inflation

In recent years, markets have reacted positively to signs of inflation. Inflation has been indicative of improving conditions in the economy, and central banks have...

Bond markets recently slapped equity investors in the face with a 50-basis point reminder of who is really in charge here. As the famous quote from James Carville...

While in Taiwan this week, meeting with executives of the technology/smartphone value chain, my hotel room shook with earthquake tremors. It struck me that nature has...

Although confronted with a maturing growth cycle and the likelihood of more modest returns, the catalysts typically leading to past downturns appear largely absent -...

It was February 4th, 1994, and I was on a plane to LA from Sydney. I was treating myself to 4-week holiday skiing in Aspen and then on to New York; 1993 had been a...

As global expectations of rising interest rates and inflation begin to become more mainstream, investors are wise to pause and reflect on what this means for their...

Richard Quin, Lead Portfolio manager of Bentham Asset Management, is one of Australia’s most seasoned and successful credit investors. While the asset class remains...

In this second of a three-part series from guest contributor, ex ANZ Chief Economist, Warren Hogan, this note assesses the outlook for US bond yields and explains why...

I spent a lot of time in the 2017 End of Year Special Edition looking back across the year, covering some of my best charts and calls (and some of the worst!). But...

There’s an overwhelming sense of déjà vu as far as the gold market is concerned. Two years ago during December 2015, we witnessed the first US Fed rate hike since the...

With a performance that is on track to 20-bag this year, there is little doubt it’s going to be a very Merry Christmas for Bitcoin enthusiasts, many of whom have made...

Markets have ‘baked in’ expectations that interest rates and inflation will stay low for a long time, but Simon Mawhinney, Chief Investment Officer at Allan Gray,...

In the AFR today I outline my views on markets for 2018, including forecasting that Aussie house prices will fall year-on-year for the first time since 2012---after we...

For the past 16 years we have produced “The Big Issues” report – a report that has sought to highlight the issues that are expected to influence the economy over the...