inflation

Gold prices have continued their bull market run in Q2 2020, with the yellow metal trading above USD 1,700 per troy ounce. This reflects a sustained upward trajectory...

There has been much debate about the short-term economic and investment impact of coronavirus – on economic activity, unemployment, interest rates, house prices,...

So much of asset pricing hinges on selecting an appropriate discount rate, which is how we transform future cash flows into a value today. In fixed income we have the...

Along with massive fiscal stimulus globally to deal with the impact of coronavirus shutdowns on the economy, the last month or so has also seen massive monetary easing...

We’ve seen the panic. Now we’re enjoying the relief. But the worst is yet to come - and then what? That’s the big issue on the mind of Chris Watling from Longview...

At present, most of the developed world central banks use a monetary policy framework called inflation targeting. In a simplified view, central banks set a target for...

March 2020 will live long in the memory in investors’ minds. The unprecedented shutdown of developed and emerging market economies to halt the spread of coronavirus...

Share markets are at or around record levels despite lots of worries, particularly around the coronavirus (Covid-19) outbreak. A common concern is that this is because...

Apart from catching up with family and friends and listening to Big Block on repeat with the kids, we spent countless hours during the recent holidays reading and...

Investors have come into 2020 with a relaxed mindset, comfortable that the key fundamentals are stable across major markets. Key global risks that plagued investors...

Getting the proportions right when preparing a recipe is more important than the precise provenance of the ingredients. And it’s just the same with portfolio...

Warren Buffett describes interest rates as the ‘gravity’ for stock prices, thus when rates are high, stock prices should be lower; and when rates are low, stock...

As a turbulent year for the global economy, financial markets, and politics recedes in the rearview mirror, we look ahead into 2020, mapping out both the likely path...

Welcome to 2020. The bulls still have strength in numbers, but an increasing number of bears are emerging from hibernation. Those who argue that benign market...

A key focus area for Nucleus currently is the lack of inflation and stagnant growth we’re seeing worldwide. With that in mind, we brought on ex-fund manager and avid...

Newspapers sell fear, while equity markets sell optimism. Basing an investment strategy on the latest financial headlines is a great way to destroy capital. But while...

After starting out as an equity portfolio manager at Daiwa International Capital Management in London during the late 1980s, Tony Cousins is now Chief Executive &...

Central bank policy within the developed world has been marked over the past decade by a systematic failure to achieve pre-set inflation targets. In response central...

Surprisingly weak Australian inflation has led to expectations the Reserve Bank will soon cut rates. But what’s driving low inflation? Is it really that bad? Why not...

There have been a number of commentators who have made the point that we have inflation in things we need (housing, utilities, fruit&veg, hospital services) and...