inflation

It's hard enough to predict what might happen in our local communities, let alone how global markets could perform over the year ahead. But they say there is strength...

Theme 1 Battery market consolidation Looking back at 2019, we initiated coverage on the battery metals sector and mentioned at the time the market had reached an...

In the AFR I write that the contradictory cocktail of extremely high inflation, zero interest rates, tight labour markets, robust wages growth, elevated inflation...

The Fed's preferred measure of US core inflation printed overnight 0.5% in the *month* of November and an incredible 4.7% over the last 12mths. The first chart below...

Central banks have started to take back last year's rate cuts as their economies have recovered from last year's recession, lifting policy interest rates after...

Gold prices have continued to trade in a narrow range in December, with the precious metal oscillating around the USD 1,800/oz price point. Assuming there’s no...

The spectre of sustained high inflation and the behaviour of bond markets continue to perplex market observers as the year draws to a close and attention turns to...

As we enter 2022 one business that we think is well-positioned to prosper even in the event of an inflationary environment is a company called Raiz. Raiz is a...

It has been a challenging year for fixed income. The asset class has historically been a go-to option for risk-averse investors or investors seeking an additional...

Growth is slowing, inflation pressures are building, but for companies with proven pricing power that also benefit from growth trends, inflation is nothing to fear. In...