inflation

I’ve spent the last few days talking to most of the folks I know in the market, collecting opinions, information and discussing what other investors are thinking on...

After a strong 2021 markets have been hit by a significant bout of risk aversion in January. Concern around the path of global inflation and interest rates has been...

Despite COVID's continued grip on our lives and, of course, mounting fears of inflation, Munro Partners, Tribeca Investment Partners and Redpoint Investment Management...

Equities may just lose their shine in the second half of 2022, pens Crestone's Scott Haslem, who in this wire shares the key tactical asset allocation changes the...

Don’t feel guilty about having a holiday. We genuinely hope you had an absolute cracker. But I hope it’s not immodest to point out that while you were kicking back,...

Investors are keenly focused on how policymakers will react to current levels of inflation. Will it subside without robust intervention (as supply chains overcome...

The RBA should continue to wind back the policy stimulus delivered during the pandemic when it meets next month. The RBA will stop buying government bonds and there is...

2022 looks like it could be a challenging year for equity investors. The after-effects of the pandemic driven monetary support which overwhelmed financial markets in...

Capital Group’s 2022 outlook cuts across global stocks and bonds in the US, China and Europe. It also explores dominant macro themes of interest rates and inflation,...

2021 is likely to be a year many bond investors would choose to forget. The benchmark Bloomberg Global Aggregate Index declined around 4.7% for the year, its weakest...