now the 40-year deflationary rate cycle that began in 1981 after the US 10yr bond yield peaked at almost 16% and troughed in the depths...

The sharp rise in long bond yields from 1.5% at the beginning of the year to 3.6% in June continued to create headwinds for long-duration assets such as REITs. The...

As stocks have wobbled, investors have bemoaned having no place to hide – not even in gold. June alone saw the market fall a whopping 8.97%. However, short positions...

I grew up in the 1970s and it was fun – Abba, Elvis, Wings, JPY, flares, and cool cars. But economically it was a mess. Inflation surged and so did unemployment and...

Perpetual’s Vince Pezzullo sincerely hopes financial markets aren't heading for a repeat of the 1970s - or the 1990s - as he explained in the latest episode of...

In this article, we will examine the causes of recent volatility and a forward-looking scenario that could see investor sentiment improve. First off, here’s some...

After relentless multi-year outperformance, growth stocks around the world have finally seen sustained and significant underperformance over the last six months. The...

Like a bear with a sore head, many investors probably wish they had stayed in hibernation in 2022. It has been a brutal year so far, the worst since the Great...

"In a negotiated purchase of a business, you’re almost always dealing with someone that has the option of either selling or not selling, and can sort of pick the time...

I read with interest the ‘Livewire readers’ 20 most tipped stocks to beat inflation’ article earlier this week. Mainly because I’ve spent the past few months...