inflation

It’s hard to escape commentary on the eruption of inflation. Voters are telling pollsters that ‘cost of living pressures’ are front-of-mind in the context of the...

When America sneezes, the world catches a cold - or maybe even, this time, a plague. The US hands down its April inflation numbers tonight and the whole world will...

The Platypus team has always liked the health sector because it provides earnings certainty and offers defensive and quality characteristics that appeal to investors...

Global inflationary pressures and interest rates have lifted notably so far this year thanks to strong demand and supply bottlenecks. Inflation appears likely to...

For the first time since November 2010, the cash rate target has been lifted in Australia and for the first time since the reign of Glenn Stevens, the monetary...

With the RBA about to start raising rates for the first time since 2010, it will be trying to manage a challenging economic mix of very low unemployment and high...

It's finally happened. For the first time since the Global Financial Crisis, we have a year-on-year inflation print in Australia of over five percent.  Yes - you...

Moving lower down the capital structure of higher rated corporate issuers can be a smart way to add higher returns to well diversified portfolios. In this article we...

Treasury Yields and the Long-Term Rate of Inflation: A lot of people have gotten excited about the surge in annual inflation rates, but in my view it’s arguably...

In August last year, we highlighted that real estate (listed and direct) tends to outperform equities during periods of high inflation. We have previously cited the...