inflation

Transitory was the macro word of 2021 as the Federal Reserve and other major central banks attempted to calm markets about the pace of inflation. Investors fought...

Global stocks struggled early in 2022 because investors were concerned about faster inflation, which has risen to its highest in four decades in the US, a record...

For more than two decades, investors have put faith in the value of the traditional 60:40 portfolio (1). This portfolio structure was designed to protect investors...

For over a decade conditions for most asset classes could hardly have been better with low interest rates and benign volatility. This was underpinned and turbo charged...

Here's something unexpected: A chocolate index. Anthony Doyle from Firetrail Investments explains more, assessing whether you can expect your just desserts this Easter...

When you hear that the US dollar has existed for more than 100 years and isn’t going anywhere; that’s provably false. A dollar in 1910 could be exchanged for gold by a...

The Russian invasion of Ukraine has thrown up a plethora of issues for European and global markets. This is mainly because Russia, like Australia, is heavily endowed...

Accelerating inflation has rightly caught the attention of policy makers and investors alike. Expectations that rising prices would cool during the latter half of 2021...

Recent data on both job vacancies and worker mobility show that Australia's labour market is continuing to tighten, pointing to ongoing reductions in the...

As we shift towards a new market regime, Roger Montgomery, of Montgomery Investment Management, believes investors should seek out high-quality growth stocks. In this...